FRIEDMAN INDUSTRIES INC(FRD)Stock Analysis
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Rank #1,283 of 2,960 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
FRD Stock Analysis & AI Quality Score
Data updated 2026-09-12AI stock analysis and institutional research for FRIEDMAN INDUSTRIES INC (FRD), a Materials sector company. 13F Pro's AI-powered ranking engine scores FRD at 55.0/100 on a 32-signal composite quality model, placing it at rank #1,283 of 2,960 stocks — the top half of the AI-ranked universe. FRD scores in the top quartile across balance sheet strength (83.9). Areas of concern include earnings quality (30.3) and free cash flow (30.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), FRIEDMAN INDUSTRIES INC reports quarterly revenue of $240.0M, net income of $12.8M, an operating margin of 8.8%. Top institutional holders of FRD by reported 13-F value include DIMENSIONAL FUND ADVISORS, De Lisle Partners LLP, BlackRock, based on the most recent SEC filings. FRD trades on the Nasdaq exchange and files with the SEC under CIK 39092. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate FRD 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 FRIEDMAN INDUSTRIES INC directly from SEC EDGAR. FRIEDMAN INDUSTRIES INC's 13F Pro composite quality score has ranged between 38 and 57 since 2024, currently 55.0 — a stable long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q2 2026
$240.0M
Net Income
Q2 2026
$12.8M
Free Cash Flow
Q2 2026
$5.1M
Operating Margin
Q2 2026
8.8%
ROIC
Q2 2026
51.3%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
Net Income
+221.0% YoYOperating Income
EPS (Diluted)
Total Assets
+48.5% YoYOp. Cash Flow
Free Cash Flow
| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Revenue | — | $444.6M -13.9% | $516.3M -5.7% | $547.5M +92.0% | $285.2M +126.2% | $126.1M |
| Net Income | $19.5M +221.0% | $6.1M -64.9% | $17.3M -18.7% | $21.3M +51.7% | $14.1M +23.1% | $11.4M |
| Operating Income | — | $3.0M -87.6% | $24.5M +16.3% | $21.1M -26.1% | $28.5M +81.4% | $15.7M |
| EPS (Diluted) | — | $0.87 -63.6% | $2.39 -17.9% | $2.91 +42.6% | $2.04 +25.2% | $1.63 |
| Total Assets | $336.8M +48.5% | $226.8M -1.4% | $230.0M +15.4% | $199.3M +25.1% | $159.3M +67.6% | $95.0M |
| Operating Cash Flow | — | $-4.4M -188.6% | $5.0M -92.2% | $63.9M +576.9% | $-13.4M -259.0% | $8.4M |
| Free Cash Flow | — | $-8.4M -934.7% | $-813.0K -101.7% | $47.4M +321.0% | $-21.5M -662.2% | $3.8M |
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Available Research
13F Pro tracks comprehensive data for FRIEDMAN INDUSTRIES INC including:
Top Institutional Holders of FRD
DIMENSIONAL FUND ADVISORS LP
$17.5M543,631 shDe Lisle Partners LLP
$12.9M404,845 shBlackRock, Inc.
$12.7M394,898 shGENDELL JEFFREY L
$11.4M354,576 shVANGUARD CAPITAL MANAGEMENT LLC
$9.8M305,664 shRENAISSANCE TECHNOLOGIES LLC
$9.6M297,882 shGEODE CAPITAL MANAGEMENT, LLC
$5.6M172,848 shACADIAN ASSET MANAGEMENT LLC
$4.5M139,682 shTruffle Hound Capital, LLC
$3.8M116,551 shSTATE STREET CORP
$3.1M97,452 sh
| Fund | Value | Shares |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $17.5M | 543,631 |
| De Lisle Partners LLP | $12.9M | 404,845 |
| BlackRock, Inc. | $12.7M | 394,898 |
| GENDELL JEFFREY L | $11.4M | 354,576 |
| VANGUARD CAPITAL MANAGEMENT LLC | $9.8M | 305,664 |
| RENAISSANCE TECHNOLOGIES LLC | $9.6M | 297,882 |
| GEODE CAPITAL MANAGEMENT, LLC | $5.6M | 172,848 |
| ACADIAN ASSET MANAGEMENT LLC | $4.5M | 139,682 |
| Truffle Hound Capital, LLC | $3.8M | 116,551 |
| STATE STREET CORP | $3.1M | 97,452 |
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Popular Research
Is FRD a good stock to buy?
13F Pro's AI-powered analysis of FRIEDMAN INDUSTRIES INC (FRD) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for FRD are available on the FRD stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. FRD is classified as a small company.
Which hedge funds own FRD?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling FRD. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of FRIEDMAN INDUSTRIES INC's investment landscape.