LXFR

Luxfer (LXFR) came out with quarterly earnings of $0.29 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.3 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +3.57%. A quarter ago, it was expected that this materials technology company specializing in aluminum, magnesium and zirconium would post earnings of $0.2 per share when it actually produced earnings of $0.27, delivering a surprise of +35%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Luxfer, which belongs to the Zacks Manufacturing - General Industrial industry, posted revenues of $95.7 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 5.98%. This compares to year-ago revenues of $104 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Luxfer shares have added about 26.5% since the beginning of the year versus the S&P 500's gain of 8.3%. While Luxfer has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Luxfer was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.33 on $93.6 million in revenues for the coming quarter and $1.20 on $361.2 million in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Manufacturing - General Industrial is currently in the top 23% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Another stock from the same industry, DXP Enterprises (DXPE), has yet to report results for the quarter ended June 2026. This industrial products supplier is expected to post quarterly earnings of $1.50 per share in its upcoming report, which represents a year-over-year change of +4.9%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. DXP Enterprises' revenues are expected to be $548 million, up 9.9% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Luxfer Holdings PLC (LXFR) : Free Stock Analysis Report DXP Enterprises, Inc. (DXPE) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

On July 26, 2026, Luxfer Holdings PLC entered into a definitive agreement to be acquired by affiliates of Wynnchurch Capital, L.P. ("Wynnchurch") in an all-cash transaction. Under the terms of the agreement, unanimously approved by the directors in attendance at a meeting of Luxfer's Board of Directors, Luxfer shareholders will receive $17.37 per ordinary share in cash. Second Quarter 2026 Highlights* GAAP Net Sales of $95.7 million from $106.6 million, Adjusted Sales 1 declined 3.7% GAAP Net Income was $4.8 million, or $0.18 per diluted share, compared to $2.6 million and $0.10 per diluted share Adjusted EBITDA1 decreased to $13.4 million, down 4.3%, and Adjusted Diluted EPS1 decreased 3.3% to $0.29 Strong Margin Performance, with adjusted gross margin up 130bps to 25.2% and Adjusted EBITDA1 margin of 14.3% GAAP Measures now include the Superform business, previously reported as a discontinued operation. * Comparative information is relative to prior-year second quarter. 1 Note: Adjusted results exclude Superform and Graphic Arts businesses. RIVERSIDE, Calif., July 28, 2026--(BUSINESS WIRE)--Luxfer Holdings PLC (NYSE: LXFR) ("Luxfer" or the "Company"), a global industrial company innovating niche applications in materials engineering, today announced financial results for the Second quarter 2026, ended June 28, 2026. In light of the pending transaction, Luxfer will not host an investor conference call or webcast to discuss its second quarter 2026 financial results. About Luxfer Luxfer is a global industrial company innovating niche applications in materials engineering. Using its broad array of proprietary technologies, Luxfer focuses on value creation, customer satisfaction, and demanding applications where technical know-how and manufacturing expertise combine to deliver a superior product. Luxfer’s high-performance materials, components, and high-pressure gas containment devices are used in defense and emergency response, clean energy, healthcare, transportation, and specialty industrial applications. For more information, please visit www.luxfer.com. Luxfer is listed on the New York Stock Exchange and its ordinary shares trade under the symbol LXFR. Non-GAAP Financial Measures Luxfer Holdings PLC prepares its financial statements using U.S. Generally Accepted Accounting Principles (GAAP). When a company discloses material information containing non-GAAP financial measures, SEC regulations require that the disclosure include a presentation of the most directly comparable GAAP measure and a reconciliation of the GAAP and non-GAAP financial measures. Management’s inclusion of non-GAAP financial measures in this release is intended to supplement, not replace, the presentation of Luxfer’s financial results in accordance with GAAP. Luxfer management believes that these non-GAAP financial measures, when considered together with the GAAP financial measures, provide information that is useful to investors in understanding period-over-period operating results separate and apart from items that may, or could, have a disproportionately positive or negative impact on results in any period. Management also believes that these non-GAAP financial measures enhance the ability of investors to analyze Luxfer’s business trends and understand Luxfer’s performance. In addition, management may utilize non-GAAP financial measures as a guide in Luxfer’s forecasting, budgeting, and long-term planning process. Non-GAAP financial measures should be considered in addition to, and not as a substitute for, or superior to, financial measures presented in accordance with GAAP. Additional Information In connection with the proposed transaction between Luxfer and Wynnchurch Capital, L.P., Luxfer will file with the Securities and Exchange Commission ("SEC") a proxy statement on Schedule 14A. Additionally, Luxfer may file other relevant materials with the SEC in connection with the proposed transaction. INVESTORS AND SECURITYHOLDERS OF LUXFER ARE URGED TO READ THE PROXY STATEMENT (WHICH WILL INCLUDE NOTICES CONVENING THE SCHEME MEETING AND THE GENERAL MEETING OF LUXFER’S SHAREHOLDERS TO BE CONVENED IN CONNECTION WITH THE SCHEME OF ARRANGEMENT, AND AN EXPLANATORY STATEMENT IN RESPECT OF THE SCHEME OF ARRANGEMENT OF LUXFER, IN ACCORDANCE WITH THE REQUIREMENTS OF THE U.K. COMPANIES ACT 2006) AND ANY OTHER RELEVANT MATERIALS FILED OR THAT WILL BE FILED WITH THE SEC, AS WELL AS ANY AMENDMENTS OR SUPPLEMENTS TO THESE MATERIALS AND DOCUMENTS INCORPORATED BY REFERENCE THEREIN, CAREFULLY AND IN THEIR ENTIRETY WHEN THEY BECOME AVAILABLE BECAUSE THEY CONTAIN OR WILL CONTAIN IMPORTANT INFORMATION ABOUT THE PROPOSED TRANSACTION AND RELATED MATTERS. The definitive version of the proxy statement will be mailed or otherwise made available to Luxfer’s securityholders. Investors and securityholders will be able to obtain a copy of the proxy statement (when it is available) as well as other filings containing information about the proposed transaction that are filed by Luxfer with the SEC, free of charge on EDGAR at www.sec.gov, on the investor relations page of Luxfer’s website at https://www.luxfer.com/investors, or by contacting Luxfer’s investor relations department at [email protected]. Participants in the Solicitation Luxfer and its directors and executive officers may be deemed to be participants in the solicitation of proxies from Luxfer’s shareholders in respect of the transaction. Information about Luxfer’s directors and executive officers is set forth in the proxy statement for Luxfer’s 2026 Annual General Meeting, which was filed with the SEC on April 30, 2026. Other information regarding the participants in the proxy solicitation and a description of their interests will be contained in the proxy statement and other relevant materials to be filed with the SEC in respect of the proposed transaction when they become available. Forward-Looking Statements This release contains certain forward-looking statements that involve risks and uncertainties that could cause actual results to differ materially from those projected in the forward-looking statements. Examples of such forward-looking statements include but are not limited to: (i) statements regarding the Company’s results of operations and financial condition; (ii) statements of plans, objectives or goals of the Company or its management, including those related to financing, products, or services; (iii) statements of future economic performance; and (iv) statements of assumptions underlying such statements. Words such as "believes," "anticipates," "expects," "intends," "forecasts," and "plans," and similar expressions are intended to identify forward-looking statements but are not the exclusive means of identifying such statements. By their very nature, forward-looking statements involve inherent risks and uncertainties, both general and specific, and risks exist that the predictions, forecasts, projections, and other forward-looking statements will not be achieved. The Company cautions that several important factors could cause actual results to differ materially from the plans, objectives, expectations, estimates, and intentions expressed in such forward-looking statements. These factors include but are not limited to: (i) demand conditions in our end markets, including customer inventory cycles and regulatory developments; (ii) customer concentration and changes in purchasing behavior; (iii) competitive pressures and pricing dynamics; (iv) global economic, geopolitical, trade and tax developments, including tariffs, export controls and other trade measures; (v) supply chain disruption, raw material and energy cost volatility, and availability of critical inputs; (vi) foreign currency fluctuations and hedging effectiveness; (vii) environmental, health and safety, climate-related and other regulatory requirements; (viii) product liability, warranty, recall and litigation risks; (ix) cybersecurity threats, data protection obligations and evolving disclosure requirements; (x) our ability to protect intellectual property and successfully innovate; (xi) pension obligations and related regulatory requirements; (xii) operational disruptions, labor relations and workforce availability; (xiii) our ability to successfully execute acquisitions and strategic initiatives; and (xiv) our level of indebtedness, financing arrangements and covenant compliance. The Company cautions that the foregoing list of important factors are not exhaustive. These factors are more fully discussed in the sections entitled "Forward-Looking Statements" and "Risk Factors" in its Annual Report on Form 10-K for the year ended December 31, 2025, which was filed with the U.S. Securities and Exchange Commission on February 24, 2026. When relying on forward-looking statements to make decisions with respect to the Company, investors and others should carefully consider the foregoing factors and other uncertainties and events. Forward-looking statements speak only as of the date on which they are made, and the Company does not undertake any obligation to update or revise any such statement, whether because of new information, future events, or otherwise. View source version on businesswire.com: https://www.businesswire.com/news/home/20260728897615/en/ Contacts Kevin Cornelius GrantVice President of Investor Relations and Business [email protected]

Speciality material and gas containment company Luxfer (NYSE:LXFR) will be reporting results this Tuesday afternoon. Here’s what investors should know. Luxfer missed analysts’ revenue expectations last quarter, reporting revenues of $83.9 million, down 13.5% year on year. It was an exceptional quarter for the company, with a beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates. Is Luxfer a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members. This quarter, the market is expecting Luxfer’s revenue to decline 13.2% year on year, a reversal from the 4.3% increase it recorded in the same quarter last year. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business will stay the course heading into earnings. Luxfer has missed Wall Street’s revenue estimates multiple times over the last two years. Looking at Luxfer’s peers in the general industrial machinery segment, some have already reported their Q2 results, giving us a hint as to what we can expect. GE Aerospace delivered year-on-year revenue growth of 24.5%, beating analysts’ expectations by 6%, and 3M reported revenues up 5.6%, topping estimates by 1.5%. GE Aerospace traded down 3.2% following the results while 3M was up 7.3%. Read our full analysis of GE Aerospace’s results here and 3M’s results here. In the last twelve months or so, the market has shifted its attention from one area of macro importance to the next (AI disintermediation and AI capex spending to geopolitical conflict, rates, and whether the economy is on solid footing or not). While some of the general industrial machinery stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.5% on average over the last month. Luxfer is down 6.5% during the same time and is heading into earnings with an average analyst price target of $20.50 (compared to the current share price of $17.05). ALSO WORTH WATCHING: Nvidia’s Quiet Partner. Nvidia’s chips cost a hundred grand. The connectors that make them work cost even more. One company makes them all. Every AI server needs specialized infrastructure the chip companies don’t make. High-speed cables. Power connectors. Thermal sensors. This 90-year-old company built a monopoly on it. The AI boom just started. This stock is still flying under the radar. Claim The Stock Ticker Here for FREE.

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Luxfer (NYSE:LXFR) and the best and worst performers in the general industrial machinery industry. Automation that increases efficiency and connected equipment that collects analyzable data have been trending, creating new demand for general industrial machinery companies. Those who innovate and create digitized solutions can spur sales and speed up replacement cycles, but all general industrial machinery companies are still at the whim of economic cycles. Consumer spending and interest rates, for example, can greatly impact the industrial production that drives demand for these companies’ offerings. The 13 general industrial machinery stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 3.1% while next quarter’s revenue guidance was 0.6% above. In light of this news, share prices of the companies have held steady as they are up 4.2% on average since the latest earnings results. With its magnesium alloys used in the construction of the famous Spirit of St. Louis aircraft, Luxfer (NYSE:LXFR) offers specialized materials, components, and gas containment devices to various industries. Luxfer reported revenues of $83.9 million, down 13.5% year on year. This print fell short of analysts’ expectations by 0.7%, but it was still an exceptional quarter for the company with a beat of analysts’ EPS and EBITDA estimates. Luxfer delivered the slowest revenue growth of the whole group. Interestingly, the stock is up 22.2% since reporting and currently trades at $16.25. Is now the time to buy Luxfer? Access our full analysis of the earnings results here, it’s free. Founded in 1895, Albany (NYSE:AIN) is a global textiles and materials processing company, specializing in machine clothing for paper mills and engineered composite structures for aerospace and other industries. Albany reported revenues of $311.3 million, up 7.8% year on year, outperforming analysts’ expectations by 10.8%. The business had a stunning quarter with a solid beat of analysts’ EBITDA estimates. The market seems happy with the results as the stock is up 7.1% since reporting. It currently trades at $62.14. Is now the time to buy Albany? Access our full analysis of the earnings results here, it’s free. Founded in 1987, Icahn Enterprises (NASDAQ: IEP) is a diversified holding company primarily engaged in investment and asset management across various sectors. Icahn Enterprises reported revenues of $2.24 billion, up 19.8% year on year, falling short of analysts’ expectations by 4.1%. It was a disappointing quarter as it posted a significant miss of analysts’ revenue and adjusted operating income estimates. Icahn Enterprises delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 9.2% since the results and currently trades at $7.56. Read our full analysis of Icahn Enterprises’s results here. Credited with inventing the first hydraulic passenger elevator, Otis Worldwide (NYSE:OTIS) is an elevator and escalator manufacturing, installation and service company. Otis reported revenues of $3.57 billion, up 6.4% year on year. This print surpassed analysts’ expectations by 1.7%. More broadly, it was a mixed quarter as it also logged a solid beat of analysts’ revenue estimates but a slight miss of analysts’ organic revenue estimates. The stock is down 7.7% since reporting and currently trades at $72.77. Read our full, actionable report on Otis here, it’s free. Founded with a $2,500 loan, L.B. Foster (NASDAQ:FSTR) is a provider of products and services for the transportation and energy infrastructure sectors, including rail products, construction materials, and coating solutions. L.B. Foster reported revenues of $121.1 million, up 23.9% year on year. This result topped analysts’ expectations by 16.2%. Overall, it was a stunning quarter as it also logged a beat of analysts’ EPS estimates and an impressive beat of analysts’ EBITDA estimates. L.B. Foster scored the biggest analyst estimates beat and highest full-year guidance raise among its peers. The stock is up 24.4% since reporting and currently trades at $38.19. Read our full, actionable report on L.B. Foster here, it’s free. Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. 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Q1 results: Adjusted EPS was $0.27 (up 17%) and adjusted EBITDA was $12.3M (up 8.8%) despite consolidated revenue falling to $83.9M (down 7.3%), with adjusted EBITDA margin expanding 220 basis points to 14.7%; cash from operations was a $4.1M outflow and net debt was $42.9M (~0.8x leverage). Segment performance and optimization: Elektron sales fell ~14.8% but gross margin surged over 500 basis points to 34.9% and adjusted EBITDA margin exceeded 20% due to pricing and productivity, while Gas Cylinders sales rose 1.7% with margin expansion—benefits aided by facility moves (Pomona→Riverside, Tamaqua→Saxonburg) that have temporarily raised inventory (~$100M, ~$8M above year-end). Guidance raised and 2027 outlook: Luxfer raised FY2026 targets (revenue $355–370M, adjusted EBITDA $52–56M, adjusted EPS $1.12–1.22) and reiterated a path to a meaningful earnings step-up in 2027 driven by aerospace/defense, an SCBA replacement cycle, higher-value and space applications, productivity gains, and continued strategic review. Interested in Luxfer Holdings PLC? Here are five stocks we like better. Luxfer (NYSE:LXFR) reported first-quarter 2026 results that management said came in “a little ahead of the expectations” outlined entering the year, driven by pricing actions and operational initiatives that helped expand margins despite lower consolidated revenue. Chief Executive Officer Andy Butcher said the quarter reflected “disciplined execution across the business” amid variability in certain end markets. Luxfer posted adjusted earnings per share of $0.27, up 17% year-over-year, and adjusted EBITDA of $12.3 million, up 8.8% year-over-year, with adjusted EBITDA margin expanding 220 basis points to 14.7%. → Palantir Is Down 30%: Noise? Or a Signal to Accumulate? Chief Financial Officer Steve Webster reported adjusted sales of $83.9 million, down 7.3% year-over-year. Webster said lower volumes created a headwind “due to timing dynamics,” but this was partially offset by pricing actions “which outpaced inflation” as well as “lower operating costs along with early savings from our Riverside consolidation initiative within Gas Cylinders.” Cash from operations was an outflow of $4.1 million, which Webster attributed primarily to working capital, including inventory supporting footprint optimization programs and the timing of receivables. Net debt ended the quarter at $42.9 million, representing leverage of approximately 0.8x, according to Webster. → Corning Beats Q1 Estimates but Drops 9% on Guidance Miss In Luxfer’s Elektron segment, Webster said sales fell 14.8% year-over-year to $42.1 million due to “lower volumes across certain end markets.” He pointed to weakness in zirconium applications within industrial markets, including customer overstocking, and “the timing of high-end automotive wheels,” which management has previously described as off-cycle dynamics. Even with lower sales, Elektron profitability improved. Webster said gross profit was $14.7 million and gross margin rose to 34.9%, up more than 500 basis points. Adjusted EBITDA was $8.5 million, with an adjusted EBITDA margin “in excess of 20%.” Webster attributed the performance to pricing actions that exceeded higher input costs and “continued operational discipline,” producing “significant productivity improvements compared to the prior year.” → Did Qualcomm Just Put Apple in Check? In the Q&A, management emphasized mix and operational execution. Responding to analyst Steve Ferazani of Sidoti, Butcher said the company saw “strong demand coming through in aerospace and defense,” with “a nice mix of higher value products” and “strong operational performance across most of the facilities,” which supported margins “despite the low volumes.” He added that the segment overcame “temporary softness in automotive high-performance wheels” and said Luxfer expects higher revenues in upcoming quarters. Gas Cylinders sales increased 1.7% year-over-year to $41.8 million. Webster said results reflected broadly stable volumes, strength in higher-margin specialty industrial applications, and a modest improvement in alternative fuels. Those positives were partially offset by lower aerospace-related volumes tied to a plant relocation as well as “seasonally slower SCBA demand,” including “the impact of the partial federal shutdown.” Profitability improved in the segment. Webster said gross profit rose to $7.2 million and gross margin increased 360 basis points to 17.2%. Adjusted EBITDA was $3.8 million, with adjusted EBITDA margin improving 280 basis points to 9.1%. He credited “pricing discipline,” which exceeded input cost inflation, plus operational execution and “some early benefit from the relocation of the Pomona operation.” Butcher also highlighted specialty products, pricing, and relocation progress as key factors behind the quarter’s performance. He said there was “some incremental profit coming through from space,” and noted that the Pomona-to-Riverside move helped results. Ferazani asked whether specialty demand was tied to semiconductors. Butcher said two key elements in the specialty range were related to that market: larger cylinders used to store “expensive premium gases” for semiconductors and smaller cylinders used in calibration and monitoring applications. He also noted “a little uptick in the CNG market,” while cautioning he could not yet call it a long-term trend. Management provided updates on facility moves tied to Luxfer’s optimization initiatives. Butcher said the powders work previously performed in Tamaqua has moved to the company’s “Saxonburg facilities,” while Luxfer continues to run down stock in Tamaqua for “at least another couple of months” as Saxonburg ramps. He said the Saxonburg project is on track and expected to be completed by the end of the year. On Gas Cylinders, Butcher said the Pomona operation has ceased and production has been ramping in Riverside since the start of the year. He said all production lines are operational, though the company is “still waiting for some product approvals to be completed,” and therefore does not expect the full benefits of the move until later in the year. Webster addressed the first-quarter cash outflow and inventory levels, saying inventory increased to about $100 million, roughly $8 million higher than year-end, linked to holding higher levels for the two projects. He also cited upward pressure from certain materials pricing, adding Luxfer is “very confident” it can ultimately pass those costs through price. Webster said he expects working capital to move closer to prior levels by year-end. On the outlook, Webster said Luxfer raised full-year 2026 guidance due to the strong start and improved visibility. The updated ranges are: Revenue of $355 million to $370 million Adjusted EBITDA of $52 million to $56 million Adjusted EPS of $1.12 to $1.22 (midpoint $1.17) Free cash flow unchanged at $20 million to $25 million Webster said the guidance still reflects “a measured view of the broader macroeconomic environment,” while incorporating expectations that timing dynamics—particularly within Elektron—improve through the year. He added the company is monitoring geopolitical events and domestic tariff activity; to date, Luxfer has seen “no impact on demand” and has been successful in passing through increased costs. Butcher said management sees “a clear and credible path to a meaningful step-up in earnings in 2027,” citing continued aerospace and defense strength, an expected uplift in the SCBA replacement cycle, expansion into higher-value applications including space, and benefits from productivity and optimization actions that are expected to be largely completed by the end of 2026. In response to questions about what supports confidence in the 2027 view, Butcher pointed to several areas he expects to provide tailwinds, including an SCBA replacement cycle impacting 2027, expectations for flameless ration heater growth internationally and domestically, and normalization in demand for magnesium alloy used in high-performance automotive wheels as model years roll over. He also noted ongoing quoting activity for international ration heater business and referenced customer discussions around municipal SCBA upgrades. Butcher also addressed the company’s strategic review, reiterating the three conclusions outlined in 2024: the completed sale of the Graphic Arts business, improving performance in Gas Cylinders and Elektron, and maintaining “full strategic optionality.” He said Luxfer continues to view the two segments as having “no material strategic synergies” and is “continuously assessing performance and market conditions to maximize shareholder value,” including readiness preparations with third parties such as investment banking and strategic growth advisors. Luxfer Gas Cylinders, trading as Luxfer (NYSE: LXFR), is a global manufacturer specializing in high-performance, lightweight gas cylinders. The company produces both aluminium and composite cylinders designed to store and transport high-pressure gases for industrial, medical, diving, firefighting and defense applications. Its portfolio includes seamless aluminium cylinders, wrapped composite cylinders and pressure vessel components tailored to meet stringent safety and performance standards. Founded on more than a century of materials expertise originating from the Luxfer Graphic Magnesium Company established in 1898, Luxfer has evolved into a leader in cylinder innovation. The article "Luxfer Q1 Earnings Call Highlights" was originally published by MarketBeat.

Luxfer (LXFR) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.2 per share. This compares to earnings of $0.23 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +35.00%. A quarter ago, it was expected that this materials technology company specializing in aluminum, magnesium and zirconium would post earnings of $0.24 per share when it actually produced earnings of $0.28, delivering a surprise of +16.67%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Luxfer, which belongs to the Zacks Manufacturing - General Industrial industry, posted revenues of $83.9 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 0.71%. This compares to year-ago revenues of $97 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Luxfer shares have lost about 2.6% since the beginning of the year versus the S&P 500's gain of 4.8%. While Luxfer has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Luxfer was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.29 on $91.7 million in revenues for the coming quarter and $1.12 on $359.6 million in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Manufacturing - General Industrial is currently in the bottom 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. One other stock from the same industry, Gates Industrial (GTES), is yet to report results for the quarter ended March 2026. The results are expected to be released on May 1. This manufacturer of power transmission and fluid power systems is expected to post quarterly earnings of $0.32 per share in its upcoming report, which represents a year-over-year change of -11.1%. The consensus EPS estimate for the quarter has been revised 1.3% lower over the last 30 days to the current level. Gates Industrial's revenues are expected to be $861.74 million, up 1.7% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Luxfer Holdings PLC (LXFR) : Free Stock Analysis Report Gates Industrial Corporation PLC (GTES) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Strong performance and resilient margins lift 2026 guidance, with a clear path to accelerating earnings growth in 2027 First Quarter 2026 Highlights* GAAP Net Sales of $83.9 million from $97.0 million, Adjusted Sales1 declined 7.3% GAAP Net Income was $3.8 million, or $0.14 per diluted share, compared to $5.5 million and $0.20 per diluted share Adjusted EBITDA1 increased to $12.3 million, up 8.8%, and Adjusted Diluted EPS1 increased 17.4% to $0.27 Margins expanded, with Adjusted EBITDA margin of 14.7%, up 220bps, and gross margin of 26.1%, up 370 bps 2026 guidance raised, increasing Adj Diluted EPS midpoint to $1.17 from ~$1.12 Material step-up expected in 2027, with robust double-digit earnings growth Comparative information is relative to prior-year first quarter; results exclude discontinued operations 1 Note: Adjusted results exclude Graphic Arts RIVERSIDE, Calif., April 28, 2026--(BUSINESS WIRE)--Luxfer Holdings PLC (NYSE: LXFR) ("Luxfer" or the "Company"), a global industrial company innovating niche applications in materials engineering, today announced financial results for the first quarter 2026, ended March 29, 2026. Luxfer will conduct an investor teleconference at 8:30 a.m. ET on Wednesday April 29, 2026. Investors can access this conference via any of the following: Webcast: Accessible by clicking on this link Luxfer Q1 2026 Earnings Live Telephone: Call 800-343-4136 within the U.S. or +1 203-518-9843 outside the U.S. Please join the call at least 15 minutes before the start time (Conference ID:LXFRQ126). Webcast Replay: Available on Luxfer’s website beginning at approximately 4:30 p.m. Eastern Time on April 29, 2026. Telephone Replay: Call 800-839-2456 within the U.S. or +1 402-220-7216 outside the U.S. Presentation Material: Earnings presentation material and podcasts can be accessed through the Investors portion of the Company’s website at luxfer.com under Quarterly Reports and Presentations. About Luxfer Luxfer is a global industrial company innovating niche applications in materials engineering. Using its broad array of proprietary technologies, Luxfer focuses on value creation, customer satisfaction, and demanding applications where technical know-how and manufacturing expertise combine to deliver a superior product. Luxfer’s high-performance materials, components, and high-pressure gas containment devices are used in defense and emergency response, clean energy, healthcare, transportation, and specialty industrial applications. For more information, please visit www.luxfer.com. Luxfer is listed on the New York Stock Exchange and its ordinary shares trade under the symbol LXFR. Non-GAAP Financial Measures Luxfer Holdings PLC prepares its financial statements using U.S. Generally Accepted Accounting Principles (GAAP). When a company discloses material information containing non-GAAP financial measures, SEC regulations require that the disclosure include a presentation of the most directly comparable GAAP measure and a reconciliation of the GAAP and non-GAAP financial measures. Management’s inclusion of non-GAAP financial measures in this release is intended to supplement, not replace, the presentation of the Company’s financial results in accordance with GAAP. Luxfer management believes that these non-GAAP financial measures, when considered together with the GAAP financial measures, provide information that is useful to investors in understanding period-over-period operating results separate and apart from items that may, or could, have a disproportionately positive or negative impact on results in any period. Management also believes that these non-GAAP financial measures enhance the ability of investors to analyze the Company’s business trends and understand the Company’s performance. In addition, management may utilize non-GAAP financial measures as a guide in the Company’s forecasting, budgeting, and long-term planning process. Non-GAAP financial measures should be considered in addition to, and not as a substitute for, or superior to, financial measures presented in accordance with GAAP. With respect to the Company’s 2025 adjusted earnings per share guidance, the Company is not able to provide a reconciliation of the non-GAAP financial measure to GAAP because it does not provide specific guidance for the various extraordinary, nonrecurring, or unusual charges and other certain items. These items have not yet occurred, are out of the Company’s control, and/or cannot be reasonably predicted. As a result, reconciliation of the non-GAAP guidance measure to GAAP is not available without unreasonable effort, and the Company is unable to address the probable significance of the unavailable information. Forward-Looking Statements This release contains certain forward-looking statements that involve risks and uncertainties that could cause actual results to differ materially from those projected in the forward-looking statements. Examples of such forward-looking statements include but are not limited to: (i) statements regarding the Company’s results of operations and financial condition; (ii) statements of plans, objectives or goals of the Company or its management, including those related to financing, products, or services; (iii) statements of future economic performance; and (iv) statements of assumptions underlying such statements. Words such as "believes," "anticipates," "expects," "intends," "forecasts," and "plans," and similar expressions are intended to identify forward-looking statements but are not the exclusive means of identifying such statements. By their very nature, forward-looking statements involve inherent risks and uncertainties, both general and specific, and risks exist that the predictions, forecasts, projections, and other forward-looking statements will not be achieved. The Company cautions that several important factors could cause actual results to differ materially from the plans, objectives, expectations, estimates, and intentions expressed in such forward-looking statements. These factors include but are not limited to: (i) demand conditions in our end markets, including customer inventory cycles and regulatory developments; (ii) customer concentration and changes in purchasing behavior; (iii) competitive pressures and pricing dynamics; (iv) global economic, geopolitical, trade and tax developments, including tariffs, export controls and other trade measures; (v) supply chain disruption, raw material and energy cost volatility, and availability of critical inputs; (vi) foreign currency fluctuations and hedging effectiveness; (vii) environmental, health and safety, climate-related and other regulatory requirements; (viii) product liability, warranty, recall and litigation risks; (ix) cybersecurity threats, data protection obligations and evolving disclosure requirements; (x) our ability to protect intellectual property and successfully innovate; (xi) pension obligations and related regulatory requirements; (xii) operational disruptions, labor relations and workforce availability; (xiii) our ability to successfully execute acquisitions and strategic initiatives; and (xiv) our level of indebtedness, financing arrangements and covenant compliance.. The Company cautions that the foregoing list of important factors are not exhaustive. These factors are more fully discussed in the sections entitled "Forward-Looking Statements" and "Risk Factors" in its Annual Report on Form 10-K for the year ended December 31, 2025, which was filed with the U.S. Securities and Exchange Commission on February 24, 2026. When relying on forward-looking statements to make decisions with respect to the Company, investors and others should carefully consider the foregoing factors and other uncertainties and events. Forward-looking statements speak only as of the date on which they are made, and the Company does not undertake any obligation to update or revise any such statement, whether because of new information, future events, or otherwise. View source version on businesswire.com: https://www.businesswire.com/news/home/20260428751435/en/ Contacts Kevin Cornelius Grant Vice President of Investor Relations and Business Development [email protected]

Delivered 17% adjusted EPS growth despite a 7.3% revenue decline, demonstrating the portfolio's strengthened earnings power and ability to sustain profitability at lower volumes. Elektron segment margins exceeded 20% due to a favorable mix of high-value aerospace and defense products and pricing actions that successfully outpaced inflation. Gas Cylinders performance was bolstered by pricing discipline and growth in specialty industrial applications, specifically high-purity cylinders for the semiconductor market. Operational results benefited from the early stages of footprint optimization, including the consolidation of Pilbara operations into the Riverside facility. Management attributed the revenue decline in Elektron to temporary timing dynamics, including customer overstocking in industrial zirconium and off-cycle automotive wheel production. The company successfully maintained a strong balance sheet with 0.8x leverage, providing financial flexibility while funding ongoing footprint consolidation initiatives. Raised full-year 2026 adjusted EPS guidance to a midpoint of $1.17, reflecting improved visibility and confidence in second-half productivity gains. Anticipates a meaningful step-up in 2027 earnings driven by a multi-year SCBA replacement cycle and the return of high-end automotive wheel demand. Expects Elektron to deliver steady mid-to-high single-digit sales growth in 2027, supported by new European aerospace defense wins and international expansion of Magtech solutions. Operational optimization programs, including the Powder Saxonburg Center of Excellence, are expected to be largely completed by year-end 2026, providing full-year margin benefits in 2027. Maintained free cash flow guidance of $20 million to $25 million, accounting for elevated inventory levels required to support manufacturing transitions. Management reaffirmed that Elektron and Gas Cylinders have no material strategic synergies and continues to assess all options to maximize shareholder value. Inventory levels increased by $8 million in Q1 to $100 million to buffer supply during the relocation of manufacturing lines and footprint consolidation. The company is proactively monitoring domestic tariff activity and global geopolitical events, though no impact on demand has been observed to date. A partial federal shutdown contributed to seasonally slower demand for SCBA products during the first quarter. Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Management cited a strong mix of higher-value aerospace and defense products and robust operational performance across most facilities. Pricing actions and productivity improvements more than offset lower volumes and higher input costs. The SCBA replacement cycle is expected to be a significant tailwind as large municipalities begin upgrading aging cylinder sets. Positive buying signals for flameless ration heaters suggest a domestic add-on order in early 2027 alongside four active international quotes. Magnesium alloy demand for automotive wheels is scheduled to normalize in Q4 2026 as model years roll over. The move to Riverside is well-advanced with operations having ceased in Pilbara and all lines now operational in the new facility, though full benefits await final product approvals. The Saxonburg Center of Excellence project is on track for completion by year-end, with current production ramping up while legacy stock is depleted. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here.