View ValuationTredegar 将来の成長Future 基準チェック /06現在、 Tredegarの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Metals and Mining 収益成長19.3%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Mar 26Tredegar Corporation, Annual General Meeting, May 08, 2026Tredegar Corporation, Annual General Meeting, May 08, 2026.お知らせ • Mar 07Tredegar Corporation to Report Q4, 2025 Results on Mar 11, 2026Tredegar Corporation announced that they will report Q4, 2025 results on Mar 11, 2026お知らせ • Feb 10Tredegar Corporation Announces Board ChangesTredegar Corporation has appointed David Parks as an independent director to its Board of Directors. David Parks brings more than 35 years of global operating, commercial, and strategic leadership experience across healthcare, consumer packaged goods, and advanced materials/nonwovens. His career includes engineering, manufacturing, supply chain, marketing, sales, and general management roles at Kimberly-Clark, Avintiv, Berry Global, and Magnera. He served as EVP Global Operations & Engineering for Berry Global prior to his most recent role as President of the Americas at Magnera. Mr. Parks holds a Bachelor of Science in Mechanical Engineering, magna cum laude, from the Georgia Institute of Technology. Additionally, on January 26, 2026, Kenneth R. Newsome, a director of the Company since 2014, notified the Board that he will retire from the Board upon the expiration of his term at the Company’s 2026 Annual Meeting of Shareholders (the “2026 Annual Meeting”). Therefore, Mr. Newsome will not stand for re-election at the 2026 Annual Meeting.お知らせ • Jan 08Tredegar Corporation Appoints Paul Goldschmiedt as ControllerTredegar Corporation elected Paul Goldschmiedt as the Company's Controller (principal accounting officer). Mr. Goldschmiedt, age 41, joined the Company in June 2020 and served as Assistant Controller from September 2021 to December 31, 2025, having previously served as the Company's Senior SEC Accounting and Reporting Manager from June 2020 through August 2021. Prior to joining the Company, Mr. Goldschmiedt served as the Manager of Financial Reporting at Hamilton Beach Brands Inc. and spent 10 years in various positions of increasing responsibility with Deloitte & Touche LLP.お知らせ • Nov 21+ 2 more updatesTredegar Corporation Announces Chief Executive Officer ChangesTredegar Corporation announced the retirement of John M. Steitz as its Chief Executive Officer, effective December 31, 2025. The Board has elected Arijit (Bapi) DasGupta as company's Chief Executive Officer, effective January 1, 2026. Mr. Steitz has served as a director of Tredegar since 2018 and as its President and Chief Executive Officer since 2019. Dr. DasGupta, 68, joined Tredegar in 2007 and has led its PE Films business unit, serving as its President, since 2015. Dr. DasGupta previously held various leadership roles for Tredegar’s PE Films business. Prior to joining Tredegar, he held leadership positions at Johns Manville, Solutia and Monsanto.お知らせ • Oct 07+ 1 more updateTredegar Corporation Announces Retirement of Andrew Edwards as Executive Vice President, Effective December 31, 2025Tredegar Corporation announced that D. Andrew Edwards, Tredegar’s Chief Financial Officer and Executive Vice President, will retire, effective December 31, 2025. Tredegar’s Board of Directors and executive leadership team are actively evaluating options to facilitate a smooth transition and continued financial stewardship. Further details regarding the transition plan will be shared as they become available.お知らせ • Aug 05Tredegar Corporation to Report Q2, 2025 Results on Aug 08, 2025Tredegar Corporation announced that they will report Q2, 2025 results on Aug 08, 2025お知らせ • Mar 27Tredegar Corporation, Annual General Meeting, May 08, 2025Tredegar Corporation, Annual General Meeting, May 08, 2025.お知らせ • Mar 12Tredegar Corporation Reports Goodwill Impairment for the Fourth Quarter Ended December 31, 2024Tredegar Corporation reported goodwill impairment for the fourth quarter ended December 31, 2024. For the quarter, the company reported goodwill impairment of $13,271,000. During the fourth quarter of 2024, the company recognized a special item for the non-cash write-off of goodwill of $13.3 million ($10.4 million after deferred income tax benefits) associated with the Clearfield, Utah operation ("Clearfield") acquired in February 2017 (formerly Futura).お知らせ • Jan 15Tredegar Corporation Appoints Chris Vlahcevic to Board of DirectorsTredegar Corporation announced that it has appointed Chris Vlahcevic as an independent director to its Board of Directors. Chris Vlahcevic served as Senior Vice President, Finance and Chief Accounting Officer, for Performance Food Group from 2015 to 2023 before retiring from the company in 2024. Prior to her role at Performance Food Group, Ms. Vlahcevic held financial leadership roles for organizations in the biotechnology, financial services, manufacturing and nonprofit sectors. Ms. Vlahcevic holds a Bachelor of Science degree from the McIntire School of Commerce at the University of Virginia and is a certified public accountant.New Risk • Nov 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Earnings have declined by 49% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.2% average weekly change).Reported Earnings • Nov 10Third quarter 2024 earnings released: US$0.12 loss per share (vs US$1.47 loss in 3Q 2023)Third quarter 2024 results: US$0.12 loss per share (improved from US$1.47 loss in 3Q 2023). Revenue: US$182.0m (up 9.5% from 3Q 2023). Net loss: US$3.95m (loss narrowed 92% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 08Second quarter 2024 earnings released: EPS: US$0.26 (vs US$0.56 loss in 2Q 2023)Second quarter 2024 results: EPS: US$0.26 (up from US$0.56 loss in 2Q 2023). Revenue: US$190.6m (up 7.0% from 2Q 2023). Net income: US$8.79m (up US$27.7m from 2Q 2023). Profit margin: 4.6% (up from net loss in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.お知らせ • Aug 02Tredegar Corporation to Report Q2, 2024 Results on Aug 07, 2024Tredegar Corporation announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Aug 07, 2024New Risk • Jul 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Earnings have declined by 43% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.7% average weekly change).お知らせ • Jul 03+ 1 more updateTredegar Corporation(NYSE:TG) dropped from Russell 2000 Value-Defensive IndexTredegar Corporation(NYSE:TG) dropped from Russell 2000 Value-Defensive IndexReported Earnings • May 09First quarter 2024 earnings released: EPS: US$0.096 (vs US$0.03 loss in 1Q 2023)First quarter 2024 results: EPS: US$0.096 (up from US$0.03 loss in 1Q 2023). Revenue: US$175.7m (down 8.0% from 1Q 2023). Net income: US$3.29m (up US$4.30m from 1Q 2023). Profit margin: 1.9% (up from net loss in 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.お知らせ • May 03Tredegar Corporation to Report Q1, 2024 Results on May 09, 2024Tredegar Corporation announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on May 09, 2024お知らせ • Apr 09John William and James Gottwald Engages with Tredegar CorporationOn April 8, 2024, John William and James Gottwald announced that they have agreed that they will vote their shares, as well as the shares of the trusts as to which they serve as trustees, against the nominees for director and against the named executive officer compensation to express their concern with company performance and the board oversight thereof. In addition, John William and James Gottwald stated that concerns, which had been expressed privately by John Gottwald in an email to the board, include the performance of the Company’s Common Stock, the elimination of the corporate dividend and excessive corporate expenses. Further, John William and James Gottwald mentioned that they expect the board of directors to oversee management strategy and performance, and when it becomes clear that performance is not providing value for shareholders over a reasonable time frame, then the board needs to consider changes in senior management.お知らせ • Mar 27Tredegar Corporation, Annual General Meeting, May 09, 2024Tredegar Corporation, Annual General Meeting, May 09, 2024, at 09:00 US Eastern Standard Time. Agenda: To consider and elect the six directors; to consider conduct a non-binding advisory vote on the compensation of our named executive officers; to consider ratify the appointment of KPMG LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2024; and to consider other business matters.New Risk • Mar 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 9.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Earnings have declined by 36% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (9.9% average weekly change).Reported Earnings • Mar 16Full year 2023 earnings released: US$3.10 loss per share (vs US$0.84 profit in FY 2022)Full year 2023 results: US$3.10 loss per share (down from US$0.84 profit in FY 2022). Revenue: US$702.7m (down 25% from FY 2022). Net loss: US$105.9m (down 473% from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 29 percentage points per year, which is a significant difference in performance.お知らせ • Mar 08Tredegar Corporation to Report Q4, 2023 Results on Mar 15, 2024Tredegar Corporation announced that they will report Q4, 2023 results on Mar 15, 2024Reported Earnings • Nov 10Third quarter 2023 earnings released: US$1.47 loss per share (vs US$0.03 profit in 3Q 2022)Third quarter 2023 results: US$1.47 loss per share (down from US$0.03 profit in 3Q 2022). Revenue: US$166.1m (down 30% from 3Q 2022). Net loss: US$50.4m (down US$51.4m from profit in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.お知らせ • Aug 22Spruce Power Holding Corporation (NYSE:SPRU) acquired Portfolio of Over 2,400 Residential Solar Systems and Contracts for $20.9 million.Spruce Power Holding Corporation (NYSE:SPRU) acquired Portfolio of Over 2,400 Residential Solar Systems and Contracts for $20.9 million on August 18, 2023. Spruce funded the acquisition purchase price entirely through proceeds from the concurrent upsizing of its Spruce Power 2 credit facility. Spruce Power Holding Corporation (NYSE:SPRU) completed the acquisition of Portfolio of Over 2,400 Residential Solar Systems and Contracts on August 18, 2023.Buying Opportunity • Aug 10Now 32% undervalued after recent price dropOver the last 90 days, the stock is down 35%. The fair value is estimated to be €6.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Aug 10Tredegar Corporation Reports Impairment Charges for the Second Quarter Ended June 30, 2023Tredegar Corporation reported impairment charges for the second quarter ended June 30, 2023. For the quarter, the company reported goodwill impairment of $15,413,000.New Risk • Aug 10New major risk - Revenue and earnings growthEarnings have declined by 1.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.0% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 1.2% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change).Reported Earnings • Aug 10Second quarter 2023 earnings released: US$0.56 loss per share (vs US$0.44 profit in 2Q 2022)Second quarter 2023 results: US$0.56 loss per share (down from US$0.44 profit in 2Q 2022). Revenue: US$178.1m (down 35% from 2Q 2022). Net loss: US$18.9m (down 228% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.お知らせ • Aug 03Tredegar Corporation to Report Q2, 2023 Results on Aug 09, 2023Tredegar Corporation announced that they will report Q2, 2023 results on Aug 09, 2023Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €5.80, the stock trades at a trailing P/E ratio of 19x. Average trailing P/E is 7x in the Metals and Mining industry in Europe. Total loss to shareholders of 30% over the past three years.New Risk • Jun 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (3.0x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 158% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).Upcoming Dividend • Jun 08Upcoming dividend of US$0.13 per share at 6.9% yieldEligible shareholders must have bought the stock before 15 June 2023. Payment date: 03 July 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 6.9%. Within top quartile of German dividend payers (4.6%). Lower than average of industry peers (8.7%).Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €6.85, the stock trades at a trailing P/E ratio of 22.7x. Average trailing P/E is 4x in the Metals and Mining industry in Germany. Total loss to shareholders of 12% over the past three years.Reported Earnings • May 09First quarter 2023 earnings released: US$0.03 loss per share (vs US$0.49 profit in 1Q 2022)First quarter 2023 results: US$0.03 loss per share (down from US$0.49 profit in 1Q 2022). Revenue: US$191.4m (down 19% from 1Q 2022). Net loss: US$1.01m (down 106% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • May 06Tredegar Corporation Declares Quarterly Dividend, Payable on July 3, 2023The board of directors of Tredegar Corporation declared a quarterly dividend of thirteen cents ($0.13) per share on the company’s common stock. The dividend is payable on July 3, 2023 to shareholders of record at the close of business on June 19, 2023.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €8.15, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 4x in the Metals and Mining industry in Germany. Total returns to shareholders of 2.1% over the past three years.Reported Earnings • Mar 17Full year 2022 earnings released: EPS: US$0.84 (vs US$1.73 in FY 2021)Full year 2022 results: EPS: US$0.84 (down from US$1.73 in FY 2021). Revenue: US$938.6m (up 14% from FY 2021). Net income: US$28.4m (down 51% from FY 2021). Profit margin: 3.0% (down from 7.0% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 16Upcoming dividend of US$0.13 per share at 5.1% yieldEligible shareholders must have bought the stock before 23 March 2023. Payment date: 01 April 2023. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 5.1%. Within top quartile of German dividend payers (4.8%). Lower than average of industry peers (8.3%).お知らせ • Jan 10Tredegar Corporation Announces Board ChangesTredegar Corporation announced that John D. Gottwald retired as Tredegar’s chairman of the board of directors on January 6, 2023, and the board has selected Gregory A. Pratt to succeed Mr. Gottwald as chairman. Mr. Gottwald has served as a director since 1989 and as chairman of the board since May of 2019. He also served as president and chief executive officer from July 1989 to September 2001, from March 2006 to January 2010, and from June 2015 to March 2019. Mr. Pratt joined the board in 2014 and has served as lead independent director since 2016.Upcoming Dividend • Dec 08Upcoming dividend of US$0.13 per shareEligible shareholders must have bought the stock before 15 December 2022. Payment date: 01 January 2023. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 4.9%. Within top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.6%).Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 6 highly experienced directors. Independent Director Anne Waleski was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 16Tredegar Corporation Declares Quarterly Dividend, Payable on January 1, 2023The board of directors of Tredegar Corporation declared quarterly dividend of thirteen cents ($0.13) per share on the company’s common stock. The dividend is payable on January 1, 2023 to shareholders of record at the close of business on December 16, 2022.Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: US$0.03 (vs US$0.18 in 3Q 2021)Third quarter 2022 results: EPS: US$0.03 (down from US$0.18 in 3Q 2021). Revenue: US$238.6m (up 14% from 3Q 2021). Net income: US$1.01m (down 84% from 3Q 2021). Profit margin: 0.4% (down from 3.0% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.お知らせ • Nov 04Tredegar Corporation to Report Q3, 2022 Results on Nov 09, 2022Tredegar Corporation announced that they will report Q3, 2022 results on Nov 09, 2022Upcoming Dividend • Sep 08Upcoming dividend of US$0.13 per shareEligible shareholders must have bought the stock before 15 September 2022. Payment date: 01 October 2022. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 5.1%. Within top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.9%).Reported Earnings • Aug 09Second quarter 2022 earnings released: EPS: US$0.44 (vs US$0.62 in 2Q 2021)Second quarter 2022 results: EPS: US$0.44 (down from US$0.62 in 2Q 2021). Revenue: US$275.6m (up 30% from 2Q 2021). Net income: US$14.8m (down 29% from 2Q 2021). Profit margin: 5.4% (down from 9.8% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Aug 05Tredegar Corporation Declares Quarterly Dividend, Payable on October 1, 2022The board of directors of Tredegar Corporation declared a quarterly dividend of $0.13 per share on the company’s common stock. The dividend is payable on October 1, 2022 to shareholders of record at the close of business on September 16, 2022.お知らせ • Aug 03Tredegar Corporation to Report Q2, 2022 Results on Aug 08, 2022Tredegar Corporation announced that they will report Q2, 2022 results on Aug 08, 2022お知らせ • Jun 26Tredegar Corporation(NYSE:TG) dropped from Russell 2000 Dynamic IndexTredegar Corporation(NYSE:TG) dropped from Russell 2000 Dynamic IndexUpcoming Dividend • Jun 09Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 16 June 2022. Payment date: 01 July 2022. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (4.9%).Reported Earnings • May 10First quarter 2022 earnings released: EPS: US$0.49 (vs US$0.29 in 1Q 2021)First quarter 2022 results: EPS: US$0.49 (up from US$0.29 in 1Q 2021). Revenue: US$236.3m (up 28% from 1Q 2021). Net income: US$16.5m (up 71% from 1Q 2021). Profit margin: 7.0% (up from 5.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • May 06Tredegar Corporation Declares Quarterly Dividend, Payable on July 1, 2022The board of directors of Tredegar Corporation declared a quarterly dividend of twelve cents ($0.12) per share on the company’s common stock. The dividend is payable on July 1, 2022 to shareholders of record at the close of business on June 17, 2022.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. Independent Director Anne Waleski was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 12Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$1.73 (up from US$0.50 loss in FY 2020). Revenue: US$846.8m (up 12% from FY 2020). Net income: US$57.9m (up US$74.8m from FY 2020). Profit margin: 6.8% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Dec 10Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 16 December 2021. Payment date: 01 January 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of German dividend payers (3.4%). In line with average of industry peers (3.7%).お知らせ • Nov 30Marathon Asset Management, LP agreed to acquire kaleo, Inc. from Tredegar Corporation (NYSE:TG) for $310 million.Marathon Asset Management, LP agreed to acquire kaleo, Inc. from Tredegar Corporation (NYSE:TG) for $310 million on November 28, 2021. The total base purchase price is approximately $310 million in cash, less certain adjustments and includes potential net revenue-based milestone payments of up to approximately $70 million in cash for the 2022 and 2023 fiscal years. Tredegar owns 3,382,473 shares of kaléo. Closing of the Transaction as of December 31, 2021, is projected to result in cash proceeds for Tredegar of $45.8 million ($13.33 per kaléo share plus approximately $0.7 million in accrued preferred stock dividends). Tredegar has the potential to receive additional cash consideration within approximately six months of closing of up to $1.4 million ($0.41 per kaléo share) in certain post-closing adjustments. Tredegar also has the opportunity to receive cash consideration of up to $5.5 million ($1.63 per kaléo share) in 2023 and $8.3 million ($2.44 per kaléo share) in 2024, contingent upon kaléo achieving certain net revenue targets in 2022 and 2023, respectively. Kaléo will remain headquartered in Richmond, Virginia. The transaction is subject to regulatory clearances. The Kaléo Board of Directors unanimously approved the transaction and approval by the requisite shareholders has been obtained. Closing is expected to take place on or prior to December 31, 2021. Covington & Burling LLP acted as legal advisor to Marathon Asset Management, LP. Leason Ellis LLP acted as legal advisor to Marathon Asset Management, LP. Morgan Stanley & Co. LLC acted as financial advisor to kaleo, Inc. Hunton Andrews Kurth LLP acted as legal advisor to kaleo, Inc.Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS US$0.18 (vs US$0.51 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$209.9m (up 14% from 3Q 2020). Net income: US$6.23m (up US$23.2m from 3Q 2020). Profit margin: 3.0% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 09Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 16 September 2021. Payment date: 01 October 2021. Trailing yield: 3.7%. Within top quartile of German dividend payers (3.2%). In line with average of industry peers (3.6%).Board Change • Sep 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Chairman John Gottwald was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 08Second quarter 2021 earnings released: EPS US$0.62 (vs US$0.43 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$211.4m (up 14% from 2Q 2020). Net income: US$20.7m (up 45% from 2Q 2020). Profit margin: 9.8% (up from 7.7% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Jun 10Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 17 June 2021. Payment date: 01 July 2021. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.5%).お知らせ • May 07Tredegar Board Declares Quarterly Dividend, Payable on July 1, 2021Tredegar Corporation declared a quarterly dividend of twelve cents ($0.12) per share on the company’s common stock. The dividend is payable on July 1, 2021 to shareholders of record at the close of business on June 18, 2021.Reported Earnings • Mar 18Full year 2020 earnings released: US$0.50 loss per share (vs US$1.76 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: US$755.3m (down 8.6% from FY 2019). Net loss: US$16.8m (down 129% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Upcoming Dividend • Mar 05Upcoming Dividend of US$0.12 Per ShareWill be paid on the 1st of April to those who are registered shareholders by the 11th of March. The trailing yield of 2.9% is below the top quartile of German dividend payers (3.5%), and is lower than industry peers (3.4%).Is New 90 Day High Low • Jan 30New 90-day low: €12.10The company is down 2.0% from its price of €12.40 on 30 October 2020. The German market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 28% over the same period.お知らせ • Dec 19Tredegar Corporation Announces Management ChangesTredegar Corporation announced the retirement of Michael J. Schewel as Executive Vice President, General Counsel and Corporate Secretary, and the appointment of Kevin C. Donnelly to the position of Vice President, General Counsel and Corporate Secretary, effective January 1, 2021. Prior to joining Tredegar, Mr. Donnelly was an associate at Hunton & Williams LLP.Upcoming Dividend • Dec 14Upcoming Dividend of US$5.97 Per ShareWill be paid on the 18th of December to those who are registered shareholders by the 21st of December. The trailing yield of 2.3% is below the top quartile of German dividend payers (3.6%), and is lower than industry peers (3.7%).Is New 90 Day High Low • Dec 02New 90-day high: €18.00The company is up 23% from its price of €14.60 on 03 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period.Reported Earnings • Nov 10Third quarter 2020 earnings released: US$0.51 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: US$146.4m (down 40% from 3Q 2019). Net loss: US$17.0m (down 199% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Nov 04Fitesa S.A. completed the acquisition of personal care films business of Tredegar Corporation (NYSE:TG).Fitesa S.A. entered into a sale & purchase agreement to acquire personal care films business of Tredegar Corporation (NYSE:TG) for $45 million on August 25, 2020. As reported, the cash proceeds from the sale net of transaction costs, purchase price adjustments and transition services are estimated at $40 to $45 million. The proposed transaction excludes the packaging film lines and operations relating to the Pottsville, Pennsylvania manufacturing site currently reported by Tredegar within the personal care component of its PE Films segment. For the 12 months ended June 30, 2020, net sales and EBITDA from ongoing operations for the Personal Care Films business to be sold were $133 million and negative $1.7 million, respectively. Closing of the transaction, which is contingent upon the satisfaction of customary conditions, including competition filings in various countries where Tredegar and Fitesa do business, is expected to occur during the fourth quarter of 2020. Net cash income tax costs or benefits relating to the transaction are expected to be negligible. Anthony Oldfield from Clifford Chance LLP (Brazil) acted as a Legal advisor of Fitesa S.A. Brian L. Hager and Rachel W. Northup from Hunton Andrews Kurth LLP acted as a legal advisors of Tredegar Corporation. JPMorgan Chase & Co. (NYSE:JPM) acted as financial advisor to Tredegar Corporation in the transaction. Fitesa S.A. completed the acquisition of personal care films business of Tredegar Corporation (NYSE:TG) on November 2, 2020. Cash proceeds from the sale net of transaction costs, purchase price adjustments and transition services are estimated at $45 to $50 million.Is New 90 Day High Low • Oct 30New 90-day low: €12.20The company is down 8.0% from its price of €13.30 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 2.0% over the same period.Is New 90 Day High Low • Sep 23New 90-day low: €12.60The company is down 5.0% from its price of €13.30 on 25 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 10.0% over the same period.お知らせ • Aug 26Fitesa S.A. entered into a sale & purchase agreement to acquire personal care films business of Tredegar Corporation (NYSE:TG) for $45 million.Fitesa S.A. entered into a sale & purchase agreement to acquire personal care films business of Tredegar Corporation (NYSE:TG) for $45 million on August 25, 2020. As reported, the cash proceeds from the sale net of transaction costs, purchase price adjustments and transition services are estimated at $40 to $45 million. The proposed transaction excludes the packaging film lines and operations relating to the Pottsville, Pennsylvania manufacturing site currently reported by Tredegar within the personal care component of its PE Films segment. For the 12 months ended June 30, 2020, net sales and EBITDA from ongoing operations for the Personal Care Films business to be sold were $133 million and negative $1.7 million, respectively. Closing of the transaction, which is contingent upon the satisfaction of customary conditions, including competition filings in various countries where Tredegar and Fitesa do business, is expected to occur during the fourth quarter of 2020. Net cash income tax costs or benefits relating to the transaction are expected to be negligible. Anthony Oldfield from Clifford Chance LLP (Brazil) acted as a Legal advisor of Fitesa S.A. Brian L. Hager and Rachel W. Northup from Hunton Andrews Kurth LLP acted as a legal advisors of Tredegar Corporation. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Tredegar は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測DB:T70 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2025723241633N/A9/30/202569122137N/A6/30/2025642-8015N/A3/31/2025618-11328N/A12/31/202459811126N/A9/30/2024482-20-26-14N/A6/30/2024502-67-79N/A3/31/2024526-96625N/A12/31/2023571-99-224N/A9/30/2023725-741347N/A6/30/2023797-23-2811N/A3/31/202389311-1625N/A12/31/202276313-58-21N/A9/30/202297054-37-4N/A6/30/202294159-1020N/A3/31/202287865-216N/A12/31/2021826584371N/A9/30/2021798433060N/A6/30/2021773205480N/A3/31/2021748134569N/A12/31/2020755-175174N/A9/30/2020761-226996N/A6/30/2020783104883N/A3/31/20207701877120N/A12/31/20198265865116N/A9/30/201990484N/A91N/A6/30/201996534N/A95N/A3/31/20191,05526N/A94N/A12/31/201885262N/A98N/A9/30/20181,036-19N/A128N/A6/30/20181,01523N/A138N/A3/31/201899953N/A100N/A12/31/201796138N/A88N/A9/30/201792058N/A68N/A6/30/201788162N/A53N/A3/31/201784221N/A48N/A12/31/201682824N/A49N/A9/30/201684117N/A75N/A6/30/2016857-32N/A73N/A3/31/2016869-35N/A67N/A12/31/2015896-32N/A74N/A9/30/2015918-13N/A47N/A6/30/201593534N/A54N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: T70の予測収益成長が 貯蓄率 ( 1.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: T70の収益がGerman市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: T70の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: T70の収益がGerman市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: T70の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: T70の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 00:41終値2026/05/07 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Tredegar Corporation 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Anthony YoungMacquarie Research
お知らせ • Mar 26Tredegar Corporation, Annual General Meeting, May 08, 2026Tredegar Corporation, Annual General Meeting, May 08, 2026.
お知らせ • Mar 07Tredegar Corporation to Report Q4, 2025 Results on Mar 11, 2026Tredegar Corporation announced that they will report Q4, 2025 results on Mar 11, 2026
お知らせ • Feb 10Tredegar Corporation Announces Board ChangesTredegar Corporation has appointed David Parks as an independent director to its Board of Directors. David Parks brings more than 35 years of global operating, commercial, and strategic leadership experience across healthcare, consumer packaged goods, and advanced materials/nonwovens. His career includes engineering, manufacturing, supply chain, marketing, sales, and general management roles at Kimberly-Clark, Avintiv, Berry Global, and Magnera. He served as EVP Global Operations & Engineering for Berry Global prior to his most recent role as President of the Americas at Magnera. Mr. Parks holds a Bachelor of Science in Mechanical Engineering, magna cum laude, from the Georgia Institute of Technology. Additionally, on January 26, 2026, Kenneth R. Newsome, a director of the Company since 2014, notified the Board that he will retire from the Board upon the expiration of his term at the Company’s 2026 Annual Meeting of Shareholders (the “2026 Annual Meeting”). Therefore, Mr. Newsome will not stand for re-election at the 2026 Annual Meeting.
お知らせ • Jan 08Tredegar Corporation Appoints Paul Goldschmiedt as ControllerTredegar Corporation elected Paul Goldschmiedt as the Company's Controller (principal accounting officer). Mr. Goldschmiedt, age 41, joined the Company in June 2020 and served as Assistant Controller from September 2021 to December 31, 2025, having previously served as the Company's Senior SEC Accounting and Reporting Manager from June 2020 through August 2021. Prior to joining the Company, Mr. Goldschmiedt served as the Manager of Financial Reporting at Hamilton Beach Brands Inc. and spent 10 years in various positions of increasing responsibility with Deloitte & Touche LLP.
お知らせ • Nov 21+ 2 more updatesTredegar Corporation Announces Chief Executive Officer ChangesTredegar Corporation announced the retirement of John M. Steitz as its Chief Executive Officer, effective December 31, 2025. The Board has elected Arijit (Bapi) DasGupta as company's Chief Executive Officer, effective January 1, 2026. Mr. Steitz has served as a director of Tredegar since 2018 and as its President and Chief Executive Officer since 2019. Dr. DasGupta, 68, joined Tredegar in 2007 and has led its PE Films business unit, serving as its President, since 2015. Dr. DasGupta previously held various leadership roles for Tredegar’s PE Films business. Prior to joining Tredegar, he held leadership positions at Johns Manville, Solutia and Monsanto.
お知らせ • Oct 07+ 1 more updateTredegar Corporation Announces Retirement of Andrew Edwards as Executive Vice President, Effective December 31, 2025Tredegar Corporation announced that D. Andrew Edwards, Tredegar’s Chief Financial Officer and Executive Vice President, will retire, effective December 31, 2025. Tredegar’s Board of Directors and executive leadership team are actively evaluating options to facilitate a smooth transition and continued financial stewardship. Further details regarding the transition plan will be shared as they become available.
お知らせ • Aug 05Tredegar Corporation to Report Q2, 2025 Results on Aug 08, 2025Tredegar Corporation announced that they will report Q2, 2025 results on Aug 08, 2025
お知らせ • Mar 27Tredegar Corporation, Annual General Meeting, May 08, 2025Tredegar Corporation, Annual General Meeting, May 08, 2025.
お知らせ • Mar 12Tredegar Corporation Reports Goodwill Impairment for the Fourth Quarter Ended December 31, 2024Tredegar Corporation reported goodwill impairment for the fourth quarter ended December 31, 2024. For the quarter, the company reported goodwill impairment of $13,271,000. During the fourth quarter of 2024, the company recognized a special item for the non-cash write-off of goodwill of $13.3 million ($10.4 million after deferred income tax benefits) associated with the Clearfield, Utah operation ("Clearfield") acquired in February 2017 (formerly Futura).
お知らせ • Jan 15Tredegar Corporation Appoints Chris Vlahcevic to Board of DirectorsTredegar Corporation announced that it has appointed Chris Vlahcevic as an independent director to its Board of Directors. Chris Vlahcevic served as Senior Vice President, Finance and Chief Accounting Officer, for Performance Food Group from 2015 to 2023 before retiring from the company in 2024. Prior to her role at Performance Food Group, Ms. Vlahcevic held financial leadership roles for organizations in the biotechnology, financial services, manufacturing and nonprofit sectors. Ms. Vlahcevic holds a Bachelor of Science degree from the McIntire School of Commerce at the University of Virginia and is a certified public accountant.
New Risk • Nov 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Earnings have declined by 49% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.2% average weekly change).
Reported Earnings • Nov 10Third quarter 2024 earnings released: US$0.12 loss per share (vs US$1.47 loss in 3Q 2023)Third quarter 2024 results: US$0.12 loss per share (improved from US$1.47 loss in 3Q 2023). Revenue: US$182.0m (up 9.5% from 3Q 2023). Net loss: US$3.95m (loss narrowed 92% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 08Second quarter 2024 earnings released: EPS: US$0.26 (vs US$0.56 loss in 2Q 2023)Second quarter 2024 results: EPS: US$0.26 (up from US$0.56 loss in 2Q 2023). Revenue: US$190.6m (up 7.0% from 2Q 2023). Net income: US$8.79m (up US$27.7m from 2Q 2023). Profit margin: 4.6% (up from net loss in 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 02Tredegar Corporation to Report Q2, 2024 Results on Aug 07, 2024Tredegar Corporation announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Aug 07, 2024
New Risk • Jul 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Earnings have declined by 43% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.7% average weekly change).
お知らせ • Jul 03+ 1 more updateTredegar Corporation(NYSE:TG) dropped from Russell 2000 Value-Defensive IndexTredegar Corporation(NYSE:TG) dropped from Russell 2000 Value-Defensive Index
Reported Earnings • May 09First quarter 2024 earnings released: EPS: US$0.096 (vs US$0.03 loss in 1Q 2023)First quarter 2024 results: EPS: US$0.096 (up from US$0.03 loss in 1Q 2023). Revenue: US$175.7m (down 8.0% from 1Q 2023). Net income: US$3.29m (up US$4.30m from 1Q 2023). Profit margin: 1.9% (up from net loss in 1Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
お知らせ • May 03Tredegar Corporation to Report Q1, 2024 Results on May 09, 2024Tredegar Corporation announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on May 09, 2024
お知らせ • Apr 09John William and James Gottwald Engages with Tredegar CorporationOn April 8, 2024, John William and James Gottwald announced that they have agreed that they will vote their shares, as well as the shares of the trusts as to which they serve as trustees, against the nominees for director and against the named executive officer compensation to express their concern with company performance and the board oversight thereof. In addition, John William and James Gottwald stated that concerns, which had been expressed privately by John Gottwald in an email to the board, include the performance of the Company’s Common Stock, the elimination of the corporate dividend and excessive corporate expenses. Further, John William and James Gottwald mentioned that they expect the board of directors to oversee management strategy and performance, and when it becomes clear that performance is not providing value for shareholders over a reasonable time frame, then the board needs to consider changes in senior management.
お知らせ • Mar 27Tredegar Corporation, Annual General Meeting, May 09, 2024Tredegar Corporation, Annual General Meeting, May 09, 2024, at 09:00 US Eastern Standard Time. Agenda: To consider and elect the six directors; to consider conduct a non-binding advisory vote on the compensation of our named executive officers; to consider ratify the appointment of KPMG LLP as our independent registered public accounting firm for the fiscal year ending December 31, 2024; and to consider other business matters.
New Risk • Mar 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 9.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Earnings have declined by 36% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (9.9% average weekly change).
Reported Earnings • Mar 16Full year 2023 earnings released: US$3.10 loss per share (vs US$0.84 profit in FY 2022)Full year 2023 results: US$3.10 loss per share (down from US$0.84 profit in FY 2022). Revenue: US$702.7m (down 25% from FY 2022). Net loss: US$105.9m (down 473% from profit in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 29 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 08Tredegar Corporation to Report Q4, 2023 Results on Mar 15, 2024Tredegar Corporation announced that they will report Q4, 2023 results on Mar 15, 2024
Reported Earnings • Nov 10Third quarter 2023 earnings released: US$1.47 loss per share (vs US$0.03 profit in 3Q 2022)Third quarter 2023 results: US$1.47 loss per share (down from US$0.03 profit in 3Q 2022). Revenue: US$166.1m (down 30% from 3Q 2022). Net loss: US$50.4m (down US$51.4m from profit in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.
お知らせ • Aug 22Spruce Power Holding Corporation (NYSE:SPRU) acquired Portfolio of Over 2,400 Residential Solar Systems and Contracts for $20.9 million.Spruce Power Holding Corporation (NYSE:SPRU) acquired Portfolio of Over 2,400 Residential Solar Systems and Contracts for $20.9 million on August 18, 2023. Spruce funded the acquisition purchase price entirely through proceeds from the concurrent upsizing of its Spruce Power 2 credit facility. Spruce Power Holding Corporation (NYSE:SPRU) completed the acquisition of Portfolio of Over 2,400 Residential Solar Systems and Contracts on August 18, 2023.
Buying Opportunity • Aug 10Now 32% undervalued after recent price dropOver the last 90 days, the stock is down 35%. The fair value is estimated to be €6.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Aug 10Tredegar Corporation Reports Impairment Charges for the Second Quarter Ended June 30, 2023Tredegar Corporation reported impairment charges for the second quarter ended June 30, 2023. For the quarter, the company reported goodwill impairment of $15,413,000.
New Risk • Aug 10New major risk - Revenue and earnings growthEarnings have declined by 1.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.0% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 1.2% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change).
Reported Earnings • Aug 10Second quarter 2023 earnings released: US$0.56 loss per share (vs US$0.44 profit in 2Q 2022)Second quarter 2023 results: US$0.56 loss per share (down from US$0.44 profit in 2Q 2022). Revenue: US$178.1m (down 35% from 2Q 2022). Net loss: US$18.9m (down 228% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
お知らせ • Aug 03Tredegar Corporation to Report Q2, 2023 Results on Aug 09, 2023Tredegar Corporation announced that they will report Q2, 2023 results on Aug 09, 2023
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €5.80, the stock trades at a trailing P/E ratio of 19x. Average trailing P/E is 7x in the Metals and Mining industry in Europe. Total loss to shareholders of 30% over the past three years.
New Risk • Jun 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (3.0x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 158% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).
Upcoming Dividend • Jun 08Upcoming dividend of US$0.13 per share at 6.9% yieldEligible shareholders must have bought the stock before 15 June 2023. Payment date: 03 July 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 6.9%. Within top quartile of German dividend payers (4.6%). Lower than average of industry peers (8.7%).
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €6.85, the stock trades at a trailing P/E ratio of 22.7x. Average trailing P/E is 4x in the Metals and Mining industry in Germany. Total loss to shareholders of 12% over the past three years.
Reported Earnings • May 09First quarter 2023 earnings released: US$0.03 loss per share (vs US$0.49 profit in 1Q 2022)First quarter 2023 results: US$0.03 loss per share (down from US$0.49 profit in 1Q 2022). Revenue: US$191.4m (down 19% from 1Q 2022). Net loss: US$1.01m (down 106% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • May 06Tredegar Corporation Declares Quarterly Dividend, Payable on July 3, 2023The board of directors of Tredegar Corporation declared a quarterly dividend of thirteen cents ($0.13) per share on the company’s common stock. The dividend is payable on July 3, 2023 to shareholders of record at the close of business on June 19, 2023.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €8.15, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 4x in the Metals and Mining industry in Germany. Total returns to shareholders of 2.1% over the past three years.
Reported Earnings • Mar 17Full year 2022 earnings released: EPS: US$0.84 (vs US$1.73 in FY 2021)Full year 2022 results: EPS: US$0.84 (down from US$1.73 in FY 2021). Revenue: US$938.6m (up 14% from FY 2021). Net income: US$28.4m (down 51% from FY 2021). Profit margin: 3.0% (down from 7.0% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 16Upcoming dividend of US$0.13 per share at 5.1% yieldEligible shareholders must have bought the stock before 23 March 2023. Payment date: 01 April 2023. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 5.1%. Within top quartile of German dividend payers (4.8%). Lower than average of industry peers (8.3%).
お知らせ • Jan 10Tredegar Corporation Announces Board ChangesTredegar Corporation announced that John D. Gottwald retired as Tredegar’s chairman of the board of directors on January 6, 2023, and the board has selected Gregory A. Pratt to succeed Mr. Gottwald as chairman. Mr. Gottwald has served as a director since 1989 and as chairman of the board since May of 2019. He also served as president and chief executive officer from July 1989 to September 2001, from March 2006 to January 2010, and from June 2015 to March 2019. Mr. Pratt joined the board in 2014 and has served as lead independent director since 2016.
Upcoming Dividend • Dec 08Upcoming dividend of US$0.13 per shareEligible shareholders must have bought the stock before 15 December 2022. Payment date: 01 January 2023. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 4.9%. Within top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.6%).
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 6 highly experienced directors. Independent Director Anne Waleski was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 16Tredegar Corporation Declares Quarterly Dividend, Payable on January 1, 2023The board of directors of Tredegar Corporation declared quarterly dividend of thirteen cents ($0.13) per share on the company’s common stock. The dividend is payable on January 1, 2023 to shareholders of record at the close of business on December 16, 2022.
Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: US$0.03 (vs US$0.18 in 3Q 2021)Third quarter 2022 results: EPS: US$0.03 (down from US$0.18 in 3Q 2021). Revenue: US$238.6m (up 14% from 3Q 2021). Net income: US$1.01m (down 84% from 3Q 2021). Profit margin: 0.4% (down from 3.0% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
お知らせ • Nov 04Tredegar Corporation to Report Q3, 2022 Results on Nov 09, 2022Tredegar Corporation announced that they will report Q3, 2022 results on Nov 09, 2022
Upcoming Dividend • Sep 08Upcoming dividend of US$0.13 per shareEligible shareholders must have bought the stock before 15 September 2022. Payment date: 01 October 2022. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 5.1%. Within top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.9%).
Reported Earnings • Aug 09Second quarter 2022 earnings released: EPS: US$0.44 (vs US$0.62 in 2Q 2021)Second quarter 2022 results: EPS: US$0.44 (down from US$0.62 in 2Q 2021). Revenue: US$275.6m (up 30% from 2Q 2021). Net income: US$14.8m (down 29% from 2Q 2021). Profit margin: 5.4% (down from 9.8% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Aug 05Tredegar Corporation Declares Quarterly Dividend, Payable on October 1, 2022The board of directors of Tredegar Corporation declared a quarterly dividend of $0.13 per share on the company’s common stock. The dividend is payable on October 1, 2022 to shareholders of record at the close of business on September 16, 2022.
お知らせ • Aug 03Tredegar Corporation to Report Q2, 2022 Results on Aug 08, 2022Tredegar Corporation announced that they will report Q2, 2022 results on Aug 08, 2022
お知らせ • Jun 26Tredegar Corporation(NYSE:TG) dropped from Russell 2000 Dynamic IndexTredegar Corporation(NYSE:TG) dropped from Russell 2000 Dynamic Index
Upcoming Dividend • Jun 09Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 16 June 2022. Payment date: 01 July 2022. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.2%). Lower than average of industry peers (4.9%).
Reported Earnings • May 10First quarter 2022 earnings released: EPS: US$0.49 (vs US$0.29 in 1Q 2021)First quarter 2022 results: EPS: US$0.49 (up from US$0.29 in 1Q 2021). Revenue: US$236.3m (up 28% from 1Q 2021). Net income: US$16.5m (up 71% from 1Q 2021). Profit margin: 7.0% (up from 5.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • May 06Tredegar Corporation Declares Quarterly Dividend, Payable on July 1, 2022The board of directors of Tredegar Corporation declared a quarterly dividend of twelve cents ($0.12) per share on the company’s common stock. The dividend is payable on July 1, 2022 to shareholders of record at the close of business on June 17, 2022.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. Independent Director Anne Waleski was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 12Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$1.73 (up from US$0.50 loss in FY 2020). Revenue: US$846.8m (up 12% from FY 2020). Net income: US$57.9m (up US$74.8m from FY 2020). Profit margin: 6.8% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Dec 10Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 16 December 2021. Payment date: 01 January 2022. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 4.0%. Within top quartile of German dividend payers (3.4%). In line with average of industry peers (3.7%).
お知らせ • Nov 30Marathon Asset Management, LP agreed to acquire kaleo, Inc. from Tredegar Corporation (NYSE:TG) for $310 million.Marathon Asset Management, LP agreed to acquire kaleo, Inc. from Tredegar Corporation (NYSE:TG) for $310 million on November 28, 2021. The total base purchase price is approximately $310 million in cash, less certain adjustments and includes potential net revenue-based milestone payments of up to approximately $70 million in cash for the 2022 and 2023 fiscal years. Tredegar owns 3,382,473 shares of kaléo. Closing of the Transaction as of December 31, 2021, is projected to result in cash proceeds for Tredegar of $45.8 million ($13.33 per kaléo share plus approximately $0.7 million in accrued preferred stock dividends). Tredegar has the potential to receive additional cash consideration within approximately six months of closing of up to $1.4 million ($0.41 per kaléo share) in certain post-closing adjustments. Tredegar also has the opportunity to receive cash consideration of up to $5.5 million ($1.63 per kaléo share) in 2023 and $8.3 million ($2.44 per kaléo share) in 2024, contingent upon kaléo achieving certain net revenue targets in 2022 and 2023, respectively. Kaléo will remain headquartered in Richmond, Virginia. The transaction is subject to regulatory clearances. The Kaléo Board of Directors unanimously approved the transaction and approval by the requisite shareholders has been obtained. Closing is expected to take place on or prior to December 31, 2021. Covington & Burling LLP acted as legal advisor to Marathon Asset Management, LP. Leason Ellis LLP acted as legal advisor to Marathon Asset Management, LP. Morgan Stanley & Co. LLC acted as financial advisor to kaleo, Inc. Hunton Andrews Kurth LLP acted as legal advisor to kaleo, Inc.
Reported Earnings • Nov 07Third quarter 2021 earnings released: EPS US$0.18 (vs US$0.51 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$209.9m (up 14% from 3Q 2020). Net income: US$6.23m (up US$23.2m from 3Q 2020). Profit margin: 3.0% (up from net loss in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 09Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 16 September 2021. Payment date: 01 October 2021. Trailing yield: 3.7%. Within top quartile of German dividend payers (3.2%). In line with average of industry peers (3.6%).
Board Change • Sep 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Chairman John Gottwald was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 08Second quarter 2021 earnings released: EPS US$0.62 (vs US$0.43 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$211.4m (up 14% from 2Q 2020). Net income: US$20.7m (up 45% from 2Q 2020). Profit margin: 9.8% (up from 7.7% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jun 10Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 17 June 2021. Payment date: 01 July 2021. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.5%).
お知らせ • May 07Tredegar Board Declares Quarterly Dividend, Payable on July 1, 2021Tredegar Corporation declared a quarterly dividend of twelve cents ($0.12) per share on the company’s common stock. The dividend is payable on July 1, 2021 to shareholders of record at the close of business on June 18, 2021.
Reported Earnings • Mar 18Full year 2020 earnings released: US$0.50 loss per share (vs US$1.76 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: US$755.3m (down 8.6% from FY 2019). Net loss: US$16.8m (down 129% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Upcoming Dividend • Mar 05Upcoming Dividend of US$0.12 Per ShareWill be paid on the 1st of April to those who are registered shareholders by the 11th of March. The trailing yield of 2.9% is below the top quartile of German dividend payers (3.5%), and is lower than industry peers (3.4%).
Is New 90 Day High Low • Jan 30New 90-day low: €12.10The company is down 2.0% from its price of €12.40 on 30 October 2020. The German market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 28% over the same period.
お知らせ • Dec 19Tredegar Corporation Announces Management ChangesTredegar Corporation announced the retirement of Michael J. Schewel as Executive Vice President, General Counsel and Corporate Secretary, and the appointment of Kevin C. Donnelly to the position of Vice President, General Counsel and Corporate Secretary, effective January 1, 2021. Prior to joining Tredegar, Mr. Donnelly was an associate at Hunton & Williams LLP.
Upcoming Dividend • Dec 14Upcoming Dividend of US$5.97 Per ShareWill be paid on the 18th of December to those who are registered shareholders by the 21st of December. The trailing yield of 2.3% is below the top quartile of German dividend payers (3.6%), and is lower than industry peers (3.7%).
Is New 90 Day High Low • Dec 02New 90-day high: €18.00The company is up 23% from its price of €14.60 on 03 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period.
Reported Earnings • Nov 10Third quarter 2020 earnings released: US$0.51 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2020 results: Revenue: US$146.4m (down 40% from 3Q 2019). Net loss: US$17.0m (down 199% from profit in 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 04Fitesa S.A. completed the acquisition of personal care films business of Tredegar Corporation (NYSE:TG).Fitesa S.A. entered into a sale & purchase agreement to acquire personal care films business of Tredegar Corporation (NYSE:TG) for $45 million on August 25, 2020. As reported, the cash proceeds from the sale net of transaction costs, purchase price adjustments and transition services are estimated at $40 to $45 million. The proposed transaction excludes the packaging film lines and operations relating to the Pottsville, Pennsylvania manufacturing site currently reported by Tredegar within the personal care component of its PE Films segment. For the 12 months ended June 30, 2020, net sales and EBITDA from ongoing operations for the Personal Care Films business to be sold were $133 million and negative $1.7 million, respectively. Closing of the transaction, which is contingent upon the satisfaction of customary conditions, including competition filings in various countries where Tredegar and Fitesa do business, is expected to occur during the fourth quarter of 2020. Net cash income tax costs or benefits relating to the transaction are expected to be negligible. Anthony Oldfield from Clifford Chance LLP (Brazil) acted as a Legal advisor of Fitesa S.A. Brian L. Hager and Rachel W. Northup from Hunton Andrews Kurth LLP acted as a legal advisors of Tredegar Corporation. JPMorgan Chase & Co. (NYSE:JPM) acted as financial advisor to Tredegar Corporation in the transaction. Fitesa S.A. completed the acquisition of personal care films business of Tredegar Corporation (NYSE:TG) on November 2, 2020. Cash proceeds from the sale net of transaction costs, purchase price adjustments and transition services are estimated at $45 to $50 million.
Is New 90 Day High Low • Oct 30New 90-day low: €12.20The company is down 8.0% from its price of €13.30 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 2.0% over the same period.
Is New 90 Day High Low • Sep 23New 90-day low: €12.60The company is down 5.0% from its price of €13.30 on 25 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 10.0% over the same period.
お知らせ • Aug 26Fitesa S.A. entered into a sale & purchase agreement to acquire personal care films business of Tredegar Corporation (NYSE:TG) for $45 million.Fitesa S.A. entered into a sale & purchase agreement to acquire personal care films business of Tredegar Corporation (NYSE:TG) for $45 million on August 25, 2020. As reported, the cash proceeds from the sale net of transaction costs, purchase price adjustments and transition services are estimated at $40 to $45 million. The proposed transaction excludes the packaging film lines and operations relating to the Pottsville, Pennsylvania manufacturing site currently reported by Tredegar within the personal care component of its PE Films segment. For the 12 months ended June 30, 2020, net sales and EBITDA from ongoing operations for the Personal Care Films business to be sold were $133 million and negative $1.7 million, respectively. Closing of the transaction, which is contingent upon the satisfaction of customary conditions, including competition filings in various countries where Tredegar and Fitesa do business, is expected to occur during the fourth quarter of 2020. Net cash income tax costs or benefits relating to the transaction are expected to be negligible. Anthony Oldfield from Clifford Chance LLP (Brazil) acted as a Legal advisor of Fitesa S.A. Brian L. Hager and Rachel W. Northup from Hunton Andrews Kurth LLP acted as a legal advisors of Tredegar Corporation.