Tredegar (NYSE:TG) Releases Earnings Results

Tredegar (NYSE:TG) issued its quarterly earnings results on Friday. The basic materials company reported $0.15 EPS for the quarter, FiscalAI reports. The company had revenue of $186.49 million during the quarter. Tredegar had a return on equity of 12.74% and a net margin of 4.62%.

Here are the key takeaways from Tredegar’s conference call:

• Management said 2025 EBITDA and cash flow improved, with consolidated EBITDA rising to $58.5 million from $50.5 million, driven mainly by stronger Bonnell results despite ongoing market headwinds.
• The company highlighted a strong balance sheet, saying net debt has fallen significantly since the Terphane sale and first-quarter net leverage was below 1x, with management citing ample liquidity to handle seasonal working capital needs.
• Tredegar’s new leadership outlined a three-year transformation plan focused first on stabilization, then optimization, and finally sustained growth, with an emphasis on simplifying operations, shared services, and better capital allocation.
• Bonnell reported Q1 EBITDA of $11.7 million, up about 27% year over year despite a 7% drop in volume, helped by pricing gains, yield improvements, and productivity discipline.
• Management signaled that a dividend reinstatement is possible in 2027, but said it will depend on sustaining cash generation, completing needed capital spending, and progress on Bonnell press upgrades and ERP implementation.

Tredegar Trading Up 1.4%

TG stock traded up $0.14 during mid-day trading on Friday, hitting $10.34. 241,709 shares of the company were exchanged, compared to its average volume of 165,537. The company has a market capitalization of $359.42 million, a PE ratio of 10.77 and a beta of 0.82. Tredegar has a twelve month low of $6.25 and a twelve month high of $10.53. The firm has a fifty day simple moving average of $8.62 and a 200 day simple moving average of $8.16.

Insider Transactions at Tredegar

In other news, major shareholder John D. Gottwald sold 22,219 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $9.02, for a total value of $200,415.38. Following the transaction, the insider directly owned 599,364 shares in the company, valued at approximately $5,406,263.28. This trade represents a 3.57% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, major shareholder James T. Gottwald sold 28,787 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was sold at an average price of $8.99, for a total transaction of $258,795.13. Following the completion of the transaction, the insider owned 541,446 shares in the company, valued at approximately $4,867,599.54. The trade was a 5.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 205,034 shares of company stock worth $1,846,253. 2.50% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the business. Dimensional Fund Advisors LP lifted its position in shares of Tredegar by 4.8% in the 1st quarter. Dimensional Fund Advisors LP now owns 1,127,926 shares of the basic materials company’s stock worth $8,966,000 after buying an additional 51,438 shares during the last quarter. Bank of New York Mellon Corp lifted its position in shares of Tredegar by 1.5% in the 1st quarter. Bank of New York Mellon Corp now owns 108,875 shares of the basic materials company’s stock worth $866,000 after buying an additional 1,660 shares during the last quarter. Hillsdale Investment Management Inc. lifted its position in shares of Tredegar by 19.3% in the 1st quarter. Hillsdale Investment Management Inc. now owns 43,200 shares of the basic materials company’s stock worth $343,000 after buying an additional 7,000 shares during the last quarter. Janney Montgomery Scott LLC lifted its position in shares of Tredegar by 3.8% in the 1st quarter. Janney Montgomery Scott LLC now owns 46,921 shares of the basic materials company’s stock worth $373,000 after buying an additional 1,739 shares during the last quarter. Finally, Hsbc Holdings PLC lifted its position in shares of Tredegar by 23.1% in the 4th quarter. Hsbc Holdings PLC now owns 15,362 shares of the basic materials company’s stock worth $110,000 after buying an additional 2,880 shares during the last quarter. 79.24% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Separately, Weiss Ratings reiterated a “sell (d-)” rating on shares of Tredegar in a research note on Monday, April 20th. One investment analyst has rated the stock with a Sell rating, According to MarketBeat, the stock presently has a consensus rating of “Sell”.

Tredegar Company Profile

Tredegar Corporation is a diversified manufacturer specializing in high-performance plastic films and aluminum extrusions. Headquartered in Richmond, Virginia, the company operates through two primary segments—Films and Manufactured Products—serving a broad range of industries that include flexible packaging, medical devices, electronics, building and construction. Tredegar’s operations focus on delivering tailored solutions that meet demanding specifications for barrier properties, film strength and extrusion tolerances.

The Films segment produces a variety of polyolefin films, including cast and blown polyethylene, BOPP (biaxially oriented polypropylene), barrier films and specialty medical-grade films.