Tredegar Corporation (TG)

Tredegar Corp. experienced several stock events in the past six months. The Q3 2025 earnings report showed increased net income and consolidated revenues, leading to a stock gain. There were announcements of CEO and CFO retirements, as well as reports of insider trading activities. The company faced headwinds from tariffs on aluminum imports and an increased Midwest Transaction Premium, impacting net new orders. The stock has experienced price volatility, with investors losing value over the last five years.

Demand for Tredegar's products exhibits seasonality and cyclicality. Aluminum Extrusions are cyclical and seasonal due to end-use markets, with winter months typically low. Surface protection films saw increased sales volume in Q1 2025, influenced by the global electronics industry. US overwrap films experienced a sales volume decline in Q3 2025 due to consumers prioritizing staple items. The divested Flexible Packaging Films segment saw a pandemic-related surge that returned to pre-pandemic levels.

Tredegar Corporation is an industrial manufacturer specializing in plastic films and aluminum extrusions, operating in the Industrials sector. Its Aluminum Extrusions segment produces custom aluminum extrusions for various markets, while the PE Films segment manufactures polyethylene films for personal care, surface protection, and specialty applications. Tredegar divested its Flexible Packaging Films segment in November 2024.

Tredegar Corporation has a global presence with manufacturing facilities and sales operations in North America, South America, Europe, and Asia. Manufacturing sites are located in North America (Richmond, VA; Pottsville, PA; Clearfield, UT) and Asia (Guangzhou, China).

Tredegar emphasizes corporate governance, honesty, and integrity. The launch of Obsidian Automotive Protective Films demonstrates innovation. Tredegar Surface Protection is recognized for supply and service reliability. Analyst sentiment includes "Hold" and "Sell" ratings, noting the stock "Trades At A Deep Discount." The company does not currently have sustainability or corporate social responsibility reports available on ResponsibilityReports.com.

Tredegar Corporation's ownership is characterized by a strong institutional presence, with institutional investors holding 62.25% of the shares. Tredegar insiders hold 21.75%, and retail investors hold 16.00%. Major institutional owners include Gamco Investors, Inc. Et Al, Bank Of America Corp /de/, BlackRock, Inc., and Vanguard Group Inc. Significant individual owners include John D. Gottwald, Floyd D. Gottwald Jr., and William M. Gottwald.