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Industrials - Industrial - Machinery - NYSE - US
$ 14.34
-2.12 %
$ 384 M
Market Cap
44.81
P/E
1. INTRINSIC VALUE

Luxfer Holdings PLC, together with its subsidiaries, designs, manufactures, and supplies high-performance materials, components, and high-pressure gas containment devices for defense and emergency response, healthcare, transportation, and general industrial end-market applications. It operates in two segments, Elektron and Gas Cylinders. The Elektron segment focuses on specialty materials based on magnesium and zirconium. It provides magnesium alloys for use in variety of industries; magnesium powders for use in countermeasure flares, as well as heater meals; photoengraving plates for graphic arts; and zirconium-based materials and oxides used as catalysts and in the manufacture of advanced ceramics, fiber-optic fuel cells, and other performance products.[ Read More ]

The intrinsic value of one LXFR stock under the base case scenario is HIDDEN Compared to the current market price of 14.3 USD, Luxfer Holdings PLC is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart LXFR

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FINANCIALS
405 M REVENUE
-4.35%
4.2 M OPERATING INCOME
-90.62%
-2.6 M NET INCOME
-8.13%
26.3 M OPERATING CASH FLOW
65.41%
-9.5 M INVESTING CASH FLOW
-66.67%
-27.5 M FINANCING CASH FLOW
-1275.00%
99.4 M REVENUE
-0.30%
17.4 M OPERATING INCOME
93.33%
12.6 M NET INCOME
3250.00%
13 M OPERATING CASH FLOW
46.57%
-3.7 M INVESTING CASH FLOW
-37.55%
-10.3 M FINANCING CASH FLOW
-20.26%
Balance Sheet Decomposition Luxfer Holdings PLC
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Current Assets 169 M
Cash & Short-Term Investments 2.3 M
Receivables 52.4 M
Other Current Assets 114 M
Non-Current Assets 203 M
Long-Term Investments 400 K
PP&E 79.2 M
Other Non-Current Assets 124 M
Current Liabilities 64.8 M
Accounts Payable 26.5 M
Short-Term Debt 9.3 M
Other Current Liabilities 29 M
Non-Current Liabilities 94.7 M
Long-Term Debt 82.6 M
Other Non-Current Liabilities 12.1 M
EFFICIENCY
Earnings Waterfall Luxfer Holdings PLC
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Revenue 405 M
Cost Of Revenue 328 M
Gross Profit 76.6 M
Operating Expenses 53.3 M
Operating Income 4.2 M
Other Expenses 6.8 M
Net Income -2.6 M
RATIOS
18.91% GROSS MARGIN
18.91%
1.04% OPERATING MARGIN
1.04%
-0.47% NET MARGIN
-0.47%
-0.89% ROE
-0.89%
-0.51% ROA
-0.51%
0.40% ROIC
0.40%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Luxfer Holdings PLC
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Net Income -2.6 M
Depreciation & Amortization 12.7 M
Capital Expenditures -9.4 M
Stock-Based Compensation 2.8 M
Change in Working Capital -8 M
Others -200 K
Free Cash Flow 16.9 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Luxfer Holdings PLC
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LXFR has no price targets from Wall Street.
4. DIVIDEND ANALYSIS
1.01% DIVIDEND YIELD
0.13 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Luxfer Holdings PLC
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Sold
0-3 MONTHS
75.4 K USD 2
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
10.2 K USD 1
9-12 MONTHS
Date Value Insider Amount Avg Price
1 week ago
Nov 06, 2024
Sell 5.05 K USD
LAWDAY MARK JAMES
See Remarks
- 336
15.04 USD
2 months ago
Aug 29, 2024
Sell 70.4 K USD
Wardlow Graham
See Remarks
- 6500
10.83 USD
1 year ago
Nov 17, 2023
Bought 10.2 K USD
Webster Stephen
Chief Financial Officer
+ 1200
8.46 USD
1 year ago
Nov 02, 2023
Bought 50 K USD
Butcher Andrew
Chief Executive Officer
+ 5800
8.615 USD
1 year ago
Oct 31, 2023
Bought 98.2 K USD
MULLEN PATRICK K
Director
+ 11735
8.37 USD
1 year ago
Dec 15, 2022
Bought 41.2 K USD
Hipple Richard J
Director
+ 3000
13.75 USD
2 years ago
Jul 29, 2022
Bought 99.9 K USD
MULLEN PATRICK K
director:
+ 6200
16.1181 USD
2 years ago
Feb 25, 2022
Bought 20.3 K USD
MULLEN PATRICK K
Director
+ 1250
16.2765 USD
2 years ago
Nov 29, 2021
Bought 99 K USD
Trimberger Lisa G
Director
+ 5000
19.79 USD
3 years ago
Aug 05, 2021
Sell 8.43 K USD
Chivers Mark
See Remarks
- 416
20.27 USD
3 years ago
Aug 05, 2021
Sell 2.71 K USD
Chivers Mark
See Remarks
- 134
20.2245 USD
3 years ago
Jul 30, 2021
Sell 79 K USD
LANDLESS DAVID
Director
- 4000
19.7525 USD
3 years ago
May 11, 2021
Sell 10.8 K USD
Wardlow Graham
See Remarks
- 500
21.64 USD
3 years ago
May 11, 2021
Sell 50.6 K USD
Wardlow Graham
See Remarks
- 2300
22 USD
3 years ago
May 11, 2021
Sell 10.8 K USD
Wardlow Graham
See Remarks
- 500
21.7 USD
3 years ago
May 11, 2021
Sell 32.6 K USD
Wardlow Graham
See Remarks
- 1500
21.72 USD
3 years ago
May 11, 2021
Sell 34.7 K USD
Wardlow Graham
See Remarks
- 1600
21.68 USD
3 years ago
May 12, 2021
Sell 43.4 K USD
Wardlow Graham
See Remarks
- 2000
21.69 USD
3 years ago
May 12, 2021
Sell 43.1 K USD
Wardlow Graham
See Remarks
- 2000
21.54 USD
3 years ago
May 03, 2021
Sell 74.8 K USD
LANDLESS DAVID
Director
- 3400
22.0043 USD
3 years ago
Mar 16, 2021
Sell 11.1 K USD
Gardella James
President, Luxfer Magtech
- 514
21.6 USD
3 years ago
Mar 16, 2021
Sell 2.16 K USD
Gardella James
President, Luxfer Magtech
- 100
21.61 USD
3 years ago
Mar 16, 2021
Sell 42.8 K USD
Gardella James
President, Luxfer Magtech
- 2000
21.39 USD
3 years ago
Mar 16, 2021
Sell 8.58 K USD
Gardella James
President, Luxfer Magtech
- 400
21.45 USD
3 years ago
Mar 16, 2021
Sell 8.59 K USD
Gardella James
President, Luxfer Magtech
- 400
21.47 USD
3 years ago
Mar 16, 2021
Sell 4.3 K USD
Gardella James
President, Luxfer Magtech
- 200
21.51 USD
3 years ago
Mar 16, 2021
Sell 6.41 K USD
Gardella James
President, Luxfer Magtech
- 300
21.36 USD
3 years ago
Mar 16, 2021
Sell 58.3 K USD
Gardella James
President, Luxfer Magtech
- 2736
21.3 USD
3 years ago
Mar 16, 2021
Sell 6.4 K USD
Gardella James
President, Luxfer Magtech
- 300
21.35 USD
3 years ago
Mar 16, 2021
Sell 6.41 K USD
Gardella James
President, Luxfer Magtech
- 300
21.37 USD
3 years ago
Mar 16, 2021
Sell 18.7 K USD
Gardella James
President, Luxfer Magtech
- 877
21.31 USD
3 years ago
Mar 16, 2021
Sell 1.44 K USD
Gardella James
President, Luxfer Magtech
- 67
21.5 USD
3 years ago
Mar 16, 2021
Sell 2.14 K USD
Gardella James
President, Luxfer Magtech
- 100
21.4 USD
3 years ago
Mar 16, 2021
Sell 4.27 K USD
Gardella James
President, Luxfer Magtech
- 200
21.33 USD
3 years ago
Mar 16, 2021
Sell 875 USD
Gardella James
President, Luxfer Magtech
- 41
21.34 USD
3 years ago
Mar 16, 2021
Sell 133 K USD
Gardella James
President, Luxfer Magtech
- 6200
21.42 USD
3 years ago
Mar 16, 2021
Sell 1.15 K USD
Gardella James
President, Luxfer Magtech
- 54
21.28 USD
3 years ago
Mar 16, 2021
Sell 9.78 K USD
Gardella James
President, Luxfer Magtech
- 460
21.26 USD
3 years ago
Mar 16, 2021
Sell 114 K USD
Gardella James
President, Luxfer Magtech
- 5365
21.25 USD
7. News
Luxfer Holdings PLC (LXFR) Q3 2024 Earnings Call Transcript Luxfer Holdings PLC (NYSE:LXFR ) Q3 2024 Earnings Conference Call October 30, 2024 8:30 AM ET Company Participants Kevin Grant - Vice President of Investor Relations & Business Development Andy Butcher - Chief Executive Officer Steve Webster - Chief Financial Officer Conference Call Participants Steve Ferazani – Sidoti & Company Operator Good morning, ladies and gentlemen. My name is Bo and I will be your conference operator today. seekingalpha.com - 2 weeks ago
Luxfer (LXFR) Tops Q3 Earnings and Revenue Estimates Luxfer (LXFR) came out with quarterly earnings of $0.28 per share, beating the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.04 per share a year ago. zacks.com - 2 weeks ago
Luxfer Reports Third Quarter 2024 Results With Ongoing Margin Improvement MILWAUKEE--(BUSINESS WIRE)--Luxfer Holdings PLC (NYSE: LXFR) (“Luxfer” or the “Company”), a global industrial company innovating niche applications in materials engineering, today announced financial results for the third quarter 2024, ended September 30, 2024. Conference call information Luxfer will conduct an investor teleconference at 8:30 a.m. ET on Wednesday October 30, 2024. Investors can access this conference via any of the following: Webcast: Accessible by clicking on this link Luxfer. businesswire.com - 2 weeks ago
Luxfer Q3 Preview: I Don't Expect A Blowout Quarter Analysts expect Luxfer Holdings PLC to report Q3 earnings of $0.18 adjusted and $0.15 GAAP per share on $85.8m in sales, down 12% y/y. Key focus areas include the divestment of the Graphic Arts segment and performance improvements in the Elektron and Gas Cylinder segments. I remain cautious and will monitor management's comments on market conditions and the 2025 outlook before starting a position. seekingalpha.com - 3 weeks ago
Luxfer Announces Date of Third Quarter 2024 Earnings Conference Call MILWAUKEE--(BUSINESS WIRE)--Luxfer Holdings PLC (NYSE: LXFR) (“Luxfer” or the “Company”), a global industrial company innovating niche applications in materials engineering, today announced the following details for its third quarter 2024 conference call. Date and time:   Wednesday October 30, 2024, at 8:30 a.m. Eastern Time       Luxfer participants:   Andy Butcher Steve Webster Kevin Grant Chief Executive Officer Chief Financial Officer Vice President of Investor Relations and Business Develo. businesswire.com - 1 month ago
Luxfer Declares Quarterly Dividend MILWAUKEE--(BUSINESS WIRE)--Luxfer Holdings PLC (NYSE: LXFR) (“Luxfer” or the “Company”), a global industrial company innovating niche applications in materials engineering, today announced that its Board of Directors declared a quarterly dividend of 13 cents per ordinary share. The dividend will be payable on November 6, 2024 to shareholders of record as of the close of business on October 18, 2024. About Luxfer Holdings PLC Luxfer is a global industrial company innovating niche applications i. businesswire.com - 1 month ago
Luxfer Holdings: Not In A Rush To Own It For Now Luxfer Holdings reported Q2 earnings, with net sales down 10% y/y but in line with estimates, and raised the FY24 outlook. The Gas Cylinders segment showed growth, Elektron segment struggling but showing sequential recovery. The company's intrinsic value estimated at $9.66 per share, trading above fair value, maintaining hold rating and monitoring performance. seekingalpha.com - 3 months ago
Luxfer (LXFR) Q2 Earnings Match Estimates Luxfer (LXFR) came out with quarterly earnings of $0.24 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.27 per share a year ago. zacks.com - 3 months ago
Luxfer Announces Date of Second Quarter 2024 Earnings Conference Call MILWAUKEE--(BUSINESS WIRE)--Luxfer Holdings PLC (NYSE: LXFR) (“Luxfer” or the “Company”), a global industrial company innovating niche applications in materials engineering, today announced the following details for its second quarter 2024 conference call. Date and time: Wednesday, July 31, 2024, at 8:30 a.m. Eastern Time           Luxfer participants: Andy Butcher Chief Executive Officer Steve Webster Chief Financial Officer     Kevin Grant   Vice President of Investor Relations and Business D. businesswire.com - 4 months ago
5 Stocks to Buy on a Steady Rebound in Manufacturing Activity Industrial stocks such as Allegion plc (ALLE), AptarGroup, Inc. (ATR) EnerSys (ENS), Helios Technologies, Inc. (HLIO) and Luxfer Holdings PLC (LXFR) are likely to benefit from the steady growth in manufacturing activity. zacks.com - 4 months ago
Luxfer (LXFR) Upgraded to Strong Buy: What Does It Mean for the Stock? Luxfer (LXFR) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy). zacks.com - 4 months ago
4 Stocks to Buy on Solid Rebound in Industrial Production Stocks like Applied Industrial Technologies, Inc. (AIT), Clear Secure, Inc. (YOU), Luxfer Holdings PLC (LXFR) and AZZ Inc. (AZZ) are likely to benefit from the jump in industrial production. zacks.com - 4 months ago
8. Profile Summary

Luxfer Holdings PLC LXFR

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COUNTRY US
INDUSTRY Industrial - Machinery
MARKET CAP $ 384 M
Dividend Yield 1.01%
Description Luxfer Holdings PLC, together with its subsidiaries, designs, manufactures, and supplies high-performance materials, components, and high-pressure gas containment devices for defense and emergency response, healthcare, transportation, and general industrial end-market applications. It operates in two segments, Elektron and Gas Cylinders. The Elektron segment focuses on specialty materials based on magnesium and zirconium. It provides magnesium alloys for use in variety of industries; magnesium powders for use in countermeasure flares, as well as heater meals; photoengraving plates for graphic arts; and zirconium-based materials and oxides used as catalysts and in the manufacture of advanced ceramics, fiber-optic fuel cells, and other performance products. The Gas Cylinders segment manufactures and markets specialized products using carbon composites and aluminum, including pressurized cylinders for use in various applications comprising self-contained breathing apparatus (SCBA) for firefighters, containment of oxygen, and other medical gases for healthcare, alternative fuel vehicles, and general industrial. Luxfer Holdings PLC has operations in the United States, the United Kingdom, Germany, Italy, France, rest of Europe, the Asia Pacific, and internationally. The company was founded in 1898 and is based in Manchester, the United Kingdom.
Contact 8989 North Port Washington Road, Milwaukee, WI, 53217 https://www.luxfer.com
IPO Date Oct. 3, 2012
Employees 1300
Officers Mr. Andrew William John Butcher Chief Executive Officer & Executive Director Mr. Stephen M. D. Webster Chief Financial Officer Mr. Graham D. Wardlow Managing Director of Luxfer MEL Technologies Mr. Howard Ioan Mead Vice President & GM of Luxfer Gas Cylinders - Composite Mr. Kevin Cornelius Grant Vice President of Investor Relations & Business Development Cassandra Stanford Communications Specialist Mr. Mark James Lawday Vice President & GM of Luxfer Gas Cylinders - Europe