Luxfer (LXFR)
Supplies magnesium and zirconium alloys plus composite gas cylinders for defense and healthcare markets.
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Two franchises drive the business: magnesium and zirconium specialty materials sold under the Elektron name, and composite and aluminum high-pressure gas cylinders for defense, first-response, healthcare, transportation, and industrial customers, manufactured across plants in the United States, United Kingdom, Canada, and China.
Two specialty-materials franchises anchor the business: Elektron, which supplies magnesium and zirconium alloys, powders, and oxides, and Gas Cylinders, which manufactures composite and aluminum high-pressure containment products.
Elektron's magnesium alloys go into aerospace, defense, and automotive lightweighting programs, while its powders supply aircraft countermeasure flares and military ration heaters, and its zirconium oxides serve automotive catalytic converters and industrial catalysis. Gas Cylinders makes carbon-composite SCBA cylinders for firefighters, medical-gas cylinders for hospitals, aviation safety cylinders, and CNG and hydrogen cylinders for alternative-fuel vehicles.
Manufacturing spans plants in the United States, United Kingdom, Canada, and China, with a joint venture in Japan. SCBA cylinder sales run through a small set of OEM customers, magnesium-powder demand tracks Department of Defense procurement cycles, and alternative-fuel cylinder volumes move with the cyclicality of CNG and hydrogen vehicle adoption.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 28, 2026Cash & short-term investments $11.5M · Total debt $58.3M · Total assets $389.0M · Shareholders' equity $222.7M
- Revenue
- $95.7M
- Operating income
- $7.8M
- Net income
- $4.8M
HistoryDividendAnnual yield
| Institutions | ≈ 92.53% | 24.76M shares | |
|---|---|---|---|
| 140 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 10.01% | 2.68M shares | |
| 15 holders · as of Jun 15, 2026 | |||
| Strategic holders | 6.21% | 1.66M shares | |
| 1 holder · as of Nov 12, 2025 | |||
| Adds to | 108.75% | ||
26.76M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 108.75%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 9.96% | 2.66M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 8.09% | 2.16M | as of Jun 30, 2026 |
13g/aInsider | 8.03% | 2.15M | filed Feb 14, 2017 |
Kempen Capital Management N.V.Institution | 7.47% | 2.00M | filed Feb 11, 2022 |
Royce & Associates LPInstitution | 7.25% | 1.94M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 11, 2026 | Patrick K. Mullen | director | −5,323 | $15.05 |
| Jun 11, 2026 | Clive Snowdon | director | −4,015 | $15.05 |
| Jun 11, 2026 | Sylvia Ann Stein | director | −4,010 | $15.05 |
| Jun 11, 2026 | Lisa G. Trimberger | director | −4,010 | $15.05 |
| Jun 11, 2026 | Richard J. Hipple | director | −4,010 | $15.05 |
- Worthington Enterprises
Head-to-head in propane, industrial, and refrigerant pressure cylinders.
- MSA
Adjacent competitor at the SCBA-system integration level.
- Materion
Niche materials-science peer in aerospace-defense specialty alloys.
- ATI
Scale titanium and superalloy producer overlapping in aerospace-defense spend.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Luxfer | $17.27 | +0.15% | $461.3M | 59.6 | 13.2 | 1.3 | −8.0% |
| Worthington Enterprises | $58.87 | +1.23% | $2.85B | 18.2 | 15.7 | 2.1 | +16.9% |
| MSA | $179.33 | +1.17% | $6.84B | 22.0 | 19.0 | 3.5 | +6.2% |
| Materion | $254.53 | −0.04% | $5.30B | 59.4 | 32.1 | 2.5 | +42.2% |
| ATI | $188.29 | −0.46% | $25.81B | 55.5 | 33.1 | 5.5 | +10.6% |
| Median | 38.8 | 25.5 | 3.0 | +13.7% |