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LXLXFR

Luxfer Holdings PLC

$LXFR·$463M·Industrial - Machinery·Industrials
$17.30+0.1%YTD+26.1%1Y+25.5%
Price updated 1d ago·X counts updated 1d ago
LXLXFR
$LXFRLuxfer Holdings PLC
$17.30+0.12%4 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $LXFR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

4X posts · last 7 days
Aug 29Sep 11

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $LXFR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventEvent coming upAI verdict · as of 2026-09-12

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Specialty-materials name in an M&A situation — investigation notices are the current tape

Luxfer Holdings is the specialty-materials franchise now trading on merger-arbitrage dynamics after entering an M&A situation, and the equity has coiled while the sell-side works out whether the deal terms are fair.

  • The 29 Aug and 5-6 Aug Halper Sadeh and Monteverde class-action-firm investigations of whether Luxfer is obtaining a fair price is the exact litigation-cycle traffic that follows every announced deal, capturing where the tape sits
  • Q latest revenue printed $95.7M against $83.9M the prior quarter with EPS $0.18 versus $0.14, and consensus FY26 sits at $364.8M revenue on $1.02 EPS from a single analyst — the sell-side gap between reported EPS and consensus is normal seasonality
  • The 27 Aug 200-day moving-average crossing is the technical confirmation of the deal-anchored tape, and a 57 trailing P/E is a distortion from special items — the forward multiple is what actually matters here

Watch any final deal terms, regulatory approval progress, and any competing bid; the event-ahead setup resolves on those, and a close delay is the visible risk.

What to watch: Final deal terms, regulatory approval progress, and any competing bid

On the calendar: 2026-12-15 — Deal close window (approx.)

thin x sample

Read the AI verdict on $LXFR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Specialty materials manufacturer producing magnesium alloys, zirconia-based powders, and high-pressure gas cylinders for defense and healthcare.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Machinery sits in its cycle right now — and what that implies for $LXFR.

Industrial - Machinery · Industrials

AI data-centre HVAC/cooling and automation demand are driving an industrial-machinery upcycle; grid-infrastructure capex (transformers, switchgear, cooling) sustains elevated order books. Reshoring and defence-adjacent spending add a secular layer to the cyclical recovery.

What this means for $LXFR

Partial — Luxfer speciality gas containers; industrial gas/defence, limited AI angle.

Industry benchmark

30-name peer basket
+17.5%YTD
+9.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
56.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
3.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
24.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$0.29$0.28+3.6%
Q1 2026Apr 28, 2026$0.27$0.20+35.0%
Q4 2025Feb 24, 2026$0.28$0.24+16.7%
Q3 2025Oct 28, 2025$0.30$0.25+20.0%
Next earningsTue, Oct 27·consensus EPS $0.28

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$95.7M-8.0%25.6%8.2%$0.18—
Q1 FY26$83.9M-13.5%26.1%10.8%$0.14$-6.1M
Q4 FY25$90.7M-12.3%24.4%9.2%$-0.12$12.3M
Q3 FY25$92.9M-6.5%23.4%10.8%$0.10$10.3M

Forward consensus

4-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$364.8M$363.6M – $366.0M$1.02$1.02 – $1.021
FY27$387.6M$386.4M – $388.9M$1.43$1.42 – $1.431
FY28$406.0M$404.6M – $407.4M$1.41$1.40 – $1.421
FY29$434.0M$432.6M – $435.4M$1.50$1.49 – $1.511

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.74%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+1.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+14.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 26.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.125-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 11Clive SnowdonDirector4.0K sh$60KSellJun 11Lisa G TrimbergerDirector4.0K sh$60KSellJun 11Stein Sylvia AnnDirector4.0K sh$60KSellJun 11Richard J HippleDirector4.0K sh$60KSellJun 11Patrick K MullenDirector5.3K sh$80K
+ 21 other (11 awards · 7 exempts · 2 inkinds · 1 other) in window

See when $LXFR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJul 278-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

LXFR (LXFR) entered into a definitive merger/acquisition agreement to acquire the target company (Item 1.01, filed 2026-07-27). Definitive agreements are binding subject to regulatory and shareholder approvals. Investors should assess total consideration, deal structure, strategic rationale, and close timeline.

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
AI summary

LXFR (LXFR) reported stockholder vote results (Item 5.07, filed 2026-06-12). Votes covered: director elections, say-on-pay. Proposals approved by shareholders. Annual votes cover routine governance; material proposals (equity plan expansions) warrant closer review. Check tallies for contested or close votes.

8-KOfficer or director changeMay 78-K — Item 5.02: Officer or director change
+ 22 other (7 13Gs · 6 proxys · 2 routine 8-Ks · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

LXFR Stock Alert: Halper Sadeh LLC is Investigating Whether Luxfer Holdings PLC is Obtaining a Fair Price for its Shareholdersgurufocus.com·15d agoLXFR Stock Alert: Halper Sadeh LLC is Investigating Whether Luxfer Holdings PLC is Obtaining a Fair Price for its Shareholdersbusinesswire.com·15d agoLuxfer (NYSE:LXFR) Stock Price Passes Above 200 Day Moving Average – Should You Sell?defenseworld.net·17d agoThe M&A Class Action Firm Encourages $hareholders To Contact Monteverde Concerning The Merger—FBRX, LXFR, SMTI, and MKTXglobenewswire.com·38d ago$HAREHOLDER ALERT: The M&A Class Action Firm Continues To Investigate The Merger--FBRX, LXFR, SMTI, and MKTXgurufocus.com·39d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $LXFR on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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