Tredegar Corp. (TG)
NYSEIndustrialsManufacturing - Metal FabricationSnapshot 2026-11-04
$7.28+0.97%
Close 2026-11-04 · 1-day change
NYSEIndustrialsManufacturing - Metal FabricationSnapshot 2026-11-04
QuarterlyIQ Insights · TG
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -48.5% |
| Our one-year growth estimate | diamond | 9.0% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 57.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name is a smaller-cap name (higher miss base rate) and its industry peers have been missing lately. A fundamental tilt, not a price call.
Model as of 2026-11-04 · Compared with 6 industry peers
TG — CFO transition
Dated 2026-09-15
CFO — Cindy Yao: The filing announces the appointment of an external candidate as the new Chief Financial Officer, which is a significant management change but not a departure of a sitting executive.
Why it matters: The new CFO joined during the shift to an operating-company model. Her first update can show whether the company has set clear goals and tracking.
Watch forYao sets clear company-wide goals and a regular scorecard for costs, cash, and business results.
Also watch forYao reports no shared scorecard or clear goals, or says key reports and controls remain unfinished.
Why it matters: Management said cost and operating changes could start to help within six to nine months. Results can show whether those changes are working.
Supportive ifWithin six to nine months of Q2, management names savings. It reports lower costs or higher EBITDA from its actions.
Worry ifManagement reports no savings during that time. Or it says execution issues raised costs and lowered EBITDA.
Why it matters: TSLOTS shipments rose 45% in Q2, with demand tied to data-center infrastructure. More growth would show this market can offset weakness elsewhere.
Supportive ifQ3 TSLOTS shipments rise year over year from Q2's 45% growth rate.
Worry ifQ3 TSLOTS shipments are flat or lower year over year.
Why it matters: Q2 orders were near the prior year's level, but volume fell 5.8% year over year. A higher order rate would point to firmer demand.
Supportive ifAverage net new orders rise above 3.2 million pounds per week in a reported quarter.
Worry ifAverage net new orders fall below 3.1 million pounds per week, near Q2 2025's rate.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$101 on $10,000 · ±1.0% | How much price usually moves either way. |
| Bad day | $477 loss on $10,000 · 4.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,507 loss on $10,000 · 35.1% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.