Consumer Cyclical
Tandy Leather Factory, Inc.(TLF)
Live Price
Offline$2.31
+0.43% today
1Y Change
-23.59%
Window
Jun 20, 2025 β Jun 17, 2026
- Market Cap
- $20.00M
- Revenue Growth
- +2.6%
- EPS Growth
- +1039.6%
- Dividend Yield
- 32.1%
Coverage: 249 bars Β· Jun 20, 2025 β Jun 17, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Tandy Leather Factory, Inc. (TLF) is a Consumer Cyclical stock with a market cap of $20.00M and listed on NASDAQ. The stock last traded around $2.31 and down 23.6% across the available one-year price window (Jun 20, 2025 β Jun 17, 2026). Baseline metrics include revenue growth of +2.6%, EPS growth of +1039.6%, a dividend yield of 32.1%. What stands out right now is revenue +2.6%, EPS +1039.6%, free cash flow -617.1% with operating margin -1.3% and ROIC -0.9%. The dividend matters to the case here, with a current yield around 32.1%. Valuation is more restrained than many high-expectation growth names at P/E 2.1 and price/sales 0.2. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines TLF price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Cyclical peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
+2.6% vs +7.5% peer median
Operating Margin
Below sector median
-1.3% vs +8.4% peer median
P/E
Below sector median
2.1 vs 18.1 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 19, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +2.6% and EPS at +1039.6%, with operating margin around -1.3%.
The next real check-in already has a date
The next earnings event is scheduled for Aug 17, 2026, which is the clearest near-term catalyst for confirming whether the current trend is holding up.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -9.0% over the next 5 trading days and finished higher after 0 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Ξ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 19, 2026 | β | -4.0% | -6.4% | -7.6% |
2026 May 11, 2026 | -72.7% | -0.4% | +0.0% | -2.9% |
2026 Feb 24, 2026 | β | -23.5% | -20.5% | -24.8% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
TLF
β
Normalized return
SPY
β
S&P 500
Excess Return
β
Relative to SPY
TLF Max Drawdown
-36.87%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for TLF and SPY.
Company Overview
Tandy Leather Factory, Inc.
NASDAQ Capital Market
Tandy Leather Factory, Inc., together with its subsidiaries, operates as a retailer of leather and leathercraft-related items in North America and Spain. It offers leather, hand tools, hardware, kits, liquids, teaching materials, open workbenches, machinery, and related accessories and supplies. The company also manufactures leather laces, cut leather pieces, do-it-yourself kits, thread laces, belt strips and straps, and Craftaids. In addition, it offers production services, including cutting, splitting, and assembly services to business customers. The company sells its products under the Tandy Leather, Eco-Flo, Craftool, CraftoolPro, Dr. Jackson's, and TandyPro brand names through company-owned stores; and orders generated from its websites, such as tandyleather.com, tandyleather.ca, tandyleather.eu, and tandyleather.com.au. It operates 106 retail stores, including 95 stores in the United States; ten stores in Canada; and one store in Spain. The company was formerly known as The Leather Factory, Inc. and changed its name to Tandy Leather Factory, Inc. in 2005. Tandy Leather Factory, Inc. was founded in 1919 and is headquartered in Fort Worth, Texas.
- Leadership
- Johan Hedberg
- IPO Date
- Sep 27, 1993
- Employees
- 414
- Street Address
- 1900 Southeast Loop 820
- Mailing
- Fort Worth, TX, 76140-1003
- Region
- Fort Worth, TX, US
- Reporting Currency
- USD
- Investor Line
- 817 872 3200
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 2.1
- EV/EBITDA
- 14.3
- Price/Sales
- 0.2
- Price/Book
- 0.4
Growth
- Revenue
- +2.6%
- EPS
- +1039.6%
- Free Cash Flow
- -617.1%
Profitability
- Gross Margin
- 57.0%
- Operating Margin
- -1.3%
- Net Margin
- 11.9%
- ROE
- 16.5%
- ROIC
- -0.9%
Balance Sheet
- Debt/Equity
- 0.52
- Current Ratio
- 5.16
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.