Tredegar Corporation (TG) Stock Analysis

Why this analysis is different

• A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
• An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
• Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

Tredegar Corporation (TG) Industrial Operations Profile

Tredegar Corporation, established in 1955, operates within the industrials sector, focusing on manufacturing aluminum extrusions and specialized films. The company serves diverse markets including building and construction, automotive, and packaging, positioning itself as a key supplier of engineered material solutions.

What Is the Investment Thesis for TG?

Tredegar Corporation presents a mixed investment thesis. The company's diverse product portfolio across aluminum extrusions and specialized films provides some resilience against sector-specific downturns. With a P/E ratio of 7.71 and a profit margin of 3.9%, the company shows moderate profitability. Key catalysts include expansion in the renewable energy sector for aluminum extrusions and increasing demand for specialized films in consumer electronics. However, potential risks include fluctuating aluminum prices and competitive pressures in the film packaging market. Investors should closely monitor Tredegar's ability to maintain its gross margin of 10.4% and capitalize on growth opportunities in its target markets.

Based on FMP financials and quantitative analysis

TG Key Highlights

Market capitalization of $258M indicates a mid-sized player in the industrials sector.

• P/E ratio of 7.71 suggests the company is reasonably valued compared to its earnings.
• Profit margin of 3.9% reflects moderate profitability, highlighting potential for improvement.
• Gross margin of 10.4% indicates the company's efficiency in managing production costs.
• Beta of 0.71 suggests lower volatility compared to the overall market, appealing to risk-averse investors.

Who Are TG's Competitors?

TG is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance This table mixes two scoring engines — compare a number only with others carrying the same tag.

What Are TG's Key Strengths?

Diversified product portfolio.

• Global presence.
• Established customer relationships.
• Focus on innovation.

What Are TG's Weaknesses?

Moderate profit margins.

• Dependence on commodity prices.
• Exposure to cyclical industries.
• Limited brand recognition.

What Could Drive TG Stock Higher?

Potential infrastructure bill passage could increase demand for aluminum extrusions.

• Increasing demand for surface protection films in the consumer electronics market.
• Expansion of renewable energy projects driving demand for aluminum components.

What Are the Key Risks for TG?

Inconsistent delivery — missed Wall Street EPS estimates in 8 of the last 8 reported quarters.

• Insider selling — insiders were net sellers of roughly $1.1M recently.
• Fluctuations in aluminum prices impacting profitability.
• Increased competition in the flexible packaging films market.
• Economic downturns affecting demand in cyclical industries.
• Regulatory changes impacting manufacturing processes and environmental compliance.

What Are the Growth Opportunities for TG?

• Expansion in Renewable Energy Sector: Tredegar's Aluminum Extrusions segment can capitalize on the growing demand for aluminum components in solar panels and wind turbines. The renewable energy market is projected to grow significantly, presenting a substantial opportunity for Tredegar to increase its revenue and market share. Timeline: Ongoing, with increasing demand expected over the next 5-10 years.
• Increased Demand for PE Films in Electronics: The PE Films segment can benefit from the rising demand for surface protection films in consumer electronics, particularly for smartphones, tablets, and displays. As the electronics market continues to expand, Tredegar can leverage its UltraMask and ForceField brands to capture a larger share of this market. Timeline: Ongoing, driven by continuous innovation in electronic devices.
• Growth in Flexible Packaging Films for Food Industry: Tredegar's Flexible Packaging Films segment can capitalize on the increasing demand for high-quality packaging solutions in the food industry. With a focus on sustainable and recyclable materials, Tredegar can offer innovative solutions that meet the evolving needs of food manufacturers and consumers. Timeline: Ongoing, with a focus on sustainable packaging solutions.
• Strategic Acquisitions: Tredegar can pursue strategic acquisitions to expand its product portfolio, geographic reach, and technological capabilities. By acquiring complementary businesses, Tredegar can strengthen its competitive position and accelerate its growth in key markets. Timeline: Opportunistic, with potential acquisitions in the next 2-3 years.
• Product Innovation: Tredegar can invest in research and development to develop new and innovative products that meet the evolving needs of its customers. By focusing on sustainable materials and advanced manufacturing techniques, Tredegar can differentiate itself from competitors and capture new market opportunities. Timeline: Ongoing, with continuous investment in R&D.

What Are TG's Competitive Advantages?

• Diversified product portfolio across multiple segments.
• Established relationships with key customers in various industries.
• Focus on innovation and customer-centric solutions.
• Global presence with manufacturing facilities in strategic locations.

What Does TG Do?

Founded in 1955 and headquartered in Richmond, Virginia, Tredegar Corporation operates as a global manufacturer of aluminum extrusions and specialized films. The company's journey began with a focus on industrial materials, evolving over the years to encompass a diverse portfolio of products and services. Tredegar operates through three key segments: Aluminum Extrusions, PE Films, and Flexible Packaging Films. The Aluminum Extrusions segment produces custom fabricated and finished aluminum extrusions catering to industries such as building and construction, automotive, and renewable energy. The PE Films segment provides surface protection films for flat panel displays used in various electronic devices, as well as thin-gauge films for packaging applications. The Flexible Packaging Films segment offers polyester-based films for food packaging and industrial uses. Tredegar's strategic focus on innovation and customer-centric solutions has enabled it to establish a strong presence in its target markets, serving a global clientele with a commitment to quality and performance.

What Products and Services Does TG Offer?

• Manufactures custom aluminum extrusions for various industries.
• Produces surface protection films for electronic displays.
• Offers thin-gauge films for packaging applications.
• Provides polyester-based films for food packaging.
• Supplies aluminum components for the building and construction sector.
• Develops film solutions for industrial applications.

How Does TG Make Money?

• Manufacturing and selling aluminum extrusions to fabricators and distributors.
• Producing and distributing surface protection films for electronic device manufacturers.
• Offering flexible packaging films to food and industrial companies.

What Industry Does TG Operate In?

Tredegar Corporation operates in the manufacturing sector, specifically within aluminum extrusions and specialized films. The industry is characterized by moderate growth, driven by demand from construction, automotive, electronics, and packaging sectors. The competitive landscape includes both large multinational corporations and smaller specialized manufacturers. Tredegar's position is strengthened by its diversified product portfolio and global presence, allowing it to cater to a wide range of customer needs. Market trends include increasing demand for sustainable and recyclable materials, driving innovation in aluminum and film production.

Who Are TG's Key Customers?

• Building and construction companies.
• Automotive and transportation manufacturers.
• Consumer electronics companies.
• Food packaging companies.
• Industrial manufacturers.

Over the past six months, Tredegar Corporation insiders filed 28 SEC Form 4 transactions — 23 sales and 5 purchases. On net that is roughly 133K shares disposed (about $1.1M), a signal worth weighing alongside the fundamentals.

Quarterly Financial Performance: Tredegar Corporation

Revenue for Tredegar Corporation came in at $216.2M during Q2 FY2026, a 16.0% improvement versus the preceding quarter. The company recorded net income of $6.0M, with diluted EPS of $0.17. Revenue has increased across the last three reported quarters, suggesting sustained momentum for this micro-cap Industrials company. Across the four most recent quarters, TG averaged $0.24 in diluted EPS.

TG Valuation & Market Position

With a $258M market cap, Tredegar Corporation sits in the micro-cap segment of the market. Relative to its peer group, TG's quantitative score of 80/100 is above the peer average of 52/100.

Return on equity for Tredegar Corporation stands at 15.3%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 8.1%, showing how much profit it generates from its asset base. TG trades at a trailing price-to-earnings ratio of 7.71, below the Industrials sector average of ~28.00x. Its free cash flow yield is 8.3%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.73 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 12.3%, the inverse of the P/E and a quick read on earnings relative to price.

Tredegar Corporation's Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 3.87 places it in the safe zone, indicating low near-term bankruptcy risk.

Tredegar Corporation has missed Wall Street's EPS estimate in 8 of its last 8 reported quarters — a recurring pattern of falling short of estimates. Reported results have landed about 93.1% below estimates on average.

Company Profile

Tredegar Corporation operates in the Manufacturing - Metal Fabrication industry within the Industrials sector. It is headquartered in Richmond, US. The company is led by CEO Arijit DasGupta. TG has traded publicly since 1989.

TG Financials

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TG Analyst Consensus

TG MoonshotScore

What Investors Ask About Tredegar Corporation (TG) — Industrials

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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