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Luxfer Holdings (LXFR)
NYSE:LXFR

Luxfer (LXFR) Price & Analysis

94 Followers

LXFR Stock Chart & Stats

$12.54
-$0.23(-1.81%)
At close: 4:00 PM EST
$12.54
-$0.23(-1.81%)

Bulls Say, Bears Say

Bulls Say
Conservative Leverage / Balance-sheet De-riskingLuxfer’s steady deleveraging and low leverage provide durable financial flexibility. Debt-to-equity falling to ~0.17 and reduced net debt improve resilience to cyclical demand, enabling capital allocation to automation, dividends, or M&A without compromising solvency over the medium term.
Consistent Cash GenerationPersistent positive free cash flow and high conversion of earnings into cash support operational sustainability. FCF coverage of earnings (~77% in 2025) underpins reinvestment for efficiency projects, dividend policy, and the ability to absorb episodic working-capital swings across cycles.
High-margin, Growing Electron SegmentOutperformance in Electron (aerospace/defense and specialty alloys) provides structural diversification and margin tailwinds. Strong sales and near-19% adjusted EBITDA margin create a higher-quality revenue stream that cushions volatility in commodity-exposed cylinder markets over the medium term.
Bears Say
Multi-year Revenue DriftA secular decline in revenue pressure limits organic growth optionality and constrains operating-leverage gains. Even with margin recovery, sliding top-line reduces scope for sustained EPS expansion and raises reliance on cost-savings or segment reweighting to drive long-term profitability.
Gas Cylinders Segment SoftnessPersistent weakness in Gas Cylinders—driven by lower SCBA, healthcare variability, and lumpy defense shipments—exposes Luxfer to cyclical end-market swings. The segment’s lower margins and volume volatility can drag consolidated results and slow recovery without sustained demand improvement.
Elevated Near-term Capex And Disruption RiskHigher planned capex to fund Powder and consolidation projects increases near-term cash requirements and creates commissioning inefficiencies. Execution risk and temporary margin dilution during transitions could compress free cash flow and delay expected efficiency paybacks over the coming 2–3 years.

Luxfer News

LXFR FAQ

What was Luxfer Holdings’s price range in the past 12 months?
Luxfer Holdings lowest stock price was $9.41 and its highest was $16.02 in the past 12 months.
    What is Luxfer Holdings’s market cap?
    Luxfer Holdings’s market cap is $343.13M.
      When is Luxfer Holdings’s upcoming earnings report date?
      Luxfer Holdings’s upcoming earnings report date is Apr 27, 2026 which is in 18 days.
        How were Luxfer Holdings’s earnings last quarter?
        Luxfer Holdings released its earnings results on Feb 24, 2026. The company reported $0.28 earnings per share for the quarter, beating the consensus estimate of $0.24 by $0.04.
          Is Luxfer Holdings overvalued?
          According to Wall Street analysts Luxfer Holdings’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Luxfer Holdings pay dividends?
            Luxfer Holdings pays a Quarterly dividend of $0.13 which represents an annual dividend yield of 3.7%. See more information on Luxfer Holdings dividends here
              What is Luxfer Holdings’s EPS estimate?
              Luxfer Holdings’s EPS estimate is 0.2.
                How many shares outstanding does Luxfer Holdings have?
                Luxfer Holdings has 26,640,434 shares outstanding.
                  What happened to Luxfer Holdings’s price movement after its last earnings report?
                  Luxfer Holdings reported an EPS of $0.28 in its last earnings report, beating expectations of $0.24. Following the earnings report the stock price went down -16.71%.
                    Which hedge fund is a major shareholder of Luxfer Holdings?
                    Currently, no hedge funds are holding shares in LXFR
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Luxfer Holdings

                      Luxfer Holdings PLC, together with its subsidiaries, designs, manufactures, and supplies high-performance materials, components, and high-pressure gas containment devices for defense and emergency response, healthcare, transportation, and general industrial end-market applications. It operates in two segments, Elektron and Gas Cylinders. The Elektron segment focuses on specialty materials based on magnesium and zirconium. It provides magnesium alloys for use in variety of industries; magnesium powders for use in countermeasure flares, as well as heater meals; photoengraving plates for graphic arts; and zirconium-based materials and oxides used as catalysts and in the manufacture of advanced ceramics, fiber-optic fuel cells, and other performance products. The Gas Cylinders segment manufactures and markets specialized products using carbon composites and aluminum, 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. Luxfer Holdings PLC has operations in the United States, the United Kingdom, Germany, Italy, France, rest of Europe, the Asia Pacific, and internationally. The company was founded in 1898 and is based in Manchester, the United Kingdom.

                      Luxfer (LXFR) Earnings & Revenues

                      LXFR Company Deck

                      LXFR Earnings Call

                      Q4 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed solid fundamental progress: full-year revenue and adjusted EBITDA growth, meaningful EPS and cash generation gains, strong performance in the Electron segment, and a reduced net debt position with low leverage. These positives were balanced by near-term volume softness (notably in Gas Cylinders and Q4 sales), one-off legal/operational charges, elevated 2026 capex and temporary inefficiencies related to optimization projects, and modest FX and timing headwinds. On balance the company demonstrated durable earnings quality and a clear plan to drive further efficiency and growth.View all LXFR earnings summaries
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                      Ownership Overview

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