TG — what changed in the latest 10-Q

Text added vs the prior filing · source: 10-Q · 2026-05-08

• •the impact of trade policies and prolonged geopolitical conflicts on raw materials and supply chain constraints;

• •the impact of the imposition of tariffs and sanctions on imported aluminum ingot used by Bonnell Aluminum;

• •inability to replace aging equipment and information technology systems with necessary capital expenditures;

• and the other factors discussed in the reports Tredegar files with or furnishes to the Securities and Exchange Commission (the “SEC”) from time to time, including the risks and important factors set forth in additional detail in Part I, Item 1A of Tredegar’s Annual Report on Form 10-K for the year e…

• In the fourth quarter of 2025, the Company renamed the segment formerly known as “PE Films.” This segment is now referred to as “High Performance Films.” The product previously known as polyethylene overwrap films was renamed to advanced packaging films. There were no changes to the operations repor…

Text removed vs the prior filing · source: 10-Q · 2025-11-07

• •the impact of the imposition of tariffs and sanctions on imported aluminum ingot used by Bonnell Aluminum;

• •failure by governmental entities to prevent foreign companies from evading antidumping and countervailing duties;

• •unanticipated problems or delays with the implementation of the enterprise resource planning and manufacturing executions systems, or security breaches and other disruptions to the Company's information technology infrastructure;

• •inability to successfully complete strategic acquisitions or dispositions, failure to realize the expected benefits of such acquisitions or dispositions, and assumption of unanticipated risks in such acquisitions or dispositions;

• and the other factors discussed in the reports Tredegar files with or furnishes to the Securities and Exchange Commission (the “SEC”) from time to time, including the risks and important factors set forth in additional detail in Part I, Item 1A of Tredegar’s Annual Report on Form 10-K for the year e…

Text added vs the prior filing · source: 10-Q · 2026-05-08

• Source: Quarterly averages computed by the Company using daily Midwest average prices provided by Platts.

• Source: Quarterly averages computed by Tredegar using monthly data provided by IHS, Inc. In January 2023, IHS reflected a 41 cents per pound non-market adjustment based on their estimate of the growth of discounts in the prior periods. The 4th quarter 2022 average rate of $0.60 per pound is shown on…

• The price of plastic resin is driven by several factors, including supply and demand and the price of oil, ethylene and natural gas. Selling prices to customers are set considering numerous factors, including input costs, conversion costs and market forces. For a majority of its customers, High Perf…

Text removed vs the prior filing · source: 10-Q · 2025-11-07

• Source: Quarterly averages computed by the Company using London Metal Exchange daily aluminum cash prices plus the Midwest premium.

• Source: Quarterly averages computed by Tredegar using monthly data provided by Oil Price Information Service (OPIS). In January 2023, OPIS reflected a 41 cents per pound non-market adjustment based on their estimate of the growth of discounts in the prior periods. The fourth quarter 2022 average rat…

• The price of resin is driven by several factors, including supply and demand and the price of oil, ethylene and natural gas. Selling prices to customers are set considering numerous factors, including the expected volatility of resin prices. PE Films has index-based pass-through raw material cost ar…