What is the 13F Pro Quality Score for TLF?

13F Pro ranks TANDY LEATHER FACTORY INC (TLF) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View TLF's current score at https://13fpro.ai/research/TLF (free sign-up required for the full ranking).

Where does 13F Pro source TLF data?

All TANDY LEATHER FACTORY INC fundamentals and ownership data come directly from SEC EDGAR. TANDY LEATHER FACTORY INC files with the SEC under CIK 909724. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is TLF in?

TANDY LEATHER FACTORY INC (TLF) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

How often is TLF research updated on 13F Pro?

TLF's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

TANDY LEATHER FACTORY INC(TLF)Stock Analysis

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SEC EDGAR: CIK 909724 TLF stock profile & AI dashboard →

13F Pro Quality Score

49.4/100

Rank #1,513 of 2,879 stocks

View Consumer Discretionary peers →

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

Revenue Growth

30.1/100

Profitability

82.2/100

Balance Sheet

89.8/100

Earnings Quality

92.9/100

Free Cash Flow

15.3/100

Institutional Flow

17.3/100

Revenue Scale

14.3/100

Dilution Risk

69.4/100

TLF Stock Analysis & AI Quality Score

AI stock analysis and institutional research for TANDY LEATHER FACTORY INC (TLF), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores TLF at 49.4/100 on a 32-signal composite quality model, placing it at rank #1,513 of 2,879 stocks — the bottom half of the AI-ranked universe. TLF scores in the top quartile across earnings quality (92.9), balance sheet strength (89.8), profitability (82.2). Areas of concern include revenue scale (14.3) and free cash flow (15.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), TANDY LEATHER FACTORY INC reports quarterly revenue of $19.7M, net income of $222.0K, an operating margin of 1.9%. 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. TANDY LEATHER FACTORY INC's 13F Pro composite quality score has ranged between 21 and 51 since 2021, currently 49.4 — an improving long-term trajectory across 27 quarterly and live scoring snapshots.

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Fun facts about TANDY LEATHER FACTORY INC

Quirks, history, and lore behind TLF — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. specialty retailer · small-cap · listed on NYSE · headquartered in Texas.
2
The Numbers
Annual revenue in the range of $100–200 million — not a giant, but the dominant player in a very narrow craft niche with over 100 retail locations across North America.
3
The History
The business traces its roots to the mid-20th century and has long supplied artisans, hobbyists, and craftspeople with materials most big-box stores wouldn't dream of stocking.
4
The Secret
Its customers include saddlers, bootmakers, and belt crafters — people who work with their hands and need tools and materials that haven't changed much in centuries.
5
The Lore
This company is essentially the Amazon of a single material — if you need hides, dyes, rivets, or stitching tools, there's really nowhere else to go; it even publishes its own how-to books on the craft.
6
The Giveaway
The world's largest specialty retailer of leather and leatherworking supplies — if you've ever hand-stitched a wallet or tooled a saddle, you've probably shopped here.

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Revenue

Q1 2026

$19.7M

Net Income

Q1 2026

$222.0K

Free Cash Flow

Q1 2026

$319.0K

Operating Margin

Q1 2026

1.9%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+0.1% YoY

$76.3MFY 2025

FY21 $82.7MFY22 $80.3MFY23 $76.2MFY25 $76.3M

Net Income

+140.4% YoY

$9.1MFY 2025

FY21 $1.4MFY22 $1.2MFY23 $3.8MFY25 $9.1M

Operating Income

-121.8% YoY

$-963.0KFY 2025

FY21 $2.3MFY22 $1.4MFY23 $4.4MFY25 $-963.0K

EPS (Diluted)

+144.4% YoY

$1.10FY 2025

FY21 $0.16FY22 $0.15FY23 $0.45FY25 $1.10

Total Assets

+20.1% YoY

$86.6MFY 2025

FY21 $73.1MFY22 $68.6MFY23 $72.1MFY25 $86.6M

Total Debt

—FY 2025

FY21 $415.0KFY22 $0.00FY23 —FY25 —

Op. Cash Flow

-112.3% YoY

$-556.0KFY 2025

FY21 $3.7MFY22 $1.2MFY23 $4.5MFY25 $-556.0K

Metric	FY 2025	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019
Revenue	$76.3M +0.1%	$76.2M -5.1%	$80.3M -2.8%	$82.7M +29.0%	$64.1M -14.5%	$74.9M
Net Income	$9.1M +140.4%	$3.8M +208.6%	$1.2M -9.4%	$1.4M +127.6%	$-4.9M -157.5%	$-1.9M
Operating Income	$-963.0K -121.8%	$4.4M +217.7%	$1.4M -39.7%	$2.3M +136.2%	$-6.3M -144.4%	$-2.6M
EPS (Diluted)	$1.10 +144.4%	$0.45 +200.0%	$0.15 -6.3%	$0.16 +129.6%	$-0.54 -157.1%	$-0.21
Total Assets	$86.6M +20.1%	$72.1M +5.2%	$68.6M -6.2%	$73.1M -3.4%	$75.7M -5.5%	$80.1M
Total Debt	—	—	$0.00 -100.0%	$415.0K -7.0%	$446.0K	$0.00
Operating Cash Flow	$-556.0K -112.3%	$4.5M +293.2%	$1.2M -68.9%	$3.7M +129.7%	$-12.5M -219.6%	$10.5M

AI Insight: TLF Financial Trends

Tandy Leather faces persistent profitability challenges with declining equity and no sustained margin improvement despite flat revenue.

• Revenue oscillating between $17–22M with no clear growth trajectory; Q1 2026 at $20M remains below Q4 2025 peak of $22M.

• Net income swung from +$12M in Q1 2025 to losses in Q3 2025 (−$2M) and Q4 2025 (−$1M); Q1 2026 near breakeven at $0M.

• Equity contracted from $58M (Q2–Q3 2024) to $47M (Q1 2026), eroding shareholder value by 19% over two years.

⚠ Operating income stuck near zero or negative for four consecutive quarters (Q3 2025–Q1 2026); structural margin recovery unclear.

⚠ Operating cash flow volatile, swinging between −$4M and +$5M; no sustainable positive working-capital trend established.

AI Insight: TLF Ratio Trends

TLF stabilized to profitability in Q1 2026 after four quarters of losses, but trailing twelve-month metrics remain deeply negative.

• Operating margin recovered to 1.9% in Q1 2026 from -2.8% in Q4 2025, ending a two-quarter contraction.

• TTM net profit margin of -2.9% and ROE of -4.9% reflect persistent unprofitability across the trailing year.

• Q1 2025 spike in NPM (60.9%) and ROE (83.0%) appears anomalous; Q1 2026 metrics are flat in comparison.

⚠ Profitability remains volatile with three loss-making quarters in the past five; Q1 2026 recovery unproven.

⚠ ROIC swung from -5.1% in Q3 2025 to 3.1% in Q1 2026—watch if momentum persists beyond seasonal Q1 rebound.

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Available Research

13F Pro tracks comprehensive data for TANDY LEATHER FACTORY INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of TLF

Bandera Partners LLC
$6.6M2,857,936 sh
JCP Investment Management, LLC
$2.0M876,059 sh
FIRST FOUNDATION ADVISORS
$518.2K224,345 sh
Brooklands Fund Management Ltd
$475.2K205,717 sh
Value Investment Professionals, LLC
$424.9K183,939 sh
VANGUARD CAPITAL MANAGEMENT LLC
$303.6K131,410 sh
MONEY CONCEPTS CAPITAL CORP
$186.2K80,599 sh
Values First Advisors, Inc.
$133.5K57,792 sh
GEORGE KAISER FAMILY FOUNDATION
$95.0K41,143 sh
VANGUARD FIDUCIARY TRUST CO
$64.5K27,907 sh

Fund	Value	Shares
Bandera Partners LLC	$6.6M	2,857,936
JCP Investment Management, LLC	$2.0M	876,059
FIRST FOUNDATION ADVISORS	$518.2K	224,345
Brooklands Fund Management Ltd	$475.2K	205,717
Value Investment Professionals, LLC	$424.9K	183,939
VANGUARD CAPITAL MANAGEMENT LLC	$303.6K	131,410
MONEY CONCEPTS CAPITAL CORP	$186.2K	80,599
Values First Advisors, Inc.	$133.5K	57,792
GEORGE KAISER FAMILY FOUNDATION	$95.0K	41,143
VANGUARD FIDUCIARY TRUST CO	$64.5K	27,907

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Is TLF a good stock to buy?

13F Pro's AI-powered analysis of TANDY LEATHER FACTORY INC (TLF) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for TLF are available on the TLF 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.

Which hedge funds own TLF?

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 TLF. 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 TANDY LEATHER FACTORY INC's investment landscape.