Luxfer Holdings PLC
Rank #316ValueLXFR · NYSE · Industrials
Luxfer Holdings PLC (LXFR) — Rank #316 by gross profitability (GP/assets 0.23) · ROE 3.4% · Piotroski F-Score 6 / 9.
As-of 2026-09-15 · CIK 0001096056 · all metrics point-in-time as of the filing date.
About
Luxfer Holdings PLC, together with its subsidiaries, develops and manufactures high-performance materials, components, and high-pressure gas containment devices.
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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. It offers carbon composite high-pressure, aerospace and aviation, space-related, aluminum and composite medical gas, and specialty aluminum cylinders used for emergency response, healthcare, alternative fuel transportation, aerospace comprising commercial aviation, defense, and space markets. The Elektron segment focuses on specialty materials based primarily on magnesium and zirconium. This segment offers advanced lightweight magnesium alloys; magnesium powders for use in countermeasure flares, defense applications, infrared decoys, and heater meals; and zirconium-based chemicals and oxides used as catalysts converters, industrial catalysis, advanced ceramics, specialty glass, fuel cell components, pharmaceuticals, and other performance-critical applications. The company operates in the United States, the United Kingdom, Japan, Canada, Germany, rest of Europe, the Asia Pacific, and the rest of the world.
Luxfer Holdings PLC was founded in 1898 and is based in Riverside, California.
- Industry
- Specialty Industrial Machinery
- Sector
- Industrials
- State
- X0
- Filer Category
- Accelerated filer
- Fiscal Year End
- December 31
- Website
- luxfer.com
Price History
Company Snapshot
P/E and dividend yield are the primary valuation lenses for mature businesses.
Market Cap
$462.13M
P/E (annual)
61.7
P/S (annual)
1.2
P/B
2.1
P/OCF (annual)
13.6
Shareholder Yield
2.4%
Employees
1,350
Industry
Specialty Industrial Machinery
Exchange
NYSE
Signal Flags
Quality Profile
Profitability
1/1 passSafety
1/1 passCash Flow
3/3 passGrowth
1/2 passTerry Smith quality gate
Passes 1/5 Terry Smith thresholds1 of 5 threshold not computable from filed data.
What Growth Is Priced In
Implied revenue growth (10Y)
6.2%
The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).
Dilution drag: 0.6% — per-share value needs a total required return of 6.8% once share-count change is priced in.
vs. own 6-year median revenue growth: -2.5%
Cost-of-equity sensitivity (implied growth at different discount rates)
r = 8%
2.0%
r = 10% (base)
6.2%
r = 12%
9.9%
Net debt / market cap: 9.1%
Valuation History
Current multiple vs historical range at each filing date. Band spans 25th-75th percentile.
P / E
Price / diluted EPS
P / S
Price / revenue per share
P / B
Price / book value per share
P / GP
Price / gross profit per share
P / FCF
Price / free cash flow per share
Dividend yield and payout ratio are the primary reads at this stage (trailing P/E — see valuation above).
Profitability
Gross profitability (GP / assets)
0.23
Primary signal (Novy-Marx).
52nd pctl of 34 SIC 28 peers
Return on equity
3.4%
Gross margin
23.2%
15th pctl of 34 SIC 28 peers
Revenue growth (YoY)
-1.9%
Gross margin improving
Margin trend vs prior year.
Operating Leverage
| 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|
| Revenue vs COGS | ||||
| Revenue vs OpEx | ||||
| Op. Income vs Revenue |
Growth
Revenue CAGR (3Y)
-3.2%
Revenue CAGR (5Y)
3.4%
Earnings CAGR (3Y)
-34.1%
FCF CAGR (3Y)
51.1%
Anti-fragile safety
Balance-sheet safety
Composite anti-fragile check.
Debt / equity
0.76
53rd pctl of 31 SIC 28 peers (best = lowest)
Current ratio
1.75×
21st pctl of 34 SIC 28 peers
Quick ratio
0.55×
Net cash
-$42.90M
Cash & equivalents minus total debt.
Cash-flow health
Free cash flow
$26.20M
Operating cash flow minus capex.
Positive free cash flow
FCF / net income
2.40
Cash-backing of earnings.
FCF/NI divergence
Unfavorable divergence (yellow flag).
Accruals healthy
Cash-backed earnings.
SBC / revenue
0.9%
Stock-based comp intensity.
Dividend safety
Composite score
1.2 / 5
Piotroski F-Score
F-Score
6 / 9
Fundamental-strength score (0-9).