Tredegar (NYSE:TG) Issues Earnings Results

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

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 Stock Performance

Tredegar stock opened at $10.34 on Friday. The company’s 50 day simple moving average is $8.62 and its 200-day simple moving average is $8.16. The company has a market capitalization of $359.42 million, a price-to-earnings ratio of 12.31 and a beta of 0.82. Tredegar has a 1 year low of $6.25 and a 1 year high of $10.53.

Insider Activity

In other news, major shareholder James T. Gottwald sold 28,787 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $8.99, for a total value of $258,795.13. Following the sale, the insider directly owned 541,446 shares of the company’s stock, valued at approximately $4,867,599.54. The trade was a 5.05% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, major shareholder William M. Gottwald sold 4,815 shares of the business’s stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $9.02, for a total transaction of $43,431.30. Following the completion of the sale, the insider directly owned 524,623 shares in the company, valued at $4,732,099.46. This trade represents a 0.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 205,034 shares of company stock valued at $1,846,253. Company insiders own 2.50% of the company’s stock.

Institutional Investors Weigh In On Tredegar

Several institutional investors and hedge funds have recently modified their holdings of the company. Geode Capital Management LLC raised its holdings in shares of Tredegar by 0.3% in the 2nd quarter. Geode Capital Management LLC now owns 589,275 shares of the basic materials company’s stock valued at $5,187,000 after buying an additional 1,506 shares during the period. Bank of New York Mellon Corp raised its holdings 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 valued at $866,000 after buying an additional 1,660 shares during the period. Janney Montgomery Scott LLC raised its holdings 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 valued at $373,000 after buying an additional 1,739 shares during the period. BNP Paribas Financial Markets raised its holdings in shares of Tredegar by 53.2% in the 3rd quarter. BNP Paribas Financial Markets now owns 5,273 shares of the basic materials company’s stock valued at $42,000 after buying an additional 1,830 shares during the period. Finally, Rhumbline Advisers raised its holdings in shares of Tredegar by 4.8% in the 2nd quarter. Rhumbline Advisers now owns 44,096 shares of the basic materials company’s stock valued at $388,000 after buying an additional 2,021 shares during the period. Hedge funds and other institutional investors own 79.24% of the company’s stock.

Wall Street Analyst Weigh In

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

About Tredegar

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.