Luxfer Q3 results miss on soft end-market demand, competitive pressures

Luxfer Holdings

28/10/2026 20:28

Overview
Materials engineering firm's Q3 sales declined 4% yr/yr
Adjusted EPS for Q3 fell 17% yr/yr
Company generated positive free cash flow and reduced net debt in Q3

Outlook
Company did not provide specific financial guidance for upcoming quarters or full year

Result Drivers
END MARKET DEMAND - Co cited demand conditions, customer purchasing behavior, and competitive pressures as factors affecting results
SUPPLY CHAIN AND COSTS - Co pointed to supply chain disruption and raw material cost volatility as impacting performance

Company press release: ID:nBw73GY4Ha

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Miss
$91.70 mln
$93.80 mln (2 Analysts)
Q3 Adjusted EPS
Miss
$0.25
$0.28 (2 Analysts)
Q3 Adjusted EBITDA
Miss
$12.20 mln
$13.05 mln (2 Analysts)

Analyst Coverage
The one available analyst rating on the shares is "buy"
The average consensus recommendation for the industrial machinery & equipment peer group is "buy"
Wall Street's median 12-month price target for Luxfer Holdings PLC is $18.75, about 8.6% above its October 27 closing price of $17.26
The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 14 three months ago

Reuters Recommended Reads
Oct 27 - DMC Global Q3 sales rise 14% on commercial aluminum
Oct 27 - Corning beats Q3 core sales, EPS estimates
Oct 26 - Nucor beats Q3 sales estimates on steel mills unit growth

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)