Tandy Leather Factory (TLF)
Selling leathercraft materials, tools and equipment through stores, e-commerce and commercial service.
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Sells leather, tools, hardware, kits, machines and finishing supplies through owned stores, country websites and a commercial-sales channel. A single-segment leathercraft retailer, it pairs category depth with instruction, community activity and limited production services.
Runs a leathercraft-focused retail and distribution business, selling hides, tools, hardware, chemicals, machines, project kits and related supplies. Revenue comes through company-owned stores, country websites and commercial account representatives, with a small production and custom-processing component for commercial customers.
Maintains a footprint concentrated in the United States, with Canada as the only material foreign market and a store in Spain. Stores pair product access with instruction, workbench resources and community activity; production in Benbrook makes selected kits, lace, belt strips, straps and tooling templates.
Depends on discretionary demand for leathercraft supplies, outsourced sourcing across several countries—especially China—and inventory availability and costs. The business reports a single leathercraft segment and operates headquarters, distribution, production and flagship-store facilities under leased arrangements.
Company facts
Categories
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $6.4M · Total debt $28.3M · Total assets $81.6M · Shareholders' equity $47.0M
- Revenue
- $18.0M
- Operating income
- $543.0K
- Net income
- $409.0K
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Feb 25, 2026 | Feb 9 | $0.75 | special dividend | |
| Feb 19, 2025 | Feb 3 | $1.50 | special dividend |
| Institutions22 holders · as of Mar 31, 2026 | 58.31% | 4.78M shares | |
| Insiders5 holders · as of Jun 11, 2026 | 1.52% | 124.5K shares | |
| Otherremainder | 40.17% | 3.29M shares |
8.19M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Bandera Partners LLCInstitution | 34.89% | 2.86M | 13Fas of Mar 31, 2026 |
JCP Investment Management, LLCInstitution | 10.69% | 876,059 | 13Fas of Mar 31, 2026 |
First Foundation AdvisorsInstitution | 2.74% | 224,345 | 13Fas of Mar 31, 2026 |
Brooklands Fund Management LtdInstitution | 2.51% | 205,717 | 13Fas of Mar 31, 2026 |
Value Investment Professionals, LLCInstitution | 2.25% | 183,939 | 13Fas of Mar 31, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings
Insider tradesForm 4
No open-market trades in the last 12 months.
