UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-35370 Luxfer Holdings PLC (Exact Name of Registrant as Specified in Its Charter) England and Wales 98-1024030 State or Other Jurisdiction of I.R.S. Employer Identification N ...

估值比较 - Luxfer (LXFR) 的前瞻 P/E 比率为 13.22，而 Nordson (NDSN) 的前瞻 P/E 为 25.44，表明 LXFR 的估值更具吸引力[6] - LXFR 的 PEG 比率为 1.89，NDSN 的 PEG 比率为 1.96，进一步显示 LXFR 在估值方面的优势[6] - LXFR 的 P/B 比率为 1.23，而 NDSN 的 P/B 为 5.45，这也表明 LXFR 在账面价值方面更有优势[7] Zacks Rank 和 Style Scores - LXFR 的 Zacks Rank 为 2 (买入)，而 NDSN 的 Zacks Rank 为 3 (持有)，显示 LXFR 的盈利预期修订活动更为出色[3] - LXFR 在 Zacks Rank 和 Style Scores 模型中都优于 NDSN，价值投资者更可能认为 LXFR 是更好的选择[8] 价值投资者偏好 - 价值投资者倾向于查看传统的、经过验证的数字，以帮助他们找到被低估的股票[4] - 我们的价值类别根据一系列关键指标对股票进行评分，包括传统的 P/E 比率、P/S 比率、盈利收益率和每股现金流等[5]

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use tried-and-true metrics and fundamental analysis to find comp ...

财务数据和关键指标变化 - 2023年第四季度销售额为87.8百万美元,略高于指导区间中值,主要得益于气瓶需求增加 [11] - 2023年全年销售额为373.5百万美元,同比下降2.9%,反映了公司面临的行业宏观挑战,尤其是在第三季度 [11] - 2023年全年调整后每股收益为0.80美元,超过最近的预期,调整后EBITDA为43.3百万美元 [12] - 公司资产负债表保持健康,净债务杠杆约为1.6倍,为持续投资提供灵活性 [13] 各条业务线数据和关键指标变化 - 国防、应急救援和医疗保健销售额增长9.7%,全年增长23.9%,保持强劲 [37] - 交通运输销售额下降22.3%,全年下降10.2%,受到宏观环境影响 [38] - 一般工业市场持续面临宏观挑战,第四季度销售额下降42.8%,全年下降25.6% [38] 各个市场数据和关键指标变化 - 气瓶业务第四季度销售额基本持平,但调整后EBITDA翻倍,得益于新签订的气瓶供应协议和需求增加 [43][44] - 电子业务第四季度销售额下降33.8%,调整后EBITDA下降,主要受工业市场需求疲软影响 [45][46] 公司战略和发展方向及行业竞争 - 公司决定出售Graphic Arts业务,该业务不再符合公司未来战略 [21] - 公司重新审视内部战略增长计划,看好未来几年的改善机会,已采取多项成本优化措施 [22][23] - 公司认为气瓶和电子业务无重大战略协同,未来可能分拆,但目前暂无必要 [24][26] - 公司将评估是否通过替代所有权提升业务表现和价值创造 [26] 管理层对经营环境和未来前景的评论 - 供应链挑战有所缓解,商业用镁价格相对稳定,有助于需求恢复 [15][16] - 美国镁供应仍受限,公司已开发新的镁源以改善部分终端市场 [16] - 公司获得保险公司支持,将消除约500万美元的年度法律费用 [17][29] - 公司采取多项成本优化措施,包括整合、提价和改善现金流 [18][28][29][30][32] - 2024年销售收入预计持平或略有下降,但下半年将逐步改善 [47][48] - 2024年调整后每股收益预计0.70-0.85美元,调整后EBITDA42-46百万美元,自由现金流20-24百万美元 [48][49][51] 问答环节重要的提问和回答 问题1 **Ellie Jiang 提问** Graphic Arts业务出售的原因和时间安排 [65] **Jiazhen Zhao 回答** Graphic Arts业务已经与公司的核心材料技术和轻量化业务越来越脱节,公司认为该业务在新的所有者下会有更好的发展前景。公司正在与XMS Capital Partners合作,预计2024年完成出售,但暂不透露具体交易价格 [66] 问题2 **Yang Bai 提问** 气瓶业务第四季度强劲表现的原因,以及2024年第一季度预期的季节性下滑 [69] **Jiazhen Zhao 回答** 公司与两大SCBA客户签订了新的多年供应协议,使公司能够应对碳纤维成本上涨并恢复利润率,同时为客户提供持续供应。第四季度SCBA需求强劲,但由于季节性因素,2024年第一季度预计会有所下滑 [70][71] 问题3 **Joyce Ju 提问** 电子业务在2024年的改善时间和镁供应成本下降的影响 [72] **Lei Chen 回答** 美国镁厂停产导致供应受限,但公司已开发新的镁源供应,随着存货消化,2024年镁成本将逐步下降,有助于电子业务的需求恢复和利润改善。公司预计电子业务第四季度为低点,之后将逐步好转,尤其是第二季度 [73][74]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-35370 Luxfer Holdings PLC (Exact Name of Registrant as Specified in Its Charter) England and Wales 98-1024030 State or Other Jurisdiction of I.R.S. Employer Identification No. In ...

THIRD QUARTER 2023 EARNINGS PRESENTATION October 26, 2023 CUSTOMER FIRST • INTEGRITY • ACCOUNTABILITY • INNOVATION • PERSONAL DEVELOPMENT • TEAMWORK 1 Forward-Looking Statements This release contains certain forward-looking statements that involve risks and uncertainties that could cause actual results to differ materially from those pro ...

Luxfer Holdings PLC (NYSE:LXFR) Q3 2023 Earnings Conference Call October 26, 2023 8:30 AM ET Company Participants Kevin Grant – Vice President-Investor Relations and Business Development Andy Butcher – Chief Executive Officer Steve Webster – Chief Financial Officer Conference Call Participants Steve Ferazani – Sidoti Operator Good morning. My name is Angela, and I will be your conference coordinator today. Welcome to the Luxfer’s Third Quarter 2023 Earnings Conference Call. All lines have been placed o ...

Luxfer Holdings PLC (NYSE:LXFR) Q2 2023 Earnings Conference Call July 26, 2023 8:30 AM ET Company Participants Michael Gaiden - VP, IR Andy Butcher - CEO & Executive Director Stephen Webster - CFO Conference Call Participants Operator Good morning. My name is Chelsea, and I will be your conference operator today. Welcome to Luxfer's Second Quarter 2023 Earnings Conference Call. [Operator Instructions]. Now I will turn the call over to Mike Gaiden, Vice President of Investor Relations and Business Developmen ...

Luxfer Holdings PLC (NYSE:LXFR) Q1 2023 Earnings Conference Call April 27, 2023 8:30 AM ET Company Participants Michael Gaiden - VP, IR and Business Development Andy Butcher - CEO Steve Webster - CFO Conference Call Participants Michael Leshock - KeyBanc Capital Markets Chip Moore - EF Hutton Operator Good morning. My name is Melinda, I'll be your conference operator today. Welcome to Luxfer's First Quarter 2023 Earnings Conference Call. [Operator Instructions] Now I will turn the call over to Mike Gaiden, ...

Luxfer Holdings PLC (NYSE:LXFR) Q4 2022 Earnings Conference Call March 1, 2023 8:30 AM ET Company Participants Michael Gaiden - VP, IR and Business Development Andy Butcher - CEO Steve Webster - CFO Conference Call Participants Philip Gibbs - KeyBanc Chip Moore - EF Hutton Operator Good morning. My name is Shelby, and I will be your conference operator today. Welcome to Luxfer's Fourth Quarter 2022 Earnings Conference Call. [Operator Instructions] Now I will turn the call over to Mike Gaiden, Vice President ...