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Investor Relations14 Oct 2025
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Luxfer Holdings (LXFR) investor relations material
Luxfer Holdings Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary30 Jul, 2025
Executive summary
Adjusted EPS rose 25% year over year to $0.30, with adjusted EBITDA up 14.8% to $14M, driven by strong defense and aerospace demand, cost control, and improved product mix.
Net sales for Q2 2025 reached $104.0M (GAAP) and $97.1M (adjusted), up 4.3% and 5.8% year over year, respectively.
Divestiture of the Graphic Arts business completed in July 2025, sharpening focus on high-margin core markets.
Initiated relocation of composite cylinder production from Pomona to Riverside, expected to generate up to $4M in annual savings.
Strong demand in defense, aerospace, and space exploration offset softness in clean energy and alternative fuels.
Financial highlights
Q2 2025 sales reached $97.1M (adjusted), up 5.8% year over year; GAAP net income was $5.0M, with adjusted net income at $8.1M.
Adjusted EBITDA for Q2 2025 was $14.0M; margin improved to 14.4% from 12.5% in Q1.
Cash from operations was $1.2M; net debt ended at $48.2M with leverage at 0.9x.
Gross profit increased 9.1% to $24.0M; adjusted gross margin improved 160bps to 23.9%.
Pricing actions contributed $2.2M to sales; FX was a $2M tailwind.
Outlook and guidance
Full-year 2025 guidance: adjusted EPS $0.97–$1.05, adjusted EBITDA $49M–$52M, free cash flow $20M–$25M, sales revenue up low single digits.
Defense and aerospace demand expected to remain strong; operational efficiencies and site optimization to support margins.
Guidance reflects modeled softness in automotive and normal seasonality.
Proceeds from Graphic Arts sale to fund Gas Cylinders investment and Riverside relocation.
Interest expense ~$3.5M, capex $12M–$15M, tax rate ~23%, net debt/EBITDA ~0.7x.
What drove Gas Cylinders' bounce back?
Assess tariffs' impact on the business.
How will cash be used in '26, '27?
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Next Luxfer Holdings earnings date
Q3 202529 Oct, 2025
Next Luxfer Holdings earnings date
Q3 202529 Oct, 2025
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Frequently asked questions
Luxfer Holdings PLC (LXFR) is a global materials technology company that specializes in designing, manufacturing, and supplying high-performance materials, components, and high-pressure gas containment devices. It caters to a wide range of industries, including defense and emergency response, healthcare, transportation, and general industrial applications. The company operates through two primary segments: Elektron and Gas Cylinders. The Elektron segment focuses on specialty materials based primarily on magnesium and zirconium, offering magnesium alloys for various industries, magnesium powders for countermeasure flares and heater meals, photoengraving plates for graphic arts, and zirconium-based materials for catalysts and advanced ceramics, among others. The Gas Cylinders segment produces specialized products using carbon composites and aluminum alloys for applications such as self-contained breathing apparatus for firefighters, medical gas containment, alternative fuel vehicles, and general industrial uses. The company is headquartered in Milwaukee, Wisconsin, and its shares are listed on the New York Stock Exchange.
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