LUXFER HOLDINGS (LXFR) Company Report

Luxfer reported Q3 2025 adjusted earnings per share of $0.30, an 11% increase year-over-year, on sales of $92.9 million, up 1.6%. Adjusted EBITDA for the quarter was $13.6 million, with a 14.6% margin.
The company raised its full-year 2025 adjusted EPS guidance to a range of $1.40-$1.80 (up from $0.97-$1.50) and refined adjusted EBITDA to $50 million-$51 million. Free cash flow guidance was maintained at $20 million-$25 million.
Performance was primarily driven by strong execution in the Electron segment, which achieved sales of $50 million and a 19.8% adjusted EBITDA margin, largely due to sustained demand in Defense and Aerospace.
Luxfer is advancing footprint optimization initiatives, including the Pomona to Riverside composite cylinder relocation, expected to deliver up to $4 million in annualized savings, and a new powders center of excellence in Saxenburg, Pennsylvania, projected to provide approximately $2 million in additional annualized savings. The sale of the graphic arts business was completed at the beginning of the quarter.

Oct 29, 2025, 12:30 PM

Transcript

Luxfer Announces Q3 2025 Financial Results and Raised Full-Year Guidance

LXFR

Earnings

Guidance Update

Demand Weakening

Luxfer reported Q3 2025 Adjusted Sales of $92.9 million, a 1.6% increase year-over-year, with Adjusted EBITDA of $13.6 million and Adjusted EPS of $0.30, an 11.1% increase.
The company generated $10.3 million in Free Cash Flow for Q3 2025 and reduced Net Debt to $37.3 million.
Luxfer raised its full-year 2025 guidance, now expecting Adjusted EPS between $1.04 and $1.08, Adjusted EBITDA between $50 million and $51 million, and Free Cash Flow between $20 million and $25 million.
Performance was driven by strong execution and portfolio focus, particularly in Defense and Aerospace programs, which offset softer demand in automotive and clean energy markets.

Oct 29, 2025, 12:30 PM

Presentation

Luxfer Reports Strong Q3 2025 Results and Raises Full-Year Guidance

LXFR

Earnings

Guidance Update

New Projects/Investments

Luxfer reported Q3 2025 sales of $92.9 million, a 1.6% increase year-over-year, with adjusted EBITDA of $13.6 million (14.6% margin) and adjusted EPS of $0.30, an 11% increase year-over-year.
The company raised its full-year 2025 adjusted EPS guidance to a range of $1.40 to $1.80 and refined adjusted EBITDA guidance to $50 million to $51 million.
The Electron segment showed strong performance with $50 million in sales and a 19.8% adjusted EBITDA margin, primarily driven by demand in defense and aerospace.
Luxfer completed the sale of its graphic arts business and is advancing its Centers of Excellence program, including a new powders center in Saxenburg, Pennsylvania, expected to deliver approximately $2 million in annualized savings, in addition to the Pomona to Riverside relocation projected to save $4 million annually.
The company generated approximately $10 million in free cash flow during the quarter, reducing net debt to $37.3 million and achieving a leverage of 0.7 times.

Oct 29, 2025, 12:30 PM

Transcript

Luxfer Reports Strong Q3 2025 Results and Raises Full-Year Guidance

LXFR

Earnings

Guidance Update

New Projects/Investments

Luxfer reported Q3 2025 sales of $92.9 million, an increase of 1.6% year-over-year, with adjusted EPS of $0.30 (up 11% year-over-year) and adjusted EBITDA of $13.6 million at a 14.6% margin.
The company raised its full-year 2025 adjusted EPS guidance to a range of $1.40 to $1.80 (up from $0.97 to $1.50) and refined its adjusted EBITDA guidance to $50 to $51 million.
Performance was primarily driven by the Electron segment, which achieved $50 million in sales and a 19.8% adjusted EBITDA margin, fueled by strong demand in defense and aerospace.
Luxfer generated approximately $10 million in free cash flow during the quarter, reducing net debt to $37.3 million and leverage to 0.7 times.
Strategic initiatives include the completed sale of the Graphic Arts business and new Centers of Excellence projects, such as the powders center in Saxenburg, Pennsylvania, expected to deliver approximately $2 million in annualized savings, in addition to the $4 million from the Pomona to Riverside relocation.

Oct 29, 2025, 12:30 PM

Transcript

Luxfer Holdings Reports Mixed Q3 2025 Results and Raises Full-Year Guidance

LXFR

Earnings

Guidance Update

Demand Weakening

Luxfer Holdings reported mixed third-quarter 2025 results, with net sales of $92.9 million (a 6.5% year-over-year decline) and adjusted EPS rising 11% to $0.30, exceeding analyst expectations.
The company raised its full-year adjusted EPS guidance to $1.04–$1.08 and adjusted EBITDA guidance to $50–$51 million, attributing the positive outlook to strong demand in defense and aerospace sectors.
Despite the positive guidance, Luxfer's operating margin for Q3 2025 dropped significantly to 5.8% from 10.4% in the prior year, though free cash flow margin improved to 11.1%.

Oct 28, 2025, 11:44 PM

Morningstar

Luxfer Holdings PLC Reports Q3 2025 Results and Raises Full-Year Guidance

LXFR

Earnings

Guidance Update

New Projects/Investments

Luxfer Holdings PLC reported Q3 2025 Net Sales of $92.9 million, a 6.5% decline from the prior year, though Adjusted Net Sales increased 1.6%.
For Q3 2025, Adjusted Diluted EPS rose 11.1% to $0.30, and Adjusted EBITDA increased 0.7% to $13.6 million.
The company generated $10.3 million in free cash flow and reduced its net debt to $37.3 million in Q3 2025.
Strategic actions included the completion of the Graphic Arts business sale and the announcement of a Powders Center of Excellence, anticipated to yield approximately $2 million in annual savings.
Luxfer raised its full-year 2025 guidance, projecting Adjusted EPS between $1.04 and $1.08 and Adjusted EBITDA between $50 million and $51 million.

Oct 28, 2025, 8:35 PM

8-K

Luxfer Holdings Reports Third Quarter 2025 Results and Raises Full-Year Guidance

LXFR

Earnings

Guidance Update

New Projects/Investments

Luxfer Holdings reported Net Sales of $92.9 million for the third quarter of 2025, a 6.5% decline from the prior year, while Adjusted Net Sales increased 1.6%.
The company's Net Income for Q3 2025 was $2.5 million, or $0.09 per diluted share, with Adjusted Diluted EPS increasing 11.1% to $0.30.
Luxfer generated $10.3 million in free cash flow and reduced its net debt to $37.3 million.
The company raised its full-year 2025 guidance, projecting Adjusted EPS between $1.04 and $1.08 and Adjusted EBITDA between $50 million and $51 million.