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Luxfer Holdings PLC

NYSE•LXFR
CEO: Mr. Andrew William John Butcher
セクター: Industrials
業種: Industrial - Machinery
上場日: 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.
連絡先情報
8989 North Port Washington Road, Suite 211, Milwaukee, WI, 53217, United States
414-269-2419
www.luxfer.com
時価総額
$348.72M
PER (TTM)
11.2
44.6
配当利回り
5.0%
52週高値
$16.03
52週安値
$9.46
52週レンジ
55%
順位37Top 34.1%
4.4
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$90.70M+0.00%
直近4四半期の推移

EPS

$0.76+0.00%
直近4四半期の推移

フリーCF

$12.26M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

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.

リスク要因

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.

見通し

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.

同業比較

売上高 (TTM)

TITN stock ticker logoTITN
$2.43B
-10.2%
MTW stock ticker logoMTW
$2.24B
+2.9%
PKOH stock ticker logoPKOH
$1.60B
-3.4%

粗利益率 (最新四半期)

SBC stock ticker logoSBC
73.1%
-12.5pp
OFLX stock ticker logoOFLX
44.3%
-1.5pp
ACCO stock ticker logoACCO
33.6%
+0.5pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
BW$1.93B-61.914.8%55.6%
PANL$500.34M25.14.6%40.1%
MTW$466.81M64.01.1%32.1%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-2.2%
横ばい
4四半期純利益CAGR
55.0%
収益性の大幅な改善
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年4月27日
|
EPS:$0.20
|
売上高:$84.50M
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし