LXFRNYSEIndustrial Inorganic ChemicalsUS GAAP · USD

Luxfer Holdings PLC

Luxfer Holdings PLC is a global industrial materials company that designs and manufactures niche, high-performance products for demanding applications. Its portfolio spans magnesium and zirconium-based materials, as well as high-pressure gas containment solutions used in defense, emergency response, healthcare, transportation, and specialty industrial markets.

Kysy yhtiöstä
Liikevaihto385milj. USD
−1,9 %v/v
Liikevoitto (EBIT)24,0milj. USD
−20,3 %v/v
EBIT-marginaali6,2%
−1,4 %-yks.v/v
Nettotulos7,7milj. USD
−58,2 %v/v
Vapaa kassavirta26,2milj. USD
−35,8 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2020–2025

0100200300400500milj. USD2020: 82 milj. USD2020: EBIT 8,4 milj. USD20202021: 99 milj. USD2021: EBIT 5,5 milj. USD20212022: 117 milj. USD2022: EBIT 10 milj. USD20222023: 405 milj. USD2023: EBIT 4,2 milj. USD20232024: 392 milj. USD2024: EBIT 30 milj. USD20242025: 385 milj. USD2025: EBIT 24 milj. USD202538524
LiikevaihtoLiikevoitto (EBIT)
Kysy Clarifolta: Luxfer Holdings PLC

Liiketoiminta

Osuus liikevaihdosta
Elektron specialty materials51 %

Magnesium alloys, powders, and zirconium-based materials for aerospace, defense, automotive, and industrial uses.

Gas cylinders49 %

High-pressure aluminum and composite cylinders used for breathing air, transport, and gas storage.

Tuotteet

Raportoitu · osuus liikevaihdosta
46,0%27,8%26,2%FY2025100 %
  • Defense First Response and Healthcare46,0 %
  • Transportation27,8 %
  • Specialty Industrial26,2 %

Lähde: 10-K FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.

Asiakkaat

Luxfer sells to customers that need engineered materials and containment products for mission-critical performance, not commodity supply. Key buyers include defense and emergency-response agencies, aerospace and transportation OEMs, healthcare-related users, and industrial customers in catalysis, energy, and gas handling. Demand is shaped by customer design cycles, government procurement, safety requirements, and end-market activity such as emergency response and alternative fuels.

Defense and military

Buys magnesium powders, alloys, and self-heating meal components for flares, decoys, and field logistics.

First response and public safety

Buys SCBA and emergency-response cylinders for breathing air and disaster-response use.

Aerospace and transportation OEMs

Buys lightweight magnesium materials and engineered components to reduce weight and improve performance.

Industrial and chemical processing

Buys zirconium chemicals and oxides for catalysis, ceramics, glass, and process applications.

Energy and alternative fuels

Buys composite cylinders for CNG, hydrogen, and other compressed gas storage and transport uses.

Strategia

Luxfer is focused on profitable growth through technical differentiation, operational excellence, and selective capital investment. Management is emphasizing footprint optimization, automation, margin improvement, cash generation, and sustainability while navigating tariffs, raw-material volatility, and end-market uncertainty.

Footprint optimization and manufacturing excellenceLyhyt aikaväli

Lower cost, improve throughput, and support margin expansion in a cyclical industrial business.

Selective capital investmentKeskipitkä aikaväli

Supports profitable growth while preserving infrastructure and product quality.

Cash generation and working capital disciplineLyhyt aikaväli

Helps fund investment, manage leverage, and absorb volatility in demand and input costs.

Sustainability and talent developmentKeskipitkä aikaväli

Supports customer requirements, operational resilience, and long-term competitiveness.

Maantiede

Q1/2026

Luxfer operates a global manufacturing network with 13 facilities in 2025 across the United States, the United Kingdom, Canada, and China, plus a joint venture in Japan. The footprint matters because the company serves global customers while managing trade policy, tariffs, raw-material sourcing, and local regulatory requirements. Its manufacturing base also creates exposure to weather disruptions, planned shutdowns, and cross-border supply chain complexity.

USA72 %
Asia Pacific8,7 %
UK5,6 %
Kanada5,2 %
Saksa4,1 %
Intia4,1 %

Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.

Riskit

Luxfer’s results depend on a concentrated set of end markets, so weakness in defense, aerospace, SCBA, automotive, healthcare, or oil-related demand can quickly affect volumes and margins. The company also faces global operating risks from tariffs, geopolitics, raw-material and energy costs, cybersecurity, product liability, and regulatory change, all of which are amplified by its international manufacturing footprint and technical product mix.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Tariffs and trade policy changes1Raw-material, labor, and energy cost inflation2Dependence on specific end markets3Product liability and recall exposure4Geopolitical and regulatory exposure5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Tariffs and trade policy changesVaikutus: KorkeaTodennäköisyys: Korkea

    The company sources and sells across multiple countries, so trade barriers can raise costs and disrupt supply.

    Kohdistuu: Cross-border manufacturing and sourcing

  2. Raw-material, labor, and energy cost inflationVaikutus: KorkeaTodennäköisyys: Korkea

    Specialty materials manufacturing is energy- and input-intensive, and pass-through may lag.

    Kohdistuu: Gross margin

  3. Dependence on specific end marketsVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Demand in automotive, SCBA, aerospace, defense, healthcare, and oil can weaken at the same time.

    Kohdistuu: Revenue and margin volatility

  4. Product liability and recall exposureVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Gas containment and safety-critical products can create claims for injury, property damage, or recalls.

    Kohdistuu: CNG fuel containers and SCBA products

  5. Geopolitical and regulatory exposureVaikutus: KeskitasoTodennäköisyys: Korkea

    Operations in the US, UK, Canada, China, and Japan increase exposure to local rules and political risk.

    Kohdistuu: Global manufacturing footprint

  6. Cybersecurity and data protection incidentsVaikutus: Keskitaso

    IT systems and third-party providers support operations and hold sensitive information.

    KohdistuuOperationsComplianceReputation
Kysy Clarifolta: Luxfer Holdings PLC

Kirjanpito

Harkinnanvaraiset erät
Seasonality and planned shutdowns

Summer and year-end maintenance shutdowns can lower second-half activity and distort quarterly comparisons.

Vaikutus: Revenue and margin timing

Environmental indemnity provision

The Graphic Arts sale included indemnification for identified and potential environmental matters, requiring estimates of settlement cost.

Vaikutus: Other current liabilities and expense recognition

Dilapidation and lease reinstatement obligations

Former site exit costs require management to estimate property reinstatement and closure liabilities.

Vaikutus: Operating expenses and provisions

Product liability and recall contingencies

CNG container and other safety-critical products can generate claims that may not be fully insured.

Vaikutus: Potential future charges and disclosures

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Päivitetty: 24.9.2026