Tredegar (TG)
Makes custom aluminum extrusions and films for electronics surfaces and paper packaging.
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Sells Bonnell Aluminum custom extrusions for North American industrial and building markets, plus High Performance Films for electronics surface protection and paper-product packaging. The business is weighted toward U.S. manufacturing and tied to aluminum demand, tariffs, and display-film customer cycles.
Operates through Aluminum Extrusions and High Performance Films. Bonnell Aluminum makes custom extruded, fabricated, and finished aluminum products for North American building and construction, automotive, specialty industrial, machinery, electrical, renewable-energy, and distribution markets.
High Performance Films makes surface protection films used around electronics display manufacturing and advanced packaging films used with bathroom tissue and paper towels. The portfolio is narrower after the sales of personal-care films and Terphane, leaving aluminum extrusions as the larger current business.
Manufacturing and labor exposure are primarily U.S.-based, with some Asian film operations. Order rates depend on North American aluminum demand, tariff conditions, and display and packaging customer cycles.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $17.2M · Total debt $60.7M · Total assets $412.9M · Shareholders' equity $228.6M
- Revenue
- $216.2M
- Operating income
- $8.2M
- Net income
- $6.0M
HistoryDividendAnnual yield
| Institutions | ≈ 67.28% | 23.51M shares | |
|---|---|---|---|
| 149 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 24.44% | 8.54M shares | |
| 19 holders · as of Sep 23, 2026 | |||
| Other | ≈ 8.28% | 2.89M shares | |
| remainder | |||
34.94M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
John D. Gottwald1Insider10 percent owner | 18.54% | 6.85M | filed Aug 27, 2026 |
Gamco Investors, Inc. et alInstitution | 17.12% | 5.98M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 6.88% | 2.41M | as of Jun 30, 2026 |
The Vanguard GroupInstitution | 5.08% | 1.77M | filed Feb 10, 2022 |
Hotchkis and Wiley Capital Management, LLCInstitution | 5.01% | 1.75M | filed Feb 13, 2024 |
- John D. Gottwald's transaction reports restate only vehicles that traded; the 2026 ownership statement (6.85M) less the 372.8K net shares sold since is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 25, 2026 | John D. Gottwald | 10 percent owner | −13 | $8.00 |
| Aug 25, 2026 | James T. Gottwald | 10 percent owner | −14 | $8.00 |
| Aug 25, 2026 | William M. Gottwald | 10 percent owner | −14 | $8.00 |
| Aug 21, 2022 | William M. Gottwald | 10 percent owner | −780 | $8.00 |
| Aug 21, 2026 | James T. Gottwald | 10 percent owner | −780 | $8.00 |
- Kaiser Aluminum
North American specialty aluminum extrusions and mill products
- Constellium
Aluminum extrusions and structures for transport and industry
- 3M
Display optical films and protective film systems
- Amcor
Flexible overwrap and home-care packaging films
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Tredegar | $7.04 | −1.40% | $249.2M | 7.4 | — | 0.3 | +20.7% |
| Kaiser Aluminum | $153.94 | +0.06% | $2.52B | 11.4 | 14.7 | 0.6 | +52.7% |
| Constellium | $24.87 | −1.82% | $3.43B | 6.5 | 9.4 | 0.4 | +11.5% |
| 3M | $169.31 | 0.00% | $87.32B | 30.1 | 18.3 | 3.5 | +2.5% |
| Amcor | $43.00 | −0.57% | $19.99B | — | 9.9 | — | +25.9% |
| Median | 11.4 | 12.3 | 0.6 | +18.7% |