Luxfer
Supplies magnesium and zirconium alloys plus composite gas cylinders for defense and healthcare markets.
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Profile
Two franchises drive the business: magnesium and zirconium specialty materials sold under the Elektron name, and composite and aluminum high-pressure gas cylinders for defense, first-response, healthcare, transportation, and industrial customers, manufactured across plants in the United States, United Kingdom, Canada, and China.
Two specialty-materials franchises anchor the business: Elektron, which supplies magnesium and zirconium alloys, powders, and oxides, and Gas Cylinders, which manufactures composite and aluminum high-pressure containment products.
Elektron's magnesium alloys go into aerospace, defense, and automotive lightweighting programs, while its powders supply aircraft countermeasure flares and military ration heaters, and its zirconium oxides serve automotive catalytic converters and industrial catalysis. Gas Cylinders makes carbon-composite SCBA cylinders for firefighters, medical-gas cylinders for hospitals, aviation safety cylinders, and CNG and hydrogen cylinders for alternative-fuel vehicles.
Manufacturing spans plants in the United States, United Kingdom, Canada, and China, with a joint venture in Japan. SCBA cylinder sales run through a small set of OEM customers, magnesium-powder demand tracks Department of Defense procurement cycles, and alternative-fuel cylinder volumes move with the cyclicality of CNG and hydrogen vehicle adoption.
Company facts
Categories
Key statistics
Year to date +26.3% · Average volume (30d) 415.6K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 28, 2026Q2 FY26 | $0.28 | $0.29 | +3.6% | $90.3M | $95.7M | +6.0% | 0.00% |
| Apr 28, 2026Q1 FY26 | $0.20 | $0.27 | +35.0% | $84.5M | $83.9M | −0.7% | +7.15% |
| Feb 24, 2026Q4 FY25 | $0.24 | $0.28 | +16.7% | $92.8M | $90.7M | −2.3% | −16.71% |
| Oct 28, 2025Q3 FY25 | $0.25 | $0.30 | +20.0% | $92.7M | $92.9M | +0.2% | −2.64% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $97.0M | $104.0M | $92.9M | $90.7M | $83.9M | $95.7M | |
| Gross profit | $21.4M | $24.0M | $21.7M | $22.1M | $21.9M | $24.5M | |
| Operating income | $7.7M | $9.8M | $10.0M | $8.3M | $9.1M | $7.8M | |
| Net income | $5.5M | $2.6M | $2.7M | −$3.1M | $3.6M | $4.8M | |
| Diluted EPS | $0.20 | $0.10 | $0.10 | −$0.12 | $0.13 | $0.18 | |
| Gross margin | 22.1% | 23.1% | 23.4% | 24.4% | 26.1% | 25.6% | |
| Operating margin | 7.9% | 9.4% | 10.8% | 9.2% | 10.8% | 8.2% |
Fiscal years (4-quarter sums)FY21 $374.1M · FY22 $423.4M · FY23 $405.0M · FY24 $391.9M · FY25 $384.6M
Revenue by product · Q4 FY25
Revenue by geography · Q4 FY25
Balance sheet, Jun 28, 2026Cash & short-term investments $11.5M · Total debt $58.3M · Total assets $389.0M · Shareholders' equity $222.7M
Dividends
Raised for 12 straight years — most recently to $0.13 from $0.125 in Apr 2022. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 17, 2026 | Jul 17 | Aug 5 | $0.13 | |
| Apr 17, 2026 | Apr 17 | May 6 | $0.13 | |
| Jan 23, 2026 | Jan 23 | Feb 4 | $0.13 | |
| Oct 17, 2025 | Oct 17 | Nov 5 | $0.13 | |
| Jul 18, 2025 | Jul 18 | Aug 6 | $0.13 | |
| Apr 17, 2025 | Apr 18 | May 7 | $0.13 | |
| Jan 27, 2025 | Jan 27 | Feb 5 | $0.13 | |
| Oct 18, 2024 | Oct 18 | Nov 6 | $0.13 |
Ownership
Shares outstanding 26.76M · Float 26.19M · 97.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| FMR LLC | 2.66M | 9.96% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 2.16M | 8.09% | 13F | Aug 7, 2026 |
| Royce & Associates LP | 1.94M | 7.25% | 13F | Aug 14, 2026 |
| Managed Account Advisors, LLC | 1.78M | 6.70% | 13G | Apr 4, 2025 |
| Bank of America Corp /DE/ | 1.56M | 5.82% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 11, 2026 | Patrick K. Mullen | director | −5,323 | $15.05 |
| Jun 11, 2026 | Clive Snowdon | director | −4,015 | $15.05 |
| Jun 11, 2026 | Sylvia Ann Stein | director | −4,010 | $15.05 |
| Jun 11, 2026 | Lisa G. Trimberger | director | −4,010 | $15.05 |
| Jun 11, 2026 | Richard J. Hipple | director | −4,010 | $15.05 |
Peers
- Worthington Enterprises
Head-to-head in propane, industrial, and refrigerant pressure cylinders.
- MSA
Adjacent competitor at the SCBA-system integration level.
- Materion
Niche materials-science peer in aerospace-defense specialty alloys.
- ATI
Scale titanium and superalloy producer overlapping in aerospace-defense spend.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Luxfer | $17.17 | −0.03% | $459.5M | 59.3 | 13.2 | 1.3 | −8.0% |
| Worthington Enterprises | $57.32 | +0.02% | $2.80B | 18.0 | 15.4 | 2.0 | +16.9% |
| MSA | $190.34 | −0.04% | $7.35B | 23.7 | 19.8 | 3.8 | +6.2% |
| Materion | $237.74 | +0.16% | $4.95B | 55.4 | 30.1 | 2.4 | +42.2% |
| ATI | $211.00 | +0.11% | $28.76B | 61.8 | 38.8 | 6.1 | +10.6% |
| Median | 39.5 | 24.9 | 3.1 | +13.7% |