The earnings call presented a strong quarter for Luxfer, marked by significant growth in adjusted earnings and EBITDA, driven by robust performance in the Elektron and Gas Cylinders segments. Strategic moves, such as the divestiture of the Graphic Arts business and the relocation project, are expected to enhance long-term profitability. However, challenges remain in the clean energy market and automotive sector, with some effects from tariffs. Overall, positive aspects outweigh the negatives.

Company Guidance -

Q3 2025

During the Luxfer Second Quarter 2025 Earnings Conference Call, the company provided updated guidance based on strong performance in the first half of the year. Luxfer has revised its full-year guidance upwards, narrowing the adjusted EPS range to $0.97 to $1.05 and projecting adjusted EBITDA between $49 million and $52 million. The company maintains its projected free cash flow of $20 million to $25 million, which now incorporates proceeds from the sale of its Graphic Arts business. Luxfer forecasts low single-digit year-over-year sales growth, driven by strong momentum in defense and aerospace markets, including demand for MREs, UGR-Es, and flares, as well as a robust backlog. Despite some macroeconomic pressures such as tariffs and automotive sector softness, Luxfer remains optimistic about its full-year outlook, supported by disciplined cost control and efficiency initiatives.

Strong Earnings and Growth

Adjusted earnings per share increased to $0.30, up 25% year-over-year and 30% sequentially. Adjusted EBITDA rose to $14 million with a margin improvement of nearly 200 basis points sequentially.

Elektron Segment Performance

Sales in the Elektron segment increased 19% year-over-year to $50.1 million. Adjusted EBITDA for the segment rose to $9.1 million, with margins expanding to 18.2%.

Gas Cylinders Segment Rebound

Gas cylinders delivered a sequential rebound with sales of $47 million, up 14% from the first quarter. Adjusted EBITDA was $4.9 million, up 23.9% from the first quarter.

Strategic Portfolio Optimization

Completed the divestiture of the Graphic Arts business, allowing for a sharper focus on higher-margin opportunities. Initiated a relocation project for composite cylinders production, expected to generate savings of up to $4 million per annum.

Upgraded 2025 Guidance

Improved full year guidance with adjusted EPS now between $0.97 and $1.05, and adjusted EBITDA between $49 million and $52 million.

Luxfer (LXFR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

LXFR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	0.25 / -	0.27	―	―	―
Jul 29, 2025	2025 (Q2)	0.23 / 0.30	0.329	-8.81% (-0.03)
Apr 29, 2025	2025 (Q1)	0.17 / 0.23	0.107	114.95% (+0.12)
Feb 25, 2025	2024 (Q4)	0.22 / 0.29	0.13	123.08% (+0.16)
Oct 29, 2024	2024 (Q3)	0.18 / 0.27	-0.043	727.91% (+0.31)
Jul 30, 2024	2024 (Q2)	0.24 / 0.33	0.177	85.88% (+0.15)
Apr 30, 2024	2024 (Q1)	0.08 / 0.11	0.201	-46.77% (-0.09)
Feb 27, 2024	2023 (Q4)	0.02 / 0.13	0.31	-58.06% (-0.18)
Oct 25, 2023	2023 (Q3)	0.04 / -0.04	0.35	-112.29% (-0.39)
Jul 25, 2023	2023 (Q2)	0.30 / 0.18	0.36	-50.83% (-0.18)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LXFR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$12.28	$12.28	0.00%
Apr 29, 2025	$9.93	$10.65	+7.25%
Feb 25, 2025	$13.51	$12.56	-7.03%
Oct 29, 2024	$12.34	$14.12	+14.42%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Luxfer (LXFR) report earnings?

Luxfer (LXFR) is schdueled to report earning on Oct 28, 2025, After Close (Confirmed).

What is Luxfer (LXFR) earnings time?

Luxfer (LXFR) earnings time is at Oct 28, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is LXFR EPS forecast?

LXFR EPS forecast for the fiscal quarter 2025 (Q3) is 0.25.

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