Tredegar Corp. (TG)
NYSEIndustrialsManufacturing - Metal FabricationSnapshot 2026-09-04
NYSEIndustrialsManufacturing - Metal FabricationSnapshot 2026-09-04
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Put TG beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrial Machinery & Supplies & Components is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Recent financial performance freshly dropped to the bottom half of its industry.
View ThesisRevenue growth is accelerating — up about 15% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 30% in its worst 12-month stretch.
View RiskTG's operational excellence and cost reduction initiatives must continue to justify the price. Recent financial performance has dropped from the top half to the bottom half of its industry. Revenue grew 24% year over year, but the last quarter missed expectations. TG trades at 8.1× P/E versus a peer median of 26×, indicating that expectations look modest versus our view. The recent drop in performance creates a risk of further declines if guidance is cut, with a 38% probability of missing next quarter's outlook. Peer multiples imply a price about 48% above where it trades. This read is provisional.
Trailing returns as of 2026-09-04. TG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Continue this research
Compare TG with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| TG Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-09-06. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Industrial Machinery & Supplies & Components — fair value, gap to price, and forward P/E.
Compare the value case
Put TG next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Operational excellence and cost reduction initiatives
Management change may disrupt operational excellence initiatives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Capex for Bonnell Aluminum at $20M in 2026
Leadership changes may affect capital allocation strategy.

Threatens: Surface protection volumes to soften in 2026-Q1
Revenue growth amidst softening demand may impact future volumes.
Stock drop indicates market concerns over earnings sustainability.

Advances: Capex for Bonnell Aluminum at $20M in 2026
Strong earnings indicate effective capital allocation in aluminum.

New board member may enhance strategic direction.

Retirement may create uncertainty in leadership.

Threatens: Surface protection volumes to soften in 2026-Q1
Earnings slide indicates potential volume pressures.
