Luxfer Q4 Earnings Call Highlights

3 weeks ago 18

MarketBeat

Sat, February 28, 2026 astatine 10:41 AM CST 8 min read

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  • Luxfer reported FY2025 adjusted income of $371.2 cardinal (+2.5%), adjusted EBITDA of $51.9 cardinal (+4.2%) and adjusted EPS of $1.11 (+12.1%), portion generating $33.9 cardinal of operating cash, $26.2 cardinal of escaped currency travel and reducing nett indebtedness to ~$31.1 cardinal (≈0.6x leverage).

  • Q4 adjusted income fell 5.5% to $90.7 cardinal but adjusted EBITDA bushed expectations astatine $13.0 cardinal (14.3% margin); show divergence was led by spot successful Elektron (defense/aerospace) portion Gas Cylinders faced little volumes and immoderate one‑off costs.

  • For 2026 absorption guides a mid-single-digit income decline to $350–370 cardinal but expects adjusted EBITDA of $50–55 cardinal and EPS $1.05–1.20, with footprint optimization projects (Riverside and Saxonburg) and astir $15–20 cardinal of capex expected to commencement delivering benefits successful precocious 2026.

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Luxfer (NYSE:LXFR) reported fourth-quarter and full-year 2025 results that absorption described arsenic “successful, disciplined, and adjacent amended than we expected astatine the outset,” citing sustained net growth, beardown currency generation, and continued advancement connected operational optimization initiatives.

For 2025, Luxfer reported adjusted income of $371.2 million, up 2.5% year-over-year. Adjusted EBITDA roseate 4.2% to $51.9 million, and adjusted EBITDA borderline improved 25 ground points to 14%. Adjusted net per stock accrued 12.1% to $1.11.

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The institution besides generated currency from operations of $33.9 cardinal and reported escaped currency travel of $26.2 million. Management said nett indebtedness declined by $9.9 cardinal to $31.1 million, ending the twelvemonth astatine astir 0.6x leverage, which it characterized arsenic providing equilibrium expanse spot and strategical flexibility.

In the 4th quarter, adjusted income were $90.7 million, down 5.5% from the prior-year period. CFO Steve Webster said pricing actions added $1.6 cardinal and overseas speech provided a $1.1 cardinal tailwind, but those benefits were outweighed by an $8 cardinal headwind attributed to little request successful cleanable energy, automotive, and countermeasure flares.

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Adjusted EBITDA for the 4th was $13.0 million, which Webster said was up of expectations, with an adjusted EBITDA borderline of 14.3%. Management attributed the year-over-year EBITDA diminution to little volumes that much than offset affirmative pricing.

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