Tredegar's biggest risks in the FY2024 10-K
- Tredegar's results depend heavily on raw material and energy costs like aluminum and resin.
- Tariffs on aluminum imports pose a significant supply chain threat.
- Customer concentration in PE Films threatens sales if major accounts falter.
The risks most specific to Tredegar
- Risks Related to All of Tredegar’s Businesses
pricing practices. To the extent that these factors reduce demand for our products, our business, financial position, results of operations and cash flows could be adversely impacted
Tredegar's operating performance is vulnerable to fluctuations in raw material and energy costs, specifically aluminum for Aluminum Extrusions, resin for PE Films, and natural gas.
- Risks Related to All of Tredegar’s Businesses
and an increase in the cost of Aluminum Extrusions’ and PE Films’ products or otherwise negatively impact the production and sale of the Company’s products in world markets
Global macroeconomic events and pandemics like COVID-19 can cause labor shortages, supply chain disruptions, and inflationary pressures that increase product costs and reduce demand.
- Risks Related to Aluminum Extrusions
The USITC negative determination in October did not impact the existing duties on aluminum extrusions from China
The increase in Section 232 tariffs on aluminum imports from 10% to 25% and the expansion to downstream finished goods could negatively impact production and sales.
- Risks Related to PE Films
While PE Films is undertaking efforts to expand its customer base, there can be no assurance that such efforts will be successful, or that they will offset any loss of sales and profits associated with large customer declines
PE Films relies heavily on customers successfully marketing their consumer products using our specialized protection and polyethylene overwrap films, and customer loss would harm margins.
Risk factor headings as read
Headings as the filing states them, in filing order.
Risks Related to All of Tredegar’s Businesses
- 01pricing practices. To the extent that these factors reduce demand for our products, our business, financial position, results of operations and cash flows could be adversely impacted
- 02and an increase in the cost of Aluminum Extrusions’ and PE Films’ products or otherwise negatively impact the production and sale of the Company’s products in world markets
Risks Related to Aluminum Extrusions
- 03The USITC negative determination in October did not impact the existing duties on aluminum extrusions from China
Risks Related to PE Films
- 04While PE Films is undertaking efforts to expand its customer base, there can be no assurance that such efforts will be successful, or that they will offset any loss of sales and profits associated with large customer declines
Other Tredegar 10-Ks
- FY2025 10-K risk factorsRisk factors section under review
Aluminum extrusion orders fell 23.6% after tariffs increased to 50%, despite expected domestic market-share gains.
Filed Mar 11, 2026
About this page
The headings are the filing's own. The one-line readings and the overview are automated and can be wrong: read Item 1A of the 10-K for the exact wording.