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Jun 30
Tredegar Q2 2025 Earnings Report
Tredegar reported a Q2 2025 net income of $1.8 million as stronger aluminum extrusion volumes were partially offset by higher costs and operational inefficiencies.
Key Takeaways
Tredegar delivered a modest profit in Q2 2025 driven by strong volume growth in Aluminum Extrusions, though profitability was impacted by inefficiencies and increased operating expenses. PE Films also posted solid results but declined from the prior year’s exceptional performance.
Net income from continuing operations was $1.8M, a sharp decline from $9.2M YoY.
Aluminum Extrusions volume rose 17%, but EBITDA fell 28% due to inefficiencies and costs.
PE Films EBITDA declined 34% on lower sales volume, especially in Surface Protection.
Cash position improved to $9.8M, with $125M in available credit and strong liquidity.
Tredegar
Tredegar
Tredegar Revenue by Segment
Tredegar Revenue by Geographic Location
Revenue by Segment
Aluminum Extrusions Revenue
CapyFin.comPE Films Revenue
CapyFin.comRevenue by Geographic Location
United States Revenue
CapyFin.comAsia Revenue
CapyFin.com Forward Guidance
Management expects second-half moderation in performance, with potential headwinds from tariffs and softer demand, particularly in Aluminum Extrusions.
Positive Outlook
- Strong liquidity supported by $125M credit facility.
- Increased sales volumes in Aluminum Extrusions.
- No adverse tariff-related impact seen in PE Films to date.
- Recent operational inefficiencies are reportedly resolved.
- Capital expenditures focused on productivity and continuity.
Challenges Ahead
- Net new orders declined post-tariff increase to 50%.
- Manufacturing inefficiencies impacted Q2 profitability.
- Tariff uncertainty affecting aluminum demand.
- Higher SG&A and compensation expenses.
- Potential slowdown in PE Films expected in H2 2025.