Luxfer (NYSE:LXFR) Releases FY 2026 Earnings Guidance

Luxfer (NYSE:LXFR) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 1.050-1.200 for the period, compared to the consensus EPS estimate of 1.140. The company issued revenue guidance of $350.0 million-$370.0 million, compared to the consensus revenue estimate of $383.8 million.

Luxfer Trading Up 2.5%

Shares of NYSE:LXFR traded up $0.32 during midday trading on Thursday, hitting $13.28. The company had a trading volume of 29,050 shares, compared to its average volume of 126,205. The firm has a fifty day simple moving average of $14.78 and a 200 day simple moving average of $13.67. The stock has a market cap of $354.84 million, a price-to-earnings ratio of 45.79, a PEG ratio of 1.82 and a beta of 1.00. The company has a current ratio of 1.66, a quick ratio of 0.71 and a debt-to-equity ratio of 0.08. Luxfer has a 12 month low of $9.41 and a 12 month high of $16.02.

Luxfer Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, February 4th. Stockholders of record on Friday, January 23rd were issued a dividend of $0.13 per share. This represents a $0.52 annualized dividend and a dividend yield of 3.9%. The ex-dividend date was Friday, January 23rd. Luxfer’s payout ratio is 98.11%.

Key Headlines Impacting Luxfer

Here are the key news stories impacting Luxfer this week:

• Positive Sentiment: Q4 earnings beat consensus on the bottom line and the company highlighted strong full‑year profitability and cash generation, giving investors some comfort on earnings quality. Luxfer (LXFR) Beats Q4 Earnings Estimates
• Positive Sentiment: Company press release emphasized “strong full‑year 2025 profitability and cash generation,” which supports near‑term cash flow and debt metrics (low leverage). Luxfer Delivers Strong Full‑Year 2025 Profitability and Cash Generation
• Positive Sentiment: Management outlined optimization initiatives and a margin focus (cost actions, portfolio/pricing levers) that could lift margins over time and partially offset lower sales. Luxfer outlines $350M–$370M 2026 sales target amid optimization initiatives and margin focus
• Neutral Sentiment: Full Q4 earnings call and transcript are available for investors to review management’s tone and detail on cost actions and market outlook. Read the transcript for color on execution and segment trends. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Q4 revenue missed estimates and FY‑2026 sales guidance ($350M–$370M) was well below Street revenue consensus (~$383.8M), which triggered investor concern about demand and led to an immediate negative reaction. Luxfer Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings
• Negative Sentiment: FY‑2026 EPS guidance (1.05–1.20) sits slightly below consensus midpoint, leaving upside limited near term and increasing sensitivity to execution vs. plan. Guidance article
• Negative Sentiment: Short interest rose ~28% during February to ~394,882 shares (~1.5% of float), which can add selling pressure and amplify moves if sentiment worsens. (Days‑to‑cover ~3.4.)

Institutional Investors Weigh In On Luxfer

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Raymond James Financial Inc. bought a new position in shares of Luxfer during the 2nd quarter worth approximately $29,000. Mercer Global Advisors Inc. ADV bought a new stake in Luxfer in the 3rd quarter valued at $159,000. Intech Investment Management LLC lifted its holdings in Luxfer by 8.7% during the 3rd quarter. Intech Investment Management LLC now owns 14,713 shares of the industrial products company’s stock valued at $205,000 after purchasing an additional 1,178 shares during the last quarter. Price T Rowe Associates Inc. MD boosted its position in Luxfer by 13.4% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 15,485 shares of the industrial products company’s stock worth $210,000 after purchasing an additional 1,832 shares during the period. Finally, Creative Planning bought a new position in Luxfer during the third quarter worth $211,000. 90.82% of the stock is currently owned by institutional investors and hedge funds.

Luxfer Company Profile

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.