Luxfer Holdings PLC
- Open
- 17.04
- Day high
- 17.20
- Day low
- 16.82
- Prev close
- 16.94
- Volume
- 82K
- Mkt cap
- $456M
- P/E (TTM)
- 77.8
- EPS (TTM)
- $0.22
- P/B
- 2.0
- P/S
- 1.2
- Yield
- 3.08%
- Per share
- $0.52
- ▼Insiders net selling -$322K over the last 3 months (0 open-market buys, 5 sales)
- 🏛Institutions accumulating (13F)
Luxfer Holdings PLC (LXFR) is a Industrials company listed on NYSE. The stock is up 35% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 5 sales (SEC Form 4).
Luxfer Holdings PLC (LXFR) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
LXFR earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 29, 2026 | $0.20 | $0.27 | +35.0% | $84M | -0.7% |
| Feb 25, 2026 | $0.24 | $0.28 | +16.7% | $91M | -1.1% |
| Oct 28, 2025 | $0.25 | $0.30 | +20.0% | $93M | +0.2% |
| Jul 29, 2025 | $0.23 | $0.30 | +30.4% | $104M | +5.4% |
| Feb 27, 2024 | $0.02 | $0.09 | +350.0% | $96M | +15.7% |
| Oct 25, 2023 | $0.04 | $0.04 | +0.0% | $97M | +2.5% |
| Jul 25, 2023 | $0.30 | $0.27 | -10.0% | $110M | +6.7% |
| Feb 28, 2023 | $0.31 | $0.31 | +0.0% | $117M | +15.4% |
| Jul 26, 2022 | $0.33 | $0.36 | +9.1% | $110M | +2.9% |
| Feb 21, 2022 | $0.23 | $0.28 | +21.7% | $99M | +9.7% |
| Feb 23, 2021 | $0.22 | $0.27 | +22.7% | $82M | -8.0% |
| Jul 27, 2020 | $0.14 | $0.17 | +21.4% | $90M | +21.4% |
LXFR insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 15, 2026 | MULLEN PATRICK Kdirector | Option | 11,851 | — |
| Jun 15, 2026 | MULLEN PATRICK Kdirector | Sell | 5,323 | $15.05 |
| Jun 15, 2026 | Stein Sylvia Anndirector | Grant | 6,681 | — |
| Jun 15, 2026 | Hipple Richard Jdirector | Grant | 6,681 | — |
| Jun 15, 2026 | Trimberger Lisa Gdirector | Option | 8,953 | — |
| Jun 15, 2026 | Trimberger Lisa Gdirector | Grant | 6,681 | — |
| Jun 15, 2026 | Snowdon Clivedirector | Sell | 4,015 | $15.05 |
| Jun 15, 2026 | Hipple Richard Jdirector | Sell | 4,010 | $15.05 |
| Jun 15, 2026 | Stein Sylvia Anndirector | Option | 8,953 | — |
| Jun 15, 2026 | MULLEN PATRICK Kdirector | Grant | 7,709 | — |
| Jun 15, 2026 | Hipple Richard Jdirector | Option | 8,953 | — |
| Jun 15, 2026 | Snowdon Clivedirector | Grant | 5,825 | — |
| Jun 15, 2026 | Snowdon Clivedirector | Option | 8,953 | — |
| Jun 15, 2026 | Watson Stewart Robertdirector | Grant | 10,341 | — |
| Jun 15, 2026 | Trimberger Lisa Gdirector | Sell | 4,010 | $15.05 |
Source: LXFR SEC Form 4 filings, latest Jun 15, 2026. For informational purposes only — not investment advice.
See the full LXFR insider & 13F page →Luxfer Holdings PLC company profile
Overview
Luxfer Holdings PLC (NYSE:LXFR) is a British industrial company founded in 1898 that specializes in advanced materials and high-pressure gas containment solutions. Originally established as a magnesium and aluminum manufacturer, the company has evolved into a diversified industrial materials business serving defense, healthcare, transportation, and general industrial markets. Based in Manchester, United Kingdom, Luxfer went public on the New York Stock Exchange in 2012 and operates manufacturing facilities across the United States, United Kingdom, Germany, Italy, and France.
Business
Luxfer operates through two primary business segments that manufacture specialized materials and components for critical applications. The Elektron segment focuses on specialty materials based on magnesium and zirconium chemistry, representing approximately 50% of total revenue. This division produces magnesium alloys used in automotive, aerospace, and defense applications where weight reduction is critical. The segment also manufactures magnesium powders for military countermeasure flares and flameless ration heaters (used in military meals), photoengraving plates for the graphic arts industry, and zirconium-based materials that serve as catalysts in chemical processes and components in advanced ceramics and fuel cells. The Gas Cylinders segment manufactures high-pressure containment vessels using advanced materials like carbon fiber composites and aluminum, also accounting for roughly 50% of revenue. These cylinders are essential for storing compressed gases safely under extreme pressure. Key applications include self-contained breathing apparatus (SCBA) cylinders for firefighters and emergency responders, medical gas storage for hospitals and healthcare facilities, alternative fuel storage for compressed natural gas (CNG) vehicles, and specialized industrial gas containment. The company has developed innovative products like the L7X medical cylinders and is expanding into hydrogen storage solutions for clean energy applications. Both segments serve markets where safety, reliability, and performance under extreme conditions are paramount, requiring specialized engineering expertise and stringent quality standards.
Revenue model
Luxfer generates revenue primarily through direct product sales to industrial customers, government agencies, and original equipment manufacturers (OEMs). The company operates on a business-to-business model, selling specialized materials and components that are integrated into end-user products or used directly in critical applications. Revenue streams include sales of magnesium alloys and powders to defense contractors and aerospace manufacturers, zirconium-based catalysts to chemical processors, high-pressure cylinders to emergency equipment manufacturers, and medical gas storage systems to healthcare providers. The company also benefits from long-term supply contracts, particularly in the defense and emergency response sectors, which provide revenue visibility and recurring business. Margin expansion opportunities arise from several factors: successful cost pass-through pricing mechanisms that protect against raw material inflation, product mix optimization toward higher-value specialty applications, operational efficiency improvements through facility consolidation, and the introduction of innovative products that command premium pricing. The company's margins benefit from its technical expertise and the critical nature of its products, which often makes customers less price-sensitive. Margin compression risks include volatile raw material costs (particularly magnesium and carbon fiber), competitive pressure in commodity-like applications, economic downturns affecting industrial demand, and the cyclical nature of certain end markets like alternative fuels. The company's exposure to defense spending and healthcare demand provides some stability, but industrial and transportation markets can be more volatile.
Risks & safety
Luxfer presents a moderate margin of safety with manageable financial risk but limited valuation cushion. • **Solvency and Cash Position**: Net debt of $42 million represents only 0.7x leverage ratio, indicating low financial risk. Current ratio of 2.0x and quick ratio of 1.0x suggest adequate liquidity. Free cash flow generation of $20-25 million annually provides decent cash generation relative to size. • **Valuation Metrics**: Trading at 8.3x EV/EBITDA and 14.4x P/E ratio, which appears reasonable but not deeply discounted. Price-to-book ratio of 1.4x suggests modest premium to book value. Graham number analysis indicates limited traditional value opportunity. • **Other Considerations**: Revenue has been relatively stable around $390-400 million annually. The planned divestiture of the Graphic Arts business should improve focus and potentially unlock value. However, exposure to cyclical industrial markets and modest scale relative to larger competitors present ongoing risks.
Recent development
Over the past few years, Luxfer has undergone significant strategic repositioning focused on divesting non-core assets and investing in growth markets. The company decided to sell its Graphic Arts business, which no longer aligned with its core materials technology competencies, with the transaction expected to close in the first half of 2025. This divestiture will allow management to concentrate resources on higher-growth, higher-margin opportunities. The company has made substantial investments in clean energy technologies, particularly hydrogen storage and transportation solutions. Luxfer completed construction of a new UK facility capable of manufacturing 40-foot hydrogen transportation modules and secured European certifications for its G Store Go HydroSphere trailers. The company is also developing compressed natural gas (CNG) storage solutions in partnership with a global engine manufacturer, with initial commercial deployments expected in 2025. Innovation efforts have focused on expanding the UGR-E (Unitized Group Rations) platform for military applications, which achieved record sales of $4.6 million in 2024 and is expected to more than double in 2025 as the U.S. military builds war stock inventory. The company has also introduced new products like the L7X medical cylinders, which doubled sales from 2022 to 2024, and continued developing its RotaMag alloy, which has achieved 30% annual sales growth. Operational improvements include consolidating manufacturing facilities to achieve cost savings, introducing alternative supply sources for critical raw materials like magnesium and carbon fiber, and implementing the Luxfer Business System to drive efficiency improvements across operations.
LXFR company profile · for informational purposes only — not investment advice.
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