Tandy Leather Factory Inc (TLF) FinancialsTLFTandy Leather Factory Inc

Tandy Leather Factory Inc (TLF) generates its revenue through a diversified portfolio of business segments. Currently, the largest contributor to its top-line growth is North America, accounting for 95.5% of total sales, equivalent to $18.05M. Another important revenue stream is International. Understanding this composition is critical for investors evaluating how TLF navigates market cycles within the Textiles & Leather Goods industry.

Evaluating the bottom line, Tandy Leather Factory Inc maintains a gross margin of 64.81%. This metric reflects the company's pricing power and manufacturing efficiency. Further down the income statement, the operating margin stands at 3.01%, while the net margin is 2.27%. These profitability ratios, combined with a Return on Equity (ROE) of -5.27%, provide a clear picture of how effectively TLF converts its operational activities into shareholder value.

In the context of the broader market, TLF competes directly with industry leaders such as CRMT and LESL. With a market capitalization of $20.97M, it holds a leading position in the sector. When comparing efficiency, TLF's gross margin of 64.81% stands against CRMT's 44.21% and LESL's 36.42%. Such benchmarking helps identify whether Tandy Leather Factory Inc is trading at a premium or discount relative to its financial performance.

Tandy Leather's financial performance shows variability, with total revenue reaching $22.2 million in Q4 2025, an 8.3% increase year-over-year, but net income has fluctuated, including a significant drop in Q1 2025.