Tredegar（TG）株式概要トレデガー・コーポレーションは子会社を通じて、アルミニウム押出材、ポリエチレンおよびポリプロピレン・プラスチックフィルムを米国内外で製造・販売している。 詳細TG ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績2/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より54.5%で取引されている 今年は黒字化を達成 リスク分析過去5年間で収益は年間29.5%減少しました。 すべてのリスクチェックを見るTG Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$7.81127.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-96m1b2016201920222025202620282031Revenue US$521.3mEarnings US$19.9mAdvancedSet Fair ValueView all narrativesTredegar Corporation 競合他社Kaiser AluminumSymbol: NasdaqGS:KALUMarket cap: US$2.9bConstelliumSymbol: NYSE:CSTMMarket cap: US$4.7bCentury AluminumSymbol: NasdaqGS:CENXMarket cap: US$6.5bWebco IndustriesSymbol: OTCPK:WEBCMarket cap: US$203.4m価格と性能株価の高値、安値、推移の概要Tredegar過去の株価現在の株価US$7.8152週高値US$10.5352週安値US$6.25ベータ0.841ヶ月の変化-21.90%3ヶ月変化-18.22%1年変化-6.80%3年間の変化1.96%5年間の変化-50.13%IPOからの変化136.27%最新ニュースお知らせ • May 28Tredegar Corporation Announces Board Changes, Effective May 22, 2026Tredegar Corporation announced the resignation of George C. Freeman, III and Carl E. Tack, III from its Board of Directors, effective May 22, 2026. Mr. Freeman has served as a director of Tredegar since 2011, and Mr. Tack has served as a director of Tredegar since 2014. Tredegar Corporation also announced the election of Joseph Haniford as an independent director to its Board, effective May 22, 2026. Joe Haniford has served as the Chairperson of the Board of Directors of River Valley Health since July 2023. Mr. Haniford is expected to be named to one or more committees of the Board at the next scheduled Board meeting. Joe Haniford has served as the Chairperson of the Board of Directors of River Valley Health since July 2023. Mr. Haniford previously served as Chief Operating Officer and Senior Vice President for Carpenter Technology Corporation from July 2015 to September 2023. Prior to his role at Carpenter Technology, Mr. Haniford served as the Chief Operating Officer of Heil Trailer International and EnTrans International. Mr. Haniford began his career at Alcoa Inc., where he held various positions of increasing responsibility. Mr. Haniford holds a Bachelor of Science degree in mechanical engineering from the Rose-Hulman Institute of Technology.お知らせ • May 27Tredegar Corporation Appoints Susan Sweeney to Vice President and Chief Human Resources Officer, Effective June 1, 2026Tredegar Corporation announced that Dr. Susan Sweeney will join the company as Vice President and Chief Human Resources Officer (CHRO), effective June 1, 2026. Dr. Sweeney will report directly to the CEO. Dr. Sweeney joins Tredegar from Virginia Transformer Corporation, where she served as Executive Vice President and Chief Human Resources Officer. Her career began at General Motors as Director of Operations, followed by leadership roles at GGB Bearing Technology, where she served as Vice President of Global Operations and later President with full P&L responsibility. She subsequently held dual President and CHRO roles and later served as CHRO at EnPro Industries before joining Virginia Transformer. In addition to her executive career, Dr. Sweeney serves on the Board of Directors of Miller Industries and is an adjunct instructor at Wilmington University. Dr. Sweeney holds a Doctorate of Education in Organizational Leadership and Innovation from Wilmington University, an MBA from the University of Detroit, and a BA in Economics from Kalamazoo College.Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to US$7.97, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 21x in the Metals and Mining industry in the US. Total returns to shareholders of 6.8% over the past three years.New Risk • May 11New major risk - Revenue and earnings growthEarnings have declined by 30% 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. This is currently the only risk that has been identified for the company.Reported Earnings • May 11First quarter 2026 earnings released: EPS: US$0.15 (vs US$0.019 in 1Q 2025)First quarter 2026 results: EPS: US$0.15 (up from US$0.019 in 1Q 2025). Revenue: US$186.5m (up 13% from 1Q 2025). Net income: US$5.07m (up US$4.40m from 1Q 2025). Profit margin: 2.7% (up from 0.4% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Seeking Alpha • May 01Tredegar: The Tariff Isn't HelpingSummary Tredegar faces persistent structural challenges and has failed to adapt to tariff-induced industry changes. I rate TG a sell, citing management’s lack of proactive restructuring and reliance on external factors for justification. The 23.2% EBITDA increase is largely temporary, driven by FIFO and LIFO commodity timing effects. At $9.42, TG appears unattractive with limited short- or mid-term upside and questionable long-term prospects. Read the full article on Seeking Alpha最新情報をもっと見るRecent updatesお知らせ • May 28Tredegar Corporation Announces Board Changes, Effective May 22, 2026Tredegar Corporation announced the resignation of George C. Freeman, III and Carl E. Tack, III from its Board of Directors, effective May 22, 2026. Mr. Freeman has served as a director of Tredegar since 2011, and Mr. Tack has served as a director of Tredegar since 2014. Tredegar Corporation also announced the election of Joseph Haniford as an independent director to its Board, effective May 22, 2026. Joe Haniford has served as the Chairperson of the Board of Directors of River Valley Health since July 2023. Mr. Haniford is expected to be named to one or more committees of the Board at the next scheduled Board meeting. Joe Haniford has served as the Chairperson of the Board of Directors of River Valley Health since July 2023. Mr. Haniford previously served as Chief Operating Officer and Senior Vice President for Carpenter Technology Corporation from July 2015 to September 2023. Prior to his role at Carpenter Technology, Mr. Haniford served as the Chief Operating Officer of Heil Trailer International and EnTrans International. Mr. Haniford began his career at Alcoa Inc., where he held various positions of increasing responsibility. Mr. Haniford holds a Bachelor of Science degree in mechanical engineering from the Rose-Hulman Institute of Technology.お知らせ • May 27Tredegar Corporation Appoints Susan Sweeney to Vice President and Chief Human Resources Officer, Effective June 1, 2026Tredegar Corporation announced that Dr. Susan Sweeney will join the company as Vice President and Chief Human Resources Officer (CHRO), effective June 1, 2026. Dr. Sweeney will report directly to the CEO. Dr. Sweeney joins Tredegar from Virginia Transformer Corporation, where she served as Executive Vice President and Chief Human Resources Officer. Her career began at General Motors as Director of Operations, followed by leadership roles at GGB Bearing Technology, where she served as Vice President of Global Operations and later President with full P&L responsibility. She subsequently held dual President and CHRO roles and later served as CHRO at EnPro Industries before joining Virginia Transformer. In addition to her executive career, Dr. Sweeney serves on the Board of Directors of Miller Industries and is an adjunct instructor at Wilmington University. Dr. Sweeney holds a Doctorate of Education in Organizational Leadership and Innovation from Wilmington University, an MBA from the University of Detroit, and a BA in Economics from Kalamazoo College.Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to US$7.97, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 21x in the Metals and Mining industry in the US. Total returns to shareholders of 6.8% over the past three years.New Risk • May 11New major risk - Revenue and earnings growthEarnings have declined by 30% 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. This is currently the only risk that has been identified for the company.Reported Earnings • May 11First quarter 2026 earnings released: EPS: US$0.15 (vs US$0.019 in 1Q 2025)First quarter 2026 results: EPS: US$0.15 (up from US$0.019 in 1Q 2025). Revenue: US$186.5m (up 13% from 1Q 2025). Net income: US$5.07m (up US$4.40m from 1Q 2025). Profit margin: 2.7% (up from 0.4% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Seeking Alpha • May 01Tredegar: The Tariff Isn't HelpingSummary Tredegar faces persistent structural challenges and has failed to adapt to tariff-induced industry changes. I rate TG a sell, citing management’s lack of proactive restructuring and reliance on external factors for justification. The 23.2% EBITDA increase is largely temporary, driven by FIFO and LIFO commodity timing effects. At $9.42, TG appears unattractive with limited short- or mid-term upside and questionable long-term prospects. Read the full article on Seeking Alphaお知らせ • Mar 26Tredegar Corporation, Annual General Meeting, May 08, 2026Tredegar Corporation, Annual General Meeting, May 08, 2026.Buy Or Sell Opportunity • Mar 13Now 20% undervaluedOver the last 90 days, the stock has risen 3.2% to US$7.80. The fair value is estimated to be US$9.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.3% over the last 3 years. Earnings per share has grown by 38%.Reported Earnings • Mar 12Full year 2025 earnings released: EPS: US$0.69 (vs US$0.03 in FY 2024)Full year 2025 results: EPS: US$0.69 (up from US$0.03 in FY 2024). Revenue: US$724.3m (up 21% from FY 2024). Net income: US$24.1m (up US$23.0m from FY 2024). Profit margin: 3.3% (up from 0.2% in FY 2024). 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 7% per year, which means it is significantly lagging earnings.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.分析記事 • Feb 07Tredegar Corporation's (NYSE:TG) Price Is Right But Growth Is Lacking After Shares Rocket 26%Tredegar Corporation ( NYSE:TG ) shares have continued their recent momentum with a 26% gain in the last month alone...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.Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: US$0.20 (vs US$0.12 loss in 3Q 2024)Third quarter 2025 results: EPS: US$0.20 (up from US$0.12 loss in 3Q 2024). Revenue: US$194.9m (up 7.1% from 3Q 2024). Net income: US$7.11m (up US$11.1m from 3Q 2024). Profit margin: 3.6% (up from net loss in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 13% per year.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.Reported Earnings • Aug 10Second quarter 2025 earnings released: EPS: US$0.053 (vs US$0.26 in 2Q 2024)Second quarter 2025 results: EPS: US$0.053 (down from US$0.26 in 2Q 2024). Revenue: US$180.5m (down 5.1% from 2Q 2024). Net income: US$1.83m (down 79% from 2Q 2024). Profit margin: 1.0% (down from 4.6% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 51% 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.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, 2025Reported Earnings • May 09First quarter 2025 earnings released: EPS: US$0.019 (vs US$0.096 in 1Q 2024)First quarter 2025 results: EPS: US$0.019 (down from US$0.096 in 1Q 2024). Revenue: US$164.7m (down 6.3% from 1Q 2024). Net income: US$671.0k (down 80% from 1Q 2024). Profit margin: 0.4% (down from 1.9% in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.分析記事 • May 09Tredegar Corporation's (NYSE:TG) Share Price Boosted 25% But Its Business Prospects Need A Lift TooTredegar Corporation ( NYSE:TG ) shareholders would be excited to see that the share price has had a great month...Recent Insider Transactions Derivative • May 08President exercised options and sold US$71k worth of stockOn the 4th of May, John Steitz exercised options to acquire 9k shares at no cost and sold these for an average price of US$8.15 per share. This trade did not impact their existing holding. For the year to December 2018, John's total compensation was 38% salary and 62% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, John's direct individual holding has decreased from 312.54k shares to 279.87k. This was the only transaction from an insider over the last 12 months.お知らせ • Mar 27Tredegar Corporation, Annual General Meeting, May 08, 2025Tredegar Corporation, Annual General Meeting, May 08, 2025.Reported Earnings • Mar 12Full year 2024 earnings released: EPS: US$0.03 (vs US$3.10 loss in FY 2023)Full year 2024 results: EPS: US$0.03 (up from US$3.10 loss in FY 2023). Revenue: US$597.1m (down 15% from FY 2023). Net income: US$1.05m (up US$107.0m from FY 2023). Profit margin: 0.2% (up from net loss in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.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.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 89 percentage points per year, which is a significant difference in performance.分析記事 • Nov 07There's No Escaping Tredegar Corporation's (NYSE:TG) Muted Revenues Despite A 28% Share Price RiseDespite an already strong run, Tredegar Corporation ( NYSE:TG ) shares have been powering on, with a gain of 28% in the...分析記事 • Sep 20Investors Aren't Buying Tredegar Corporation's (NYSE:TG) RevenuesYou may think that with a price-to-sales (or "P/S") ratio of 0.3x Tredegar Corporation ( NYSE:TG ) is a stock worth...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 77 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分析記事 • Jul 13Is Tredegar (NYSE:TG) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...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 69 percentage points per year, which is a significant difference in performance.分析記事 • May 03We Think Tredegar Corporation's (NYSE:TG) CEO Compensation Package Needs To Be Put Under A MicroscopeKey Insights Tredegar to hold its Annual General Meeting on 9th of May CEO John Steitz's total compensation includes...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.分析記事 • Mar 22Tredegar Corporation (NYSE:TG) Stock Catapults 36% Though Its Price And Business Still Lag The IndustryTredegar Corporation ( NYSE:TG ) shares have had a really impressive month, gaining 36% after a shaky period...分析記事 • Mar 16Is Tredegar (NYSE:TG) Weighed On By Its Debt Load?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Mar 15Full 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 33 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, 2024Seeking Alpha • Jan 19Tredegar: A Corporate Restructuring And Downcycle Mask A Great OpportunitySummary Tredegar is an undervalued stock with low investor interest due to poor performance and lackluster results. The company has implemented corporate initiatives to improve its financials in the near term. The sale of a business division and the potential for a return to normal results make this an attractive investment opportunity. Read the full article on Seeking AlphaReported Earnings • Nov 11Third 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 34% per year, which means it is performing significantly worse than earnings.Seeking Alpha • Oct 25Tredegar: A Brighter Future But Not A Value Buy YetSummary Tredegar has undergone a business transition, shifting from mainly a plastic company to mainly an aluminum extrusion company. The company has shown improving operating efficiencies and financial soundness, with a low reinvestment rate and good capital allocation. However, the company operates in a cyclical sector and current valuations do not offer enough margin of safety. But the declining market price may present an opportunity at USD 4 per share. Read the full article on Seeking Alpha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.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.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 35% per year, which means it is significantly lagging earnings.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.分析記事 • Aug 10These 4 Measures Indicate That Tredegar (NYSE:TG) Is Using Debt In A Risky WayDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Buying Opportunity • Aug 09Now 34% undervalued after recent price dropOver the last 90 days, the stock is down 34%. The fair value is estimated to be US$7.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 49%.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, 2023Seeking Alpha • Jul 28Tredegar: Dividend Will Likely Be Canceled, But Risk-Tolerant Investors Should Eventually Be Rewarded For PatienceSummary Sales are declining as customers are emptying their inventories. Decreased volumes and inflationary pressures are causing a squeeze in profit margins, but recent price raises are having a positive impact. Interest expenses are skyrocketing due to increasing long-term debt and higher interest rates. The dividend will likely be canceled very soon. This represents a good opportunity for long-term, risk-tolerant investors with enough patience to wait for significant improvements in the company's prospects. Read the full article on Seeking AlphaValuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$6.41, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 13x in the Metals and Mining industry in the US. Total loss to shareholders of 35% over the past three years.Upcoming Dividend • Jun 08Upcoming dividend of US$0.13 per share at 6.7% 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: 6.7%. Within top quartile of American dividend payers (5.0%). Higher than average of industry peers (2.7%).Reported Earnings • May 10First 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 17% per year, which means it is significantly lagging earnings.分析記事 • May 09We Think Tredegar (NYSE:TG) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...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.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 12% 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 American dividend payers (4.7%). Higher than average of industry peers (2.6%).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.Seeking Alpha • Jan 09Tredegar former CEO John Gottwald steps down as chairmanTredegar (NYSE:TG) on Monday said former CEO John Gottwald had retired as chairman of the board. Gregory Pratt will succeed Gottwald as chairman, TG said in a statement. Gottwald served as a TG director since 1989 and as chairman of the board since May 2019. Gottwald also had three stints as TG's top boss - from July 1989 to Sept. 2001, March 2006 to Jan. 2010 and June 2015 to March 2019. Tredegar (TG) stock earlier closed +2.3% at $11.06.Seeking Alpha • Dec 26New ERP Software And The Internet Of Things May Push Tredegar's Price UpSummary Tredegar is a manufacturer and distributor of polyethylene, polyester, and aluminum. If LCD, LED, and OLED manufacturers show more demand for Tredegar’s products, revenue growth will likely trend north. Management also expects to invest in new ERPs, which may bring further efficiency in some of the company’s aluminum plants.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 American dividend payers (4.3%). Higher than average of industry peers (2.1%).Board Change • Nov 17Insufficient 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.Seeking Alpha • Nov 15Tredegar declares $0.13 dividendTredegar (NYSE:TG) declares $0.13/share quarterly dividend, in line with previous. Forward yield 5.16% Payable Jan. 1; for shareholders of record Dec. 16; ex-div Dec. 15. See TG Dividend Scorecard, Yield Chart, & Dividend Growth.Reported Earnings • Nov 12Third 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$238.5m (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 22% per year, which means it is significantly lagging earnings.Seeking Alpha • Nov 09Tredegar Non-GAAP EPS of C$0.14, revenue of C$238.61MTredegar press release (NYSE:TG): Q3 Non-GAAP EPS of C$0.14. Revenue of C$238.61M (+13.7% Y/Y).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 American dividend payers (4.3%). Higher than average of industry peers (2.2%).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 15% per year, which means it is significantly lagging earnings.分析記事 • Aug 08Tredegar (NYSE:TG) Is Increasing Its Dividend To $0.13Tredegar Corporation ( NYSE:TG ) will increase its dividend on the 1st of October to $0.13, which is 8.3% higher than...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%. Within top quartile of American dividend payers (3.9%). Higher than average of industry peers (1.9%).分析記事 • Jun 08Tredegar (NYSE:TG) Is Due To Pay A Dividend Of US$0.12The board of Tredegar Corporation ( NYSE:TG ) has announced that it will pay a dividend of US$0.12 per share on the 1st...分析記事 • May 25Tredegar (NYSE:TG) Is Due To Pay A Dividend Of US$0.12The board of Tredegar Corporation ( NYSE:TG ) has announced that it will pay a dividend on the 1st of July, with...分析記事 • May 11Tredegar (NYSE:TG) Will Pay A Dividend Of US$0.12Tredegar Corporation ( NYSE:TG ) will pay a dividend of US$0.12 on the 1st of July. This means the annual payment is...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$236.5m (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 12% per year, which means it is significantly lagging earnings.Seeking Alpha • Apr 28Tredegar Stock Is Trading At Bargain PricesTredegar's sales are stagnant due to the special dividend announced in 2020. Gross profit margins have been negatively affected in 2021 by the increase in the price of commodities, especially aluminum. Tredegar is still generating enough cash from operations to widely cover dividend and interest expenses. Investors should expect a major movement in Tredegar as soon as net debt reaches zero again. This represents a good opportunity to acquire TG stock at a very reasonable discount.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.Upcoming Dividend • Mar 18Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 24 March 2022. Payment date: 01 April 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of American dividend payers (3.7%). Higher than average of industry peers (2.0%).Reported Earnings • Mar 13Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Net income: US$57.9m (up US$74.8m from FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 48% 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 09Upcoming 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 American dividend payers (3.6%). Higher than average of industry peers (1.8%).Reported Earnings • Nov 08Third 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 8% 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: 3.8%. Within top quartile of American dividend payers (3.5%). Higher than average of industry peers (1.8%).分析記事 • Sep 06Tredegar (NYSE:TG) Will Pay A Dividend Of US$0.12Tredegar Corporation's ( NYSE:TG ) investors are due to receive a payment of US$0.12 per share on 1st of October. This...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.分析記事 • Aug 23Tredegar (NYSE:TG) Will Pay A Dividend Of US$0.12Tredegar Corporation's ( NYSE:TG ) investors are due to receive a payment of US$0.12 per share on 1st of October. This...分析記事 • Aug 09Tredegar's (NYSE:TG) Dividend Will Be US$0.12Tredegar Corporation's ( NYSE:TG ) investors are due to receive a payment of US$0.12 per share on 1st of October. The...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: 3.2%. Lower than top quartile of American dividend payers (3.4%). Higher than average of industry peers (1.7%).分析記事 • May 07Tredegar (NYSE:TG) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Apr 19Should You Or Shouldn't You: A Dividend Analysis on Tredegar Corporation (NYSE:TG)Is Tredegar Corporation ( NYSE:TG ) a good dividend stock? How can we tell? Dividend paying companies with growing...Reported Earnings • Mar 18Full year 2020 earnings released: US$0.50 loss per share (vs US$1.45 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$688.0m (down 29% from FY 2019). Net loss: US$16.8m (down 135% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.分析記事 • Mar 06Is It Worth Considering Tredegar Corporation (NYSE:TG) For Its Upcoming Dividend?Readers hoping to buy Tredegar Corporation ( NYSE:TG ) for its dividend will need to make their move shortly, as the...分析記事 • Feb 23Here’s What’s Happening With Returns At Tredegar (NYSE:TG)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...分析記事 • Jan 26How Much Have Tredegar (NYSE:TG) Shareholders Earned On Their Investment Over The Last Year?Investors can approximate the average market return by buying an index fund. While individual stocks can be big...分析記事 • Dec 31Does Tredegar (NYSE:TG) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...株主還元TGUS Metals and MiningUS 市場7D-0.1%5.5%1.6%1Y-6.8%89.2%28.2%株主還元を見る業界別リターン: TG過去 1 年間で89.2 % の収益を上げたUS Metals and Mining業界を下回りました。リターン対市場: TGは、過去 1 年間で28.2 % のリターンを上げたUS市場を下回りました。価格変動Is TG's price volatile compared to industry and market?TG volatilityTG Average Weekly Movement7.6%Metals and Mining Industry Average Movement10.0%Market Average Movement7.2%10% most volatile stocks in US Market16.8%10% least volatile stocks in US Market3.0%安定した株価: TG 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: TGの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19881,700Bapi DasGuptatredegar.comトレデガー・コーポレーションは子会社を通じて、アルミニウム押出材、ポリエチレンおよびポリプロピレンプラスチック・フィルムを米国内外で製造・販売している。アルミ押出部門と高機能フィルム部門がある。アルミ押出材部門は、建築・建設、自動車・輸送、耐久消費財、機械・設備、電気・再生可能エネルギー、流通市場向けに、軟質・中強度合金、特注加工、完成品のアルミ押出材を製造し、加工業者や流通業者向けに、圧延、機械加工、陽極酸化処理、塗装、熱改良を施したアルミ押出材を製造している。また、Futura Transitionsのブランド名で床材用トリム、TSLOTSのブランド名で構造用アルミフレームシステムなどの製品も製造・販売している。高機能フィルム部門は、UltraMask、ForceField、ForceField PEARL、Pearl A、Obsidianのブランド名で、テレビ、モニター、ノートパソコン、スマートフォン、タブレット端末、電子書籍リーダー、電子棚ラベル、自動車などに使用されるフラットパネルやフレキシブルディスプレイの部品を保護する表面保護フィルムを製造している。バスティッシュ、ペーパータオル用フィルム及びその他の市場向けフィルム。同社は1988年に設立され、バージニア州リッチモンドに本社を置いている。もっと見るTredegar Corporation 基礎のまとめTredegar の収益と売上を時価総額と比較するとどうか。TG 基礎統計学時価総額US$268.18m収益（TTM）US$28.48m売上高(TTM)US$744.57m9.4xPER（株価収益率0.4xP/SレシオTG は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計TG 損益計算書（TTM）収益US$744.57m売上原価US$634.94m売上総利益US$109.63mその他の費用US$81.15m収益US$28.48m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.83グロス・マージン14.72%純利益率3.83%有利子負債／自己資本比率20.7%TG の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2026/05/31 04:02終値2026/05/29 00:00収益2026/03/31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 • May 28Tredegar Corporation Announces Board Changes, Effective May 22, 2026Tredegar Corporation announced the resignation of George C. Freeman, III and Carl E. Tack, III from its Board of Directors, effective May 22, 2026. Mr. Freeman has served as a director of Tredegar since 2011, and Mr. Tack has served as a director of Tredegar since 2014. Tredegar Corporation also announced the election of Joseph Haniford as an independent director to its Board, effective May 22, 2026. Joe Haniford has served as the Chairperson of the Board of Directors of River Valley Health since July 2023. Mr. Haniford is expected to be named to one or more committees of the Board at the next scheduled Board meeting. Joe Haniford has served as the Chairperson of the Board of Directors of River Valley Health since July 2023. Mr. Haniford previously served as Chief Operating Officer and Senior Vice President for Carpenter Technology Corporation from July 2015 to September 2023. Prior to his role at Carpenter Technology, Mr. Haniford served as the Chief Operating Officer of Heil Trailer International and EnTrans International. Mr. Haniford began his career at Alcoa Inc., where he held various positions of increasing responsibility. Mr. Haniford holds a Bachelor of Science degree in mechanical engineering from the Rose-Hulman Institute of Technology.
お知らせ • May 27Tredegar Corporation Appoints Susan Sweeney to Vice President and Chief Human Resources Officer, Effective June 1, 2026Tredegar Corporation announced that Dr. Susan Sweeney will join the company as Vice President and Chief Human Resources Officer (CHRO), effective June 1, 2026. Dr. Sweeney will report directly to the CEO. Dr. Sweeney joins Tredegar from Virginia Transformer Corporation, where she served as Executive Vice President and Chief Human Resources Officer. Her career began at General Motors as Director of Operations, followed by leadership roles at GGB Bearing Technology, where she served as Vice President of Global Operations and later President with full P&L responsibility. She subsequently held dual President and CHRO roles and later served as CHRO at EnPro Industries before joining Virginia Transformer. In addition to her executive career, Dr. Sweeney serves on the Board of Directors of Miller Industries and is an adjunct instructor at Wilmington University. Dr. Sweeney holds a Doctorate of Education in Organizational Leadership and Innovation from Wilmington University, an MBA from the University of Detroit, and a BA in Economics from Kalamazoo College.
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to US$7.97, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 21x in the Metals and Mining industry in the US. Total returns to shareholders of 6.8% over the past three years.
New Risk • May 11New major risk - Revenue and earnings growthEarnings have declined by 30% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • May 11First quarter 2026 earnings released: EPS: US$0.15 (vs US$0.019 in 1Q 2025)First quarter 2026 results: EPS: US$0.15 (up from US$0.019 in 1Q 2025). Revenue: US$186.5m (up 13% from 1Q 2025). Net income: US$5.07m (up US$4.40m from 1Q 2025). Profit margin: 2.7% (up from 0.4% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Seeking Alpha • May 01Tredegar: The Tariff Isn't HelpingSummary Tredegar faces persistent structural challenges and has failed to adapt to tariff-induced industry changes. I rate TG a sell, citing management’s lack of proactive restructuring and reliance on external factors for justification. The 23.2% EBITDA increase is largely temporary, driven by FIFO and LIFO commodity timing effects. At $9.42, TG appears unattractive with limited short- or mid-term upside and questionable long-term prospects. Read the full article on Seeking Alpha
お知らせ • May 28Tredegar Corporation Announces Board Changes, Effective May 22, 2026Tredegar Corporation announced the resignation of George C. Freeman, III and Carl E. Tack, III from its Board of Directors, effective May 22, 2026. Mr. Freeman has served as a director of Tredegar since 2011, and Mr. Tack has served as a director of Tredegar since 2014. Tredegar Corporation also announced the election of Joseph Haniford as an independent director to its Board, effective May 22, 2026. Joe Haniford has served as the Chairperson of the Board of Directors of River Valley Health since July 2023. Mr. Haniford is expected to be named to one or more committees of the Board at the next scheduled Board meeting. Joe Haniford has served as the Chairperson of the Board of Directors of River Valley Health since July 2023. Mr. Haniford previously served as Chief Operating Officer and Senior Vice President for Carpenter Technology Corporation from July 2015 to September 2023. Prior to his role at Carpenter Technology, Mr. Haniford served as the Chief Operating Officer of Heil Trailer International and EnTrans International. Mr. Haniford began his career at Alcoa Inc., where he held various positions of increasing responsibility. Mr. Haniford holds a Bachelor of Science degree in mechanical engineering from the Rose-Hulman Institute of Technology.
お知らせ • May 27Tredegar Corporation Appoints Susan Sweeney to Vice President and Chief Human Resources Officer, Effective June 1, 2026Tredegar Corporation announced that Dr. Susan Sweeney will join the company as Vice President and Chief Human Resources Officer (CHRO), effective June 1, 2026. Dr. Sweeney will report directly to the CEO. Dr. Sweeney joins Tredegar from Virginia Transformer Corporation, where she served as Executive Vice President and Chief Human Resources Officer. Her career began at General Motors as Director of Operations, followed by leadership roles at GGB Bearing Technology, where she served as Vice President of Global Operations and later President with full P&L responsibility. She subsequently held dual President and CHRO roles and later served as CHRO at EnPro Industries before joining Virginia Transformer. In addition to her executive career, Dr. Sweeney serves on the Board of Directors of Miller Industries and is an adjunct instructor at Wilmington University. Dr. Sweeney holds a Doctorate of Education in Organizational Leadership and Innovation from Wilmington University, an MBA from the University of Detroit, and a BA in Economics from Kalamazoo College.
Valuation Update With 7 Day Price Move • May 15Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to US$7.97, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 21x in the Metals and Mining industry in the US. Total returns to shareholders of 6.8% over the past three years.
New Risk • May 11New major risk - Revenue and earnings growthEarnings have declined by 30% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • May 11First quarter 2026 earnings released: EPS: US$0.15 (vs US$0.019 in 1Q 2025)First quarter 2026 results: EPS: US$0.15 (up from US$0.019 in 1Q 2025). Revenue: US$186.5m (up 13% from 1Q 2025). Net income: US$5.07m (up US$4.40m from 1Q 2025). Profit margin: 2.7% (up from 0.4% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Seeking Alpha • May 01Tredegar: The Tariff Isn't HelpingSummary Tredegar faces persistent structural challenges and has failed to adapt to tariff-induced industry changes. I rate TG a sell, citing management’s lack of proactive restructuring and reliance on external factors for justification. The 23.2% EBITDA increase is largely temporary, driven by FIFO and LIFO commodity timing effects. At $9.42, TG appears unattractive with limited short- or mid-term upside and questionable long-term prospects. Read the full article on Seeking Alpha
お知らせ • Mar 26Tredegar Corporation, Annual General Meeting, May 08, 2026Tredegar Corporation, Annual General Meeting, May 08, 2026.
Buy Or Sell Opportunity • Mar 13Now 20% undervaluedOver the last 90 days, the stock has risen 3.2% to US$7.80. The fair value is estimated to be US$9.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.3% over the last 3 years. Earnings per share has grown by 38%.
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: US$0.69 (vs US$0.03 in FY 2024)Full year 2025 results: EPS: US$0.69 (up from US$0.03 in FY 2024). Revenue: US$724.3m (up 21% from FY 2024). Net income: US$24.1m (up US$23.0m from FY 2024). Profit margin: 3.3% (up from 0.2% in FY 2024). 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 7% per year, which means it is significantly lagging earnings.
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.
分析記事 • Feb 07Tredegar Corporation's (NYSE:TG) Price Is Right But Growth Is Lacking After Shares Rocket 26%Tredegar Corporation ( NYSE:TG ) shares have continued their recent momentum with a 26% gain in the last month alone...
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.
Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: US$0.20 (vs US$0.12 loss in 3Q 2024)Third quarter 2025 results: EPS: US$0.20 (up from US$0.12 loss in 3Q 2024). Revenue: US$194.9m (up 7.1% from 3Q 2024). Net income: US$7.11m (up US$11.1m from 3Q 2024). Profit margin: 3.6% (up from net loss in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 13% per year.
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.
Reported Earnings • Aug 10Second quarter 2025 earnings released: EPS: US$0.053 (vs US$0.26 in 2Q 2024)Second quarter 2025 results: EPS: US$0.053 (down from US$0.26 in 2Q 2024). Revenue: US$180.5m (down 5.1% from 2Q 2024). Net income: US$1.83m (down 79% from 2Q 2024). Profit margin: 1.0% (down from 4.6% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 51% 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.
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
Reported Earnings • May 09First quarter 2025 earnings released: EPS: US$0.019 (vs US$0.096 in 1Q 2024)First quarter 2025 results: EPS: US$0.019 (down from US$0.096 in 1Q 2024). Revenue: US$164.7m (down 6.3% from 1Q 2024). Net income: US$671.0k (down 80% from 1Q 2024). Profit margin: 0.4% (down from 1.9% in 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance.
分析記事 • May 09Tredegar Corporation's (NYSE:TG) Share Price Boosted 25% But Its Business Prospects Need A Lift TooTredegar Corporation ( NYSE:TG ) shareholders would be excited to see that the share price has had a great month...
Recent Insider Transactions Derivative • May 08President exercised options and sold US$71k worth of stockOn the 4th of May, John Steitz exercised options to acquire 9k shares at no cost and sold these for an average price of US$8.15 per share. This trade did not impact their existing holding. For the year to December 2018, John's total compensation was 38% salary and 62% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, John's direct individual holding has decreased from 312.54k shares to 279.87k. This was the only transaction from an insider over the last 12 months.
お知らせ • Mar 27Tredegar Corporation, Annual General Meeting, May 08, 2025Tredegar Corporation, Annual General Meeting, May 08, 2025.
Reported Earnings • Mar 12Full year 2024 earnings released: EPS: US$0.03 (vs US$3.10 loss in FY 2023)Full year 2024 results: EPS: US$0.03 (up from US$3.10 loss in FY 2023). Revenue: US$597.1m (down 15% from FY 2023). Net income: US$1.05m (up US$107.0m from FY 2023). Profit margin: 0.2% (up from net loss in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
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.
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 89 percentage points per year, which is a significant difference in performance.
分析記事 • Nov 07There's No Escaping Tredegar Corporation's (NYSE:TG) Muted Revenues Despite A 28% Share Price RiseDespite an already strong run, Tredegar Corporation ( NYSE:TG ) shares have been powering on, with a gain of 28% in the...
分析記事 • Sep 20Investors Aren't Buying Tredegar Corporation's (NYSE:TG) RevenuesYou may think that with a price-to-sales (or "P/S") ratio of 0.3x Tredegar Corporation ( NYSE:TG ) is a stock worth...
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 77 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
分析記事 • Jul 13Is Tredegar (NYSE:TG) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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 69 percentage points per year, which is a significant difference in performance.
分析記事 • May 03We Think Tredegar Corporation's (NYSE:TG) CEO Compensation Package Needs To Be Put Under A MicroscopeKey Insights Tredegar to hold its Annual General Meeting on 9th of May CEO John Steitz's total compensation includes...
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.
分析記事 • Mar 22Tredegar Corporation (NYSE:TG) Stock Catapults 36% Though Its Price And Business Still Lag The IndustryTredegar Corporation ( NYSE:TG ) shares have had a really impressive month, gaining 36% after a shaky period...
分析記事 • Mar 16Is Tredegar (NYSE:TG) Weighed On By Its Debt Load?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Mar 15Full 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 33 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
Seeking Alpha • Jan 19Tredegar: A Corporate Restructuring And Downcycle Mask A Great OpportunitySummary Tredegar is an undervalued stock with low investor interest due to poor performance and lackluster results. The company has implemented corporate initiatives to improve its financials in the near term. The sale of a business division and the potential for a return to normal results make this an attractive investment opportunity. Read the full article on Seeking Alpha
Reported Earnings • Nov 11Third 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 34% per year, which means it is performing significantly worse than earnings.
Seeking Alpha • Oct 25Tredegar: A Brighter Future But Not A Value Buy YetSummary Tredegar has undergone a business transition, shifting from mainly a plastic company to mainly an aluminum extrusion company. The company has shown improving operating efficiencies and financial soundness, with a low reinvestment rate and good capital allocation. However, the company operates in a cyclical sector and current valuations do not offer enough margin of safety. But the declining market price may present an opportunity at USD 4 per share. Read the full article on Seeking Alpha
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.
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.
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 35% per year, which means it is significantly lagging earnings.
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.
分析記事 • Aug 10These 4 Measures Indicate That Tredegar (NYSE:TG) Is Using Debt In A Risky WayDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Buying Opportunity • Aug 09Now 34% undervalued after recent price dropOver the last 90 days, the stock is down 34%. The fair value is estimated to be US$7.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 49%.
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
Seeking Alpha • Jul 28Tredegar: Dividend Will Likely Be Canceled, But Risk-Tolerant Investors Should Eventually Be Rewarded For PatienceSummary Sales are declining as customers are emptying their inventories. Decreased volumes and inflationary pressures are causing a squeeze in profit margins, but recent price raises are having a positive impact. Interest expenses are skyrocketing due to increasing long-term debt and higher interest rates. The dividend will likely be canceled very soon. This represents a good opportunity for long-term, risk-tolerant investors with enough patience to wait for significant improvements in the company's prospects. Read the full article on Seeking Alpha
Valuation Update With 7 Day Price Move • Jun 14Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$6.41, the stock trades at a trailing P/E ratio of 19.6x. Average trailing P/E is 13x in the Metals and Mining industry in the US. Total loss to shareholders of 35% over the past three years.
Upcoming Dividend • Jun 08Upcoming dividend of US$0.13 per share at 6.7% 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: 6.7%. Within top quartile of American dividend payers (5.0%). Higher than average of industry peers (2.7%).
Reported Earnings • May 10First 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 17% per year, which means it is significantly lagging earnings.
分析記事 • May 09We Think Tredegar (NYSE:TG) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
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.
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 12% 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 American dividend payers (4.7%). Higher than average of industry peers (2.6%).
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.
Seeking Alpha • Jan 09Tredegar former CEO John Gottwald steps down as chairmanTredegar (NYSE:TG) on Monday said former CEO John Gottwald had retired as chairman of the board. Gregory Pratt will succeed Gottwald as chairman, TG said in a statement. Gottwald served as a TG director since 1989 and as chairman of the board since May 2019. Gottwald also had three stints as TG's top boss - from July 1989 to Sept. 2001, March 2006 to Jan. 2010 and June 2015 to March 2019. Tredegar (TG) stock earlier closed +2.3% at $11.06.
Seeking Alpha • Dec 26New ERP Software And The Internet Of Things May Push Tredegar's Price UpSummary Tredegar is a manufacturer and distributor of polyethylene, polyester, and aluminum. If LCD, LED, and OLED manufacturers show more demand for Tredegar’s products, revenue growth will likely trend north. Management also expects to invest in new ERPs, which may bring further efficiency in some of the company’s aluminum plants.
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 American dividend payers (4.3%). Higher than average of industry peers (2.1%).
Board Change • Nov 17Insufficient 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.
Seeking Alpha • Nov 15Tredegar declares $0.13 dividendTredegar (NYSE:TG) declares $0.13/share quarterly dividend, in line with previous. Forward yield 5.16% Payable Jan. 1; for shareholders of record Dec. 16; ex-div Dec. 15. See TG Dividend Scorecard, Yield Chart, & Dividend Growth.
Reported Earnings • Nov 12Third 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$238.5m (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 22% per year, which means it is significantly lagging earnings.
Seeking Alpha • Nov 09Tredegar Non-GAAP EPS of C$0.14, revenue of C$238.61MTredegar press release (NYSE:TG): Q3 Non-GAAP EPS of C$0.14. Revenue of C$238.61M (+13.7% Y/Y).
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 American dividend payers (4.3%). Higher than average of industry peers (2.2%).
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 15% per year, which means it is significantly lagging earnings.
分析記事 • Aug 08Tredegar (NYSE:TG) Is Increasing Its Dividend To $0.13Tredegar Corporation ( NYSE:TG ) will increase its dividend on the 1st of October to $0.13, which is 8.3% higher than...
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%. Within top quartile of American dividend payers (3.9%). Higher than average of industry peers (1.9%).
分析記事 • Jun 08Tredegar (NYSE:TG) Is Due To Pay A Dividend Of US$0.12The board of Tredegar Corporation ( NYSE:TG ) has announced that it will pay a dividend of US$0.12 per share on the 1st...
分析記事 • May 25Tredegar (NYSE:TG) Is Due To Pay A Dividend Of US$0.12The board of Tredegar Corporation ( NYSE:TG ) has announced that it will pay a dividend on the 1st of July, with...
分析記事 • May 11Tredegar (NYSE:TG) Will Pay A Dividend Of US$0.12Tredegar Corporation ( NYSE:TG ) will pay a dividend of US$0.12 on the 1st of July. This means the annual payment is...
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$236.5m (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 12% per year, which means it is significantly lagging earnings.
Seeking Alpha • Apr 28Tredegar Stock Is Trading At Bargain PricesTredegar's sales are stagnant due to the special dividend announced in 2020. Gross profit margins have been negatively affected in 2021 by the increase in the price of commodities, especially aluminum. Tredegar is still generating enough cash from operations to widely cover dividend and interest expenses. Investors should expect a major movement in Tredegar as soon as net debt reaches zero again. This represents a good opportunity to acquire TG stock at a very reasonable discount.
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.
Upcoming Dividend • Mar 18Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 24 March 2022. Payment date: 01 April 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of American dividend payers (3.7%). Higher than average of industry peers (2.0%).
Reported Earnings • Mar 13Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Net income: US$57.9m (up US$74.8m from FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 48% 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 09Upcoming 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 American dividend payers (3.6%). Higher than average of industry peers (1.8%).
Reported Earnings • Nov 08Third 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 8% 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: 3.8%. Within top quartile of American dividend payers (3.5%). Higher than average of industry peers (1.8%).
分析記事 • Sep 06Tredegar (NYSE:TG) Will Pay A Dividend Of US$0.12Tredegar Corporation's ( NYSE:TG ) investors are due to receive a payment of US$0.12 per share on 1st of October. This...
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.
分析記事 • Aug 23Tredegar (NYSE:TG) Will Pay A Dividend Of US$0.12Tredegar Corporation's ( NYSE:TG ) investors are due to receive a payment of US$0.12 per share on 1st of October. This...
分析記事 • Aug 09Tredegar's (NYSE:TG) Dividend Will Be US$0.12Tredegar Corporation's ( NYSE:TG ) investors are due to receive a payment of US$0.12 per share on 1st of October. The...
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: 3.2%. Lower than top quartile of American dividend payers (3.4%). Higher than average of industry peers (1.7%).
分析記事 • May 07Tredegar (NYSE:TG) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Apr 19Should You Or Shouldn't You: A Dividend Analysis on Tredegar Corporation (NYSE:TG)Is Tredegar Corporation ( NYSE:TG ) a good dividend stock? How can we tell? Dividend paying companies with growing...
Reported Earnings • Mar 18Full year 2020 earnings released: US$0.50 loss per share (vs US$1.45 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$688.0m (down 29% from FY 2019). Net loss: US$16.8m (down 135% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
分析記事 • Mar 06Is It Worth Considering Tredegar Corporation (NYSE:TG) For Its Upcoming Dividend?Readers hoping to buy Tredegar Corporation ( NYSE:TG ) for its dividend will need to make their move shortly, as the...
分析記事 • Feb 23Here’s What’s Happening With Returns At Tredegar (NYSE:TG)If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
分析記事 • Jan 26How Much Have Tredegar (NYSE:TG) Shareholders Earned On Their Investment Over The Last Year?Investors can approximate the average market return by buying an index fund. While individual stocks can be big...
分析記事 • Dec 31Does Tredegar (NYSE:TG) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
