Tredegar Corporation (TG) AI Stock Analysis

NYSE: TGAI research summary: business, growth, valuation, analysts, bull and bear case.

TG AI stock analysis summary

AI Research

Tredegar Corporation is a manufacturer of aluminum extrusions, polyethylene films, and flexible packaging films. After reporting net losses in FY2023 and FY2024, the company returned to profitability in FY2025 with net income of $33.5M on revenue of $722.9M. Growth continued into the quarter ended June 30, 2026, where revenue rose 20.8% year-over-year and trailing twelve month earnings per share reached $0.94.

Market cap
$273.0M
Revenue (TTM)
$781.7M
P/E
8.3x
fwd 11.1x
1Y return
6.2%
S&P 500 16.8%
Avg. target
$17.00
116.8% vs last close

Bull case

  • Tredegar achieved a significant turnaround in FY2025 with revenue expanding 20.9% to $722.9M and net income reaching $33.5M.
  • The stock trades at an attractive valuation relative to peers, including an EV/EBITDA of 4.5x compared to the median of 13.9x for US-listed Industrials.
  • Earnings momentum remained strong in the quarter ended June 30, 2026, with quarterly earnings growth of 258.3% year-over-year.

Bear case

  • Long-term top-line expansion has lagged, reflected in a 5-year revenue CAGR of -0.9% from FY2020 to FY2025.
  • The business posted significant cumulative net losses across FY2023 and FY2024, including a net loss of -$105.9M in FY2023.
  • Long-term share performance has trailed broader markets significantly, delivering a 5-year return of -32.3% compared to an 83.0% gain for the S&P 500.

What Tredegar does

Tredegar Corporation manufactures and distributes aluminum extrusions, polyethylene (PE) films, and polyester films globally across three primary segments. The Aluminum Extrusions segment produces custom fabricated and finished extrusions for building and construction, automotive, transportation, consumer durables, machinery, electrical, renewable energy, and distribution sectors. The PE Films segment supplies single- and multi-layer surface protection films under brands like UltraMask and ForceField for flat panel displays in televisions, monitors, tablets, and smartphones, as well as overwrap films for paper products. The Flexible Packaging Films segment manufactures polyester-based films under brands such as Terphane, Ecophane, and Sealphane for food packaging and industrial uses.

Growth and profitability

Tredegar experienced volatile financial performance over the past five fiscal years, with revenue contracting at a 5-year CAGR of -0.9% between FY2020 and FY2025. After revenue fell 24.8% to $573.3M in FY2023 resulting in a net loss of -$105.9M, business rebounded in FY2025 with revenue growing 20.9% to $722.9M and net income reaching $33.5M. Operating margin improved from -1.7% in FY2023 to 3.9% in FY2025. Over the trailing twelve months, revenue reached $781.7M with an operating margin of 4.0% and net margin of 4.3%. For the latest quarter ended June 30, 2026, quarterly revenue grew 20.8% and quarterly earnings surged 258.3% year-over-year.

TG income statement →

Balance sheet and cash flow

As of June 30, 2026, Tredegar held $17.2M in cash and short-term investments against total debt of $60.7M, yielding net debt of $43.5M. The company maintains a conservative leverage profile with a debt-to-equity ratio of 0.27 and a current ratio of 1.73 on shareholders' equity of $228.6M. In FY2025, operating cash flow generated $33.0M and free cash flow stood at $15.7M after capital expenditures of $17.2M. Over the past 5 years, share count increased by 3.6%.

TG balance sheet →

Valuation and performance

Tredegar trades at an enterprise value of $287.6M and a market capitalization of $273.0M. The stock trades at a trailing price-to-earnings ratio of 8.3x and forward P/E of 11.1x, which sit below the median of its US-listed Industrials peers of 24.8x and 17.2x, respectively. Its enterprise value-to-EBITDA stands at 4.5x compared to the peer median of 13.9x, while its price-to-sales multiple is 0.3x versus the peer median of 1.5x. Over the past year, the stock returned 6.2%, trailing the S&P 500 return of 16.8%, and its 5-year return of -32.3% lags the benchmark's 83.0% gain.

TG key metrics →

What analysts expect

Wall Street coverage tracked shows a mean price target of $17.00, representing an upside of 116.8% over the last close price of $7.84 on October 16, 2026. The company is scheduled to report its next quarterly financial results on November 6, 2026.

Key risks and what to watch

  • Thin operating profitability poses vulnerability, with a trailing twelve month operating margin of only 4.0%.
  • The company holds net debt of $43.5M on cash and short-term investments of $17.2M.
  • Research and development spending was reduced sharply from $6.3M in FY2021 to $702,000 in FY2025, which could impact product innovation.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this TG AI stock analysis

This page is an AI-written research summary of Tredegar Corporation (TG). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: TG income statement, TG balance sheet, TG key metrics, TG chart. See the TG stock overview for the latest quote and news.

TG AI stock analysis FAQ

What does Tredegar Corporation do?

Tredegar Corporation manufactures custom aluminum extrusions, surface protection polyethylene films for displays, and polyester packaging films for consumer and industrial applications.

What is Tredegar's valuation relative to industrial peers?

Tredegar trades at a trailing P/E of 8.3x and an EV/EBITDA of 4.5x, well below the median of US-listed Industrials peers at 24.8x and 13.9x, respectively.

How much debt does Tredegar have?

As of June 30, 2026, Tredegar held total debt of $60.7M and cash and short-term investments of $17.2M, resulting in net debt of $43.5M and a debt-to-equity ratio of 0.27.

When is Tredegar's next earnings report?

The company's next earnings report date is scheduled for November 6, 2026.

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