Luxfer Holdings (LXFR)
NYSE:LXFR
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Earnings Data
Report Date
Jul 28, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.28Last Year’s EPS
0.3Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive operational and earnings story: strong margin expansion, EPS up 17%, EBITDA growth, and a raised full‑year guidance despite a 7.3% revenue decline. Segment results were mixed—Elektron saw meaningful margin improvement despite a 14.8% sales decline, while Gas Cylinders delivered modest revenue growth and margin expansion. Near-term headwinds include timing-driven volume softness, elevated inventory and working capital (cash outflow of $4.1M), and relocation-related delays; however, management articulated credible operational initiatives and market drivers (aerospace/defense strength, SCBA replacement cycle, space and specialty gas demand) that support a confident outlook for a step‑up in 2027 earnings.Company Guidance
Adjusted EPS Growth
Adjusted earnings per share of $0.27, up 17% year-over-year, reflecting improved profitability despite lower sales.
Consolidated EBITDA and Margin Expansion
Adjusted EBITDA of $12.3 million, up 8.8% year-over-year, with adjusted EBITDA margin of 14.7%, an improvement of 220 basis points versus prior year.
Elektron Margin Strength Despite Volume Decline
Elektron sales of $42.1 million were down 14.8% year-over-year, but gross margin rose to 34.9% (up >500 bps) and adjusted EBITDA was $8.5 million with EBITDA margin in excess of 20%, driven by pricing and operational execution.
Gas Cylinders Revenue and Margin Improvement
Gas Cylinders sales of $41.8 million increased 1.7% year-over-year; gross margin improved to 17.2% (up 360 bps) and adjusted EBITDA was $3.8 million with EBITDA margin of 9.1% (up 280 bps), supported by pricing discipline and early benefits from the Pilbara→Riverside relocation.
Raised Full-Year 2026 Guidance
Updated full-year guidance: revenue $355M–$370M, adjusted EBITDA $52M–$56M, adjusted EPS $1.12–$1.22 (midpoint $1.17), reflecting stronger visibility and expectations for revenue improvement and operational benefits.
Balance Sheet and Operational Progress
Net debt of $42.9 million with leverage ~0.8x, and ongoing optimization initiatives (Powder Saxonburg CoE, Riverside consolidation, footprint actions) on track with expected benefits building into H2 2026 and contributing to a projected step‑up in 2027 earnings.
LXFR Earnings History
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 |
|---|---|---|---|
Apr 28, 2026 | $13.29 | $14.24 | +7.15% |
Feb 24, 2026 | $15.40 | $12.83 | -16.71% |
Oct 28, 2025 | $13.01 | $12.66 | -2.64% |
Jul 29, 2025 | $11.94 | $11.94 | 0.00% |
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 Holdings (LXFR) report earnings?
Luxfer Holdings (LXFR) is schdueled to report earning on Jul 28, 2026, After Close (Confirmed).
What is Luxfer Holdings (LXFR) earnings time?
Luxfer Holdings (LXFR) earnings time is at Jul 28, 2026, 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 2026 (Q2) is 0.28.