Every 8-K that Tandy Leather Factory, Inc. (TLF) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow TLF and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full TLF filings page.
Tandy Leather Factory, Inc. reported second quarter 2026 results, furnishing a press release alongside its quarterly report. Sales were $18.0 million, slightly above $17.8 million in 2025, while gross profit rose to $11.7 million from $10.6 million, indicating stronger profitability on similar revenue.
The company generated net income of $0.05 per share for the quarter, compared with a basic and diluted net loss of $0.02 per share a year earlier. EBITDA for the quarter was $0.9, based on net income of $0.4, plus depreciation and amortization of $0.3, income tax provision of $0.2, interest income of $(0.1), and stock-based compensation of $0.1.
As of June 30, 2026, cash and cash equivalents were $6.4 million, down from $16.1 million at December 31, 2025, reflecting $6.0 million in dividends paid in the first quarter and approximately $4.0 million of spending on inventory, a new POS system, a new Waco, Texas store, and other capital investments. Management highlighted sales growth across retail and e-commerce, higher gross margins driven by pricing, and higher operating expenses tied to compensation, technology, a new loyalty program, and occupancy costs.
Tandy Leather Factory, Inc. updated its board governance and reported annual meeting results. The board raised annual cash retainers for non‑employee directors to $20,000, with additional fees of $7,000 for the Audit Committee chair and $3,000 for certain committee roles.
Under the 2023 Stock Incentive Plan, all previously unvested RSUs fully vested as of June 9, 2026, and future RSU grants will vest at the time of grant. The board also appointed John Gehre as Chairman, effective the same date.
At the annual meeting, six directors were elected with about 4.4 million votes each. Stockholders ratified Whitley Penn as independent auditor with 5,622,340 votes for, and approved the advisory vote on executive compensation with 4,370,852 votes for and 455,754 against.
Tandy Leather Factory reported first quarter 2026 results showing modest growth in its core business. Sales were $19.7 million, up from $19.0 million a year earlier, while gross profit rose to $12.0 million from $10.7 million, reflecting higher margins.
Net income was $0.03 per share, compared to $1.36 basic and $1.35 diluted per share in the prior-year quarter, which benefited from a one-time headquarters sale. EBITDA for the quarter was $0.7 million.
As of March 31, 2026, the company held $10.1 million in cash and cash equivalents, down from $16.1 million a year earlier, primarily due to a special dividend of approximately $6.1 million, tax payments tied to the 2025 headquarters sale, and relocation-related expenses. Inventory was $33.7 million, slightly higher than $33.2 million at December 31, 2025. Management highlighted higher sales, improved gross margins driven by pricing changes, and noted that operating expenses increased due to compensation, operations and technology investments, and higher occupancy costs from renting the headquarters and flagship store.
Tandy Leather Factory reported significantly stronger results for 2025, with full-year sales of $76.3 million, up from $74.4 million, and net income rising to $9.1 million from $0.8 million. Earnings reached $1.10 per basic and diluted share, compared with $0.04 a year earlier.
Fourth quarter 2025 sales grew to $22.2 million from $20.5 million, while gross profit increased to $12.1 million from $10.8 million. Cash and cash equivalents were $16.1 million as of December 31, 2025, helped by the sale of the former headquarters, after which the company paid a special dividend of approximately $12.7 million and incurred relocation-related costs.
Gross profit for the year was $43.5 million, or 57.0% of sales, versus $41.8 million, or 56.2%, in 2024, while operating expenses increased to $44.5 million from $41.2 million. Management highlighted sales growth, margin improvement, the $0.75 per share special dividend, and a focus on returning to operating profitability in 2026.
Tandy Leather Factory, Inc. (TLF) filed an 8-K noting it furnished a press release and filed its Form 10-Q announcing financial results for the third quarter of fiscal 2025. The company states the information provided under Item 2.02, including the press release, is furnished and not deemed filed under Section 18 of the Exchange Act.
The filing includes Exhibit 99.1 (Press Release dated November 10, 2025) and Exhibit 104 (cover page interactive data file). TLF’s common stock trades on Nasdaq under the symbol TLF. The report was signed by Chief Executive Officer Johan Hedberg.