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LUXFER HOLDINGS PLC

luxfer.com

Luxfer Holdings PLC (NYSE: LXFR) is a specialty materials and gas cylinders company that engineers and manufactures advanced materials and high-pressure gas containment products. Revenue is transactional, generated through direct sales of manufactured components and materials to industrial, defense, aerospace, and medical customers. As of July 2, 2025, Luxfer operates through two segments after completing the sale of its Graphic Arts business to Vulcan Metals Specialty Products, Inc.: Elektron and Gas Cylinders. The Elektron segment, which represented approximately 51% of consolidated net sales from continuing operations in FY2025, produces magnesium alloys, magnesium powders for defense countermeasure flares and self-heating military meals, and zirconium-based chemicals. The ten largest Elektron customers accounted for approximately 50% of segment sales in FY2025, with no single customer exceeding 10% of segment revenue. Luxfer is incorporated outside the United States and files with the SEC under Exchange Act reporting obligations.

Products & Services

Elektron segment: magnesium alloys and engineered magnesium products for lightweighting and thermal performance; magnesium powders for aircraft countermeasure flares, infrared decoys, and self-heating military meals; zirconium-based chemicals and oxides. Gas Cylinders segment: high-pressure gas cylinders (specific products not detailed in provided excerpts). Graphic Arts segment divested July 2, 2025.

Revenue Model

Transactional product sales of manufactured specialty materials and high-pressure gas cylinders to industrial, defense, aerospace, and medical end markets. No subscription or royalty model disclosed in the filing excerpts.

Customers & Markets

Defense, aerospace, transportation, energy, and industrial markets served by the Elektron segment. Military and emergency-relief agencies are customers for magnesium powder-based heating elements and countermeasure flares. Top 10 Elektron customers represented approximately 50% of segment sales in FY2025; no single Elektron customer exceeded 10% of segment revenue.

Geographic Exposure

Incorporated outside the United States; files with the SEC. Specific country-level revenue breakdown not supported by provided filing excerpts.

Financial Snapshot

Revenue
TTM
$363.2M
Gross Margin
TTM
24.86%
Net Income
TTM
$8.000M
Current Assets
2026 Q2
Current Liabilities
2026 Q2
Current Ratio
2026 Q2
233.42%
Total Assets
2026 Q2
Total Liabilities
2026 Q2
Book Value
2026 Q2
$222.7M
Cash
2026 Q2
P/E
TTM
58.07
Free Cash Flow
TTM
$16.60M

Stock Price

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Market Cap: $464.55 Million

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