Tredegar Stock Price, News & Analysis

Tredegar (NYSE:TG) reported third quarter 2025 results: net income from continuing operations $7.1M ($0.20/share) versus a loss in Q3 2024; ongoing operations net income $9.2M ($0.26/share).

Aluminum Extrusions EBITDA from ongoing operations was $16.8M in Q3 2025 (up 172.1% YoY) on 41.3M lbs sold. PE Films EBITDA was $7.2M on 9.7M lbs. Net new orders declined (−5% YoY, −16% QoQ) after Section 232 tariffs rose to 50% in June 2025; open orders were 19M lbs at quarter end. Net debt fell from $54.8M to $36.2M YTD. The company is evaluating cost reductions to be realized in 2026.

Tredegar (NYSE:TG) announced that D. Andrew Edwards, its Chief Financial Officer and Executive Vice President, will retire effective December 31, 2025. The Board and executive team are actively evaluating options to ensure a smooth transition and continued financial stewardship, with further details to be shared when available.

Management credited Edwards with strengthening the company’s financial position during strategic transformations. Tredegar operates two primary businesses: custom aluminum extrusions and surface protection films, with approximately 1,600 employees and manufacturing in North America and Asia.

Tredegar (NYSE:TG) reported Q2 2025 net income from continuing operations of $1.8 million ($0.05 per diluted share), down from $9.2 million ($0.27 per diluted share) in Q2 2024. The company's Aluminum Extrusions division saw EBITDA decline to $9.3 million from $12.9 million year-over-year, despite sales volume increasing 16.6% to 40.7 million pounds.

The company faced challenges after Section 232 tariffs increased to 50% from 25%, leading to a 20% decline in weekly new orders to 2.7 million pounds. PE Films division reported EBITDA of $6.7 million, down from $10.1 million in Q2 2024. Manufacturing inefficiencies in April and May impacted profits but have reportedly been resolved.

Tredegar Corporation (NYSE:TG), an industrial manufacturer, has scheduled to release its second quarter 2025 financial results on August 8, 2025.

The company operates in two main business segments: custom aluminum extrusions for North American building & construction, automotive, and specialty markets, and surface protection films for global electronics industry applications. Tredegar maintains manufacturing facilities across North America and Asia, employing approximately 1,600 workers.

Tredegar Corporation (NYSE:TG) reported Q1 2025 results with net income from continuing operations of $0.7M ($0.02 per share), down from $2.6M ($0.08 per share) in Q1 2024. The company's Aluminum Extrusions segment saw sales volume increase 12% to 37.9M pounds, with net new orders up 36% YoY. EBITDA from ongoing operations for Aluminum Extrusions was $9.2M, down from $12.5M in Q1 2024. PE Films segment reported EBITDA of $7.5M, up from $6.9M in Q1 2024. The company maintains a strong balance sheet with a net leverage ratio of 1.1x and recently refinanced its $125M asset-based lending facility. New Section 232 tariffs on aluminum imports increased from 10% to 25%, benefiting the company's competitive position against imports.

Tredegar (NYSE:TG) reported its Q4 and full-year 2024 results. Q4 2024 net loss from continuing operations was $(7.3) million ($(0.21) per share), compared to $(34.1) million in Q4 2023. Full-year 2024 net income was $1.0 million ($0.03 per share).

Key Highlights:

• Aluminum Extrusions: Q4 EBITDA reached $9.7 million, with sales volume of 35.8 million pounds
• PE Films: Q4 EBITDA was $7.6 million, with sales volume of 9.1 million pounds
• Net leverage ratio improved to 1.1x from 3.7x at end of 2023
• Surface Protection sales volume increased 43% in Q4 2024 vs Q4 2023

The company recognized a non-cash goodwill impairment of $13.3 million for its Clearfield operation. Section 232 tariffs on aluminum imports were increased from 10% to 25%, effective March 12, 2025.

Tredegar (NYSE:TG) has announced the appointment of Chris Vlahcevic as an independent director to its Board of Directors. Chairman of the Board Greg Pratt welcomed Vlahcevic, highlighting her financial and technical expertise as valuable additions that could help enhance Tredegar's shareholder value.

Tredegar (NYSE:TG) reported Q3 2024 net loss of $(3.9) million ($(0.11) per share) compared to $(50.4) million loss in Q3 2023. Net income from ongoing operations was $0.2 million ($0.01 per share). Key highlights include: Aluminum Extrusions EBITDA of $6.2 million with sales volume of 34.6 million pounds; PE Films EBITDA of $5.9 million with sales volume of 9.6 million pounds. The company completed the sale of Terphane to Oben Group for $60 million in cash, with an additional $7 million expected from escrow funds.

Tredegar (NYSE:TG) has completed the sale of Terphane, its flexible packaging films business in Brazil, to Oben Group. The transaction, announced on September 1, 2023, involves a net cash-free and debt-free base consideration of $116 million. Tredegar expects to receive after-tax net proceeds of $85 million, including $78 million at closing and $7 million from escrow funds within 120 days. The sale aligns with Tredegar's strategic goals and positions Terphane for better growth opportunities within Oben's global flexible films operations.