Filing Flows › Luxfer Holdings (LXFR) › Q3 2026 › vs Q2 2026
Luxfer Holdings (LXFR) Q3 2026 vs Q2 2026 (quarter over quarter)
Luxfer Holdings's revenue fell $4.0M (-4%) from $95.7M in Q2 2026 to $91.7M in Q3 2026. The biggest changes: Defense, First Response, and Healthcare −$1.8M (-4%); Transportation −$1.8M (-7%); Specialty Industrial −$400K (-2%). Gross margin 24.4% against 25.6% (-1.2 pts).
Luxfer Holdings, Q3 2026: revenue $91.7M (-4% year over year), operating margin 3.1%, net earnings $900K, operating cash flow $15.6M. The chart draws each line against Q2 2026, the increases inside each band.
Margins
| Q3 2026 | Q2 2026 | Change | |
|---|---|---|---|
| Gross margin | 24.4% | 25.6% | -1.2 pts |
| Operating margin | 3.1% | 8.2% | -5.1 pts |
| Net margin | 1.0% | 5.0% | -4.0 pts |
| Free cash flow margin | 13.5% | 0.0% | +13.5 pts |
Every line
| Line | Q3 2026 | Q2 2026 | Change | % |
|---|---|---|---|---|
| Defense, First Response, and Healthcare | $43.3M | $45.1M | −$1.8M | -4% |
| Transportation | $25.8M | $27.6M | −$1.8M | -7% |
| Specialty Industrial | $22.6M | $23.0M | −$400K | -2% |
| Revenue | $91.7M | $95.7M | −$4.0M | -4% |
| Gross profit | $22.4M | $24.5M | −$2.1M | -9% |
| Cost of revenue | $69.3M | $71.2M | −$1.9M | -3% |
| Operating profit | $2.8M | $7.8M | −$5.0M | -64% |
| Operating expenses | $19.6M | $16.7M | $2.9M | +17% |
| Pre-tax earnings | $1.7M | $6.7M | −$5.0M | -75% |
| Other expense, net | $1.1M | $1.1M | $0 | 0% |
| Research & development | $1.4M | $1.6M | −$200K | -12% |
| SG&A | $11.8M | $12.3M | −$500K | -4% |
| Other operating costs | $6.4M | $2.8M | $3.6M | +129% |
| Net earnings | $900K | $4.8M | −$3.9M | -81% |
| Income tax | $800K | $1.9M | −$1.1M | -58% |
| Depreciation & amortization | $2.2M | $2.2M | $0 | 0% |
| Share-based compensation | $900K | $1.2M | −$300K | -25% |
| Working capital & other | $11.6M | −$5.5M | $17.1M | — |
| Operating cash flow | $15.6M | $2.7M | $12.9M | +478% |
| Free cash flow (OCF − capex) | $12.4M | $0 | $12.4M | — |
| Capital expenditures | $3.2M | $2.7M | $500K | +19% |
Questions
How much did Luxfer Holdings's revenue grow quarter over quarter in Q3 2026?
Luxfer Holdings's revenue fell $4.0M (-4%) from $95.7M in Q2 2026 to $91.7M in Q3 2026.
What drove Luxfer Holdings's revenue change in Q3 2026?
Defense, First Response, and Healthcare −$1.8M (-4%); Transportation −$1.8M (-7%); Specialty Industrial −$400K (-2%).