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Luxfer Holdings PLC

NYSE•LXFR
執行長: Mr. Andrew William John Butcher
板塊: Industrials
行業: Industrial - Machinery
上市日期: 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.
聯絡資訊
8989 North Port Washington Road, Suite 211, Milwaukee, WI, 53217, United States
414-269-2419
www.luxfer.com
市值
$357.00M
本益比 (TTM)
11.4
44.1
股息率
3.9%
52周最高
$16.03
52周最低
$9.46
52周範圍
59%
排名37Top 34.1%
4.4
F-Score
改良版 Piotroski 分析
基於 10 年期基本面
一般 • 4.4 / 9 分
評分區間 (0-9)
8-9: 價值優異
6-7: 基本面強勁
4-5: 整體穩健
0-3: 表現疲弱
資料區間: 2016-2025

財務儀表板

Q4 2025 數據

營業收入

$90.70M+0.00%
近4季度走勢

每股收益

$0.76+0.00%
近4季度走勢

自由現金流

$12.26M+0.00%
近4季度走勢

2025 Annual 財報亮點

核心亮點

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.

關注風險

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.

未來展望

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.

同行對比

營業收入 (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%

毛利率 (最新季度)

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

關鍵指標

股票代碼
市值
本益比 (TTM)
股東權益報酬率 (TTM)
負債率
BW$1.92B-61.514.8%55.6%
PANL$491.20M24.74.6%40.1%
MTW$474.35M65.11.1%32.1%

長期趨勢

近4季度
營業收入
淨利
營運現金流
4季度營業收入複合增長率
-2.2%
基本持平
4季度淨利複合增長率
55.0%
盈利能力大幅提升
現金流穩定性
100%
現金流表現優異

深度研究

下次財報:2026年4月27日
|
每股收益:$0.20
|
營業收入:$84.50M
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