LXFRLUXFER HOLDINGS PLC
Industrial Inorganic Chemicals
- Revenue
- $385M
- 1.9% YoY
- Operating margin
- 6.2%
- 19% YoY
- EBITDA
- $34M
- 16% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 0.2×
- $5M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear442% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear50% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear18% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $374M | $423M | $405M | $392M | $385M | 1.9% |
| Operating income | $36M | $45M | $4M | $30M | $24M | 20% |
| Net income | $30M | $27M | −$2M | $18M | $8M | 58% |
| Operating cash flow | $26M | $16M | $26M | $51M | $34M | 33% |
| Capex | $9M | $8M | $9M | $10M | $8M | 24% |
| Stock-based comp | $3M | $3M | $3M | $4M | $4M | 2.9% |
| Buybacks | $6M | $11M | $3M | $2M | $3M | 35% |
| Dividends | $14M | $14M | $14M | $14M | $14M | 0.7% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 108 | 98 |
| FY2024 | — | — | 155 | 119 |
| FY2023 | — | — | 68 | 130 |
| FY2022 | — | — | 73 | 75 |
| FY2021 | — | — | 121 | 129 |