Friedman Industries (FRD) Stock Rises on Q4 2026 Earnings

Friedman Industries (FRD) reported Q4 2026 results showing strong top-line growth and profit expansion; the stock moved 12.82% since market close.

Revenue: $191.8 million, up 48.4% year over year.

Cost of sales: $169.2 million, up 42.4% year over year.

Gross profit: $22.6 million, up 116.6% year over year.

Operating profit: $11.8 million, up 102.2% year over year.

Net income attributable to common shareholders: $9.2 million, up 72.5% year over year.

Margin improvement translated into meaningful per-share gains while cash trends showed pressure.

Diluted earnings per share: $1.30, up 71.1% year over year.

Cash from operating activities: -$2.6 million, down 77.7% year over year.

Purchases of property, plant and equipment: -$1.3 million, up 38.1% year over year.

Cash and cash equivalents: $2.5 million, down 33.5% year over year.

Total liabilities: $185.3 million, up 96.3% year over year.

Overall, Friedman Industries (FRD) delivered strong revenue and profitability gains in Q4 2026, with expanding margins and higher earnings per share, while operating cash fell and liabilities rose sharply.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Friedman Industries Inc. Insider Trading Activity

Friedman Industries Inc. insiders have traded $FRD stock on the open market 6 times in the past 6 months. Of those trades, 6 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $FRD stock by insiders over the last 6 months:

MIKE J TAYLOR (President / CEO / Director) has made 4 purchases buying 1,600 shares for an estimated $29,250 and 0 sales.
GAURAV CHHIBBAR (Chief Operating Officer) has made 2 purchases buying 1,400 shares for an estimated $25,126 and 0 sales.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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Friedman Industries Inc. Hedge Fund Activity

We have seen 29 institutional investors add shares of Friedman Industries Inc. stock to their portfolio, and 26 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

INFORMED MOMENTUM CO LLC removed 34,223 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $701,229
CITADEL ADVISORS LLC added 25,648 shares (+inf%) to their portfolio in Q1 2026, for an estimated $454,482
O'SHAUGHNESSY ASSET MANAGEMENT, LLC removed 24,249 shares (-35.0%) from their portfolio in Q1 2026, for an estimated $429,692
LSV ASSET MANAGEMENT removed 18,785 shares (-65.7%) from their portfolio in Q1 2026, for an estimated $332,870
SQUAREPOINT OPS LLC added 18,208 shares (+inf%) to their portfolio in Q1 2026, for an estimated $322,645
RITHOLTZ WEALTH MANAGEMENT removed 14,367 shares (-34.6%) from their portfolio in Q1 2026, for an estimated $254,583
GOLDMAN SACHS GROUP INC added 13,809 shares (+107.3%) to their portfolio in Q1 2026, for an estimated $244,695

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.