TREDEGAR (TG) Company Report

Tredegar Corporation reported net income from continuing operations of $7.1 million ($0.20 per diluted share) for Q3 2025, a significant improvement from a loss of $(3.4) million ($(0.10) per diluted share) in Q3 2024.
The Aluminum Extrusions segment's EBITDA from ongoing operations increased to $16.8 million in Q3 2025, up from $6.2 million in Q3 2024, with sales volume rising to 41.3 million pounds. However, net new orders decreased 5% versus Q3 2024 and 16% versus Q2 2025, partly due to the 50% Section 232 tariffs.
The PE Films segment's EBITDA from ongoing operations increased to $7.2 million in Q3 2025, compared to $5.9 million in Q3 2024.
The company's net debt decreased to $36.2 million as of September 30, 2025, down from $54.8 million at the beginning of the year.

Nov 7, 2025, 1:08 PM

Tredegar Reports Third Quarter 2025 Results

Earnings

Demand Weakening

Tredegar reported net sales of $194,942 thousand for the three months ended September 30, 2025, an increase from $146,064 thousand in the prior year period, and a net income of $7,074 thousand compared to a net loss of $(3,946) thousand in Q3 2024.
The Aluminum Extrusions segment's net sales increased to $162,470 thousand in Q3 2025 from $115,717 thousand in Q3 2024, with EBITDA from ongoing operations rising to $16,808 thousand from $6,177 thousand in the same period. Sales volume for the segment grew 19.5% to 41,303 thousand lbs.
Net new orders for aluminum extrusions declined by 20% to an average of 2.7 million pounds per week after a tariff increase to 50%, impacting market share gains for U.S. producers.
As of September 30, 2025, the company's net debt stood at $36.2 million, with a net leverage ratio of 0.7 for the trailing twelve months.