NYSE$TG

Tredegar Corporation · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported a loss for the quarter due to depressed market conditions across all businesses.

Tredegar Corporation reported a net loss of $(18.9) million for Q2 2023, compared to a net income of $14.9 million in Q2 2022. The company faced depressed market conditions across all its businesses, which are believed to be primarily due to the residual impact of the pandemic. The timing of a market recovery remains uncertain, and significant spending controls are in place.

  • Net loss of $(18.9) million ($(0.56) per diluted share) in Q2 2023, compared to net income of $14.9 million ($0.44 per diluted share) in Q2 2022.
  • Net loss from ongoing operations was $(2.0) million ($(0.06) per diluted share) in Q2 2023, compared to net income of $17.2 million ($0.51 per diluted share) in Q2 2022.
  • EBITDA from ongoing operations for Aluminum Extrusions was $10.2 million, PE Films was $0.8 million, and Flexible Packaging Films was $0.2 million.
  • Debt, net of cash, declined by $20 million during the quarter due to improvements in working capital, with further improvements anticipated by year-end.

Headline financials

Total Revenue

$178M

Previous: $263M-32.3%
EPS (adj)

-$0.06

Previous: $0.51-111.8%
Net Income

-$18.9M

Previous: $14.9M-227.3%
Operating Income

-$462K

No prior period

Revenue & EPS history

Tredegar · Revenue · Quarterly

$178M

Q2 2023-32.3%vs Q2 2022
Beat estimate in 0 of 9 quarters(0%)
ActualEstimate

Revenue by segment

Tredegar · $138M total across 2 segments · Q2 2023

  • Aluminum Extrusions
    $122M
  • PE Films
    $15.9M

Forward guidance

Tredegar did not provide specific financial guidance for future periods in this earnings report.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

-1.0%

Avg return

Earnings day

-0.6%

Avg return

5 days after

+2.4%

Avg return

30 days after

41%

26 / 64 earnings

Positive

+27.2%

Q4 2019

Best reaction

-20.9%

Q2 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+1.0%-21.4%-23.3%
Q3 2025+19.4%+22.7%+10.6%
Q2 2025-0.1%-7.1%-3.9%
Q1 2025-1.2%+0.0%+3.2%
Q4 2024+0.0%-2.7%-5.6%
Q3 2024-19.9%-18.9%-11.7%
Q1 2024+2.0%+3.0%-16.0%
Q4 2023+23.4%+43.1%+60.8%
Q3 2023-3.3%+6.8%+5.5%
Q2 2023-17.7%-19.6%-12.2%
Q1 2023-15.0%-19.3%-17.5%
Q4 2022-12.0%-12.2%-10.8%
Q3 2022-5.4%-7.8%-2.0%
Q2 2022+6.3%+11.2%-1.7%
Q1 2022+0.4%-2.5%+9.3%
Q4 2021+2.7%+7.7%+0.3%
Q3 2021+3.9%+3.5%-9.3%
Q2 2021+1.9%+3.3%+3.8%
Q1 2021-4.2%-4.0%+1.4%
Q4 2020-5.0%-6.7%-13.3%
Q3 2020+11.8%+7.8%+58.7%
Q2 2020+9.9%+12.9%+4.9%
Q1 2020-13.1%-14.0%+2.3%
Q4 2019+27.2%+2.5%+18.8%
Q3 2019+4.5%+6.7%+8.6%
Q2 2019+7.6%+14.6%+12.3%
Q1 2019-1.2%-4.4%-6.0%
Q4 2018+16.2%+4.2%+11.2%
Q3 2018-18.1%-20.3%-21.9%
Q2 2018-20.9%-14.6%-15.7%
Q1 2018+7.7%+9.9%+35.5%
Q4 2017-5.2%+5.5%+2.7%
Q3 2017+1.9%+1.6%+5.6%
Q2 2017+7.9%+12.3%+7.9%
Q1 2017-1.8%-1.2%-2.4%
Q4 2016-14.3%-17.4%-25.6%
Q3 2016-5.1%-6.5%+20.5%
Q2 2016-4.1%-1.8%+5.4%
Q1 2016-3.2%
Q4 2015+16.2%
Q3 2015-1.9%
Q2 2015-15.0%
Q1 2015-0.4%
Q4 2014-4.0%
Q3 2014-5.6%
Q2 2014-2.4%
Q1 2014-4.3%
Q4 2013-0.6%
Q3 2013-8.3%
Q2 2013-6.8%
Q1 2013+0.2%
Q4 2012+6.6%
Q3 2012+15.8%
Q2 2012+1.3%
Q1 2011-12.2%
Q1 2012+4.7%
Q4 2009-8.8%
Q4 2011-8.8%
Q3 2011+7.2%
Q3 2010+7.2%
Q2 2011-7.7%
Q2 2010-7.7%
Q4 2010-7.7%
Q2 2009-5.8%

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