Tredegar Corp (NYSE: TG) is a manufacturing company that produces aluminum extrusions and plastic films sold to industrial, construction, and specialty end markets. Revenue is transactional, generated by selling fabricated and finished aluminum extrusions and high-performance plastic films to external customers. Aluminum Extrusions is the larger segment, producing $598.975 million in net sales in FY2025, up 27.0% year-over-year, driven by higher volume and pass-through of higher metal costs. High Performance Films, which includes a Surface Protection product line, generated $99.756 million in net sales in FY2025, down 5.2% year-over-year. Total company net sales were $698.731 million in FY2025, up 20.9% from $577.014 million in FY2024. Net income from continuing operations was $24.085 million in FY2025 versus $1.045 million in FY2024. Aluminum Extrusions plants operate in Carthage, Tennessee; Clearfield, Utah; Elkhart, Indiana; Newnan, Georgia; and Niles, Michigan. Plastic films are produced in Pottsville, Pennsylvania and Guangzhou, China.

Revenue model

Transactional product sales. Aluminum Extrusions revenue reflects volume sold plus pass-through of aluminum metal costs to customers. High Performance Films revenue is driven by volume and pricing of plastic films, with resin costs partially passed through to customers with a lag.

Products and services

Aluminum extrusions (fabricated and finished); Surface Protection plastic films; High Performance Films. Aluminum Extrusions net sales: $598.975 million (FY2025). High Performance Films net sales: $99.756 million (FY2025).

Customers and end markets

Aluminum Extrusions end markets (FY2025 % of net sales): nonresidential building and construction 54%, machinery and equipment 12%, electrical 9%, consumer durables 8%, automotive 7%, residential building and construction 7%, distribution 3%. High Performance Films serves surface protection applications. Clearfield, Utah operation has experienced customers shifting to alternative suppliers including imports as of FY2024.

Value-chain role

Manufacturer and fabricator. Converts raw aluminum and plastic resin into finished extrusions and films. Sells directly to industrial and construction customers. Metal cost pass-through pricing structure in Aluminum Extrusions.

Geographic exposure

Primarily United States. Aluminum Extrusions operations are entirely domestic across five U.S. states. High Performance Films operates in Pottsville, Pennsylvania and Guangzhou, China.

Competitors

Import suppliers (aluminum extrusions, noted in Clearfield, Utah market context)

Source: SEC 10-K, filed 2026-03-11

Industry: Rolling Drawing & Extruding of Nonferrous Metals Peers: Origin Materials Inc Sisecam Resources LP Core Molding Technologies Inc Dow Inc Koppers Holdings Inc Kraig Biocraft Laboratories Inc Trinseo PLC Westlake Chemical Partners LP Zymergen Inc.