LUXFER HOLDINGS PLC(LXFR)Stock Analysis
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This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
LXFR Stock Analysis & AI Quality Score
AI stock analysis and institutional research for LUXFER HOLDINGS PLC (LXFR), a Materials sector company. LXFR is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2026), LUXFER HOLDINGS PLC reports quarterly revenue of $83.9M, net income of $3.6M, an operating margin of 7.4%. Top institutional holders of LXFR by reported 13-F value include FMR, BlackRock,, ROYCE & ASSOCIATES, based on the most recent SEC filings. LXFR trades on the NYSE exchange and files with the SEC under CIK 1096056. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LXFR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for LUXFER HOLDINGS PLC directly from SEC EDGAR.
Revenue
Q1 2026
$83.9M
Net Income
Q1 2026
$3.6M
Free Cash Flow
Q1 2026
$-6.1M
Operating Margin
Q1 2026
7.4%
ROIC
Q1 2026
2.2%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+2.8% YoYNet Income
-74.2% YoYOperating Income
-33.7% YoYEPS (Diluted)
-73.8% YoYTotal Assets
+0.2% YoYTotal Debt
+50.0% YoYOp. Cash Flow
+30.3% YoY| Metric | FY 2025 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 |
|---|---|---|---|---|---|---|
| Revenue | $384.6M +2.8% | $374.1M +15.2% | $324.8M -13.0% | $373.4M -7.1% | $401.9M -8.9% | $441.3M |
| Net Income | $7.7M -74.2% | $29.9M +49.5% | $20.0M +545.2% | $3.1M -87.6% | $25.0M +50.6% | $16.6M |
| Operating Income | $24.0M -33.7% | $36.2M +27.0% | $28.5M +52.4% | $18.7M -44.3% | $33.6M +53.4% | $21.9M |
| EPS (Diluted) | $0.28 -73.8% | $1.07 +48.6% | $0.72 +554.5% | $0.11 -87.8% | $0.90 +45.2% | $0.62 |
| Total Assets | $369.7M +0.2% | $368.8M +6.5% | $346.4M -11.2% | $390.3M -4.5% | $408.8M +1.5% | $402.6M |
| Total Debt | $89.4M +50.0% | $59.6M +11.6% | $53.4M -41.6% | $91.4M +8.7% | $84.1M -44.7% | $152.2M |
| Operating Cash Flow | $34.0M +30.3% | $26.1M -47.4% | $49.6M +755.2% | $5.8M -90.8% | $63.2M +62.9% | $38.8M |
AI Insight: LXFR Financial Trends
Revenue declined 16% from Q2 2024 to Q1 2026 while operating cash flow turned negative for the first time.
• Revenue fell from $100M in Q2 2024 to $84M in Q1 2026, showing consistent deterioration.
• Operating cash flow swung from $9M in Q2 2024 to negative $4M in Q1 2026.
• Total debt increased from $0M in Q2 2024 to $108M in Q1 2026.
⚠ Operating margins compressed as operating income stayed flat while revenue declined significantly.
⚠ Debt-to-equity ratio rose substantially from zero to 48% over the period.
AI Insight: LXFR Ratio Trends
LUXFER's profitability remains highly volatile with operating margin swinging from 17.5% in Q3 2024 to 3.6% in Q4 2025.
• Operating margin fluctuated wildly from 3.8% in Q2 2024 to 17.5% in Q3 2024, then declined to 3.6% in Q4 2025.
• ROIC dropped from 30.4% in Q3 2024 to 4.2% in Q4 2025, showing deteriorating capital efficiency.
• Company swung to negative ROE of -5.5% in Q4 2025 from positive 4.7% in Q3 2025.
⚠ Debt-to-equity ratio increased from 0.11 in Q3 2025 to 0.48 in Q1 2026, indicating rising leverage.
⚠ Extreme quarterly volatility in all profitability metrics suggests unstable underlying business performance.
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Available Research
13F Pro tracks comprehensive data for LUXFER HOLDINGS PLC including:
Top Institutional Holders of LXFR
FMR LLC
$32.4M2,664,036 shBlackRock, Inc.
$24.2M1,984,572 shROYCE & ASSOCIATES LP
$22.1M1,812,123 shBANK OF AMERICA CORP /DE/
$20.2M1,659,201 shArtisan Partners Limited Partnership
$18.3M1,504,665 shAMERICAN CENTURY COMPANIES INC
$15.1M1,242,607 shVANGUARD CAPITAL MANAGEMENT LLC
$14.3M1,177,697 shDIMENSIONAL FUND ADVISORS LP
$11.9M976,873 shVAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
$9.7M795,472 shEARNEST PARTNERS LLC
$9.7M792,599 sh
| Fund | Value | Shares |
|---|---|---|
| FMR LLC | $32.4M | 2,664,036 |
| BlackRock, Inc. | $24.2M | 1,984,572 |
| ROYCE & ASSOCIATES LP | $22.1M | 1,812,123 |
| BANK OF AMERICA CORP /DE/ | $20.2M | 1,659,201 |
| Artisan Partners Limited Partnership | $18.3M | 1,504,665 |
| AMERICAN CENTURY COMPANIES INC | $15.1M | 1,242,607 |
| VANGUARD CAPITAL MANAGEMENT LLC | $14.3M | 1,177,697 |
| DIMENSIONAL FUND ADVISORS LP | $11.9M | 976,873 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $9.7M | 795,472 |
| EARNEST PARTNERS LLC | $9.7M | 792,599 |
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Popular Research
Is LXFR a good stock to buy?
13F Pro's AI-powered analysis of LUXFER HOLDINGS PLC (LXFR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LXFR are available on the LXFR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own LXFR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LXFR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of LUXFER HOLDINGS PLC's investment landscape.