earnings
confidence high
sentiment negative
materiality 0.75
Tredegar Q2 net income drops 80% to $1.8M; Aluminum Extrusions EBITDA falls 28% on tariff headwinds
TREDEGAR CORP
2025-Q2 EPS reported
$0.34
- Net income from continuing ops $1.8M ($0.05/diluted) vs $9.2M ($0.27) in Q2 2024; ongoing EPS $0.05 vs $0.30.
- Aluminum Extrusions EBITDA from ongoing ops $9.3M (down 28% YoY) despite 16.6% sales volume increase to 40.7M lbs.
- PE Films EBITDA $6.7M (down 34% YoY) on 9.8M lbs volume vs 10.5M lbs in Q2 2024.
- Net new orders declined 11% sequentially; tariffs increased to 50% on June 4, causing orders to slow.
- Manufacturing inefficiencies in April/May cost ~$3M, but resolved; new $125M ABL facility provides liquidity.
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