Luxfer Holdings PLC (LXFR) SEC Filings & Earnings Calls
EquiReason read 10 Luxfer Holdings PLC SEC filings in the last 12 months. Latest: 8-K on 2026-09-09 — Luxfer Holdings PLC announced expiration of HSR waiting period for its acquisition by Double Eagle Acquisition Buyer (Wynnchurch Capital). Transaction remains subject to shareholde.
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
- Market cap
- 462.4M
- P/E TTM
- 59.6
- Dividend yield
- 3.0%
- 52-week
- —
- Next earnings
- 27 Oct, in 3 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
9 Sep 20268-K · 8.01Luxfer Holdings PLC announced expiration of HSR waiting period for its acquisition by Double Eagle Acquisition Buyer (Wynnchurch Capital). Transaction remains subject to shareholder approval and other conditions. This is a step toward changopen
Risks flagged
Transaction remains subject to shareholder approval and other regulatory approvals; risk of non-completion.
“The Transaction remains subject to other customary closing conditions, including approval by the Company’s shareholders and receipt of certain other regulatory approvals.”
28 Jul 202610-QLuxfer entered into a definitive agreement to be acquired for $17.37 per share in cash.open
Figures in the filing · each found in the filing text
| Net sales · Q2-2026 | $96M | -10% y/y |
| Gross profit · Q2-2026 | $25M | -1% y/y |
| Gross margin · Q2-2026 | 25.6% | |
| Operating income · Q2-2026 | $8M | +50% y/y |
| Net income from continuing operations · Q2-2026 | $5M | +85% y/y |
| Diluted EPS (continuing operations) · Q2-2026 | $0.18 | +80% y/y |
| Adjusted diluted EPS · Q2-2026 | $0.30 | 0% y/y |
| Adjusted EBITDA · Q2-2026 | $14M | +3% y/y |
| Gas Cylinders net sales · Gas Cylinders · Q2-2026 | $46M | -2% y/y |
| Elektron net sales · Elektron · Q2-2026 | $47M | -6% y/y |
Risks flagged
Sales Decline in Key Segments
“Net sales decreased by 10.2% in Q2 2026 and 11.6% in H1 2026 vs prior year”
Negative Operating Cash Flow
“Cash used by operating activities in the first six months of 2026 was a $1.4 million outflow” · word for word
Restructuring Execution Risk
“Restructuring charges of $1.6 million in Q2 2026 and $3.8 million YTD related to footprint consolidation”
Tariff and Raw Material Exposure
“Navigating market volatility, tariffs and wider impact from these, including alternative sourcing arrangements for rare earth materials” · word for word
27 Jul 20268-K · 1.01, 8.01Luxfer Holdings entered into a definitive agreement to be acquired by Wynnchurch Capital L.P. for $17.37 per share in cash via a scheme of arrangement. The deal is subject to shareholder approval, HSR clearance, and court sanction. A terminbeing acquiredopen
Risks flagged
Transaction may not close due to regulatory or shareholder approval failure, triggering termination fee or deal abandonment.
“Closing conditions include HSR Act clearance, foreign investment approvals, court sanction, and shareholder vote; termination rights include failure to obtain approvals by Feb 26, 2027.”
7 May 20268-K · 5.02Reported the departure of a director or principal officer (CEO/CFO change); filed financial statements and exhibits with this reportopen
Risks flagged
Removal of non-compete clauses for CEO and one VP could increase key-person risk if they leave.
“omit obligations relating to non-competition and, in the Agreements of Mr. Butcher and Mr. Mead, non-solicitation.”
30 Apr 2026DEF 14AProxy statement for 2026 Annual General Meeting with routine proposals including director elections, say-on-pay, and auditor ratification.open
Figures in the filing · each found in the filing text
| Adjusted diluted earnings per ordinary share · FY2025 | $1.11 | -8% y/y |
| Organic revenue growth · FY2025 | 2.5% | |
| Adjusted EBITA from continuing operations excluding Graphic Arts · FY2025 | $43M | -11% y/y |
| Group revenue · FY2025 | $385M | -2% y/y |
| Adjusted operating cash flow · FY2025 | $38M | -26% y/y |
28 Apr 202610-QNet sales $84M (-14% y/y); Gross profit margin 26.1; Adjusted EBITDA $12M (+12% y/y)open
Figures in the filing · each found in the filing text
| Net sales · Q1-2026 | $84M | -14% y/y |
| Gross profit margin · Q1-2026 | 26.1% | |
| Adjusted EBITDA · Q1-2026 | $12M | +12% y/y |
| Gas Cylinders net sales · Gas Cylinders · Q1-2026 | $42M | +2% y/y |
| Elektron net sales · Elektron · Q1-2026 | $42M | -15% y/y |
| Gas Cylinders adjusted EBITA margin · Gas Cylinders · Q1-2026 | 7.4% | |
| Elektron adjusted EBITA margin · Elektron · Q1-2026 | 16.9% | |
| Adjusted diluted EPS · Q1-2026 | $0.27 | +23% y/y |
Risks flagged
Demand weakness in Elektron segment
“Elektron net sales -14.8% primarily reduced sales of zirconium powders for pharmaceutical products and automotive catalysis”
Restructuring execution risk
“Restructuring charges $2.3 million in First Quarter of 2026 relates to continued execution of restructuring initiatives previously announced”
Negative operating cash flow
“Cash from operating activities was a $4.1 million outflow compared to a $5.2 million inflow in 2025”
24 Feb 202610-KNet sales $385M (-2% y/y); Gross profit margin 23.2; Net income from continuing operations $13M (-28% y/y); Guidance: No specific revenue or margin guidance providedopen
Figures in the filing · each found in the filing text
| Net sales · FY2025 | $385M | -2% y/y |
| Gross profit margin · FY2025 | 23.2% | |
| Net income from continuing operations · FY2025 | $13M | -28% y/y |
| Operating income · FY2025 | $24M | -20% y/y |
| Restructuring charges · FY2025 | $9M | +92% y/y |
| Net interest expense · FY2025 | $3M | -40% y/y |
Guidance
No specific revenue or margin guidance provided
Company is focused on navigating near-term uncertainties, completing restructuring programs, and managing tariff impacts. No specific quantitative guidance provided.
Risks flagged
Raw material cost volatility
“Aluminum prices increased materially during 2022 and remained volatile through 2023, 2024 and into 2025, with prices generally above pre-2021 historical averages.” · word for word
Tariff and trade policy risk
“Potential or actual tariffs, and other political risks worldwide.” · word for word
Alternative fuel demand decline
“Significant reduction in Alternative Fuel cylinder sales.” · word for word
15 Jan 20268-K · 8.01Interim dividend per share $0.13open
Figures in the filing · each found in the filing text
| interim dividend per share · Q4-2025 | $0.13 |
28 Oct 202510-QQ3 2025 revenue declined 6.5% YoY, but adjusted EBITDA slightly improved; restructuring charges increased significantly.earningsopen
Figures in the filing · each found in the filing text
| Net sales · Q3-2025 | $93M | -7% y/y |
| Gross profit · Q3-2025 | $22M | -3% y/y |
| Gross margin · Q3-2025 | 23.4% | |
| Adjusted EBITDA excluding legal cost recovery · Q3-2025 | $14M | +1% y/y |
| Net income from continuing operations · Q3-2025 | $3M | -80% y/y |
| Gas Cylinders net sales · Gas Cylinders · Q3-2025 | $43M | +1% y/y |
| Elektron net sales · Elektron · Q3-2025 | $50M | +3% y/y |
| Gas Cylinders adjusted EBITA margin · Gas Cylinders · Q3-2025 | 6.5% | |
| Elektron adjusted EBITA margin · Elektron · Q3-2025 | 16.8% | |
| Restructuring charges · Q3-2025 | $4M | +600% y/y |
Risks flagged
Restructuring execution risk
“Restructuring charges $3.5M and $5.6M in Q3 and 9M 2025 respectively predominantly relates to costs aimed at reducing our fixed cost structure”
Alternative fuel cylinder demand weakness
“Continued softness in demand for Alternative Fuel ("AF") cylinders in both North America and Europe” · word for word
Raw material cost exposure
“fluctuations in the cost and / or availability of raw materials, including Chinese rare earths, labor and energy, as well as our ability to pass on cost increases to customers” · word for word
Luxfer Holdings PLC — questions
- What did Luxfer Holdings PLC file recently?
- 10 SEC filings in the last 12 months. Latest: 8-K on 2026-09-09 — Luxfer Holdings PLC announced expiration of HSR waiting period for its acquisition by Double Eagle Acquisition Buyer (Wynnchurch Capital). Transaction remains subject to shareholder approval and other conditions. This is a step toward chang
Every figure on this page comes from Luxfer Holdings PLC's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.