Loading...
LXFR logo

Luxfer Holdings PLCNYSE:LXFR Stock Report

Market Cap US$418.4m
Share Price
US$15.47
US$19
18.6% undervalued intrinsic discount
1Y28.5%
7D-0.6%
Portfolio Value
View

Luxfer Holdings PLC

NYSE:LXFR Stock Report

Market Cap: US$418.4m

Luxfer Holdings (LXFR) Stock Overview

Develops and manufactures high-performance materials, components, and high-pressure gas containment devices. More details

LXFR fundamental analysis
Snowflake Score
Valuation2/6
Future Growth3/6
Past Performance0/6
Financial Health6/6
Dividends2/6

LXFR Community Fair Values

Create Narrative

See what 13 others think this stock is worth. Follow their fair value or set your own to get alerts.

Luxfer Holdings PLC Competitors

Price History & Performance

Summary of share price highs, lows and changes for Luxfer Holdings
Historical stock prices
Current Share PriceUS$15.47
52 Week HighUS$16.03
52 Week LowUS$10.96
Beta1.09
1 Month Change18.54%
3 Month Change-0.96%
1 Year Change28.49%
3 Year Change4.81%
5 Year Change-31.03%
Change since IPO4.32%

Recent News & Updates

Narrative Update May 11

LXFR: Higher 2026 Guidance And Margin Outlook Will Support Stronger Returns

Analysts have raised their price target for Luxfer Holdings from $17 to $19, reflecting updated assumptions around revenue growth, profit margins, and a lower future P/E multiple supporting this change. What's in the News Luxfer Holdings raised earnings guidance for the full year 2026, with projected revenue in a range of $355 million to $370 million (company guidance).
Seeking Alpha May 11

Luxfer Holdings: A Turnaround Is Expected, But I'm Not Fully Convinced Yet

Summary Luxfer Holdings reported a 13.5% y/y revenue decline, with underperformance in the Elektron segment and weak specialty industrial end-markets. Gross margins improved by 400bps due to favorable pricing and cost discipline, but operating margins fell 40bps from restructuring charges. Management raised 2026 guidance, projecting $355m–$370m revenue, $52m–$56m adjusted EBITDA, and $1.12–$1.22 adjusted EPS, with optimism for a material step-up in 2027. I maintain a hold rating, awaiting tangible improvement in end-market traction and financial results before considering an upgrade. Read the full article on Seeking Alpha
Analysis Article May 07

Some Investors May Be Willing To Look Past Luxfer Holdings' (NYSE:LXFR) Soft Earnings

Luxfer Holdings PLC's ( NYSE:LXFR ) stock was strong despite it releasing a soft earnings report last week. Our...

Recent updates

Narrative Update May 11

LXFR: Higher 2026 Guidance And Margin Outlook Will Support Stronger Returns

Analysts have raised their price target for Luxfer Holdings from $17 to $19, reflecting updated assumptions around revenue growth, profit margins, and a lower future P/E multiple supporting this change. What's in the News Luxfer Holdings raised earnings guidance for the full year 2026, with projected revenue in a range of $355 million to $370 million (company guidance).
Seeking Alpha May 11

Luxfer Holdings: A Turnaround Is Expected, But I'm Not Fully Convinced Yet

Summary Luxfer Holdings reported a 13.5% y/y revenue decline, with underperformance in the Elektron segment and weak specialty industrial end-markets. Gross margins improved by 400bps due to favorable pricing and cost discipline, but operating margins fell 40bps from restructuring charges. Management raised 2026 guidance, projecting $355m–$370m revenue, $52m–$56m adjusted EBITDA, and $1.12–$1.22 adjusted EPS, with optimism for a material step-up in 2027. I maintain a hold rating, awaiting tangible improvement in end-market traction and financial results before considering an upgrade. Read the full article on Seeking Alpha
Analysis Article May 07

Some Investors May Be Willing To Look Past Luxfer Holdings' (NYSE:LXFR) Soft Earnings

Luxfer Holdings PLC's ( NYSE:LXFR ) stock was strong despite it releasing a soft earnings report last week. Our...
Analysis Article Jan 17

Luxfer Holdings (NYSE:LXFR) Has Announced A Dividend Of $0.13

Luxfer Holdings PLC ( NYSE:LXFR ) has announced that it will pay a dividend of $0.13 per share on the 4th of February...
User avatar
New Narrative Feb 11

Focusing On Gas Cylinders And Elektron Will Leverage Emerging Opportunities In Clean Energy Sectors

Divestment and strategic focus on core segments are enhancing margins, cash flow, and long-term financial health.
Analysis Article Jan 20

Luxfer Holdings (NYSE:LXFR) Has Announced A Dividend Of $0.13

The board of Luxfer Holdings PLC ( NYSE:LXFR ) has announced that it will pay a dividend on the 5th of February, with...
Seeking Alpha Oct 25

Luxfer Q3 Preview: I Don't Expect A Blowout Quarter

Summary Analysts expect Luxfer Holdings PLC to report Q3 earnings of $0.18 adjusted and $0.15 GAAP per share on $85.8m in sales, down 12% y/y. Key focus areas include the divestment of the Graphic Arts segment and performance improvements in the Elektron and Gas Cylinder segments. I remain cautious and will monitor management's comments on market conditions and the 2025 outlook before starting a position. Despite profitability improvements, uncertainty in market conditions and the Graphic Arts segment sale delay keep me on the sidelines. Read the full article on Seeking Alpha
Seeking Alpha Aug 08

Luxfer Holdings: Not In A Rush To Own It For Now

Summary Luxfer Holdings reported Q2 earnings, with net sales down 10% y/y but in line with estimates, and raised FY24 outlook. Gas Cylinder segment showed growth, Elektron segment struggling but showing sequential recovery. Company's intrinsic value estimated at $9.66 per share, trading above fair value, maintaining hold rating and monitoring performance. Read the full article on Seeking Alpha
Analysis Article May 04

Luxfer Holdings PLC Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Luxfer Holdings PLC ( NYSE:LXFR ) just released its quarterly report and things are looking bullish. The company beat...
Analysis Article Apr 13

Luxfer Holdings (NYSE:LXFR) Is Paying Out A Dividend Of $0.13

Luxfer Holdings PLC's ( NYSE:LXFR ) investors are due to receive a payment of $0.13 per share on 8th of May. This means...
Seeking Alpha Mar 06

Luxfer: Improved Outlook With Planned Divestiture

Summary Luxfer is planning to divest its Graphic Arts segment. Proceeds from this sale and improvements in continuing operations create a case for solid upside over the next 12 months. I estimate the Graphic Arts segment will be sold for $20mm. This additional cash, $0.88 of FCF/share in FY2024, and a 20x multiple lead me to a $14-15 price target range. Given the lack of attention on the stock due to its small size and minimal sell-side coverage, I think the eventual sale could act as a catalyst. Read the full article on Seeking Alpha
Analysis Article Mar 05

Improved Revenues Required Before Luxfer Holdings PLC (NYSE:LXFR) Stock's 26% Jump Looks Justified

Luxfer Holdings PLC ( NYSE:LXFR ) shareholders would be excited to see that the share price has had a great month...
Analysis Article Feb 29

Be Wary Of Luxfer Holdings (NYSE:LXFR) And Its Returns On Capital

When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Seeking Alpha Nov 23

Luxfer Holdings: Price Decline Justified, Risks May Keep Prices Low For Longer

Summary Luxfer Holdings' stock price has declined by 46% since March due to poor performance and macroeconomic conditions. The Gas Cylinder segment performed better than expected, but the Elektron segment faced obstacles such as supply chain issues and higher magnesium prices. Macroeconomic conditions, including high-interest rates and geopolitical tensions, have negatively impacted the company's sales and margins. Read the full article on Seeking Alpha
Seeking Alpha Jul 31

Luxfer Holdings: At A Great Entry Point With A Solid 4%+ Dividend

Summary Luxfer recently lowered 2023 adjusted EPS guidance which has caused the stock to drop. Now that the stock has been de-risked, I believe it could provide solid returns over the next few years for patient investors. In this article I lay out my 2025 bull and bear case, based on adjusted EPS of $2.00 and $0.90 respectively. I am assigning a buy rating to the stock with a 2025 price target of $19.50. Additionally, I believe the dividend is safe due to Luxfer’s history of profitability and stable earnings. The dividend provides income to offset losses in my bear case scenario. Read the full article on Seeking Alpha
Analysis Article Jul 03

Luxfer Holdings (NYSE:LXFR) Is Due To Pay A Dividend Of $0.13

Luxfer Holdings PLC's ( NYSE:LXFR ) investors are due to receive a payment of $0.13 per share on 2nd of August. This...
Analysis Article Apr 07

Luxfer Holdings (NYSE:LXFR) Has Announced A Dividend Of $0.13

Luxfer Holdings PLC ( NYSE:LXFR ) will pay a dividend of $0.13 on the 3rd of May. Based on this payment, the dividend...

Shareholder Returns

LXFRUS MachineryUS Market
7D-0.6%-0.4%1.1%
1Y28.5%42.1%26.7%

Return vs Industry: LXFR underperformed the US Machinery industry which returned 42.1% over the past year.

Return vs Market: LXFR exceeded the US Market which returned 26.7% over the past year.

Price Volatility

Is LXFR's price volatile compared to industry and market?
LXFR volatility
LXFR Average Weekly Movement7.1%
Machinery Industry Average Movement6.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

Stable Share Price: LXFR has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: LXFR's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
18981,350Andy Butcherwww.luxfer.com

Luxfer Holdings PLC, together with its subsidiaries, develops and manufactures high-performance materials, components, and high-pressure gas containment devices. The company operates through two segments: Gas Cylinders and Elektron. The Gas Cylinders segment manufactures and markets specialized highly engineered containment solutions using aluminum alloys and carbon composite technologies.

Luxfer Holdings PLC Fundamentals Summary

How do Luxfer Holdings's earnings and revenue compare to its market cap?
LXFR fundamental statistics
Market capUS$418.40m
Earnings (TTM)US$11.40m
Revenue (TTM)US$371.50m
36.3x
P/E Ratio
1.1x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
LXFR income statement (TTM)
RevenueUS$371.50m
Cost of RevenueUS$281.80m
Gross ProfitUS$89.70m
Other ExpensesUS$78.30m
EarningsUS$11.40m

Last Reported Earnings

Mar 29, 2026

Next Earnings Date

n/a

Earnings per share (EPS)0.43
Gross Margin24.15%
Net Profit Margin3.07%
Debt/Equity Ratio25.8%

How did LXFR perform over the long term?

See historical performance and comparison

Dividends

3.4%
Current Dividend Yield
122%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/15 21:23
End of Day Share Price 2026/05/15 00:00
Earnings2026/03/29
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Luxfer Holdings PLC is covered by 8 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Sarkis SherbetchyanB. Riley Securities, Inc.
Christopher MooreCJS Securities, Inc.
Luke FoltaJefferies LLC