Luxfer Holdings Reports Decline in Q3 2025 Earnings

Luxfer Holdings PLC reported a decline in Q3 2025 earnings, with net sales falling to $92.9 million from $99.4 million year-over-year. Operating income decreased to $5.4 million, and net income dropped to $2.7 million from $12.7 million in Q3 2024. Despite challenges, the Elektron segment showed resilience with an adjusted EBITA of $8.4 million. The company aims to optimize its operational structure and enhance strategic alignment, particularly in the North American Gas Cylinders and Elektron divisions, while maintaining a cautious yet optimistic outlook for future growth.

Luxfer Holdings’ Earnings Call: Positive Outlook Amid Market Challenges

Luxfer Holdings' earnings call highlighted a positive outlook despite market challenges. The company reported an adjusted EPS of $0.30, an 11% increase year-over-year, and an adjusted EBITDA of $13.6 million. Sales grew by 1.6% to $92.9 million, driven by defense and aerospace sectors. The Elektron segment saw a 2.5% sales increase. Luxfer raised its 2025 guidance for adjusted EPS to between $1.04 and $1.08 and adjusted EBITDA to $50-51 million. While facing softness in clean energy and automotive markets, the company remains optimistic about long-term growth opportunities.

Luxfer Holdings Reports Q3 Sales of $92.9 Million and Adjusted EBITDA of $13.6 Million

Luxfer Holdings plc reported Q3 2025 sales of $92.9 million, a 1.6% increase year-over-year, with adjusted EBITDA of $13.6 million, up 0.7%. Adjusted earnings per share rose 11.1% to $0.30. Free cash flow was $10.3 million, and net debt was $37.3 million. The Elektron segment saw sales of $50.0 million, while the Gas Cylinders segment reported $42.9 million in sales. The company completed the sale of its Graphic Arts business and established a new Saxonburg Powders center, aiming for $2 million in annual savings.

Luxfer | 10-Q: FY2025 Q3 Revenue Beats Estimate at USD 92.9 M

Specialty materials maker Luxfer Q3 profit beats estimates on robust demand in defense sector

Luxfer reported Q3 adjusted net sales rose 1.6%, surpassing analyst expectations, with adjusted EPS increasing 11.1% to $0.30. The company raised its full-year 2025 guidance for adjusted EPS to $1.04-$1.08 and adjusted EBITDA to $50-$51 million, driven by strong demand in the defense and aerospace sectors. The completion of the Graphic Arts sale allows Luxfer to focus on core markets, while a new Powders Center of Excellence is expected to enhance growth and save $2 million annually. Wall Street's median 12-month price target for Luxfer is $17.00, reflecting a 21.2% upside from its recent closing price.