LUXFER HOLDINGS PLC
LXFR · Industrial Inorganic Chemicals · 26.8M shares · -1%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: -$100K (gross $3M, SBC $3M)
Reference price $15.05 · est. market cap ~$403M — last insider sale, 2026-06-11 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C67Niche materials-engineering firm with above-sector percentiles but thin absolute returns and falling earnings.
Strengths
- Sector-relative metrics are solid across the board: ROE 81.8th pct, ROA 72.7th pct, margins ~70th pct, low leverage (D/E 0.17)
- Positive free cash flow ($26.2M) with improving gross margin (23.2%)
Risks
- Absolute returns are modest (ROE 3.4%, net margin 2.0%) and net income fell 28% with rising restructuring charges
- Customer/end-market concentration and dependence on Chinese rare-earth inputs subject to export controls
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Customer concentration~38% of revenue from one customer/distributor — Our top 10 customers accounted for approximately 38% of our net sales in 2025
- China exposureFuture changes — including additional tariffs, retaliatory measures, quotas, customs enforcement actions, sanctions or export controls — could further increase our costs, disrupt supply chains, reduce
- Insider sellingInsider selling — 5 open-market sale(s) by 5 insider(s) (cluster of 5 insiders, ~$321,588, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
23.2%
Operating margin
6.2%
Net margin
2.0%
Return on equity
3.4%
Return on assets
2.1%
ROIC
7.1%
Revenue growth (QoQ)
-7.5%
Net-income growth
-58.2%
Debt / equity
0.2×
Net debt / EBITDA
0.9×
Current ratio
1.7×
Free cash flow
$26M
EBITDA
$34M
Tangible book value
$146M
Cash & investments
$8M
Stock comp / revenue
0.9%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-11 | Snowdon Clive | Option exercise | 9.0K | — |
| 2026-06-11 | MULLEN PATRICK K | Option exercise | 12K | — |
| 2026-06-11 | MULLEN PATRICK K | Sell | 5.3K | $15.05 |
| 2026-06-11 | Hipple Richard J | Sell | 4.0K | $15.05 |
| 2026-06-11 | Trimberger Lisa G | Option exercise | 9.0K | — |
| 2026-06-11 | Trimberger Lisa G | Sell | 4.0K | $15.05 |
| 2026-06-11 | Snowdon Clive | Sell | 4.0K | $15.05 |
| 2026-06-11 | Stein Sylvia Ann | Option exercise | 9.0K | — |
| 2026-06-11 | Stein Sylvia Ann | Sell | 4.0K | $15.05 |
| 2026-06-11 | Hipple Richard J | Option exercise | 9.0K | — |
| 2026-05-06 | Butcher Andrew | Other | 853 | $15.82 |
| 2026-03-20 | MEAD HOWARD IOAN | Option exercise | 1.6K | — |
| 2026-03-20 | MEAD HOWARD IOAN | Tax withheld | 693 | $11.82 |
| 2026-03-20 | MEAD HOWARD IOAN | Option exercise | 1.0K | — |
| 2026-03-20 | MEAD HOWARD IOAN | Tax withheld | 444 | $11.82 |
| 2026-03-20 | Butcher Andrew | Option exercise | 8.3K | — |
| 2026-03-20 | Butcher Andrew | Tax withheld | 4.6K | $11.82 |
| 2026-03-20 | Butcher Andrew | Tax withheld | 11K | $11.82 |
| 2026-03-20 | Butcher Andrew | Option exercise | 20K | — |
| 2026-03-20 | Butcher Andrew | Tax withheld | 7.3K | $11.82 |
| 2026-03-20 | Butcher Andrew | Option exercise | 13K | — |
| 2026-03-20 | Moorefield Jeffrey C. | Option exercise | 623 | — |
| 2026-03-20 | Moorefield Jeffrey C. | Tax withheld | 253 | $11.82 |
| 2026-03-20 | Moorefield Jeffrey C. | Option exercise | 1.5K | — |
| 2026-03-20 | Moorefield Jeffrey C. | Tax withheld | 626 | $11.82 |
| 2026-03-20 | Moorefield Jeffrey C. | Option exercise | 990 | — |
| 2026-03-20 | Moorefield Jeffrey C. | Tax withheld | 401 | $11.92 |
| 2026-03-20 | MEAD HOWARD IOAN | Option exercise | 644 | — |
| 2026-03-20 | MEAD HOWARD IOAN | Tax withheld | 279 | $11.82 |
| 2026-03-18 | MEAD HOWARD IOAN | Tax withheld | 3.0K | $11.82 |
| 2026-03-18 | Moorefield Jeffrey C. | Option exercise | 921 | — |
| 2026-03-18 | Moorefield Jeffrey C. | Tax withheld | 373 | $11.82 |
| 2026-03-18 | Moorefield Jeffrey C. | Option exercise | 6.8K | — |
| 2026-03-18 | Moorefield Jeffrey C. | Tax withheld | 2.7K | $11.82 |
| 2026-03-18 | Moorefield Jeffrey C. | Option exercise | 5.7K | — |
| 2026-03-18 | Moorefield Jeffrey C. | Tax withheld | 2.3K | $11.82 |
| 2026-03-18 | MEAD HOWARD IOAN | Option exercise | 954 | — |
| 2026-03-18 | MEAD HOWARD IOAN | Tax withheld | 413 | $11.82 |
| 2026-03-18 | MEAD HOWARD IOAN | Option exercise | 7.0K | — |
| 2026-03-18 | MEAD HOWARD IOAN | Option exercise | 5.9K | — |
| 2026-03-18 | MEAD HOWARD IOAN | Tax withheld | 2.6K | $11.82 |
| 2026-03-18 | Butcher Andrew | Option exercise | 90K | — |
| 2026-03-18 | Butcher Andrew | Tax withheld | 50K | $11.82 |
| 2026-03-18 | Butcher Andrew | Option exercise | 76K | — |
| 2026-03-18 | Butcher Andrew | Tax withheld | 43K | $11.82 |
| 2026-03-18 | Butcher Andrew | Option exercise | 12K | — |
| 2026-03-18 | Butcher Andrew | Tax withheld | 6.9K | $11.82 |
| 2026-03-17 | Ramos Vittini Janelle Amanda | Option exercise | 780 | — |
| 2026-03-17 | Butcher Andrew | Option exercise | 10K | — |
| 2026-03-17 | Butcher Andrew | Tax withheld | 5.7K | $11.80 |
| 2026-03-17 | Ramos Vittini Janelle Amanda | Tax withheld | 488 | $11.80 |
| 2026-03-17 | Moorefield Jeffrey C. | Option exercise | 769 | — |
| 2026-03-17 | Moorefield Jeffrey C. | Tax withheld | 312 | $11.80 |
| 2026-03-17 | MEAD HOWARD IOAN | Option exercise | 800 | — |
| 2026-03-17 | MEAD HOWARD IOAN | Tax withheld | 347 | $11.80 |
| 2026-03-16 | MEAD HOWARD IOAN | Tax withheld | 384 | $11.60 |
| 2026-03-16 | Butcher Andrew | Option exercise | 7.4K | — |
| 2026-03-16 | Butcher Andrew | Tax withheld | 4.1K | $11.60 |
| 2026-03-16 | Moorefield Jeffrey C. | Option exercise | 471 | — |
| 2026-03-16 | Moorefield Jeffrey C. | Tax withheld | 192 | $11.60 |
| 2026-03-16 | MEAD HOWARD IOAN | Option exercise | 884 | — |
| 2026-02-04 | Butcher Andrew | Other | 853 | $15.68 |
| 2025-12-19 | Butcher Andrew | Other | 508 | $13.79 |
| 2025-11-05 | Butcher Andrew | Other | 1.1K | $12.39 |
| 2025-06-09 | Webster Stephen | Option exercise | 900 | — |
| 2025-06-09 | Webster Stephen | Option exercise | 800 | — |
| 2025-06-09 | Webster Stephen | Option exercise | 128 | — |
| 2025-06-09 | Webster Stephen | Option exercise | 1.0K | — |
| 2025-06-09 | Webster Stephen | Option exercise | 125 | — |
| 2025-06-09 | Webster Stephen | Option exercise | 2.3K | — |
| 2025-06-09 | Webster Stephen | Option exercise | 1.1K | — |
| 2025-06-09 | Webster Stephen | Option exercise | 92 | — |
| 2025-06-09 | Webster Stephen | Option exercise | 1.8K | — |
| 2025-06-09 | Webster Stephen | Option exercise | 75 | — |
| 2025-06-09 | Webster Stephen | Sell | 4.2K | $11.83 |
| 2025-06-06 | Stein Sylvia Ann | Sell | 4.1K | $10.02 |
| 2025-06-05 | Stein Sylvia Ann | Option exercise | 9.2K | — |
| 2025-06-05 | Snowdon Clive | Option exercise | 9.2K | — |
| 2025-06-05 | Trimberger Lisa G | Option exercise | 9.2K | — |
| 2025-06-05 | Trimberger Lisa G | Sell | 4.1K | $10.02 |
| 2025-06-05 | MULLEN PATRICK K | Option exercise | 12K | — |
| 2025-06-05 | MULLEN PATRICK K | Sell | 5.5K | $10.02 |
| 2025-06-05 | Hipple Richard J | Option exercise | 9.2K | — |
| 2025-06-05 | Hipple Richard J | Sell | 4.1K | $10.02 |
| 2025-06-05 | Snowdon Clive | Sell | 4.1K | $10.02 |
| 2025-05-22 | Wardlow Graham | Sell | 8.0K | $11.33 |
| 2025-05-22 | Webster Stephen | Buy | 1.5K | $11.53 |
| 2025-05-20 | Wardlow Graham | Option exercise | 1.2K | — |
| 2025-05-20 | Wardlow Graham | Option exercise | 928 | — |
| 2025-05-20 | Wardlow Graham | Option exercise | 1.1K | — |
| 2025-05-20 | Wardlow Graham | Option exercise | 1.9K | — |
| 2025-05-20 | Wardlow Graham | Option exercise | 1.3K | — |
| 2025-05-20 | Wardlow Graham | Option exercise | 2.3K | — |
| 2025-05-20 | Wardlow Graham | Option exercise | 900 | — |
| 2025-05-20 | Wardlow Graham | Sell | 4.9K | $11.95 |
| 2025-03-20 | MEAD HOWARD IOAN | Option exercise | 621 | — |
| 2025-03-20 | MEAD HOWARD IOAN | Tax withheld | 268 | $12.12 |
| 2025-03-20 | Butcher Andrew | Option exercise | 8.0K | — |
| 2025-03-20 | Butcher Andrew | Tax withheld | 4.5K | $12.12 |
| 2025-03-20 | Gibbons Peter | Option exercise | 566 | — |
| 2025-03-20 | Gibbons Peter | Tax withheld | 229 | $12.12 |
| 2025-03-20 | Moorefield Jeffrey C. | Option exercise | 599 | — |
| 2025-03-20 | Moorefield Jeffrey C. | Tax withheld | 242 | $12.12 |
| 2025-03-18 | Moorefield Jeffrey C. | Tax withheld | 357 | $12.13 |
| 2025-03-18 | MEAD HOWARD IOAN | Option exercise | 916 | — |
| 2025-03-18 | MEAD HOWARD IOAN | Tax withheld | 395 | $12.13 |
| 2025-03-18 | Butcher Andrew | Option exercise | 12K | — |
| 2025-03-18 | Butcher Andrew | Tax withheld | 6.6K | $12.13 |
| 2025-03-18 | Gibbons Peter | Option exercise | 832 | — |
| 2025-03-18 | Gibbons Peter | Tax withheld | 336 | $12.13 |
| 2025-03-18 | Moorefield Jeffrey C. | Option exercise | 884 | — |
| 2025-03-15 | Butcher Andrew | Option exercise | 1.4K | — |
| 2025-03-15 | Butcher Andrew | Tax withheld | 780 | $12.12 |
| 2025-03-15 | Butcher Andrew | Option exercise | 1.9K | — |
| 2025-03-15 | Butcher Andrew | Tax withheld | 1.1K | $12.12 |
| 2025-03-15 | Butcher Andrew | Option exercise | 5.7K | — |
| 2025-03-15 | Butcher Andrew | Tax withheld | 3.2K | $12.12 |
| 2025-03-15 | Butcher Andrew | Option exercise | 15K | — |
| 2025-03-15 | Butcher Andrew | Tax withheld | 8.1K | $12.12 |
| 2025-03-15 | Moorefield Jeffrey C. | Tax withheld | 146 | $12.12 |
| 2025-03-15 | Moorefield Jeffrey C. | Option exercise | 922 | — |
| 2025-03-15 | Gibbons Peter | Option exercise | 360 | — |
| 2025-03-15 | Gibbons Peter | Tax withheld | 146 | $12.12 |
| 2025-03-15 | Gibbons Peter | Option exercise | 922 | — |
| 2025-03-15 | Gibbons Peter | Tax withheld | 373 | $12.12 |
| 2025-03-15 | Moorefield Jeffrey C. | Tax withheld | 373 | $12.12 |
| 2025-03-15 | MEAD HOWARD IOAN | Option exercise | 697 | — |
| 2025-03-15 | MEAD HOWARD IOAN | Tax withheld | 301 | $12.12 |
| 2025-03-15 | Moorefield Jeffrey C. | Option exercise | 360 | — |
| 2025-03-15 | Gibbons Peter | Option exercise | 697 | — |
| 2025-03-15 | Gibbons Peter | Tax withheld | 373 | $12.12 |
| 2025-03-14 | Gibbons Peter | Option exercise | 449 | — |
| 2025-03-14 | Gibbons Peter | Tax withheld | 182 | $12.01 |
| 2025-03-14 | Moorefield Jeffrey C. | Tax withheld | 182 | $12.01 |
| 2025-03-14 | MEAD HOWARD IOAN | Option exercise | 844 | — |
| 2025-03-14 | Moorefield Jeffrey C. | Option exercise | 449 | — |
| 2025-03-14 | MEAD HOWARD IOAN | Tax withheld | 365 | $12.01 |
| 2025-03-14 | Butcher Andrew | Tax withheld | 4.0K | $12.01 |
| 2025-03-14 | Butcher Andrew | Option exercise | 7.1K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-12 | 2026-06-11 | 0001437749-26-020383 ↗ |
| 8-K | 2026-05-07 | 2026-05-01 | 0001437749-26-015341 ↗ |
| 8-K | 2026-04-28 | 2026-04-28 | 0001437749-26-013679 ↗ |
| 10-Q | 2026-04-28 | 2026-03-29 | 0001437749-26-013676 ↗ |
| 10-K | 2026-02-24 | 2025-12-31 | 0001096056-26-000015 ↗ |
| 8-K | 2026-02-24 | 2026-02-24 | 0001096056-26-000014 ↗ |
| 8-K | 2026-01-15 | 2026-01-13 | 0001096056-26-000005 ↗ |
| 8-K | 2025-10-28 | 2025-10-28 | 0001096056-25-000070 ↗ |
| 10-Q | 2025-10-28 | 2025-09-28 | 0001096056-25-000069 ↗ |
| 8-K | 2025-10-07 | 2025-10-06 | 0001096056-25-000062 ↗ |
| 8-K | 2025-08-14 | 2025-08-13 | 0001096056-25-000058 ↗ |
| 8-K | 2025-08-06 | 2025-08-05 | 0001096056-25-000056 ↗ |