Luxfer Holdings PLC
NYSE•LXFR
CEO: Mr. Andrew William John Butcher
Sector: Industrials
Industry: Industrial - Machinery
Listing Date: 2012-10-03
Luxfer Holdings PLC, together with its subsidiaries, designs, manufactures, and supplies high-performance materials, components, and high-pressure gas containment devices for defense and first response, healthcare, transportation, and general industrial applications. The company operates through three segments: Elektron, Gas Cylinders, and graphic Arts. The Elektron segment focuses on specialty materials based primarily on magnesium and zirconium. This segment also provides magnesium alloys for use in aerospace, healthcare, and oil and gas applications; magnesium powders for use in countermeasure flares, as well as heater meals; and zirconium-based materials and oxides used as catalysts and in the manufacture of advanced ceramics, fiber-optic fuel cells, pharmaceuticals, and other performance products. The Gas Cylinders segment manufactures and markets specialized products using carbon composites and aluminum alloys, including pressurized cylinders for use in various applications comprising self-contained breathing apparatus (SCBA) for firefighters, containment of oxygen, and other medical gases for healthcare, alternative fuel vehicles, and general industrial applications. The Graphic Art segments provides magnesium photo-engraving plates, engraving metals, and etching chemicals. This segment also offers magnesium, copper, and zinc photo-engraving plates for graphic arts and luxury packaging; developer solutions; and solid wrought magnesium slab and sheet. Luxfer Holdings PLC has operations in the United States, the United Kingdom, Japan, Germany, Canada, rest of Europe, the Asia Pacific, and internationally. The company was founded in 1898 and is headquartered in Milwaukee, Wisconsin.
Contact Information
8989 North Port Washington Road, Suite 211, Milwaukee, WI, 53217, United States
414-269-2419
Market Cap
$321.19M
P/E (TTM)
10.3
42.7
Dividend Yield
4.3%
52W High
$16.03
52W Low
$9.41
52W Range
Rank37Top 34.1%
4.4
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.4 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025
Financial Dashboard
Q4 2025 Data
Revenue
$90.70M+0.00%
4-Quarter Trend
EPS
$0.76+0.00%
4-Quarter Trend
FCF
$12.26M+0.00%
4-Quarter Trend
2025 Annual Earnings Highlights
Key Highlights
Elektron Segment Sales Growth Elektron sales increased 11.6% to $196.4M in 2025, driven by MREs, magnesium powders, and aerospace alloys.
Gross Profit Margin Improvement Consolidated gross profit margin rose to 23.2% in 2025, up 1.3 points from 2024, reflecting pricing discipline.
Graphic Arts Business Sold Completed Graphic Arts divestiture July 2, 2025, resulting in $1.9M net loss on disposal recognized in 2025.
UK Pension Plan Surplus Strong UK defined benefit pension plan holds a $54.9M net benefit surplus as of December 31, 2025, de-risked strategy.
Risk Factors
Input Costs Pressure Margins Volatility in magnesium, carbon fiber, and energy costs may limit ability to pass increases to customers, affecting margins.
Reliance on Major Customers Top 10 customers accounted for 38% of 2025 net sales, increasing exposure to demand reduction or default risk.
Global Operations Trade Risks Global operations face geopolitical, regulatory, and trade risks, including tariffs affecting input costs and supply chain certainty.
Increased Restructuring Charges Restructuring charges totaled $9.0M in 2025, primarily for fixed cost reduction and centralization of North American operations.
Outlook
Maintain Strategic Discipline Focus on navigating near-term uncertainties while maintaining strategic discipline for long-term profitable growth in 2026.
Complete Excellence Programs Expect completion of excellence programs involving footprint optimization, automation, and margin improvement during 2026.
Execute Capital Investment Projects Execution of select capital investment projects planned to support profitable growth and improve existing infrastructure.
Recruiting High Performance Talent Continued focus on recruiting, developing, maintaining talent, and driving a high-performance culture across operations.
Peer Comparison
Revenue (TTM)
$2.55B
$2.24B
$1.60B
Gross Margin (Latest Quarter)
69.0%
60.2%
51.7%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| BW | $1.56B | -47.4 | 14.8% | 55.6% |
| PANL | $542.53M | 33.5 | 3.8% | 41.0% |
| MTW | $478.18M | 66.4 | 1.1% | 32.1% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-2.2%
Flat Growth
4Q Net Income CAGR
55.0%
Profitability Improved
Cash Flow Stability
100%
Strong Cash Flow
Deep Research
Next earnings:Apr 27, 2026
EPS:$0.20
|Revenue:$84.50M
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement | LTM |
|---|
No Data