Filing Flows › Luxfer Holdings (LXFR) › Q3 2026 › vs Q3 2025
Luxfer Holdings (LXFR) Q3 2026 vs Q3 2025 (year over year)
Luxfer Holdings's revenue fell $3.9M (-4%) from $95.6M in Q3 2025 to $91.7M in Q3 2026. The biggest changes: Defense, First Response, and Healthcare −$4.1M (-9%); Specialty Industrial +$2.7M (+14%); Transportation −$2.5M (-9%). Gross margin 24.4% against 23.8% (+0.6 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 Q3 2025, the increases inside each band.
Margins
| Q3 2026 | Q3 2025 | Change | |
|---|---|---|---|
| Gross margin | 24.4% | 23.8% | +0.6 pts |
| Operating margin | 3.1% | 5.9% | -2.8 pts |
| Net margin | 1.0% | 2.8% | -1.8 pts |
| Free cash flow margin | 13.5% | 10.8% | +2.7 pts |
Every line
| Line | Q3 2026 | Q3 2025 | Change | % |
|---|---|---|---|---|
| Defense, First Response, and Healthcare | $43.3M | $47.4M | −$4.1M | -9% |
| Transportation | $25.8M | $28.3M | −$2.5M | -9% |
| Specialty Industrial | $22.6M | $19.9M | $2.7M | +14% |
| Revenue | $91.7M | $95.6M | −$3.9M | -4% |
| Gross profit | $22.4M | $22.8M | −$400K | -2% |
| Cost of revenue | $69.3M | $72.8M | −$3.5M | -5% |
| Operating profit | $2.8M | $5.6M | −$2.8M | -50% |
| Operating expenses | $19.6M | $17.2M | $2.4M | +14% |
| Pre-tax earnings | $1.7M | $5.5M | −$3.8M | -69% |
| Other expense, net | $1.1M | $100K | $1.0M | 11× |
| Research & development | $1.4M | $900K | $500K | +56% |
| SG&A | $11.8M | $11.8M | $0 | 0% |
| Other operating costs | $6.4M | $4.5M | $1.9M | +42% |
| Net earnings | $900K | $2.7M | −$1.8M | -67% |
| Income tax | $800K | $2.8M | −$2.0M | -71% |
| Depreciation & amortization | $2.2M | $2.6M | −$400K | -15% |
| Share-based compensation | $900K | $1.0M | −$100K | -10% |
| Working capital & other | $11.6M | $5.3M | $6.3M | +119% |
| Operating cash flow | $15.6M | $11.6M | $4.0M | +34% |
| Free cash flow (OCF − capex) | $12.4M | $10.3M | $2.1M | +20% |
| Capital expenditures | $3.2M | $1.3M | $1.9M | +146% |
Questions
How much did Luxfer Holdings's revenue grow year over year in Q3 2026?
Luxfer Holdings's revenue fell $3.9M (-4%) from $95.6M in Q3 2025 to $91.7M in Q3 2026.
What drove Luxfer Holdings's revenue change in Q3 2026?
Defense, First Response, and Healthcare −$4.1M (-9%); Specialty Industrial +$2.7M (+14%); Transportation −$2.5M (-9%).