Industrial Inorganic Chemicals · SIC 2810

LUXFER HOLDINGS PLC

LXFR

Watch

Latest revenue

$83.9M

as of 2026-03-29

Latest net income

$3.6M

as of 2026-03-29

Net margin

4.3%

as of 2026-03-29

Price · 5Y

-2.9% / yr 16.7 pts / yr vs S&P 500 13.7% total
Compare:

Live market

delayed ≤15 min
$16.23
2.01%
Market cap
$434.2M
Enterprise value
$434.2M
P/E (trailing)
56.4×
Forward P/E
P/B
Dividend yield
3.2%
52-wk high
$16.38
52-wk low
$11.15
Beta
Shares out
26.8M

5-year trend

What this company does

AI

Item 1. Business Background and business overview Luxfer Holdings PLC (“Luxfer,” “the Company,” “we,” “our”) is a global industrial company focused on niche applications in advanced materials engineering. We develop and manufacture high-performance materials, components, and high-pressure gas containment solutions for customers operating in defense, first response and healthcare, transportation, and specialty industrial markets. Luxfer’s strategy is centered on value creation through the application of deep technical expertise, proprietary technologies, and close collaboration with customers to solve complex engineering challenges. Our core product lines include magnesium alloys and…

AI summary unavailable — showing raw filing excerpt

Generated from LXFR's filing dated 2026-02-24

Key risks

AI

Item 1A. Risk Factors The risks described below are not the only risks facing us. Any of the following risks could materially and adversely affect our business, financial condition or results of operations. Additional risks and uncertainties not currently known to us or those we currently view to be immaterial may also materially and adversely affect our business, financial condition or results of operations. See also "Information Regarding Forward-Looking Statements" for certain warnings regarding forward-looking information contained in this document. Economic and Industry risks We depend on certain end-markets, and downturns or regulatory changes in those markets could adversely affect…

AI summary unavailable — showing raw filing excerpt

Generated from LXFR's filing dated 2026-02-24

Profitability

Gross margin

23.2%

6.1%

Operating margin

6.2%

18.8%

Net margin

2.0%

57.4%

Return on equity

3.4%

59.4%

Return on assets

2.1%

56.7%

Leverage

Debt / equity

0.63×

14.7%

Long-term debt / equity

0.06×

66.8%

Debt / assets

38.8%

9.0%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-29

$83.9M-13.5%$3.6M-34.5%4.3%

Q4 2025

2025-12-31

$90.7M-12.3%$-3.1M-188.6%-3.4%

Q3 2025

2025-09-28

$92.9M-6.5%$2.7M-78.7%2.9%

Q2 2025

2025-06-29

$104.0M+4.3%$2.6M+620.0%2.5%

Q1 2025

2025-03-30

$97.0M+8.5%$5.5M+103.7%5.7%

Q4 2024

2024-12-31

$103.4M$3.5M3.4%

Q3 2024

2024-09-29

$99.4M+2.1%$12.7M+1076.9%12.8%

Q2 2024

2024-06-30

$99.7M-9.7%$-500.0K-110.6%-0.5%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Industrial Inorganic Chemicals · SIC 2810

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Insider activity

Insider buying

$0

Insider selling

$269.7K

Net activity

−$269.7K

Distinct insiders

6

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns LXFR

Institutional value

$134.7M

Total shares held

11.7M

Distinct holders

75

-52 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.2.0M$24.2M-1.4M (-42.1%)Trimmed
2ROYCE & ASSOCIATES LP1.8M$22.1M+9.7K (+0.5%)Added
3Artisan Partners Limited Partnership1.5M$18.3M-195.9K (-11.5%)Trimmed
4VANGUARD CAPITAL MANAGEMENT LLC1.2M$14.3MNew
5DIMENSIONAL FUND ADVISORS LP976.9K$11.9M+58.2K (+6.3%)Added
6WELLS FARGO & COMPANY/MN580.8K$7.1M-29.5K (-4.8%)Trimmed
7ENVESTNET ASSET MANAGEMENT INC393.9K$4.8M-34.1K (-8.0%)Trimmed
8FIRST WILSHIRE SECURITIES MANAGEMENT INC342.2K$4.2M+2.5K (+0.7%)Added
9First Eagle Investment Management, LLC299.4K$3.6M-153.6K (-33.9%)Trimmed
10Nuveen, LLC262.9K$3.2M-37.7K (-12.5%)Trimmed
11JANE STREET GROUP, LLC204.2K$2.5M+164.7K (+416.3%)Added
12VANGUARD PORTFOLIO MANAGEMENT LLC185.9K$2.3MNew
13VANGUARD FIDUCIARY TRUST CO169.0K$2.1MNew
14MARTINGALE ASSET MANAGEMENT L P118.6K$1.4M+4.1K (+3.6%)Added
15Connor, Clark & Lunn Investment Management Ltd.111.1K$1.4M+41.7K (+60.0%)Added
16BANK OF MONTREAL /CAN/95.4K$1.2MNew
17Bank of New York Mellon Corp89.2K$1.1M+579 (+0.7%)Added
18FIRST TRUST ADVISORS LP85.0K$1.0M+531 (+0.6%)Added
19Cetera Investment Advisers75.6K$920.9K+546 (+0.7%)Added
20Russell Investments Group, Ltd.60.1K$732.5K-29.4K (-32.8%)Trimmed

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once LXFR's latest filing finishes processing.