LXFR at a glance
LUXFER HOLDINGS PLC (LXFR, SEC CIK 1096056) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on September 9, 2026 and Form 4 insider filings as recently as June 15, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), LUXFER HOLDINGS PLC (LXFR) reported revenue of $384.6 million (down 1.9% from FY2024) and net income of $7.7 million. Diluted EPS was $0.28.
- As of June 30, 2026, 24 institutional investment managers tracked by SignalX reported holding LUXFER HOLDINGS PLC (LXFR) shares worth $216.3 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Hipple Richard J on June 11, 2026 of 4,010 shares at $15.05 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $384.6M
- −1.9% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 24 funds
- $216.3M · +0 vs prior quarter
- Latest 8-K
- Sep 9, 2026
- Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 28, 2026
Management Discussion & Analysis
- Q2 revenue $95.7M vs $106.6M, down 10.2% YoY
- Gross margin 25.6% vs 23.2%; operating margin 8.2% vs 4.9%
- Elektron strongest segment: adjusted EBITA $8.2M, margin 17.3% vs 15.4%
- Gas Cylinders weakest segment: adjusted EBITA $3.2M, down 20.0% YoY; margin 6.9% vs 8.5%
- Outlook: transaction execution, market volatility, tariffs, rare-earth sourcing, selective capital investment, operating cash generation focus
Risk Factors
- New transaction risk triggered by July 26, 2026 acquisition agreement with Double Eagle Acquisition Buyer
- Regulatory and shareholder-approval delays could prevent or postpone transaction closing
- Termination fee exposure up to $18,000,000 if agreement ends under specified circumstances
- Litigation risk from putative shareholder complaints potentially delaying or blocking transaction
- Operational disruption from management distraction, employee-retention challenges, and restricted business actions
AI summary of the LXFR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- HSR antitrust waiting period expired September 8, 2026, satisfying one closing condition for Wynnchurch Capital’s acquisition
- Transaction still requires shareholder approval, additional regulatory clearances, and High Court of Justice sanction
Item 1.01: Entry into a Material Definitive Agreement
- Wynnchurch-backed Buyer to acquire all Luxfer shares for $17.37 cash per share
- Court-sanctioned English scheme requires shareholder approval, regulatory clearances, and High Court sanction
Item 8.01: Other Events
- Proposed acquisition by Wynnchurch announced July 27, 2026, creating a potential change-of-control event for Luxfer shareholders
- Transaction requires shareholder approval and U.K. Court sanction before closing
Item EX-99.1: Item EX-99.1
- Wynnchurch acquisition at $17.37 per share in cash, offering approximately 30.7% premium to $13.29 reference price
- Expected closing before year-end 2026, subject to shareholder, regulatory and customary approvals
Item EX-99.1: Item EX-99.1
- Q2 2026 earnings call scheduled for July 29, 2026, at 8:30 a.m. Eastern Time
- CEO Andy Butcher and CFO Steve Webster expected to address investors
Item 8.01: Other Events
- Luxfer scheduled its second-quarter 2026 earnings conference call for July 22, 2026
- Exhibit 99.1 contains the call details and directs investors to the company’s upcoming quarterly results discussion
AI summaries of LXFR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LXFR
Don't miss the next LXFR filing
- Alerts as it files. A push when LXFR files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut LXFR, by share count.
- Ask anything. An AI agent that reads every LXFR filing and answers with sources.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Trimberger Lisa G | M | Jun 11, 2026 | 8,953 | - |
| Hipple Richard J | A | Jun 11, 2026 | 6,681 | - |
| Hipple Richard J | M | Jun 11, 2026 | 8,953 | - |
| MULLEN PATRICK K | A | Jun 11, 2026 | 7,709 | - |
| Hipple Richard J | Sell | Jun 11, 2026 | 4,010 | $15.05 |
| Hipple Richard J | M | Jun 11, 2026 | 8,953 | - |
| MULLEN PATRICK K | Sell | Jun 11, 2026 | 5,323 | $15.05 |
| MULLEN PATRICK K | M | Jun 11, 2026 | 11,851 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $391.9M | $384.6M |
| Gross Profit | - | $85.7M | $89.2M |
| Operating Income | - | $30.1M | $24.0M |
| Net Income | - | $18.4M | $7.7M |
| Gross Margin | - | 21.9% | 23.2% |
| Op. Margin | - | 7.7% | 6.2% |
| Net Margin | - | 4.7% | 2.0% |
| Balance Sheet | |||
| Total Assets | $372.1M | $382.4M | $369.7M |
| Equity | $212.6M | $219.5M | $226.4M |
| ROE | - | 8.4% | 3.4% |
| Per Share | |||
| EPS | - | $0.68 | $0.28 |
| Cash Flow | |||
| Operating CF | - | $51.1M | $34.0M |
| CapEx | - | $10.3M | $7.8M |
Source: XBRL data in LUXFER HOLDINGS PLC (LXFR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LXFR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 24 | $216.3M |
| Q1 2026 | 24 | $145.8M |
| Q4 2025 | 21 | $172.6M |
| Q3 2025 | 22 | $177.0M |
| Q2 2025 | 25 | $156.2M |
| Q1 2025 | 21 | $115.1M |
| Q4 2024 | 16 | $95.6M |
| Q3 2024 | 12 | $38.0M |
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- D.E. Shaw & Co+30.4K
- Millennium Management−112.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 165 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LXFR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 10-Q | Jul 28, 2026 | Jun 28, 2026 | Analysis | |
| 8-K | Jul 28, 2026 | - | - | - |
| 8-K | Jul 27, 2026 | - | Analysis | - |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 4 | May 28, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| 10-Q | Apr 28, 2026 | Mar 29, 2026 | Analysis | |
| 8-K | Apr 28, 2026 | - | - | - |
| 4 | Mar 23, 2026 | - | - | - |
| 4 | Mar 23, 2026 | - | - | - |
| 4 | Mar 23, 2026 | - | - | - |
| 4 | Mar 23, 2026 | - | - | - |
| 4 | Mar 23, 2026 | - | - | - |
| 4 | Mar 23, 2026 | - | - | - |
| 4 | Mar 19, 2026 | - | - | - |
| 4 | Mar 19, 2026 | - | - | - |
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LXFR SEC filings: frequently asked questions
Which institutions hold LXFR stock?
As of June 30, 2026, the largest LUXFER HOLDINGS PLC (LXFR) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($48.1 million), BlackRock ($39.0 million), Bank of America Corp ($28.1 million), Vanguard Capital Management LLC ($21.8 million), Dimensional Fund Advisors ($18.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LXFR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), LUXFER HOLDINGS PLC (LXFR) reported revenue of $384.6 million (down 1.9% from FY2024) and net income of $7.7 million. Diluted EPS was $0.28. The figures come from the XBRL data in the 10-K.
What did LXFR report in its latest 8-K?
LUXFER HOLDINGS PLC (LXFR) filed an 8-K on September 9, 2026 reporting Item 8.01 (Other Events). HSR antitrust waiting period expired September 8, 2026, satisfying one closing condition for Wynnchurch Capital’s acquisition.
What are the latest LXFR SEC filings?
LUXFER HOLDINGS PLC (LXFR) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on September 9, 2026 and a Form 4 insider filing on June 15, 2026.
What is LXFR's SEC CIK number?
LUXFER HOLDINGS PLC (LXFR)'s SEC Central Index Key (CIK) is 1096056. EDGAR lists every LXFR filing under that number.
Ask anything about LXFR
The research agent reads LXFR's filings, financials, insider trades and 13F holders, then answers with sources.