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LXFR

Luxfer Holdings PLC

LXFR

NYSE·Industrials·Industrial - Machinery·Mkt cap $460.5M

$17.21

+0.12%

P/E

14.72

Mkt Cap

$460.5M

52-Wk Range

$11.26–$19.45

52-Week Range

$11.26 - $19.45

P/E

14.72

Fwd P/E

16.87

Beta

1.12

Div Yield

3.02%

Avg Vol

244.6K

Shares Out

26.7M

Mkt Cap

$460.5M

Price action

Price chart

Up 26.4% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • 125+ years of manufacturing heritage and specialized materials expertise
  • High barriers to entry in regulated defense, aerospace, and medical device markets
  • Proprietary magnesium and zirconium alloy formulations with limited competition
  • Mission-critical applications with long customer relationships and switching costs
  • Global manufacturing footprint enabling supply chain resilience and customer proximity

Bear Case

1 risk

  • Average volatility.

Growth

Stable outlook

Increased global defense spending and military modernization programs

Value

Attractively priced below Industrial Machinery peer average

Momentum

Stable

-1.4% over 3m

Quality

Stable

Strong fundamentals

Dividend

Solid

3.02% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 27, 2026

Q3 26 RECAP

JUL 28, 2026

Reported EPS of $0.29 vs $0.28 consensus (+3.6% surprise). Revenue of $95.7M vs $90.3M expected (+6.0%). Beat on both top and bottom lines.

EPS beat +3.6%
Rev beat +6.0%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+3.6%

Revenue trend · last 8Q

+8%

+9%

+4%

-7%

-12%

-14%

-8%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$99.4M

$103.4M

$97.0M

$104.0M

$92.9M

$90.7M

$83.9M

$95.7M

Margins · last 8Q

Gross

25.6%

Operating

8.2%

Profit

5.0%

Wall Street consensus

Analyst coverage

Live ratings and price targets aggregated across covering analysts.

vs Industry

How LXFR stacks vs Industrial - Machinery

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.