Luxfer Earnings: Key Insights to Anticipate from LXFR
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 27 2025
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Should l Buy LXFR?
Source: Yahoo Finance
Earnings Announcement: Luxfer (NYSE:LXFR) is set to announce its earnings results this Tuesday, with analysts expecting a revenue decline of 6.7% year on year to $92.7 million and adjusted earnings of $0.25 per share.
Previous Performance: Last quarter, Luxfer exceeded revenue expectations by 5.9%, reporting $104 million in revenues, and has a history of beating Wall Street estimates by an average of 8.9% since going public.
Industry Context: Competitors in the industrial machinery sector, such as GE Aerospace and Honeywell, have reported strong revenue growth, contributing to positive investor sentiment in the segment, while Luxfer's stock has declined by 2.7% over the past month.
Market Outlook: Analysts maintain a price target of $17 for Luxfer, despite its current share price of $13.58, indicating potential for growth as the company prepares for its earnings report.
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Analyst Views on LXFR
About LXFR
Luxfer Holdings PLC is a global industrial company, which is focused on niche applications in materials engineering. The Company focuses primarily on product lines related to magnesium alloys, zirconium chemicals, aluminum cylinders and carbon composites. Its Elektron segment focuses on specialty materials based primarily on magnesium and zirconium, with product lines including advanced lightweight magnesium alloys with a variety of uses across a variety of industries; magnesium powders for use in countermeasure flares, as well as heater meals; and high-performance zirconium-based materials, and many other performance products. Its Gas Cylinders segment manufactures and markets specialized engineered cylinders, using composites and aluminum alloys, including pressurized cylinders for use in various applications, including self-contained breathing apparatus (SCBA) for firefighters, containment of oxygen and other medical gases for healthcare, and specialty industrial applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Luxfer Holdings PLC Q4 2025 Earnings Call Insights
- Strong Financial Performance: Luxfer Holdings reported an adjusted EBITDA of $51.9 million for 2025, reflecting a 4% year-over-year increase, while adjusted earnings per share rose to $1.11, up 12%, demonstrating the company's consistent execution and portfolio positioning despite market challenges.
- Growth Drivers: CEO Butcher highlighted sustained momentum in the Elektron business, particularly in defense and aerospace applications, as a key growth catalyst, noting a 9.7% decline in Gas Cylinders sales but an improvement in gross margin to 17.4%, showcasing success in product diversification.
- Optimistic Outlook: Management projects adjusted sales for 2026 to range between $350 million and $370 million, with expected adjusted earnings per share between $1.05 and $1.20, reflecting cautious optimism about future market demand despite facing short-term challenges.
- Capital Expenditure Plans: Anticipated capital expenditures for 2026 are expected to exceed normal levels, reaching $15 million to $20 million to support optimization and growth initiatives, with management emphasizing a continued focus on cost optimization and new product development to navigate market changes.
See More
Luxfer (LXFR) Q4 2025 Earnings Call Transcript
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Luxfer Holdings Reports Q4 Results with Declining Revenue and Strong Cash Flow
- Earnings Highlights: Luxfer Holdings reported a Q4 non-GAAP EPS of $0.28, with revenue of $90.7 million reflecting a 12.3% year-over-year decline, indicating challenges in the current market environment.
- Declining Adjusted EBITDA: The adjusted EBITDA stood at $13.0 million, down 5.8% from the previous year, highlighting pressures on cost control and profitability that could impact future investment decisions.
- Strong Cash Flow Performance: The company generated a robust free cash flow of $26.2 million, successfully reducing net debt to $31.1 million, which enhances financial flexibility and lays a foundation for future growth.
- Uncertain Market Outlook: While the company has performed well in cash flow management, the decline in revenue and profitability may affect investor confidence, necessitating close monitoring of future market recovery prospects.
See More
Luxfer Reports Sustained Profitability in 2025 Financial Results
- Sales Decline: In Q4 2025, net sales fell to $90.7 million, a 12.3% decrease from $103.4 million, indicating weak market demand, although adjusted net sales only declined by 5.5%, reflecting some resilience in sales amidst challenges.
- Profit Drop: The net income for Q4 was just $0.1 million, a significant drop from $3.3 million in the prior year, with adjusted diluted EPS at $0.12, highlighting challenges in profitability that necessitate strategic improvements.
- Strong Cash Flow: The company generated a robust free cash flow of $26.2 million for the year, reducing net debt to $31.1 million, demonstrating effective financial management and the ability to support future investments while controlling debt levels.
- Strategic Focus Enhancement: Following the completion of the Graphic Arts sale, Luxfer has improved portfolio quality and strategic focus, with ongoing operational excellence initiatives expected to yield approximately $6 million in long-term annual savings, thereby enhancing overall operational efficiency.
See More
Luxfer Announces Details for Q4 and FY 2025 Earnings Call
- Earnings Call Schedule: Luxfer Holdings PLC has scheduled its Q4 and FY 2025 earnings conference call for February 25, 2026, at 8:30 a.m. Eastern Time, aimed at communicating the company's performance and future outlook to investors.
- Executive Participation: The call will feature CEO Andy Butcher, CFO Steve Webster, and VP of Investor Relations Kevin Grant, ensuring that investors receive insights and strategic direction directly from the executive team.
- Dial-in Registration Info: The dial-in number for the U.S. or Canada is 800-343-4136, and for international participants, it is (+1) 203-518-9843, with a recommendation to join 15 minutes prior to the start time for smooth participation.
- Webcast and Replay: The earnings call will be accessible via a webcast on Luxfer's website, with a replay available from February 25 to March 11, 2026, ensuring that investors who cannot attend live can still access critical information.
See More
Luxfer Announces Q4 and FY 2025 Earnings Call Details
- Earnings Call Announcement: Luxfer Holdings PLC will hold its Q4 and FY 2025 earnings conference call on February 25, 2026, at 8:30 a.m. Eastern Time, aimed at providing investors with insights into the company's financial performance and future outlook.
- Executive Participation: The call will feature CEO Andy Butcher, CFO Steve Webster, and VP of Investor Relations Kevin Grant, ensuring that investors receive direct insights and strategic direction from the company's leadership.
- Dial-in Registration: The dial-in number for the U.S. or Canada is 800-343-4136, and for international participants, it is (+1) 203-518-9843; investors are advised to dial in 15 minutes prior to the start time for smooth access.
- Webcast and Replay: The conference call will be available via webcast, with a replay accessible on Luxfer's investor website at 4:30 p.m. on February 25, 2026, until March 11, 2026, allowing investors who cannot attend live to catch up on the information.
See More
Luxfer Holdings PLC Q4 2025 Earnings Call Insights
- Strong Financial Performance: Luxfer Holdings reported an adjusted EBITDA of $51.9 million for 2025, reflecting a 4% year-over-year increase, while adjusted earnings per share rose to $1.11, up 12%, demonstrating the company's consistent execution and portfolio positioning despite market challenges.
- Growth Drivers: CEO Butcher highlighted sustained momentum in the Elektron business, particularly in defense and aerospace applications, as a key growth catalyst, noting a 9.7% decline in Gas Cylinders sales but an improvement in gross margin to 17.4%, showcasing success in product diversification.
- Optimistic Outlook: Management projects adjusted sales for 2026 to range between $350 million and $370 million, with expected adjusted earnings per share between $1.05 and $1.20, reflecting cautious optimism about future market demand despite facing short-term challenges.
- Capital Expenditure Plans: Anticipated capital expenditures for 2026 are expected to exceed normal levels, reaching $15 million to $20 million to support optimization and growth initiatives, with management emphasizing a continued focus on cost optimization and new product development to navigate market changes.
See More
Luxfer (LXFR) Q4 2025 Earnings Call Transcript
See More
Luxfer Holdings Reports Q4 Results with Declining Revenue and Strong Cash Flow
- Earnings Highlights: Luxfer Holdings reported a Q4 non-GAAP EPS of $0.28, with revenue of $90.7 million reflecting a 12.3% year-over-year decline, indicating challenges in the current market environment.
- Declining Adjusted EBITDA: The adjusted EBITDA stood at $13.0 million, down 5.8% from the previous year, highlighting pressures on cost control and profitability that could impact future investment decisions.
- Strong Cash Flow Performance: The company generated a robust free cash flow of $26.2 million, successfully reducing net debt to $31.1 million, which enhances financial flexibility and lays a foundation for future growth.
- Uncertain Market Outlook: While the company has performed well in cash flow management, the decline in revenue and profitability may affect investor confidence, necessitating close monitoring of future market recovery prospects.
See More
Luxfer Reports Sustained Profitability in 2025 Financial Results
- Sales Decline: In Q4 2025, net sales fell to $90.7 million, a 12.3% decrease from $103.4 million, indicating weak market demand, although adjusted net sales only declined by 5.5%, reflecting some resilience in sales amidst challenges.
- Profit Drop: The net income for Q4 was just $0.1 million, a significant drop from $3.3 million in the prior year, with adjusted diluted EPS at $0.12, highlighting challenges in profitability that necessitate strategic improvements.
- Strong Cash Flow: The company generated a robust free cash flow of $26.2 million for the year, reducing net debt to $31.1 million, demonstrating effective financial management and the ability to support future investments while controlling debt levels.
- Strategic Focus Enhancement: Following the completion of the Graphic Arts sale, Luxfer has improved portfolio quality and strategic focus, with ongoing operational excellence initiatives expected to yield approximately $6 million in long-term annual savings, thereby enhancing overall operational efficiency.
See More
Luxfer Announces Details for Q4 and FY 2025 Earnings Call
- Earnings Call Schedule: Luxfer Holdings PLC has scheduled its Q4 and FY 2025 earnings conference call for February 25, 2026, at 8:30 a.m. Eastern Time, aimed at communicating the company's performance and future outlook to investors.
- Executive Participation: The call will feature CEO Andy Butcher, CFO Steve Webster, and VP of Investor Relations Kevin Grant, ensuring that investors receive insights and strategic direction directly from the executive team.
- Dial-in Registration Info: The dial-in number for the U.S. or Canada is 800-343-4136, and for international participants, it is (+1) 203-518-9843, with a recommendation to join 15 minutes prior to the start time for smooth participation.
- Webcast and Replay: The earnings call will be accessible via a webcast on Luxfer's website, with a replay available from February 25 to March 11, 2026, ensuring that investors who cannot attend live can still access critical information.
See More
Luxfer Announces Q4 and FY 2025 Earnings Call Details
- Earnings Call Announcement: Luxfer Holdings PLC will hold its Q4 and FY 2025 earnings conference call on February 25, 2026, at 8:30 a.m. Eastern Time, aimed at providing investors with insights into the company's financial performance and future outlook.
- Executive Participation: The call will feature CEO Andy Butcher, CFO Steve Webster, and VP of Investor Relations Kevin Grant, ensuring that investors receive direct insights and strategic direction from the company's leadership.
- Dial-in Registration: The dial-in number for the U.S. or Canada is 800-343-4136, and for international participants, it is (+1) 203-518-9843; investors are advised to dial in 15 minutes prior to the start time for smooth access.
- Webcast and Replay: The conference call will be available via webcast, with a replay accessible on Luxfer's investor website at 4:30 p.m. on February 25, 2026, until March 11, 2026, allowing investors who cannot attend live to catch up on the information.
See More
