Filing Flows › Luxfer Holdings (LXFR) › Q2 2026 › vs Q2 2025
Luxfer Holdings (LXFR) Q2 2026 vs Q2 2025 (year over year)
Luxfer Holdings's revenue fell $10.9M (-10%) from $107M in Q2 2025 to $95.7M in Q2 2026. The biggest changes: Specialty Industrial −$5.6M (-20%); Transportation −$3.6M (-12%); Defense, First Response, and Healthcare −$1.7M (-4%). Gross margin 25.6% against 23.2% (+2.4 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 Q2 2025, the increases inside each band.
Margins
| Q2 2026 | Q2 2025 | Change | |
|---|---|---|---|
| Gross margin | 25.6% | 23.2% | +2.4 pts |
| Operating margin | 8.2% | 4.9% | +3.3 pts |
| Net margin | 5.0% | 2.4% | +2.6 pts |
| Free cash flow margin | 0.0% | -0.8% | +0.8 pts |
Every line
| Line | Q2 2026 | Q2 2025 | Change | % |
|---|---|---|---|---|
| Defense, First Response, and Healthcare | $45.1M | $46.8M | −$1.7M | -4% |
| Transportation | $27.6M | $31.2M | −$3.6M | -12% |
| Specialty Industrial | $23.0M | $28.6M | −$5.6M | -20% |
| Revenue | $95.7M | $107M | −$10.9M | -10% |
| Gross profit | $24.5M | $24.7M | −$200K | -0.8% |
| Cost of revenue | $71.2M | $81.9M | −$10.7M | -13% |
| Operating profit | $7.8M | $5.2M | $2.6M | +50% |
| Operating expenses | $16.7M | $19.5M | −$2.8M | -14% |
| Pre-tax earnings | $6.7M | $4.9M | $1.8M | +37% |
| Other expense, net | $1.1M | $300K | $800K | +267% |
| Research & development | $1.6M | $1.1M | $500K | +45% |
| SG&A | $12.3M | $13.5M | −$1.2M | -9% |
| Other operating costs | $2.8M | $4.9M | −$2.1M | -43% |
| Net earnings | $4.8M | $2.6M | $2.2M | +85% |
| Income tax | $1.9M | $2.3M | −$400K | -17% |
| Operating cash sources | $8.2M | $6.0M | $2.2M | +37% |
| Depreciation & amortization | $2.2M | $2.5M | −$300K | -12% |
| Share-based compensation | $1.2M | $900K | $300K | +33% |
| Working capital & other | $5.5M | $4.8M | $700K | +15% |
| Operating cash flow | $2.7M | $1.2M | $1.5M | +125% |
| Free cash flow (OCF − capex) | $0 | −$900K | $900K | — |
| Capital expenditures | $2.7M | $2.1M | $600K | +29% |
Questions
How much did Luxfer Holdings's revenue grow year over year in Q2 2026?
Luxfer Holdings's revenue fell $10.9M (-10%) from $107M in Q2 2025 to $95.7M in Q2 2026.
What drove Luxfer Holdings's revenue change in Q2 2026?
Specialty Industrial −$5.6M (-20%); Transportation −$3.6M (-12%); Defense, First Response, and Healthcare −$1.7M (-4%).