TANDY LEATHER FACTORY INC(TLF)— Stock Profile, AI Score & Financials

Consumer Discretionary · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .

TANDY LEATHER FACTORY INC (TLF) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores TLF at 27.5/100 on a 32-signal composite quality model, placing it at rank #2,583 of 2,962 stocks — the bottom half of the AI-ranked universe. Areas of concern include revenue scale (12.5) and free cash flow (22.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), TANDY LEATHER FACTORY INC reports quarterly revenue of $18.0M, net income of $409.0K, an operating margin of 3.0%. Top institutional holders of TLF by reported 13-F value include Bandera Partners, JCP Investment Management, FIRST FOUNDATION ADVISORS, based on the most recent SEC filings. TLF trades on the Nasdaq exchange and files with the SEC under CIK 909724. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TLF daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for TANDY LEATHER FACTORY INC directly from SEC EDGAR.

AI Quality Score

27.5/100

AI Rank

#2,583

Revenue

$18.0M

Net Income

$409.0K

Free Cash Flow

$-3.7M

Operating Margin

3.0%

TLF key financials by period

TANDY LEATHER FACTORY INC reported revenue, net income and margins by fiscal period, from SEC filings.
PeriodFormRevenueNet incomeOperating margin
FY 202510-K$76.3M$9.1M-1.3%
FY 202410-K$74.4M$827.0K0.8%
FY 202310-K$76.2M$3.8M5.8%
FY 202210-K$80.3M$1.2M1.7%
FY 202110-K$82.7M$1.4M2.8%
FY 202010-K$64.1M$-4.9M-9.9%

Institutions holding TLF

Institutional investors reporting a position in TANDY LEATHER FACTORY INC on SEC Form 13F.
InstitutionSharesValueReported
Bandera Partners2,857,936$6.7M2026-06-30
JCP Investment Management876,059$2.0M2026-06-30
FIRST FOUNDATION ADVISORS224,345$522.7K2026-06-30
Brooklands Fund Management Ltd215,717$498.3K2026-06-30
Value Investment Professionals183,939$428.6K2026-06-30
VANGUARD CAPITAL MANAGEMENT144,428$336.5K2026-06-30
MONEY CONCEPTS CAPITAL80,599$187.8K2026-06-30
Values First Advisors57,779$134.6K2026-06-30
GEORGE KAISER FAMILY FOUNDATION43,443$101.2K2026-06-30
RENAISSANCE TECHNOLOGIES26,912$62.7K2026-06-30
TLF

TANDY LEATHER FACTORY INC

TLF
NasdaqSmall CapConsumer Discretionary

13F Pro Quality Score

27.5/100

Rank #2,583 of 2,962 stocks

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

38.2/100

Profitability

24.7/100

Balance Sheet

28.9/100

Earnings Quality

24.8/100

Free Cash Flow

22.2/100

Institutional Flow

22.5/100

Revenue Scale

12.5/100

Dilution Risk

69.5/100

Price Chart

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Key Metrics

Revenue

Q2 2026
EDGAR

$18.04M

Net Income

Q2 2026
EDGAR

$409.0K

EPS (Diluted)

Q2 2026
EDGAR

$0.05

Operating Margin

Q2 2026
EDGAR

3.0%

ROIC

Q2 2026
EDGAR

4.6%

Free Cash Flow

Q2 2026
EDGAR

$-3.69M

Financial Trends

Revenue & Net Income

Earnings Per Share

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