secwatch.observer — SEC 8-K summary ====================================== Issuer: TANDY LEATHER FACTORY INC (TLF) CIK: 0000909724 Form: 8-K Filed at: 2026-08-11T20:23:33+00:00 Accession: 0001140361-26-032240 Event type: earnings Sentiment: positive Materiality: 0.60 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Tandy Leather Factory Q2 2026 swings to net income of $0.4M; revenue up 1.5% ---------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/909724/000114036126032240/0001140361-26-032240-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/909724/000114036126032240/ef20079796_8k.htm HTML page: https://secwatch.observer/filing/0001140361-26-032240 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer