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Tandy Leather Factory, Inc. reports developments tied to its specialty retail business in leather and leathercraft-related products. The company sells leather, leatherworking tools, dyes and finishes, buckles, adornments, saddle and tack hardware, do-it-yourself kits, books and patterns through company-owned stores, global websites and commercial account channels.
Recurring news for TLF includes quarterly and annual operating results, gross margin and operating expense trends, inventory and cash disclosures, store relocation and distribution-center updates, and capital actions such as special cash dividends. Company releases also describe its retail footprint across U.S. states, Canadian provinces and Spain, along with updates affecting its headquarters, flagship store and distribution operations.
Tandy Leather Factory (Nasdaq: TLF) reported first quarter 2026 revenue of $19.7 million, up 3.2% year over year. Gross margin rose to 61.0% from 56.3%, and operating income was $0.4 million versus $0.3 million in 2025.
Net income was $0.2 million, compared with $11.6 million a year earlier, when results included the headquarters sale. The company paid a $0.75 per share special dividend (about $6.1 million) and ended the quarter with $10.1 million in cash and cash equivalents.
Tandy Leather Factory (Nasdaq: TLF) reported full-year 2025 results: revenues $76.3M (up 2.6% YoY) and net income $9.1M versus $0.8M in 2024. Gross margin improved to 57.0%. The company recorded an operating loss of $1.0M and operating expenses $44.5M. Adjusted EBITDA from operations was $0.6M. Cash and cash equivalents ended at $16.1M, reflecting proceeds from the sale of corporate headquarters and a special dividend paid to shareholders.
Fourth quarter sales were $22.2M and gross profit was $12.1M. Management cited HQ sale, relocation costs, and employee bonuses expensed in Q4.
Tandy Leather Factory (Nasdaq: TLF) clarified the ex-dividend date for its special cash dividend of $0.75 per share declared Feb 3, 2026. The special dividend is payable on or about Feb 24, 2026, and the ex-dividend date is stated as Feb 25, 20265, per Nasdaq UPC Rule 11140. The company noted shares will trade without the dividend right on that ex-date and that the share price will be adjusted accordingly.
Tandy Leather Factory (Nasdaq: TLF) declared a special cash dividend of $0.75 per share, payable on or about February 24, 2026 to shareholders of record at the close of trading on February 9, 2026. The board cited recent real-estate and operational changes and referenced a prior $1.50 special dividend paid in February 2025. The company said it will discuss fourth-quarter and full-year results with investors in late February and invites investor questions via its IR contact.
Tandy Leather Factory (Nasdaq: TLF) reported third quarter fiscal 2025 results on November 10, 2025. Revenues were $17.3 million, essentially flat year-over-year. The company reported a net loss of $1.4 million versus $0.1 million in Q3 2024 and an operating loss of $0.7 million versus $0.3 million a year earlier. Gross margin improved to 58.9% from 57.8%. Adjusted EBITDA (from operations) was ($0.4) million. The company ended the quarter with $12.0 million in cash, up from $10.0 million a year earlier, reflecting net proceeds from the January 2025 sale of its corporate headquarters and the prior payment of a ~$12.7 million special dividend.
The company completed the move of its headquarters and distribution center in Q3 2025 and said retail store sales were ahead of last year while online fulfillment was disrupted during the move.
Tandy Leather Factory (Nasdaq: TLF) reported mixed Q2 2025 financial results. Revenue increased 2.8% to $17.8 million, while gross margins improved to 59.5% from 58.0% year-over-year. However, the company posted a net loss of $0.2 million compared to a $0.1 million profit in 2024.
Operating expenses rose 5.5% to $10.5 million, primarily due to the transition from owned to leased facilities following the January 2025 headquarters sale. The company maintains a strong cash position of $16.4 million, up from $13.3 million last year, despite paying a $12.7 million special dividend in Q1. Management anticipates continued operating losses for 2025 and warns of potential impacts from newly-announced tariffs.
Tandy Leather Factory (Nasdaq: TLF) reported declining financial results for Q4 and full year 2024. Annual revenue decreased 2.4% to $74.4 million, while net income dropped significantly to $0.8 million from $3.8 million in 2023. Gross margins declined to 56.2% from 59.2%, and operating expenses increased 1.0% to $41.2 million.
Q4 2024 sales were $20.5 million, down from $20.8 million, with quarterly earnings per share of $0.04 compared to $0.23 in the prior year. The company maintained strong liquidity with $13.3 million in cash, up from $12.2 million, and reduced inventory to $35.6 million.
Management announced the recent sale of their corporate headquarters and a $1.50 per share dividend payment. However, they warned that 2025 profitability will be negatively impacted by headquarters relocation costs, with expectations for business recovery in 2026.
Tandy Leather Factory (Nasdaq: TLF) has announced a special cash dividend of $1.50 per share of common stock. The dividend will be paid on February 18, 2025, with an ex-dividend date of February 19, 2025. The ex-dividend date was set according to Nasdaq UPC Rule 11140, as the dividend amount exceeds 25% of the company's current stock price.
The company operates as a specialty retailer of leather and related products, with 99 North American stores across 40 US states and six Canadian provinces, plus one store in Spain. Two stores are temporarily closed for relocation. Their product line includes leatherworking tools, buckles, leather dyes, saddle hardware, and DIY kits.
Tandy Leather Factory (Nasdaq: TLF) has announced the completion of its corporate headquarters sale to Colonna Brothers, Inc. The company will lease its current space until September 2025 while seeking a new location for its Fort Worth flagship store. TLF has secured a new ten-year lease at Chisolm 20 Commerce Park in Benbrook Texas for approximately 134,000 square feet, with monthly rent of $111,000 starting July 2025.
The Board of Directors declared a special cash dividend of $1.50 per share, payable on February 18, 2025, to stockholders of record as of February 3. The company operates 99 North American stores across 40 US states and six Canadian provinces, plus one store in Spain. Director Eric Speron will step down from the Board on January 31, 2025.