10-Q · April 28, 2026
The 10-Q for the quarter ended March 29, 2026 contains limited operational detail in the provided excerpt but discloses no material changes to market risk or risk factors and affirms disclosure controls and internal…
Earnings analysis · 10-Q
LXFR earnings analysis
Filed July 28, 2026 · Our reading of the company's report
The latest report
Luxfer reported $95.7 million of Q2 revenue and $0.29 diluted EPS. Revenue improved about 13.9% sequentially from $84 million but declined about 8.0% from $104 million a year earlier, while EPS rose from $0.13…
Read full summary
Luxfer reported $95.7 million of Q2 revenue and $0.29 diluted EPS. Revenue improved about 13.9% sequentially from $84 million but declined about 8.0% from $104 million a year earlier, while EPS rose from $0.13 sequentially and $0.10 year over year. The provided extract does not contain segment results, balance-sheet data, cash-flow data, or margin figures; the principal near-term issue is the July 26, 2026 acquisition agreement, including up to $18.0 million of termination-fee exposure.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.29
What stood out
-
Revenue rebounded sequentially but fell year over year
Q2 revenue was $95.7 million, up $11.7 million, or about 13.9%, from $84 million in Q1 2026, but down $8.3 million, or about 8.0%, from $104 million in Q2 2025.
-
EPS improved sharply sequentially and year over year
Diluted EPS was $0.29, versus $0.13 in Q1 2026 and $0.10 in Q2 2025. Gross margin and operating margin were not available in the provided filing extract.
-
Market-risk profile stated unchanged
Management reports no material changes in market risk during the first six months ended June 28, 2026, while separately flagging rare-earth export restrictions in MD&A.
What to watch
-
Pending acquisition has closing-risk exposure
The July 26, 2026 transaction agreement may be delayed or fail because regulatory, shareholder, and other closing conditions remain outstanding. The company says its share price could decline if closing is viewed as uncertain.
-
Potential $18.0 million termination fee
Luxfer may owe Buyer a termination fee of up to $18,000,000, plus certain out-of-pocket expenses, under specified termination circumstances; transaction-related professional fees are payable even if the deal is not completed.
-
Transaction litigation could disrupt operations
The company warns that lawsuits related to the July 26, 2026 proposed transaction could delay or prevent closing and divert management from operations.
Management's outlook
The 10-Q excerpt contains no quantitative revenue or EPS outlook. Management states there were no material changes in market risk during the first six months ended June 28, 2026; outlook discussion appears deferred amid the pending transaction.
Earlier filings 4
10-K · February 24, 2026
Luxfer’s 2025 10-K shows a business refocusing on higher-value materials and gas-containment after completing the July 2, 2025 sale of its Graphic Arts business; continuing-operations net sales were $384.6 million in…
10-Q · October 28, 2025
Luxfer reported Q3 2025 revenue of $92.9M and diluted EPS of $0.10, with gross profit of $21.7M but operating income sharply down to $5.4M from $17.4M a year ago. Elektron showed clear growth while Graphic Arts has been…
10-Q · July 29, 2025
Luxfer reported Q2 2025 net sales of $104.0M and GAAP diluted EPS of $0.10. Revenue and gross profit improved versus Q2 2024 ($99.7M revenue; $22.0M gross profit) and the company generated operating income of $7.7M (vs…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.