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← CockpitCompetitor Analysis › LXFR Luxfer Holdings PLCOpen in the cockpit ↗

Luxfer Holdings PLCLXFRCompetitor analysis, valuation and peers

United States · USD·Materials›Other Metals/Minerals
Momentum strong 66
Mkt cap
$463M
US dollars, full cap
Free float
98%
of shares outstanding
$/day
$9.52M
20-day average traded
Fwd P/E
16.6×
forward earnings
ROIC−WACC
+1.1 pp
WACC 9.8%
Hurdle
+6 pp
Req g minus delivered
Next earnings
116 days
2 Mar 2027
Close · USD$17.32
1D+0.1%
1W+0.5%
1M+0.5%
3M+1.4%
6M+11.2%
YTD+28.0%
1Y+36.9%
ATR %0.3%
Beta0.81
52w lowhigh10.9% off high

What Luxfer does

Employees: 1,400

Luxfer at a glance

Size Luxfer (LXFR) is a United States Materials company (Other Metals/Minerals) with a market value of $463M, the 2752nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $17.32 on 6 Nov 2026.

Performance Over six months the shares gained 11.2%, against -37.7% for the median peer and -1.1% for the United States market (cap-weighted) — highest of 21 in its peer set.

Growth Revenue fell 8.9% over the last twelve months (peer median +5.0%); the operating margin is 10.3% (peer median 7.4%).

Valuation It trades at 16.6× forward earnings against a peer median of 11.2× (4th most expensive of 11).

Price implies For today's price to make sense, revenue must grow about 9% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is +6 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 1.1 points above its cost of capital (9.8% WACC).

Short interest Short interest is 1.7% of the free float (15 Oct 2026).

Next results Next results expected around 2 Mar 2027 (exchange calendar; dates can move).

Relative performance

608010012011 May 202611 Aug 20266 Nov 2026LXFR 112Peer median 64
Six months, rebased to 100: Luxfer against the median of its 20 peers (local-currency closes).

Luxfer financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$362M$385M$392M$405M$423M
Revenue growth—-2%-3%-4%—
Gross profit$90.9M$89.2M$85.7M$76.6M$95.0M
EBITDA$48.1M$48.6M$46.6M$36.0M$60.6M
Net income$6.20M$7.70M$18.4M-$1.90M$26.9M
Free cash flow$18.6M$26.2M$40.8M$16.9M$7.60M
Capital expenditure$11.0M$7.80M$10.7M$9.40M$8.30M
Total debt$69.4M$51.6M$59.8M$91.9M$104M

Quarterly statements and history in the cockpit →

Luxfer competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-60%-40%-20%0%-30%-20%-10%0%MOIL99363833ECORGSMLINELV002593IPI002066300056001396PMET001296CAMLNICUALOYG6MNBUAMYLXFR6-month return →1-month return →
Up and to the right = strong over both horizons. Luxfer is the large dot.

Fundamentals: revenue growth against valuation

0%+200%+400%0×25×50×75×MOIL9936ECORGSMELV002066G6MUAMYLXFRRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Luxfer is the large dot.

Capital: growth delivered against growth the price implies

-10%0%+10%+20%+30%0%20%ECOR002593IPI001396001296CAMLLXFRGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Luxfer is the large dot.

Luxfer competitors and peer comparison

How Luxfer compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Luxfer against its 20 peers (data as of 6 Nov 2026)
MeasureLXFRPeer medianRank in peer set
1-month return+0.5%-15.0%2nd highest of 21
6-month return+11.2%-37.7%highest of 21
Distance from 52-week high-10.9%-53.1%highest of 21
Revenue growth (TTM)-8.9%+5.0%2nd lowest of 18
Operating margin10.3%7.4%8th highest of 18
Forward P/E16.6×11.2×4th most expensive of 11
Growth the price implies (Req g, 7 yrs)9.1%9.9%4th least demanding of 8
Growth delivered (Del g)+3.4%+5.7%lowest of 7
Hurdle (Req g minus delivered)+5.7 pp+3.9 pp4th least demanding of 7
ROIC minus cost of capital+1.1 pp-6.6 pp5th highest of 20
EV / EBITDA10.6×7.5×most expensive of 9
Net debt / EBITDA1.0×0.5×5th least indebted of 9

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Luxfer LXFRUnited States$463M+11%-9%10%16.6×9.1%+3.4%
Moil MOIL.NSIndia$465M-32%+3%19%10.6×n/an/a
Ximei Resources 9936.HKHong Kong$461M-40%+52%14%9.3×n/an/a
Xinjiang Xinxin Mining Industry 3833.HKHong Kong$457M-39%+20%17%n/an/an/a
Ecora Royalties ECOR.LUnited Kingdom$475M-4%+168%48%12.1×11.0%+4.5%
Ferroglobe GSMUnited States$477M-37%+4%0%4.5×n/an/a
Lindian Resources LIN.AXAustralia$481M-50%n/an/an/an/an/a
Elevra Lithium ELV.AXAustralia$445M-74%-8%-34%29.4×n/an/a
Xiamen Sunrise 002593.SZChina$485M-25%+5%8%n/a-7.2%+4.1%
Intrepid Potash IPIUnited States$443M-13%+5%6%11.8×9.9%+8.7%
Ruitai Materials Technology 002066.SZChina$489M-40%-1%-4%40.9×n/an/a
Xiamen Zhongchuang Environmental Technology 300056.SZChina$434M-32%-12%-41%n/an/an/a
Shanghai Re.fine Environment Sci-tech 001396.SZChina$433M-42%+4%12%n/a27.1%+10.6%
PMET Resources PMET.TOCanada$431M-56%n/an/an/an/an/a
Chongqing Changjiang River Moulding Material (Group) 001296.SZChina$430M-16%-1%7%n/a14.0%+4.2%
Central Asia Metals CAML.LUnited Kingdom$430M-17%+23%39%4.3×-9.5%+6.9%
Magna Mining NICU.TOCanada$429M-15%+299%-34%n/an/an/a
REalloys ALOYUnited States$427M-38%+21%-4,460%n/an/an/a
Group 6 Metals G6M.AXAustralia$424M-9%+508%50%6.2×-9.7%n/a
NioCorp Developments NBUnited States$423M-52%n/an/an/an/an/a
United States Antimony UAMYUnited States$422M-74%+36%-65%82.2×n/an/a

Questions

Which companies are Luxfer's closest peers?
The cockpit's peer set: Moil (MOIL.NS), Ximei Resources (9936.HK), Xinjiang Xinxin Mining Industry (3833.HK), Ecora Royalties (ECOR.L), Ferroglobe (GSM), Lindian Resources (LIN.AX), Elevra Lithium (ELV.AX), Xiamen Sunrise (002593.SZ).
Is Luxfer expensive compared with its peers?
On forward p/e it trades at 16.6× against a peer median of 11.2×, 4th most expensive of 11 in its peer set. For today's price to make sense, revenue must grow about 9% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is +6 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Luxfer stock performed?
Over six months to 6 Nov 2026 the shares returned +11.2% against -37.7% for the median peer; over one year +36.9%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.