Specialty materials maker Luxfer Q3 profit beats estimates on robust demand in defense sector

Luxfer Holdings

28/10/2025 20:41

Overview

Luxfer Q3 adjusted net sales rise 1.6%, beating analyst expectations, per LSEG data

Adjusted EPS for Q3 beats consensus, rising 11.1% to $0.30

Company raises full-year 2025 guidance for adjusted EPS and EBITDA

Outlook

Luxfer raises full-year 2025 guidance to adjusted EPS of $1.04 to $1.08

Company expects full-year 2025 adjusted EBITDA of $50 mln to $51 mln

Result Drivers

DEFENSE AND AEROSPACE DEMAND - Co attributes strong profitability and cash generation to continued demand in defense and aerospace sectors

FOCUS ON CORE MARKETS - Completion of Graphic Arts sale allows co to sharpen focus on core and high-value markets

POWDERS CENTER OF EXCELLENCE - New center within Elektron expected to enhance growth and deliver $2 mln of annual savings

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Beat
$92.90 mln
$92.70 mln (1 Analyst)
Q3 Adjusted EPS
Beat
$0.30
$0.25 (1 Analyst)
Q3 EPS
$0.09
Q3 Adjusted EBITDA
Beat
$13.60 mln
$12.10 mln (1 Analyst)

Analyst Coverage

Wall Street's median 12-month price target for Luxfer Holdings PLC is $17.00, about 21.2% above its October 27 closing price of $13.40

The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nBwc6j9bwa

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