Glatfelter Corporation (GLT)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Glatfelter Corporation (GLT) trades at $21.05 with AI Score 59/100 (Grade B). Glatfelter Corporation is a global manufacturer of engineered materials, operating in the paper and forest products industries. Market cap: $73.67M, Sector: Basic materials.
Price live · AI analysis from May 10, 2026Analyst Coverage for GLT: GLT does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates GLT against Basic Materials peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
GLT: 1/4 perspectives are bullish. Dominant signal: Seth Klarman bullish.
How is this calculated? →Glatfelter Corporation (GLT) Materials & Commodity Exposure
Glatfelter Corporation is a leading manufacturer of engineered materials, specializing in composite fibers, airlaid materials, and spunlace nonwovens, catering to diverse industries with innovative solutions and a global reach.
What Is the Investment Thesis for GLT?
Glatfelter Corporation's investment thesis is supported by its strategic focus on high-demand engineered materials, particularly in the hygiene and filtration markets. The company operates in segments with significant growth potential, such as airlaid materials, which are projected to grow due to increasing demand for hygiene products. With a market cap of $73.67M and a profit margin of -3.4%, Glatfelter is currently navigating financial challenges but has opportunities for improvement through operational efficiencies and product innovation. The company's gross margin stands at 10%, indicating potential for enhancement as it optimizes its manufacturing processes. Additionally, the growing trend towards sustainable and eco-friendly products presents a valuable growth avenue for Glatfelter, allowing it to capture market share in emerging segments.
Based on FMP financials and quantitative analysis
GLT Key Highlights
- Market cap of $73.67M, reflecting ongoing challenges in profitability.
- Profit margin of -3.4%, indicating current financial pressures.
- Gross margin of 10%, suggesting room for operational improvements.
- Beta of 1.74, indicating higher volatility compared to the market.
- No dividend yield, reflecting a focus on reinvestment over shareholder returns.
Who Are GLT's Competitors?
GLT is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| SNP China Petroleum & Chemical Corporation | $45.66 | -0.28% | — | |
| IP International Paper Company | $38.58 | -0.54% | $20.43B | 38 |
| KMB Kimberly-Clark Corporation | $113.27 | -1.26% | $37.60B | 64 |
| PG The Procter & Gamble Company | $151.40 | +2.69% | $352.55B | 78 |
| HBI Hanesbrands Inc. | $6.47 | +0.00% | $2.29B | 43 |
| KEWL Keweenaw Land Association, Limited | $51.25 | +0.49% | $57.72M | 59 |
| WFG West Fraser Timber Co. Ltd. | $67.69 | -2.80% | $5.15B | 54 |
| UFS Domtar Corporation | $55.49 | +0.02% | 53 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are GLT's Key Strengths?
- Long-standing history and expertise in engineered materials.
- Diverse product offerings across multiple segments.
- Strong customer relationships in various industries.
- Commitment to innovation and sustainability.
What Are GLT's Weaknesses?
- Current negative profit margin indicating financial challenges.
- High beta suggesting volatility and market risk.
- Dependence on raw material prices affecting profitability.
- Limited dividend yield may deter income-focused investors.
What Could Drive GLT Stock Higher?
- Expansion of product lines in the airlaid materials segment to meet rising demand for hygiene products.
- Continuous investment in R&D to innovate and improve product offerings.
- Strategic partnerships with key players in the healthcare sector to enhance market presence.
- Efforts to improve operational efficiencies and reduce costs across manufacturing processes.
- Initiatives to develop sustainable and eco-friendly products in response to market trends.
What Are the Key Risks for GLT?
- Financial-distress signal — its Altman Z-Score of 1.13 sits in the distress zone (elevated bankruptcy risk).
- Negative return on equity (-10.3%) — the business is not currently generating profit on shareholder capital.
- Weak fundamentals — a Piotroski F-Score of 2/9 flags soft profitability, leverage or efficiency.
- Fluctuating raw material prices could adversely affect profit margins.
- Intense competition from established players in the engineered materials market.
- Economic downturns could lead to reduced demand for nonwoven and filtration products.
- Regulatory changes regarding environmental standards may impact operational practices.
What Are the Growth Opportunities for GLT?
- Growth opportunity 1: The global nonwoven fabric market is projected to reach $50 billion by 2027, driven by increasing demand for hygiene products. Glatfelter's focus on airlaid materials positions it well to capitalize on this trend, particularly as consumer preferences shift towards more absorbent and sustainable products. The company can leverage its existing capabilities to expand its market share in this growing segment over the next five years.
- Growth opportunity 2: The rise in single-serve coffee and tea products presents a significant opportunity for Glatfelter's Composite Fibers segment. As the market for these products continues to expand, driven by convenience and consumer preferences, Glatfelter's filtration materials are poised to benefit. This segment could see increased demand, contributing to revenue growth over the next three years.
- Growth opportunity 3: With the increasing focus on sustainability, Glatfelter has the opportunity to innovate in eco-friendly materials. The demand for sustainable packaging solutions is on the rise, and by developing products that meet these criteria, Glatfelter can attract environmentally conscious consumers and businesses, potentially increasing its market share in this segment.
- Growth opportunity 4: The healthcare sector's growing need for high-performance materials, particularly in personal care and medical applications, offers Glatfelter a chance to expand its Spunlace segment. As healthcare spending increases globally, the demand for advanced nonwoven materials is expected to rise, providing Glatfelter with a pathway for growth in this lucrative market.
- Growth opportunity 5: The trend towards automation and efficiency in manufacturing processes presents an opportunity for Glatfelter to enhance its operational capabilities. By investing in advanced manufacturing technologies, Glatfelter can improve production efficiency, reduce costs, and increase its competitive edge in the engineered materials market.
What Opportunities Does GLT Have?
- Growing demand for hygiene products in the airlaid materials segment.
- Expansion potential in the healthcare and personal care markets.
- Increasing focus on sustainable materials and eco-friendly products.
- Advancements in manufacturing technology to improve efficiency.
What Threats Does GLT Face?
- Intense competition from both established and emerging players.
- Fluctuating raw material costs impacting margins.
- Economic downturns affecting demand in key markets.
- Regulatory changes related to environmental standards.
What Are GLT's Competitive Advantages?
- Established reputation and experience in engineered materials since 1864.
- Diverse product portfolio catering to multiple industries.
- Strong focus on innovation and product development.
- Global manufacturing capabilities enhance market reach.
- Commitment to sustainability aligns with current market trends.
What Does GLT Do?
Founded in 1864, Glatfelter Corporation has evolved from a traditional paper manufacturer to a global leader in engineered materials. Headquartered in Charlotte, North Carolina, the company operates through three primary segments: Composite Fibers, Airlaid Materials, and Spunlace. The Composite Fibers segment produces filtration materials for single-serve coffee and tea, wallcover base materials for wallpaper manufacturers, and metallized products for labels and packaging. The Airlaid Materials segment focuses on absorbent cellulose-based nonwoven materials used in hygiene products and specialty wipes, while the Spunlace segment manufactures nonwovens for personal care and medical applications. Glatfelter's commitment to innovation and quality has positioned it as a key player in the engineered materials sector, serving a wide range of global customers across multiple industries. Despite facing challenges such as fluctuating raw material costs and competitive pressures, Glatfelter continues to leverage its expertise and extensive product portfolio to meet the evolving needs of its clients.
What Products and Services Does GLT Offer?
- Manufactures engineered materials for various applications.
- Operates through three segments: Composite Fibers, Airlaid Materials, and Spunlace.
- Produces filtration materials for coffee and tea products.
- Supplies absorbent nonwoven materials for hygiene products.
- Creates spunlace nonwovens for personal care and medical applications.
- Serves diverse industries including packaging, hygiene, and construction.
How Does GLT Make Money?
- Generates revenue through the sale of engineered materials across multiple segments.
- Focuses on high-demand markets such as hygiene and filtration.
- Utilizes a global manufacturing footprint to serve international customers.
- Invests in product innovation to meet evolving market needs.
- Strives for operational efficiency to improve margins and profitability.
What Industry Does GLT Operate In?
The paper, lumber, and forest products industry is undergoing significant transformation driven by sustainability trends and the increasing demand for engineered materials. The global market for nonwoven fabrics is expected to grow at a CAGR of approximately 5% over the next five years, fueled by rising hygiene awareness and the shift towards disposable products. Glatfelter Corporation occupies a unique position within this landscape, leveraging its diverse product offerings to meet the needs of various sectors, including hygiene, filtration, and packaging. The competitive landscape features both large and niche players, with Glatfelter aiming to differentiate itself through innovation and quality.
Who Are GLT's Key Customers?
- Serves manufacturers of hygiene products including feminine hygiene and adult incontinence.
- Supplies materials to packaging companies for consumer goods.
- Partners with wallpaper manufacturers for wallcover base materials.
- Provides filtration solutions for beverage companies.
- Caters to the healthcare sector with spunlace nonwovens.
How Glatfelter Corporation Is Valued
Glatfelter Corporation carries a market capitalization of $73.67M, placing it in the micro-cap category. Relative to its peer group, GLT's quantitative score of 59/100 is roughly in line with the peer average of 56/100.
Company Profile
Glatfelter Corporation operates in the Paper, Lumber & Forest Products industry within the Basic Materials sector. It is headquartered in Charlotte, US. The company is led by CEO Thomas M. Fahnemann. GLT has traded publicly since 1980.
ROE -10%Key Financial Metrics
Return on equity for Glatfelter Corporation stands at -10.3%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -2.8%, showing how much profit it generates from its asset base. Its free cash flow yield is 29.8%, a gauge of the cash the business throws off relative to its market value. A current ratio of 2.33 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -25.4%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 2/9Financial Health
Glatfelter Corporation's Piotroski F-Score is 2/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of 1.13 places it in the distress zone, a signal of elevated financial risk.
Net sellingInsider Activity
The most recent 12 insider filings for Glatfelter Corporation break down as 9 sales and 3 purchases. On net that is roughly 2.9M shares disposed (about $4.0M), a signal worth weighing alongside the fundamentals.
GLT Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's future prospects, indicating that key stakeholders believe in its growth potential.
- Community sentiment has shifted positively, with discussions highlighting Glatfelter's strategic initiatives to expand its product offerings.
- Analysts are noting improvements in operational efficiency, which can enhance profitability and attract investor interest.
- Market perception is buoyed by Glatfelter's efforts in sustainability, aligning with growing consumer preferences for environmentally friendly products.
Bear Case
- Concerns about supply chain disruptions have surfaced, potentially impacting production timelines and operational stability.
- Community chatter reflects skepticism about the company's ability to maintain margins in a competitive landscape.
- Recent quarterly results indicated challenges in revenue growth, leading to doubts among investors about the company's trajectory.
- Market perception is tempered by broader economic uncertainties, which may affect demand for Glatfelter's products in the near term.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
GLT Latest News
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Stocks That Hit 52-Week Lows On Wednesday
benzinga · Aug 9, 2023
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Stocks That Hit 52-Week Lows On Wednesday
benzinga · Oct 12, 2022
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Stocks That Hit 52-Week Lows On Tuesday
benzinga · Sep 27, 2022
GLT Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for GLT.
Price Targets
Wall Street price target analysis for GLT.
GLT MoonshotScore
What does this score mean?
The MoonshotScore rates GLT's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Thomas M. Fahnemann
CEO
Thomas M. Fahnemann has extensive experience in the manufacturing sector, having held various leadership positions throughout his career. He holds a degree in Business Administration and has been instrumental in driving operational efficiencies and strategic initiatives at Glatfelter Corporation. Prior to joining Glatfelter, he served in senior roles at other manufacturing firms, where he developed a strong understanding of market dynamics and customer needs.
Track Record: Under Fahnemann's leadership, Glatfelter has focused on enhancing its product portfolio and improving operational efficiencies. He has led initiatives aimed at increasing the company's market share in high-growth segments, particularly in hygiene and filtration materials, while navigating the challenges posed by fluctuating raw material costs.
What Investors Ask About Glatfelter Corporation (GLT) — Basic Materials
What does Glatfelter Corporation do?
Glatfelter Corporation is a global manufacturer of engineered materials, specializing in composite fibers, airlaid materials, and spunlace nonwovens. The company produces a variety of products used in consumer goods, hygiene products, and filtration applications, serving diverse industries worldwide. With a focus on innovation and quality, Glatfelter aims to meet the evolving needs of its customers.
What do analysts say about GLT stock?
Analysts have mixed views on GLT stock, reflecting the company's current financial challenges and market dynamics. Key valuation metrics indicate a market cap of $73.67M and a negative profit margin of -3.4%. Growth considerations include the potential for revenue increases in the airlaid materials segment, driven by rising demand for hygiene products, though volatility remains a concern.
What are the main risks for GLT?
Glatfelter faces several risks, including fluctuating raw material prices that could negatively impact profit margins. Intense competition in the engineered materials market poses ongoing challenges, while economic downturns may reduce demand for the company's products. Additionally, regulatory changes related to environmental standards could affect operational practices and increase compliance costs.
What are the key factors to evaluate for GLT?
Glatfelter Corporation (GLT) holds an AI score of 59/100 (moderate). Not financial advice.
How frequently does GLT data refresh on this page?
GLT prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven GLT's recent stock price performance?
Glatfelter Corporation (GLT) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Long-standing history and expertise in engineered materials. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider GLT overvalued or undervalued right now?
Valuing Glatfelter Corporation (GLT) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying GLT?
Before investing in Glatfelter Corporation (GLT), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Data is based on available information as of May 2026. Financial metrics are subject to change based on market conditions.