LXFR
Luxfer Holdings PLC
LXFR's outlook is improving despite an expensive valuation.
VRT
Vertiv Holdings Co
VRT has the edge over LXFR overall, supported by stronger valuation and stronger modeled upside.
LXFR Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Healthy |
LXFR's balance sheet is currently healthy, and its revenue, profitability and cash flow are stable.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
LXFR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 16x | $3.48 | -80% |
| Forward | 17x | $17.34 | — |
| Fair | 23x | $4.99 | -71% |
| Expensive | 47x | $10.26 | -41% |
| Current | 79x | $17.34 | — |
Historical ranges are pointers, not guarantees.
LXFR's PE is in its expensive range at 79x. If earnings grow as analysts expect, today's price would be 17x next year's earnings, in its cheap range.
VRT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 23x | $210 | — |
| Current | 39x | $210 | — |
| Cheap | 58x | $308 | +47% |
| Fair | 72x | $383 | +83% |
| Expensive | 88x | $472 | +125% |
Historical ranges are pointers, not guarantees.
VRT has the edge over LXFR in the historical PE scenario, which offers more potential upside but is not a forecast.
LXFR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect LXFR's earnings to grow and its profitability to improve, with its revenue holding steady.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
VRT has the edge over LXFR on the outlook, with more favorable revenue expectations.
LXFR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.05 | +375% |
| Q3 2026 | $0.22 | -58% |
| Q2 2026 | $0.29 | -68% |
| Q1 2026 | $0.21 | -73% |
| Q4 2025 | $0.28 | -59% |
| Q3 2025 | $0.53 | +56% |
| Q2 2025 | $0.90 | +$1.08 |
| Q1 2025 | $0.78 | +7700% |
| Q4 2024 | $0.68 | +$0.75 |
LXFR's earnings per share have fallen from their peak: $0.22 over the past year, against $1.34 in late 2021.
VRT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.14 | +71% |
| Q3 2026 | $5.35 | +102% |
| Q2 2026 | $4.42 | +111% |
| Q1 2026 | $3.98 | +131% |
| Q4 2025 | $3.41 | +166% |
| Q3 2025 | $2.65 | +75% |
| Q2 2025 | $2.09 | +62% |
| Q1 2025 | $1.72 | +64% |
| Q4 2024 | $1.28 | +7.6% |
VRT has the edge over LXFR on earnings, with more consistent year-over-year improvement.
LXFR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $91.7M | -1.3% |
| Q2 2026 | $95.7M | -8% |
| Q1 2026 | $83.9M | -14% |
| Q4 2025 | $90.7M | -12% |
| Q3 2025 | $92.9M | -6.5% |
| Q2 2025 | $104M | +4.3% |
| Q1 2025 | $97M | +8.5% |
| Q4 2024 | $103.4M | +7.8% |
LXFR's revenue has slid since its 2022 peak: $92M last quarter, down 1.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 3% | -2.8 points |
| Q2 2026 | 8.2% | +0.8 points |
| Q1 2026 | 7.4% | -0.5 points |
| Q4 2025 | 3.6% | -0.2 points |
| Q3 2025 | 5.8% | -12 points |
| Q2 2025 | 7.4% | +3.6 points |
| Q1 2025 | 7.8% | +2.4 points |
| Q4 2024 | 3.9% | +16 points |
LXFR's operating margin was 3% last quarter, down 2.8 points from the same quarter a year ago.
VRT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.3B | +61% |
| Q2 2026 | $3.3B | +24% |
| Q1 2026 | $2.6B | +30% |
| Q4 2025 | $2.9B | +23% |
| Q3 2025 | $2.7B | +29% |
| Q2 2025 | $2.6B | +35% |
| Q1 2025 | $2B | +24% |
| Q4 2024 | $2.3B | +26% |
VRT has the edge over LXFR on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +3.5 points |
| Q2 2026 | 19% | +2.7 points |
| Q1 2026 | 17% | +2.3 points |
| Q4 2025 | 20% | +0.7 points |
| Q3 2025 | 19% | +1.4 points |
| Q2 2025 | 17% | -0.4 points |
| Q1 2025 | 14% | +1.9 points |
| Q4 2024 | 19% | +4.2 points |
VRT has the edge over LXFR on profitability, with a higher operating margin.
LXFR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $12.4M | +20% |
| Q2 2026 | $0 | +$700K |
| Q1 2026 | -$6.1M | -245% |
| Q4 2025 | $12.4M | -45% |
| Q3 2025 | $10.3M | +5.1% |
| Q2 2025 | -$700K | -111% |
| Q1 2025 | $4.2M | +83% |
| Q4 2024 | $22.5M | +60% |
LXFR still generates free cash flow, though less than at its 2020 peak: $19M over the past year.
VRT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $654.9M | +41% |
| Q2 2026 | $926.5M | +233% |
| Q1 2026 | $654.2M | +145% |
| Q4 2025 | $885.6M | +143% |
| Q3 2025 | $463.5M | +36% |
| Q2 2025 | $277.9M | -19% |
| Q1 2025 | $266.8M | +162% |
| Q4 2024 | $364.5M | +18% |
VRT has the edge over LXFR on cash flow, with more consistent year-over-year improvement.
LXFR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +73.8K shares |
| 1 year | +0.5% | +136K shares |
| 3 years | +1% | +279K shares |
| 5 years | -2.6% | -739K shares |
| Available history | -2.1% | -588K shares |
LXFR has 27M diluted shares, up 0.5% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | $700,000 |
| Q1 2026 | $700,000 |
| Q4 2025 | $1.2M |
| Q3 2025 | $800,000 |
| Q2 2025 | $600,000 |
| Q1 2025 | $500,000 |
| Q4 2024 | $700,000 |
LXFR spent $3M buying back its own shares over the past year, about the same as the year before.
VRT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -64.9K shares |
| 1 year | +0.4% | +1.8M shares |
| 3 years | +1.1% | +4.4M shares |
| 5 years | +10% | +36M shares |
| Available history | +63% | +152M shares |
VRT has the edge over LXFR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | $599.9M |
LXFR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.3x | Healthy |
| Q2 2026 | 1.5x | Healthy |
| Q1 2026 | 1.3x | Healthy |
| Q4 2025 | 0.9x | Very low |
| Q3 2025 | 1.1x | Healthy |
| Q2 2025 | 1.0x | Healthy |
| Q1 2025 | 1.0x | Healthy |
| Q4 2024 | 1.0x | Healthy |
LXFR's net debt is about 1.3 years of its operating earnings (EBITDA), up from 1.1 years a year ago.
VRT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 1.0x | Healthy |
VRT has the edge over LXFR on leverage, with a lower net debt burden relative to earnings.
LXFR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 60.6 | Neutral |
| Stochastic | 78.8 | Neutral |
LXFR's weekly RSI is 61 (neutral) and its Stochastic is 79 (neutral).
VRT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.0 | Neutral |
| Stochastic | 26.4 | Neutral |
VRT's weekly RSI is 43 (neutral) and its Stochastic is 26 (neutral).
LXFR PE vs Industrials Sector
| Metric | LXFR | Sector median | Relative |
|---|---|---|---|
| PE | 79x | 24x | 227% above |
| PE % | 91 | 58 | 33 pts above |
LXFR is trading at 79x earnings, a 227% premium to the Industrials sector's median of 24x.
VRT PE vs Industrials Sector
| Metric | VRT | Sector median | Relative |
|---|---|---|---|
| PE | 39x | 24x | 63% above |
| PE % | 3 | 58 | 55 pts below |
VRT has the edge over LXFR on valuation relative to its sector.
LXFR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $17.3 | 0.4% above |
| 20 week MA | $17.2 | 1% above |
| 50 week MA | $15.6 | 11% above |
| 100 week MA | $14.0 | 24% above |
| 200 week MA | $13.1 | 32% above |
LXFR has the edge over VRT on trend strength, trading above more of its moving averages.
VRT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $221.8 | 5.5% below |
| 20 week MA | $254.4 | 18% below |
| 50 week MA | $253.9 | 17% below |
| 100 week MA | $189.1 | 11% above |
| 200 week MA | $123.5 | 70% above |
VRT has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 70% above its 200-week average.
LXFR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $18.5 | $15.6 | -16% |
| 2021 | $15.6 | $19.3 | +24% |
| 2022 | $19.3 | $13.2 | -31% |
| 2023 | $13.2 | $8.94 | -32% |
| 2024 | $8.94 | $13.1 | +46% |
| 2025 | $13.1 | $14.1 | +7.5% |
| 2026 YTD | $14.1 | $17.3 | +23% |
LXFR has finished lower in three of the last six years. It's up 23% so far in 2026.
VRT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $18.9 | +73% |
| 2021 | $18.9 | $24.9 | +31% |
| 2022 | $24.9 | $12.8 | -48% |
| 2023 | $12.8 | $48.0 | +275% |
| 2024 | $48.0 | $115.1 | +140% |
| 2025 | $115.1 | $167.6 | +46% |
| 2026 YTD | $167.6 | $209.6 | +25% |
VRT has the edge over LXFR on returns for 2026, with the stronger performance.