CoverageForm 410-K10-Q8-K13D13G13F

TLFA · Tandy Leather Factory Inc - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Income Statement

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$76.32M$74.39M$76.23M$80.33M$82.66M$64.08M
Cost of Revenue$32.78M$32.59M$31.07M$33.84M$35.66M$28.03M
Gross Profit$43.54M$41.80M$45.16M$46.50M$47.00M$36.06M
R&D------
SG&A------
Total Operating Expenses$44.50M$41.18M$40.75M$45.11M$44.70M$41.33M
D&A$900.0K$1.20M$1.20M$1.20M$1.10M$1.00M
Operating Income($963.0K)$628.0K$4.41M$1.39M$2.30M($6.35M)
Interest Expense----$16.0K$7.0K
Income Tax$3.20M$264.0K$777.0K$181.0K$839.0K($1.38M)
Net Income$9.10M$827.0K$3.77M$1.23M$1.35M($4.90M)
EPS - Basic$1.11$0.10$0.45$0.15$0.16($0.54)
EPS - Diluted$1.10$0.09$0.45$0.15$0.16($0.54)

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$16.09M$13.27M$12.16M$7.97M$10.15M$10.33M
Accounts Receivable$425.0K$331.0K$264.0K$370.0K$614.0K$350.0K
Inventory$33.24M$35.56M$37.99M$38.23M$38.08M$36.78M
Accounts Payable$2.15M$3.11M$2.33M$3.08M$4.79M$5.74M
Current Assets$50.58M$50.54M$51.25M$47.25M$50.45M$51.01M
Total Assets$86.63M$74.92M$72.14M$68.58M$73.08M$75.69M
Current Liabilities$9.80M$9.89M$8.93M$8.87M$12.21M$12.92M
Long-term Debt---$0$336.0K$446.0K
Total Liabilities------
Stockholders' Equity$52.59M$57.15M$56.35M$51.46M$51.50M$52.19M
Retained Earnings$60.84M$64.49M$63.66M$59.89M$58.66M$57.31M

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow($556.0K)$4.55M$4.54M$1.15M$3.72M($12.53M)
Investing Cash Flow$17.36M($2.98M)($576.0K)($625.0K)($1.00M)$6.26M
Financing Cash Flow($14.11M)($1.0K)($26.0K)($2.17M)($2.78M)$416.0K
CapEx$7.54M$2.98M$576.0K$635.0K$1.00M$1.31M
Free Cash Flow($8.09M)$1.56M$3.96M$519.0K$2.71M($13.84M)

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin57.0%56.2%59.2%57.9%56.9%56.3%
Operating margin-1.3%0.8%5.8%1.7%2.8%-9.9%
EBITDA margin-0.1%2.5%7.4%3.2%4.1%-8.3%
Net margin11.9%1.1%4.9%1.5%1.6%-7.6%
Free cash flow margin-10.6%2.1%5.2%0.6%3.3%-21.6%
FCF / Net income-0.891.891.050.422.012.82
R&D / Revenue------
SG&A / Revenue------
Effective tax rate26.0%24.2%17.1%12.9%38.3%-
Return on assets10.5%1.1%5.2%1.8%1.9%-6.5%
Return on equity17.3%1.4%6.7%2.4%2.6%-9.4%
Return on invested capital---2.4%2.7%-9.5%
Liquidity
Current ratio5.165.115.745.334.133.95
Quick ratio1.771.521.481.021.011.10
Cash ratio1.641.341.360.900.830.80
Leverage
Debt / Equity---0.000.010.01
Debt / Assets---0.000.000.01
Debt / EBITDA---0.000.10-
Interest coverage----143.8x-906.9x
Equity multiplier1.651.311.281.331.421.45
Liabilities / Assets------
Efficiency
Asset turnover0.880.991.061.171.130.85
Inventory turnover0.990.920.820.890.940.76
Days sales outstanding2d2d1d2d3d2d
Days inventory outstanding370d398d446d412d390d479d
Days payable outstanding24d35d27d33d49d75d
Cash conversion cycle348d365d420d381d344d406d
Valuation
P / E------
P / B------
P / S------
EV / EBITDA------
Growth
Revenue growth (YoY)2.6%-2.4%-5.1%-2.8%29.0%-22.2%
Revenue CAGR (3y)-1.7%-3.5%6.0%-0.9%--8.0%
Revenue CAGR (5y)3.6%-2.0%--0.5%-0.1%-5.3%
Gross profit growth (YoY)4.2%-7.4%-2.9%-1.1%30.3%-14.1%
Operating income growth (YoY)--85.8%217.7%-39.7%--144.3%
Net income growth (YoY)1000.6%-78.1%207.1%-9.4%--157.4%
EPS growth (YoY)1122.2%-80.0%200.0%-6.3%--157.1%
EPS CAGR (3y)94.3%-17.5%---8.7%-
EPS CAGR (5y)--16.5%-20.8%-25.3%-
FCF growth (YoY)--60.5%663.2%-80.9%--
FCF CAGR (5y)--31.3%-8.9%-38.4%-14.2%-
Book value growth (YoY)-8.0%1.4%9.5%-0.1%-1.3%-7.5%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Geographic

$76.32M total
US$67.91M · 89.0%
CA$7.46M · 9.8%
Other Countries$960.0K · 1.3%

Stability scores

Piotroski F-score

FY 2025 · 9-point quality

5/9
Neutral
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • -Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • Gross margin improved
  • Asset turnover improved

Peer comparison

Same SIC group: Leather & Leather Products

CompanyRevenue (last FY)Net marginROE
TPR$7.01B2.6%21.4%
VRA$269.65M-17.7%-36.3%
CPRI$3.47B3.9%171.3%

Comparing TANDY LEATHER FACTORY INC against the 3 most active filers in the same SIC group.