TG

TredegarB

NYSE / Materials

At close

2026-07-18

Current thesis

The post-print bull case is that Tredegar is showing real recovery in Aluminum Extrusions profitability despite weak order trends, while High Performance Films softness was framed as expected and customer-specific rather than a broader franchise break. Cash rose to $15.6 million, operating cash flow turned positive, and the company said it remained in covenant compliance with roughly $76 million of ABL availability [#8-K-2026-05-08][#10-Q-2026-05-08].

Posture

Constructive

Lead driver

Value

What changed

Value remains the lead driver in the composite, 7D delta -0.5.

What can break

Aluminum Extrusions net new orders fell 20% year over year and open orders remained below normalized demand levels [#10-Q-2026-05-08].

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $8.40 · Bull $9.80 · Bear $6.90

Data freshness

Prices

As of 2026-07-18

Fundamentals

As of 2026-07-17 • Vendor: Data Vendor v1

Scores

As of 2026-07-18 • Model: HYBRID_IC_RP

AI Memo

As of 2026-05-14 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-18

Supporting evidence

What

Grade B · Constructive

Confidence Medium · Net Neutral

Why

Momentum41 · Δ7d -19.6

Value66 · Δ7d -0.5

Sentiment58 · Δ7d -0.9

So what

Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendSoftening

Δ7d

-19.6

Δ21d

-1.7

Value

39% active weight

Current posture

7d trendFlat

Δ7d

-0.5

Δ21d

+1.9

Sentiment

34% active weight

Current posture

7d trendFlat

Δ7d

-0.9

Δ21d

+10.2

Why this grade

Composite grade B. Momentum 40.8 / Value 66.2 / Sentiment 57.9

Fundamentals (TTM)

As of 2026-07-17

Market Cap

$263.33M

Beta

0.66

Shares Out

35.02M

P/E (TTM)

107.8

P/S (TTM)

0.45

P/FCF (TTM)

12.59

Rev YoY

+13.2%

EPS YoY

+1047.7%

Gross Margin

+14.2%

Op Margin

-0.1%

Net Debt

$41.54M

Current Ratio

1.72

As of 2026-07-18 • Updated nightlySource: Internal modelMethodology