Filing Flows › Luxfer Holdings (LXFR) › Q2 2026 › vs Q1 2026
Luxfer Holdings (LXFR) Q2 2026 vs Q1 2026 (quarter over quarter)
Luxfer Holdings's revenue rose $11.8M (+14%) from $83.9M in Q1 2026 to $95.7M in Q2 2026. The biggest changes: Specialty Industrial +$4.8M (+26%); Defense, First Response, and Healthcare +$4.3M (+11%); Transportation +$2.7M (+11%). Gross margin 25.6% against 26.1% (-0.5 pts).
Luxfer Holdings, Q2 2026: revenue $95.7M (-10% year over year), operating margin 8.2%, net earnings $4.8M, operating cash flow $2.7M. The chart draws each line against Q1 2026, the increases inside each band.
Margins
| Q2 2026 | Q1 2026 | Change | |
|---|---|---|---|
| Gross margin | 25.6% | 26.1% | -0.5 pts |
| Operating margin | 8.2% | 7.4% | +0.8 pts |
| Net margin | 5.0% | 4.3% | +0.7 pts |
| Free cash flow margin | 0.0% | -7.3% | +7.3 pts |
Every line
| Line | Q2 2026 | Q1 2026 | Change | % |
|---|---|---|---|---|
| Defense, First Response, and Healthcare | $45.1M | $40.8M | $4.3M | +11% |
| Transportation | $27.6M | $24.9M | $2.7M | +11% |
| Specialty Industrial | $23.0M | $18.2M | $4.8M | +26% |
| Revenue | $95.7M | $83.9M | $11.8M | +14% |
| Gross profit | $24.5M | $21.9M | $2.6M | +12% |
| Cost of revenue | $71.2M | $62.0M | $9.2M | +15% |
| Operating profit | $7.8M | $6.2M | $1.6M | +26% |
| Operating expenses | $16.7M | $15.7M | $1.0M | +6% |
| Pre-tax earnings | $6.7M | $5.3M | $1.4M | +26% |
| Other expense, net | $1.1M | $900K | $200K | +22% |
| Research & development | $1.6M | $1.4M | $200K | +14% |
| SG&A | $12.3M | $11.4M | $900K | +8% |
| Other operating costs | $2.8M | $2.9M | −$100K | -3% |
| Net earnings | $4.8M | $3.6M | $1.2M | +33% |
| Income tax | $1.9M | $1.7M | $200K | +12% |
| Operating cash sources | $8.2M | $6.8M | $1.4M | +21% |
| Depreciation & amortization | $2.2M | $2.3M | −$100K | -4% |
| Share-based compensation | $1.2M | $900K | $300K | +33% |
| Working capital & other | $5.5M | $10.9M | −$5.4M | -50% |
| Operating cash flow | $2.7M | −$4.1M | $6.8M | — |
| Free cash flow (OCF − capex) | $0 | −$6.1M | $6.1M | — |
| Capital expenditures | $2.7M | $2.0M | $700K | +35% |
Questions
How much did Luxfer Holdings's revenue grow quarter over quarter in Q2 2026?
Luxfer Holdings's revenue rose $11.8M (+14%) from $83.9M in Q1 2026 to $95.7M in Q2 2026.
What drove Luxfer Holdings's revenue change in Q2 2026?
Specialty Industrial +$4.8M (+26%); Defense, First Response, and Healthcare +$4.3M (+11%); Transportation +$2.7M (+11%).