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Friedman Industries filed a current report describing plans to expand its facility on Steel Dynamics’ campus in Sinton, Texas. The project will increase the building size and add laser cutting equipment to offer new first-stage processing and fabrication capabilities for cut-to-length sheet.
The company expects the expansion to be completed in the fourth calendar quarter of 2026. Management describes the project as a strategic supply solution intended to improve customer efficiency, reduce handling in the supply chain, capture additional value-added services and strengthen margins and customer relationships.
Friedman Industries President and CEO Mike J. Taylor made an open-market purchase of company stock. He bought 500 shares of common stock at $18.00 per share. Following this transaction, he directly owns 223,166 shares, showing a modest increase in his personal stake in the company.
Friedman Industries President and CEO Mike J. Taylor reported an open-market purchase of 400 shares of the company’s common stock at $18.00 per share. Following this transaction, he directly owns 222,666 common shares.
Friedman Industries President and CEO Mike J. Taylor reported an open-market purchase of common stock. On this transaction date, he bought 100 shares at a price of $18.00 per share. Following this trade, his directly held common stock position increased to 222,266 shares.
FRIEDMAN INDUSTRIES INC Chief Operating Officer Gaurav Chhibbar bought 1,000 shares of common stock in an open-market transaction at $18.35 per share. This purchase increased his directly owned stake to 51,000 shares of the company.
FRIEDMAN INDUSTRIES INC President and CEO Mike J. Taylor reported an open-market purchase of common stock. On this Form 4, he bought 600 shares at $18.75 per share. Following this transaction, his direct ownership increased to 222,166 common shares.
De Lisle Partners LLP reported beneficial ownership of 419,816 shares of Friedman Industries, Inc. common stock, representing 5.9% of the class as of the event date. The firm holds sole voting and sole dispositive power over all these shares, with no shared authority.
The filing is an amended Schedule 13G, submitted by Institutional Investment Manager Isabelle Cordwell-Riant, who serves as Head of Finance and Compliance and certifies that the applicable foreign regulatory framework is substantially comparable to the U.S. regime for similar institutions.
Friedman Industries reported a strong turnaround for the quarter ended December 31, 2025, moving to net earnings of about $3.0 million or $0.43 diluted EPS on sales of roughly $168.0 million, compared with a net loss of about $1.2 million or $(0.17) per share on sales of about $94.1 million a year earlier.
For the first nine months of the fiscal year, sales were about $455.1 million with net earnings of roughly $10.3 million, up from sales of about $315.4 million and net earnings of about $0.7 million in the prior-year period. The flat-roll segment drove results, with quarterly sales of approximately $153.0 million and higher volumes and pricing, while the tubular segment also improved to sales of around $14.9 million and segment operating earnings of about $1.4 million.
Average selling prices increased in both segments, and hedging activities added roughly $1.4 million of gains in the quarter. Total assets rose to about $311.9 million as of December 31, 2025, with stockholders’ equity of roughly $142.2 million, reflecting growth alongside higher liabilities.
Friedman Industries reported much stronger results for the quarter and nine months ended December 31, 2025, driven by higher volumes and improved steel pricing. Net sales for the nine-month period rose to $455.1 million from $315.4 million, while net earnings increased to $10.3 million from $0.7 million, lifting basic EPS to $1.46.
Third-quarter net sales reached $168.0 million with net earnings of $3.0 million, reversing a loss in the prior-year quarter. The flat-roll segment remained the main growth engine, and the tubular segment swung from an operating loss to a profit.
On August 29, 2025, the company acquired assets of Century Metals & Supplies for approximately $52.7 million, expanding its flat-roll footprint and product mix. To support growth, it increased its asset-based lending facility to $140 million, with $88.6 million outstanding at December 31, 2025. Operating cash flow was $11.2 million, and working capital rose to about $167.0 million, supporting ongoing operations and integration of the new business.
Friedman Industries’ major shareholder group has reduced its stake below 5% of the company’s common stock. Amendment No. 4 to Schedule 13G shows that funds associated with Tontine Asset Associates and investor Jeffrey L. Gendell now report beneficial ownership of 354,576 shares, or 4.9% of Friedman Industries’ 7,112,182 shares outstanding as of November 10, 2025. Tontine Capital Overseas Master Fund II, L.P. and its general partner Tontine Asset Associates, LLC each report shared voting and dispositive power over 267,952 shares, or 3.8% of the company. The filing is characterized as an exit filing because the reporting persons no longer own more than five percent of the outstanding common stock, and it also certifies that the securities are not held for the purpose of influencing control of the issuer.