Steel Works, Blast Furnaces & Rolling & Finishing Mills · SIC 3310

FRIEDMAN INDUSTRIES INC

FRD

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Latest revenue

$168.0M

as of 2025-12-31

Latest net income

$3.0M

as of 2025-12-31

Net margin

1.8%

as of 2025-12-31

Price · 5Y

+10.3% / yr 3.5 pts / yr vs S&P 500 62.7% total
Compare:

Live market

delayed ≤15 min
$20.68
0.73%
Market cap
$147.1M
Enterprise value
$147.1M
P/E (trailing)
24.2×
Forward P/E
P/B
Dividend yield
0.8%
52-wk high
$24.37
52-wk low
$14.51
Beta
Shares out
7.1M

5-year trend

dashed bar = fiscal Q4 derived from 10-K annual − Q1 − Q2 − Q3 (SEC requires only three 10-Qs per year).

What this company does

AI

Item 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations Overview Friedman Industries, Incorporated is a manufacturer and processor of metals and operates in two reportable segments: flat-roll products and tubular products. The flat-roll product segment consists of flat-roll processing facilities located in Hickman, Arkansas; Decatur, Alabama; Miami, Florida; East Chicago, Indiana; Granite City, Illinois and Sinton, Texas and a flat-roll distribution facility located in Orlando, Florida. The Hickman, Granite City and East Chicago facilities operate temper mills and cut-to-length lines. The Decatur and Sinton facilities operate stretcher leveler…

AI summary unavailable — showing raw filing excerpt

Generated from FRD's filing dated 2026-02-09

Key risks

AI

Not yet available for FRD.

Generated from FRD's filing dated 2026-02-09

Profitability

Operating margin

0.7%

85.6%

Net margin

1.4%

59.3%

Return on equity

4.6%

66.2%

Return on assets

2.7%

64.4%

Leverage

Debt / equity

0.71×

11.4%

Long-term debt / equity

0.36×

14.0%

Debt / assets

41.6%

6.6%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q4 2025

2025-12-31

$168.0M+78.6%$3.0M+311.2%1.8%

Q3 2025

2025-09-30

$152.4M+42.7%$2.2M+431.9%1.5%

Q2 2025

2025-06-30

$134.8M+17.7%$5.0M+95.9%3.7%

Q1 2025

2025-03-31

$129.2M-2.3%$3.5M-30.4%2.7%

Q4 2024

2024-12-31

$94.1M-18.9%$740.0K-37.5%0.8%

Q3 2024

2024-09-30

$106.8M-18.3%$-675.0K-119.2%-0.6%

Q2 2024

2024-06-30

$114.6M-16.6%$2.6M-66.6%2.2%

Q1 2024

2024-03-31

$132.2M$5.0M3.7%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Steel Works, Blast Furnaces & Rolling & Finishing Mills · SIC 3310

No data yet for industry average

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Insider activity

Insider buying

$122.7K

Insider selling

$0

Net activity

+$122.7K

Distinct insiders

3

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-18

Gaurav Chhibbar

Chief Operating Officer

Purchase400$16.94$6.8K
2026-03-09

Mike J Taylor

President / CEO / Director

Purchase500$18.00$9.0K
2026-03-03

Mike J Taylor

President / CEO / Director

Purchase400$18.00$7.2K
2026-02-23

Mike J Taylor

President / CEO / Director

Purchase100$18.00$1.8K
2026-02-19

Gaurav Chhibbar

Chief Operating Officer

Purchase1,000$18.35$18.4K
2026-02-18

Mike J Taylor

President / CEO / Director

Purchase600$18.75$11.3K
2025-12-02

Mike J Taylor

President / CEO / Director

Purchase500$18.74$9.4K
2025-12-01

Sandra Kay Scott

Director

Purchase500$20.27$10.1K
2025-11-28

Sandra Kay Scott

Director

Purchase500$20.05$10.0K
2025-11-24

Mike J Taylor

President / CEO / Director

Purchase1,000$19.47$19.5K
2025-11-21

Mike J Taylor

President / CEO / Director

Purchase1,000$19.28$19.3K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns FRD

Institutional value

$39.3M

Total shares held

2.3M

Distinct holders

41

-17 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1DIMENSIONAL FUND ADVISORS LP541.7K$9.6M+3.3K (+0.6%)Added
2De Lisle Partners LLP419.8K$7.4M+0 (+0.0%)No change
3BlackRock, Inc.328.5K$5.8M-4.6K (-1.4%)Trimmed
4VANGUARD CAPITAL MANAGEMENT LLC288.5K$5.1MNew
5Mink Brook Asset Management LLC162.9K$2.9M+11.8K (+7.8%)Added
6Truffle Hound Capital, LLC150.0K$2.7M+0 (+0.0%)No change
7Bank of New York Mellon Corp59.0K$1.0M+1.0K (+1.8%)Added
8Callahan Advisors, LLC50.5K$895.4K+5.8K (+12.9%)Added
9O'SHAUGHNESSY ASSET MANAGEMENT, LLC45.1K$799.6K-24.2K (-35.0%)Trimmed
10VANGUARD FIDUCIARY TRUST CO42.5K$754.0KNew
11VANGUARD PORTFOLIO MANAGEMENT LLC38.9K$688.7KNew
12RITHOLTZ WEALTH MANAGEMENT27.2K$482.2K-14.4K (-34.6%)Trimmed
13WELLS FARGO & COMPANY/MN12.4K$219.2K-5.0K (-28.8%)Trimmed
14UBS Group AG8.2K$144.6K+7.5K (+1060.9%)Added
15LOS ANGELES CAPITAL MANAGEMENT LLC7.4K$131.1KNew
16Hillsdale Investment Management Inc.5.6K$99.6K+0 (+0.0%)No change
17JPMORGAN CHASE & CO5.6K$99.4K-4.4K (-44.2%)Trimmed
18RHUMBLINE ADVISERS5.3K$93.4K+68 (+1.3%)Added
19Founders Capital Management5.0K$88.6K+0 (+0.0%)No change
20DEUTSCHE BANK AG\3.5K$61.5KNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once FRD's latest filing finishes processing.