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 powders, zirconium-based chemicals, aluminum and composite high-pressure gas cylinders, and carbon composite technologies.
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 385M | 385M | 392M | 405M | 423M | 374M |
| Net Income | 7.7M | 7.7M | 18M | -1.9M | 27M | 30M |
| EPS | $0.28 | $0.28 | $0.68 | $-0.07 | $0.98 | $1.07 |
| Free Cash Flow | 26M | 26M | 41M | 17M | 7.6M | 17M |
| ROIC | 3.9% | 5.3% | 8.0% | 1.5% | 12.1% | 12.0% |
| Gross Margin | 23.2% | 23.2% | 21.9% | 18.9% | 22.4% | 25.7% |
| Debt/Equity | 0.28 | 0.28 | 0.22 | 0.36 | 0.51 | 0.29 |
| Dividends/Share | $0.51 | $0.51 | $0.52 | $0.52 | $0.52 | $0.49 |
| Operating Income | 24M | 24M | 30M | 4.2M | 45M | 36M |
| Operating Margin | 6.2% | 6.2% | 7.7% | 1.0% | 10.6% | 9.7% |
| ROE | 3.4% | 3.5% | 8.4% | -0.9% | 13.0% | 14.3% |
| Shares Outstanding | 28M | 28M | 27M | 27M | 27M | 28M |
LUXFER HOLDINGS PLC passes 3 of 9 quality checks, indicating weak fundamentals.
LUXFER HOLDINGS PLC trades at 47.5x trailing earnings, compared to its 15-year median P/E of 16.8x, suggesting it is currently Expensive relative to its historical range. On a free-cash-flow basis, the stock trades at 13.5x vs a median of 13.3x. The company's 5-year average ROIC is 7.8% with a gross margin of 22.4%. Total shareholder yield (dividends + buybacks) is 4.6%. At current prices, the estimated annualized return to fair value is +0.8%.
LUXFER HOLDINGS PLC (LXFR) has a current P/E ratio of 47.5, compared to its historical median P/E of 16.8. The stock is currently considered Expensive based on its historical valuation range.
LUXFER HOLDINGS PLC (LXFR) has a 5-year average return on invested capital (ROIC) of 7.8%. This is below average and may indicate limited pricing power.
LUXFER HOLDINGS PLC (LXFR) has a market capitalization of $366M. It is classified as a small-cap stock.
Yes, LUXFER HOLDINGS PLC (LXFR) pays a dividend with a trailing twelve-month yield of 3.80%. The company also returns capital through share buybacks, with a buyback yield of 0.85%.
Based on historical P/E analysis, LUXFER HOLDINGS PLC (LXFR) appears expensive. The current P/E of 47.5 is 183% above its historical median of 16.8. The estimated fair value CAGR (P/E method) is -12.0%.
LUXFER HOLDINGS PLC (LXFR) operates in the Industrial Inorganic Chemicals industry, within the Materials sector.
LUXFER HOLDINGS PLC (LXFR) reported annual revenue of $385 million in its most recent fiscal year, based on SEC EDGAR filings.
LUXFER HOLDINGS PLC (LXFR) has a net profit margin of 2.0%. This is a modest margin.
LUXFER HOLDINGS PLC (LXFR) generated $26 million in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
LUXFER HOLDINGS PLC (LXFR) has a debt-to-equity ratio of 0.28. This indicates a conservatively financed balance sheet.
LUXFER HOLDINGS PLC (LXFR) reported earnings per share (EPS) of $0.28 in its most recent fiscal year.
LUXFER HOLDINGS PLC (LXFR) has a return on equity (ROE) of 3.5%. This indicates moderate shareholder returns.
LUXFER HOLDINGS PLC (LXFR) has a 5-year average gross margin of 22.4%. This lower margin is typical of capital-intensive or commodity businesses.
The Ledger Terminal provides 11 years of financial data for LUXFER HOLDINGS PLC (LXFR), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
LUXFER HOLDINGS PLC (LXFR) has a book value per share of $8.23, based on its most recent annual SEC filing.