Luxfer Holdings (LXFR) Fair Value & Analysis
Industrials · US · Market cap $515M
Luxfer Holdings
LXFR · US
Fair value as of: Jul 17, 2026
From 24 valuation models · updated 24 days ago
Fair value updated Jul 17, 2026, revised from $11.30 to $5.99 (−47.0%) since Jun 24, 2026. Share price +0.9% over the past month.
A solid business, but screening 65% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($7.48). The favourable scenario is already priced in.
- Solid but not exceptional quality (62/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.
How to read this chart
60‑month range $6.89 – $19.36 · fair‑value band $4.49 – $7.48 · the $17.10 price screens above the $5.99 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 17, 2026.
Analysis
Luxfer Holdings (LXFR) currently trades at $17.10, while our model-based Fair Value estimate is $5.99, implying the stock looks roughly 65.0% overvalued today. The Quality Score stands at 62/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Luxfer Holdings generated revenue of $372M at a net margin of 1.6%. Revenue declined 13.5% year over year. It earns a return on equity of 5.1%. Net debt stands at $31.1M. Fundamentals as of Jul 17, 2026
Our scenario range runs from $4.49 (bear case) to $7.48 (bull case); at $17.10, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 11% below its 52-week high and 59% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -48% fair-value upside, at -65%, LXFR screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 24 models by family
Widest divergence: Growth DCF ($10.17) versus Earnings-Based ($2.37). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 61 · Market factors (momentum, volatility) 66
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Luxfer Holdings PLC, together with its subsidiaries, develops and manufactures high-performance materials, components, and high-pressure gas containment devices. The company operates through two segments: Gas Cylinders and Elektron.
Full company description
Luxfer Holdings PLC, together with its subsidiaries, develops and manufactures high-performance materials, components, and high-pressure gas containment devices. The company operates through two segments: Gas Cylinders and Elektron. The Gas Cylinders segment manufactures and markets specialized highly engineered containment solutions using aluminum alloys and carbon composite technologies. It offers carbon composite high-pressure, aerospace and aviation, space-related, aluminum and composite medical gas, and specialty aluminum cylinders used for emergency response, healthcare, alternative fuel transportation, aerospace comprising commercial aviation, defense, and space markets. The Elektron segment focuses on specialty materials based primarily on magnesium and zirconium. This segment offers advanced lightweight magnesium alloys; magnesium powders for use in countermeasure flares, defense applications, infrared decoys, and heater meals; and zirconium-based chemicals and oxides used as catalysts converters, industrial catalysis, advanced ceramics, specialty glass, fuel cell components, pharmaceuticals, and other performance-critical applications. The company operates in the United States, the United Kingdom, Japan, Canada, Germany, rest of Europe, the Asia Pacific, and the rest of the world. Luxfer Holdings PLC was founded in 1898 and is based in Riverside, California.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Luxfer Holdings reported revenue of $385M in FY2025 versus $374M in FY2021, a compound +0.7%/yr. Reported net income was $7.7M in FY2025, compounding −28.8%/yr from FY2021.
LXFR screens 65% overvalued. Compare with GE Vernova Inc →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Luxfer Holdings PLC (NYSE – LXFR), Finward Banc
- Luxfer Holdings To Be Bought By Wynnchurch Capital For $17.37/Share
- Luxfer Holdings declares $0.13 dividend
Peer Group
Specialty Industrial Machinery · 809 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Specialty Industrial Machinery median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Specialty Industrial Machinery stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| GE Vernova Inc 1GEV | €887.60 | €186.93 | -79% |
| 1SIE 1SIE | €273.20 | €91.93 | -66% |
| SMNS SMNS | C$31.76 | C$22.68 | -29% |
| Eaton Corporation ETN | $407.28 | $171.92 | -58% |
| Atlas Copco AB ATCOA | kr 195.15 | kr 112.59 | -42% |
| Sandvik AB SAND | kr 384.10 | kr 193.01 | -50% |
| Doosan Enerbility Co 034020 | 76,400 KRW | 7,938 KRW | -90% |
| Vestas Wind Systems A/S VWS | kr 178.10 | kr 124.54 | -30% |
| Zhejiang Sanhua Intelligent Controls Co 002050 | ¥43.20 | ¥22.68 | -48% |
| NARI Technology Co 600406 | ¥22.19 | ¥18.71 | -16% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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