Luxfer Holdings PLC (LXFR) intrinsic value & 10-year financials
Luxfer Holdings PLC (LXFR) has no Graham intrinsic value right now because the formula needs positive earnings. Over the last 10 fiscal years revenue shrank 0.8% a year to $384.6M, with an average return on invested capital of 7.3%.
- Graham intrinsic value
- —
- Share price (Oct 17, 2026)
- $17.23
- Market cap
- $469.4M
- Revenue (FY2025)
- $384.6M
- Revenue growth (10-yr CAGR)
- -0.8%
- ROIC (10-yr avg)
- 7.3%
- Free cash flow (FY2025)
- $26.2M
LXFR 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2025 | $384.6M | $7.7M | $0.28 | $26.2M | 6.2% | 4.5% |
| FY2024 | $391.9M | $18.4M | $0.68 | $40.8M | 7.7% | 7.3% |
| FY2023 | $405.0M | -$1.9M | -$0.07 | $16.9M | 1.0% | 0.7% |
| FY2022 | $423.4M | $26.9M | $0.98 | $7.6M | 10.6% | 11.9% |
| FY2021 | $374.1M | $29.9M | $1.07 | $17.0M | 9.7% | 12.3% |
| FY2020 | $324.8M | $20.0M | $0.72 | $41.6M | 8.8% | 8.6% |
| FY2019 | $443.5M | $3.1M | $0.11 | -$8.1M | 2.8% | 2.4% |
| FY2018 | $487.9M | $25.0M | $0.90 | $49.3M | 6.1% | 9.2% |
| FY2017 | $441.3M | $16.6M | $0.62 | $28.3M | 5.0% | 6.9% |
| FY2016 | $414.8M | $17.8M | $0.67 | $4.0M | 7.9% | 9.2% |
Source: annual 10-K filings on SEC EDGAR. Figures in USD.
Executive summary
LUXFER HOLDINGS PLC is facing top-line stagnation, with revenue contracting over the decade.
LUXFER HOLDINGS PLC has historically struggled to out-earn its cost of capital, averaging just 7.3% ROIC.
LUXFER HOLDINGS PLC has not shown aggressive share repurchases (>10% retirement) or a major balance-sheet leverage increase (>50% net debt growth) over the 10-year window.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, LUXFER HOLDINGS PLC is modeled at -9.2% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $-2.41 per share.