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Luxfer Holdings (LXFR) investor relations material
Luxfer Holdings Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Q3 2025 adjusted sales reached $92.9 million, up 1.6% year-over-year, driven by strong Defense and Aerospace demand, while GAAP net sales declined 6.5% due to the Graphic Arts divestiture.
Adjusted net income increased to $8.1 million, with adjusted EPS up 11.1% to $0.30; GAAP net income fell to $2.5 million due to restructuring and disposal costs.
Portfolio sharpened by the sale of the Graphic Arts business and ongoing operational optimization, including the launch of a Powders Center of Excellence.
Free cash flow from continuing operations reached $10.3 million, supporting a reduction in net debt to $37.3 million.
Superform business classified as discontinued operations, with a $2.8 million loss on held-for-sale asset group in 2025.
Financial highlights
Adjusted EBITDA for Q3 2025 was $13.6 million, with a margin of 14.6%; year-to-date adjusted EBITDA was $38.9 million.
Adjusted EPS was $0.30, up 11.1% year-over-year; year-to-date adjusted EPS improved to $0.83.
Gross profit margin for Q3 2025 was 23.4%, up 0.8 percentage points excluding Graphic Arts.
Cash from operations was $11.8 million; free cash flow for Q3 was $10.3 million.
Net debt reduced to $37.3 million; net debt-to-adjusted EBITDA ratio improved to 0.7x.
Outlook and guidance
Full-year 2025 adjusted EPS guidance raised to $1.04–$1.08; adjusted EBITDA guidance refined to $50–$51 million.
Free cash flow guidance maintained at $20–$25 million; low single-digit sales growth expected versus 2024.
Defense and Aerospace momentum expected to continue, offsetting softness in automotive and alternative fuels.
Management remains focused on cost control, productivity, and cash generation amid macroeconomic uncertainty.
Timeline for $6M annualized savings?
How is Luxfer repurposing cylinder capacity?
What are nearer-term value creation opportunities?
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Next Luxfer Holdings earnings date
Q4 202527 Feb, 2026
Next Luxfer Holdings earnings date
Q4 202527 Feb, 2026
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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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