<p>Luxfer Holdings 最近的财报电话会议传达了积极的情绪，强调了强劲的财务表现和战略举措，这些因素导致了业绩指引的上调。尽管在清洁能源和汽车等特定市场面临挑战，但这些挑战在很大程度上被国防和航空航天领域的增长所抵消。公司对节约成本和提高运营效率的关注进一步增强了积极的前景。</p>
<h2>强劲的财务表现</h2>
<p>Luxfer Holdings 报告的调整后每股收益（EPS）为 0.30 美元，比去年增长了 11%。调整后的 EBITDA 达到 1360 万美元，利润率为 14.6%，展示了公司强大的财务基础。</p>
<h2>销售增长</h2>
<p>公司经历了 1.6% 的同比销售增长，总额为 9290 万美元。这一增长主要受到国防和航空航天领域强劲需求的推动，突显了公司在这些高表现领域的战略重点。</p>
<h2>Elektron 部门的成功</h2>
<p>Luxfer Holdings 的 Elektron 部门报告销售增长 2.5%，达到 5000 万美元。该部门的调整后 EBITDA 为 990 万美元，利润率为 19.8%，比去年提高了 160 个基点。</p>
<h2>运营效率举措</h2>
<p>Luxfer Holdings 正在实施计划中的卓越中心，预计通过自动化和优化布局实现每年高达 600 万美元的节省。这些举措是公司提高运营效率战略的一部分。</p>
<h2>上调 2025 年业绩指引</h2>
<p>公司已上调全年业绩指引，预计调整后每股收益在 1.04 到 1.08 美元之间。调整后的 EBITDA 预测已修订为 5000 万到 5100 万美元，反映出对持续增长的信心。</p>
<h2>清洁能源和汽车市场疲软</h2>
<p>Luxfer Holdings 在清洁能源和汽车市场面临需求疲软，导致销量组合下降约 80 万美元。然而，公司对长期增长机会仍持乐观态度。</p>
<h2>航天发货量下降</h2>
<h2>前瞻性指引</h2>
<p>在财报电话会议中，Luxfer Holdings 提供了更新的指引，强调了关键指标，如调整后每股收益为 0.30 美元，调整后 EBITDA 为 1360 万美元。公司报告本季度销售额为 9290 万美元，同比增长 1.6%，主要得益于国防和航空航天的强劲表现。Luxfer 还从运营中产生了 1180 万美元的现金，净债务减少至 3730 万美元，杠杆比率为 0.7 倍。截至目前，销售额增长 5.3% 至 2.805 亿美元，调整后每股收益提高 18.6% 至 0.83 美元。公司上调了全年业绩指引，预计调整后每股收益在 1.04 到 1.08 美元之间，并将调整后的 EBITDA 预测修订为 5000 万到 5100 万美元。Luxfer 维持其自由现金流指引为 2000 万到 2500 万美元，尽管汽车和替代燃料市场略显疲软，但仍预计国防和航空航天领域将持续保持势头。</p>
<p>总之，Luxfer Holdings 的财报电话会议描绘了公司财务健康和战略方向的积极图景。国防和航空航天领域的强劲表现，加上运营效率，使公司在未来增长中处于良好位置。尽管在某些市场面临挑战，Luxfer 的主动措施和修订后的指引反映出对未来几个季度的信心。</p>

Luxfer控股

<p>Luxfer Holdings 的财报电话会议强调了尽管面临市场挑战，但前景依然积极。公司报告的调整后每股收益为 0.30 美元，同比增长 11%；调整后息税折旧摊销前利润为 1360 万美元。销售额增长了 1.6%，达到 9290 万美元，主要受国防和航空航天部门的推动。Elektron 部门的销售增长了 2.5%。Luxfer 将 2025 年的调整后每股收益指引上调至 1.04 至 1.08 美元之间，调整后息税折旧摊销前利润指引为 5000 万至 5100 万美元。尽管在清洁能源和汽车市场面临疲软，公司对长期增长机会仍持乐观态度</p>

<p>Luxfer Holdings’ recent earnings call conveyed a positive sentiment, underscored by robust financial performance and strategic initiatives that have led to an upward revision in guidance. Despite encountering challenges in specific markets like clean energy and automotive, these were largely counterbalanced by gains in the defense and aerospace sectors. The company’s focus on cost-saving measures and operational efficiencies further bolsters a positive outlook.</p>
<div class="lb-trans"><p>Luxfer Holdings 最近的财报电话会议传达了积极的情绪，强调了强劲的财务表现和战略举措，这些因素导致了业绩指引的上调。尽管在清洁能源和汽车等特定市场面临挑战，但这些挑战在很大程度上被国防和航空航天领域的增长所抵消。公司对节约成本和提高运营效率的关注进一步增强了积极的前景。</p>
</div><h2>Strong Financial Performance</h2>
<div class="lb-trans"><h2>强劲的财务表现</h2>
</div><p>Luxfer Holdings reported an adjusted earnings per share (EPS) of $0.30, marking an 11% increase from the previous year. The adjusted EBITDA reached $13.6 million, with a margin of 14.6%, showcasing the company’s strong financial footing.</p>
<div class="lb-trans"><p>Luxfer Holdings 报告的调整后每股收益（EPS）为 0.30 美元，比去年增长了 11%。调整后的 EBITDA 达到 1360 万美元，利润率为 14.6%，展示了公司强大的财务基础。</p>
</div><h2>Sales Growth</h2>
<div class="lb-trans"><h2>销售增长</h2>
</div><p>The company experienced a 1.6% year-over-year increase in sales, totaling $92.9 million. This growth was primarily driven by robust demand in the defense and aerospace sectors, highlighting the company’s strategic focus on these high-performing areas.</p>
<div class="lb-trans"><p>公司经历了 1.6% 的同比销售增长，总额为 9290 万美元。这一增长主要受到国防和航空航天领域强劲需求的推动，突显了公司在这些高表现领域的战略重点。</p>
</div><h2>Elektron Segment Success</h2>
<div class="lb-trans"><h2>Elektron 部门的成功</h2>
</div><p>The Elektron segment of Luxfer Holdings reported a 2.5% increase in sales, reaching $50 million. The segment’s adjusted EBITDA was $9.9 million, with a margin of 19.8%, an improvement of 160 basis points compared to the previous year.</p>
<div class="lb-trans"><p>Luxfer Holdings 的 Elektron 部门报告销售增长 2.5%，达到 5000 万美元。该部门的调整后 EBITDA 为 990 万美元，利润率为 19.8%，比去年提高了 160 个基点。</p>
</div><h2>Operational Efficiency Initiatives</h2>
<div class="lb-trans"><h2>运营效率举措</h2>
</div><p>Luxfer Holdings is implementing Planned Centers of Excellence, which are expected to deliver up to $6 million in annualized savings through automation and footprint optimization. These initiatives are part of the company’s strategy to enhance operational efficiency.</p>
<div class="lb-trans"><p>Luxfer Holdings 正在实施计划中的卓越中心，预计通过自动化和优化布局实现每年高达 600 万美元的节省。这些举措是公司提高运营效率战略的一部分。</p>
</div><h2>Raised 2025 Guidance</h2>
<div class="lb-trans"><h2>上调 2025 年业绩指引</h2>
</div><p>The company has raised its full-year guidance, projecting adjusted EPS between $1.04 and $1.08. The adjusted EBITDA forecast has been refined to a range of $50 million to $51 million, reflecting confidence in continued growth.</p>
<div class="lb-trans"><p>公司已上调全年业绩指引，预计调整后每股收益在 1.04 到 1.08 美元之间。调整后的 EBITDA 预测已修订为 5000 万到 5100 万美元，反映出对持续增长的信心。</p>
</div><h2>Market Softness in Clean Energy and Automotive</h2>
<div class="lb-trans"><h2>清洁能源和汽车市场疲软</h2>
</div><p>Luxfer Holdings faced softer demand in the clean energy and automotive markets, leading to a volume mix decline of approximately $0.8 million. However, the company remains optimistic about long-term growth opportunities.</p>
<div class="lb-trans"><p>Luxfer Holdings 在清洁能源和汽车市场面临需求疲软，导致销量组合下降约 80 万美元。然而，公司对长期增长机会仍持乐观态度。</p>
</div><h2>Lower Space Shipments</h2>
<div class="lb-trans"><h2>航天发货量下降</h2>
</div><p>The quarter saw lower space shipments due to expected off-cycle timing. Despite this, Luxfer Holdings remains confident in the long-term growth potential of this sector.</p>
<div class="lb-trans"><h2>前瞻性指引</h2>
</div><h2>Forward-Looking Guidance</h2>
<p>During the earnings call, Luxfer Holdings provided updated guidance, highlighting key metrics such as an adjusted EPS of $0.30 and an adjusted EBITDA of $13.6 million. The company reported sales of $92.9 million for the quarter, a 1.6% year-over-year increase driven by strong performance in defense and aerospace. Luxfer also generated $11.8 million in cash from operations, reducing net debt to $37.3 million and achieving a leverage ratio of 0.7x. For the year-to-date, sales rose by 5.3% to $280.5 million, with adjusted EPS improving by 18.6% to $0.83. The company raised its full-year guidance, projecting adjusted EPS between $1.04 and $1.08 and refining its adjusted EBITDA forecast to $50 million to $51 million. Luxfer maintained its free cash flow guidance of $20 million to $25 million, anticipating continued momentum in defense and aerospace despite some softness in automotive and alternative fuels markets.</p>
<div class="lb-trans"><p>在财报电话会议中，Luxfer Holdings 提供了更新的指引，强调了关键指标，如调整后每股收益为 0.30 美元，调整后 EBITDA 为 1360 万美元。公司报告本季度销售额为 9290 万美元，同比增长 1.6%，主要得益于国防和航空航天的强劲表现。Luxfer 还从运营中产生了 1180 万美元的现金，净债务减少至 3730 万美元，杠杆比率为 0.7 倍。截至目前，销售额增长 5.3% 至 2.805 亿美元，调整后每股收益提高 18.6% 至 0.83 美元。公司上调了全年业绩指引，预计调整后每股收益在 1.04 到 1.08 美元之间，并将调整后的 EBITDA 预测修订为 5000 万到 5100 万美元。Luxfer 维持其自由现金流指引为 2000 万到 2500 万美元，尽管汽车和替代燃料市场略显疲软，但仍预计国防和航空航天领域将持续保持势头。</p>
</div><p>In summary, Luxfer Holdings’ earnings call painted a positive picture of the company’s financial health and strategic direction. The strong performance in defense and aerospace, coupled with operational efficiencies, positions the company well for future growth. Despite challenges in certain markets, Luxfer’s proactive measures and revised guidance reflect a confident outlook for the coming quarters.</p>
<div class="lb-trans"><p>总之，Luxfer Holdings 的财报电话会议描绘了公司财务健康和战略方向的积极图景。国防和航空航天领域的强劲表现，加上运营效率，使公司在未来增长中处于良好位置。尽管在某些市场面临挑战，Luxfer 的主动措施和修订后的指引反映出对未来几个季度的信心。</p>
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Luxfer 控股的财报电话会议：尽管面临市场挑战，展现出积极的前景