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Luxfer Holdings (LXFR) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Oct 28, 2026 · Luxfer Holdings (LXFR) Q3 2026 earnings results →
Q3 2026 Revenue down 4% year over year to $91.7M · 1¢ of every $1 of revenue kept as net profit · operating margin 3.1%
Luxfer Holdings made $91.7M in Q3 2026 (-4% Y/Y): Defense, First Response, and Healthcare $43.3M, Transportation $25.8M, Specialty Industrial $22.6M. Operating margin 3.1%, net earnings $900K. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 28, 2026.
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What changed this quarter
Revenue was $91.7M in Q3 2026, down 4% year over year and down 4% from the previous quarter. Defense, First Response, and Healthcare was the largest line at 47% of revenue. Defense, First Response, and Healthcare lost $4.1M year over year (down 9%), 105% of the total change.
Gross margin was 24.4%, up 0.6 points from Q3 2025. Operating profit was $2.8M, a 3.1% margin (down 2.8 points year over year). Operating expenses grew 14% against a revenue fall of 4%. The fastest-growing cost line was Research & development (+56%). Net earnings were $900K, down 67% year over year. The effective tax rate was 47.1%.
Operating cash flow was $15.6M (up 34% year over year), 1733% of net earnings. Non-cash charges added back $2.2M of depreciation and amortization and $900K of share-based compensation. Working capital and other items added $11.6M. Capital expenditures of $3.2M left free cash flow of $12.4M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Oct 28, 2026 | $91.7M | -4% | 3.1% | $900K | $15.6M |
| Q2 2026 | 10-Q | Jul 28, 2026 | $95.7M | -10% | 8.2% | $4.8M | $2.7M |
| Q1 2026 | 10-Q | Apr 28, 2026 | $83.9M | -14% | 7.4% | $3.6M | −$4.1M |
| Q4 2025 | 10-K | Feb 24, 2026 | $83.9M | -19% | 3.9% | −$3.1M | $15.8M |
| Q3 2025 | 10-Q | Oct 28, 2025 | $95.6M | -4% | 5.9% | $2.7M | $11.6M |
| Q2 2025 | 10-Q | Jul 29, 2025 | $107M | +7% | 7.2% | $2.6M | $1.2M |
| Q1 2025 | 10-Q | Apr 29, 2025 | $97.0M | +8% | 7.8% | $5.5M | $5.4M |
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About Luxfer Holdings
Luxfer Holdings PLC (“Luxfer,” “the Company,” “we,” “our”) is a global industrial company focused on niche applications in advanced materials engineering. We develop and manufacture high-performance materials, components, and high-pressure gas containment solutions for customers operating in defense, first response and healthcare, transportation, and specialty industrial markets. Luxfer’s strategy is centered on value creation through the application of deep technical expertise, proprietary technologies, and close collaboration with customers to solve complex engineering challenges. Our core product lines include magnesium alloys and powders, zirconium-based chemicals, aluminum and composite high-pressure gas cylinders, and carbon composite technologies.
In its own words, from its 10-K, filed Feb 24, 2026.
Luxfer Holdings against its Industrial Inorganic Chemicals peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -4% against the peers' median +10%. Operating margin: 3.1% against the peers' median 11.4%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| LXFR Luxfer Holdings | Q3 2026 | $91.7M | -4% | 3.1% |
| LIN Linde | Q3 2026 | $9.4B | +9% | 22.9% |
| APD Air Products & Chemicals | Q4 FY26 | $3.6B | +12% | 17.8% |
| TROX Tronox Holdings | Q3 2026 | $827M | +18% | 1.5% |
| VHI Valhi | Q3 2026 | $589M | +17% | 11.4% |
| MTX Minerals Technologies | Q3 2026 | $555M | +4% | 11.7% |
| KRO Kronos Worldwide | Q3 2026 | $541M | +18% | 10.7% |
| LXU LSB Industries | Q3 2026 | $159M | +2% | 16.9% |
| NL NLI Holdings | Q3 2026 | $44.0M | +10% | 7.1% |
Source: Luxfer Holdings 10-Q on SEC EDGAR · CIK 1096056 · Industrial Inorganic Chemicals
More on LXFR
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results
- Luxfer Holdings gross margin by quarter
- Luxfer Holdings operating margin by quarter
- Luxfer Holdings net income by quarter
- Luxfer Holdings free cash flow by quarter
- Luxfer Holdings R&D spending by quarter
- Luxfer Holdings capital expenditures by quarter
- Luxfer Holdings Defense, First Response, and Healthcare revenue by quarter
- Luxfer Holdings Transportation revenue by quarter
- Luxfer Holdings Specialty Industrial revenue by quarter