---
schema_version: "secwatch.filing_event.v1"
accession: "0001140361-26-032240"
form_type: "8-K"
ticker: "TLF"
cik: "0000909724"
company_name: "TANDY LEATHER FACTORY INC"
filed_at: "2026-08-11T20:23:33+00:00"
generated_at: "2026-08-11T20:25:24.916282+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Tandy Leather Factory Q2 2026 swings to net income of $0.4M; revenue up 1.5%

## Summary
- Revenue $18.0M, up 1.5% from $17.8M in Q2 2025; gross margin 64.8% vs 59.5%.
- Operating income $0.5M, up 722.9% YoY; net income $0.4M vs net loss ($0.2M) in prior year.
- Diluted EPS $0.05 vs ($0.02) loss per share in Q2 2025; EBITDA from operations $0.9M.
- Cash fell to $6.4M at June 30, 2026 from $16.1M at Dec 31, 2025 due to $6.0M dividends and ~$4.0M for inventory, POS system, and new Waco store.
- CEO cites sales gains across retail and e-commerce, better pricing, and offsetting higher expenses from compensation, POS, loyalty program, and occupancy.

## SEC filing metadata
- accession: 0001140361-26-032240
- form_type: 8-K
- ticker: TLF
- cik: 0000909724
- company_name: TANDY LEATHER FACTORY INC
- filed_at: 2026-08-11T20:23:33+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/909724/000114036126032240/0001140361-26-032240-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/909724/000114036126032240/ef20079796_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001140361-26-032240
- JSON: https://secwatch.observer/filing/0001140361-26-032240.json
- Plain text: https://secwatch.observer/filing/0001140361-26-032240.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.