NYSE$LXFR
Luxfer Holdings PLC · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
Luxfer reported its fourth quarter and full-year 2025 financial results, highlighting strong profitability and cash generation despite revenue declines.
Luxfer delivered a strong 2025, exceeding expectations with improved adjusted earnings and robust free cash flow. While Q4 net sales declined 12.3% due to the Graphic Arts divestiture and softer demand in SCBA markets, the company maintained resilient margins through favorable mix and operational excellence initiatives.
- Net sales for Q4 declined 12.3% to $90.7 million, primarily due to the divestiture of the Graphic Arts business.
- Adjusted Diluted EPS for the full year increased 12.1% to $1.11, reflecting improved operating performance and mix.
- The company generated $26.2 million in free cash flow for the full year, significantly reducing net debt to $31.1 million.
- Operational excellence initiatives, including centers of excellence in Riverside and Saxonburg, are expected to yield $6 million in annual savings.
Headline financials
Revenue & EPS history
Luxfer · Revenue · Quarterly
$90.7M
Revenue by segment
Luxfer · $90.7M total across 2 segments · Q4 2025
- Elektron$46.9M-1.3%51.7%
- Gas Cylinders$43.8M-9.7%48.3%
Forward guidance
Luxfer expects 2026 sales to reduce by mid-single digits due to temporary timing effects, while maintaining strong profitability targets.
Tailwinds
- Targeted Adjusted EBITDA of $50M to $55M.
- Expected Adjusted Diluted EPS of $1.05 to $1.20.
- Anticipated Free Cash Flow of $20M to $25M.
- Continued benefits from operational excellence and cost-saving initiatives.
- Strong positioning for long-term growth in Aerospace & Defense.
Headwinds
- Sales expected to decline by mid-single digits in 2026.
- Off-cycle conditions in high-end automotive applications.
- Absence of MRE add-on orders in 2026 due to defense spend cadence.
- Impact of 2025 pull-forward orders on 2026 first-quarter results.
- Ongoing non-recurring costs related to strategic review activities.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2025
+1.3%
Avg return
Earnings day
+1.4%
Avg return
5 days after
+5.2%
Avg return
30 days after
47%
24 / 51 earnings
Positive
+23.5%
Q4 2023
Best reaction
-17.3%
Q4 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +0.8% | +16.5% | +29.7% | |
| Q4 2025 | -17.3% | -16.9% | -21.5% | |
| Q3 2025 | -2.4% | -6.2% | -5.7% | |
| Q2 2025 | -0.2% | -7.3% | +9.3% | |
| Q1 2025 | +7.2% | +10.1% | +13.8% | |
| Q4 2024 | -7.0% | -11.8% | -16.4% | |
| Q3 2024 | +13.5% | +11.2% | +15.1% | |
| Q2 2024 | -4.1% | -14.1% | -13.4% | |
| Q1 2024 | +15.0% | +20.7% | +27.9% | |
| Q4 2023 | +23.5% | +28.6% | +34.7% | |
| Q3 2023 | -2.0% | -3.6% | -4.4% | |
| Q2 2023 | -3.7% | -10.0% | -16.5% | |
| Q1 2023 | -3.2% | -4.2% | -6.1% | |
| Q4 2022 | -4.3% | -3.9% | -2.3% | |
| Q3 2022 | -4.3% | -9.0% | -3.5% | |
| Q2 2022 | +4.0% | +6.9% | +10.9% | |
| Q1 2022 | -3.2% | -5.3% | -4.6% | |
| Q4 2021 | -5.8% | +3.2% | +8.0% | |
| Q3 2021 | -0.4% | -2.2% | +0.2% | |
| Q2 2021 | +0.4% | +5.4% | +3.9% | |
| Q1 2021 | +2.9% | +8.3% | +12.4% | |
| Q4 2020 | +0.9% | +3.3% | +6.5% | |
| Q3 2020 | -5.3% | -9.1% | +18.0% | |
| Q2 2020 | +3.3% | -2.8% | +10.9% | |
| Q1 2020 | +10.5% | -10.1% | -1.2% | |
| Q4 2019 | +0.0% | -5.2% | -12.8% | |
| Q3 2019 | -1.3% | +5.7% | +2.2% | |
| Q2 2019 | -10.9% | -14.7% | -23.4% | |
| Q1 2019 | +0.4% | +1.5% | -0.2% | |
| Q4 2018 | +14.7% | +29.7% | +40.3% | |
| Q3 2018 | +15.5% | +21.0% | +3.5% | |
| Q2 2018 | +8.2% | +8.1% | +23.0% | |
| Q1 2018 | +17.9% | +10.6% | +28.7% | |
| Q4 2017 | -2.6% | -10.3% | -2.9% | |
| Q3 2017 | +5.1% | +5.6% | +16.1% | |
| Q2 2017 | -0.6% | -5.2% | -4.1% | |
| Q1 2017 | +4.8% | +6.6% | +12.3% | |
| Q4 2016 | +3.6% | +6.8% | +2.9% | |
| Q3 2016 | -0.5% | +1.0% | +17.1% | |
| Q2 2016 | +2.3% | -2.5% | -0.4% | |
| Q1 2016 | +2.6% | — | — | |
| Q4 2015 | -3.2% | — | — | |
| Q3 2015 | -3.8% | — | — | |
| Q2 2015 | -1.2% | — | — | |
| Q1 2015 | -2.8% | — | — | |
| Q4 2014 | -2.8% | — | — | |
| Q1 2014 | -1.7% | — | — | |
| Q3 2013 | -6.5% | — | — | |
| Q2 2013 | +2.9% | — | — | |
| Q1 2013 | +2.9% | — | — | |
| Q4 2013 | +3.1% | — | — | |
| Q3 2012 | — | — | — | |
| Q2 2012 | — | — | — | |
| Q1 2012 | — | — | — | |
| Q4 2011 | — | — | — | |
| Q3 2011 | — | — | — | |
| Q2 2011 | — | — | — | |
| Q1 2011 | — | — | — | |
| Q4 2010 | — | — | — |
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