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LXLXFR

Luxfer Holdings PLC

$LXFR·$460M·Industrial - Machinery·Industrials
$17.04-0.1%YTD+24.3%1Y+38.8%
Mentions · last 7 days
2026-07-23: 0 posts2026-07-24: 0 posts2026-07-25: 0 posts2026-07-26: 0 posts2026-07-27: 18 posts2026-07-28: 4 posts2026-07-29: 3 posts25
Price updated 1m ago·X counts updated 22h ago
LXLXFR
$LXFRLuxfer Holdings PLC
$17.04-0.09%25 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $LXFR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-07-30

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

Luxfer signed a 17.37 all-cash acquisition and beat Q2 earnings the same day.

Luxfer Holdings makes specialty aluminum, magnesium, and zirconium alloys plus alternative-fuel systems, and as of this week it is a locked merger-arb situation.

  • Definitive agreement announced to be acquired for 17.37 per share in all-cash transaction — the entire operating case is now bounded by the deal price.
  • Stock at 17.05 — gap to deal is 32 cents (1.9%), consistent with a routine timing spread.
  • Q2 earnings and revenues beat estimates the same day — the operating story is stable, the deal is what matters.
  • Q1 revenue 95.7 million was down 8% year over year — the four-quarter pattern is -6.5, -12.3, -13.5, -8 percent; declining top line was part of the case for a sale.
  • Beat EPS by 3.6, 35, 16.7, 20 percent over the last four quarters — operating execution improved as the strategic review progressed.
  • Chart: 17.05, up 24.3% YTD and 39% over twelve months, position 71% into the 52-week range, at both moving averages, beta 1.11.
  • Two 8-Ks filed July 27 and 28 — the deal announcement and Q2 print sequence.
  • No X sentiment sample captured in this bundle.

Merger-arb arithmetic on a small residual spread; downside is deal-break and reverting to standalone declining-revenue economics.

What to watch: Timing of close on the 17.37 all-cash acquisition; antitrust and shareholder-vote milestones; whether the small spread compresses further as certainty rises or widens on a specific regulatory hurdle; the October 27 Q3 print would only happen if the deal is delayed.

On the calendar: 2026-10-27 Q3 earnings if pre-close

merger pending all cash

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

Luxfer Holdings PLC is a company that develops, produces, and distributes advanced materials, specialized components, and high-pressure gas containment solutions. These offerings cater to critical sectors such as defense and emergency services, healthcare, transportation, and a wide array of general industrial applications. The company's operations are divided into two primary divisions: Elektron and Gas Cylinders. The Elektron segment focuses on crafting specialty materials from magnesium and zirconium. This includes providing magnesium alloys for various industrial applications, magnesium powders utilized in products like countermeasure flares and self-heating food packages, and photoengraving plates for graphic arts. Furthermore, it supplies zirconium-based materials and oxides, which are crucial for catalysts, advanced ceramic production, fiber-optic fuel cells, and other high-performance items. The Gas Cylinders segment specializes in manufacturing and marketing robust pressurized cylinders constructed from carbon composites and aluminum. These specialized vessels are employed in diverse scenarios, including self-contained breathing apparatus (SCBA) for firefighters, storage of oxygen and other medical gases for healthcare facilities, alternative fuel vehicle systems, and general industrial purposes. With a history dating back to its founding in 1898, Luxfer Holdings PLC maintains a significant international presence, with operations spanning the United States, the United Kingdom, Germany, Italy, France, the broader European region, the Asia Pacific, and other global markets. Its headquarters are located in Manchester, United Kingdom.

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

No material change from last week — electrical infrastructure for AI power density and robotic warehouse/manufacturing automation are pulling order books in different directions.

Industry benchmark

28-name peer basket
+11.8%YTD
+41.7%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 $0.33

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$364.1M$363.2M – $365.0M$1.14$1.13 – $1.141
FY27$389.6M$388.6M – $390.5M$1.42$1.41 – $1.421
FY28$411.0M$410.0M – $412.0M$1.38$1.38 – $1.381
FY29$434.0M$432.9M – $435.1M$1.50$1.50 – $1.501

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.7.9×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.71%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.-1.4%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.+17.8%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 today7.0% 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.β1.115-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 11Richard J HippleDirector4.0K sh$60KSellJun 11Lisa G TrimbergerDirector4.0K sh$60KSellJun 11Stein Sylvia AnnDirector4.0K sh$60KSellJun 11Clive SnowdonDirector4.0K sh$60KSellJun 11Patrick K MullenDirector5.3K sh$80K
+ 22 other (11 awards · 7 exempts · 2 others · 2 inkinds) 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
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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
8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
8-KOfficer or director changeMay 78-K — Item 5.02: Officer or director change
+ 19 other (5 proxys · 5 13Gs · 3 earnings 8-Ks · 2 10-Qs) in window

Recent news

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

Luxfer (LXFR) Q2 Earnings and Revenues Beat Estimateszacks.com·2d agoLuxfer Enters Into Agreement to Be Acquired for $17.37 Per Share in All-Cash Transaction; Reports Second Quarter Resultsbusinesswire.com·2d agoLXFR Stock Alert: Halper Sadeh LLC is Investigating Whether Luxfer Holdings PLC is Obtaining a Fair Price for its Shareholdersbusinesswire.com·3d ago$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Luxfer Holdings PLC (NYSE: LXFR)prnewswire.com·3d agoLuxfer to Go Private in $463 Million Deal With Wynnchurchwsj.com·3d ago

In themes

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

Defense & Drones

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