HIGHBuilt-inProduct / Revenue mix
51%
Elektron Segment
“10-K Item 1: 'sales from our Elektron Segment represented approximately 51% (2024: 45%, 2023: 46%) of our consolidated net sales from continuing operations'”
LXFR · Concentration risk · 10-K extracted
Luxfer Holdings (LXFR) concentration risks
Updated
The most significant concentration Luxfer Holdings discloses is Elektron Segment at 51%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Luxfer Holdings’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 6 disclosed concentrations
HIGH1
MEDIUM5
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMBuilt-inProduct / Revenue mix
45%
Gas Cylinders Segment
“10-K Item 1: 'sales from the Gas Cylinders Segment represented approximately 45% (2024: 47%, 2023: 46%) of our consolidated net sales'”
MEDIUMOutside partyCustomer
38%
top-10 customers
“10-K Item 1A: 'Our top 10 customers accounted for approximately 38% of our net sales in 2025.'”
MEDIUMOutside partySupplier
rare earth metals and oxides (China)
“10-K Item 1A: 'our Elektron segment requires certain rare earth metals and oxides typically sourced from China for use in the manufacture of some magnesium alloys and in zirconium catalysts'”
MEDIUMOutside partyCommodity
aluminum (Gas Cylinders segment raw material costs)
“10-K Item 1: 'Aluminum is a significant input for the Gas Cylinders Segment and represented approximately 25% of segment raw material costs in 2025.'”
MEDIUMBuilt-inGeographic
United Kingdom operations
“10-K Item 1A: 'The largest risk is from our operations in the U.K., which, in 2025, generated an operating profit of $4.1 million and sales of $109.7 million.'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-12Luxfer's revenue base is anchored in two internally diversified but individually large segments: the Elektron Segment contributed approximately 51% of consolidated net sales in 2025 (2024: 45%, 2023: 46%), while the Gas Cylinders Segment contributed 45% (2024: 47%, 2023: 46%) — together these are structural, product-mix exposures rather than counterparty risk, with Elektron's share climbing into a high-share band. On the customer side, the top 10 customers accounted for approximately 38% of net sales in 2025, a medium-share dependency. Supply-side exposures compound the picture: the Elektron segment relies on rare earth metals and oxides typically sourced from China, a dependency exposure, while aluminum represented approximately 25% of Gas Cylinders segment raw material costs, another dependency line. Geographically, U.K. operations are flagged as the largest single-country risk, generating an operating profit of $4.1 million on sales of $109.7 million in 2025. Only Elektron rises to a high-share level; the rest sit at medium or unquantified dependency levels. Still, the combination — two large segments, a concentrated customer base, a China-linked raw material dependency, and a UK profit center — means several idiosyncratic shocks could each move results materially.
For the engine’s reasoning on LXFR’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Specialty Industrial Machinery
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| CMI | Cummins Inc. | 2 | 1 | 0 | 3 |
| LXFR● | Luxfer Holdings PLC | 1 | 5 | 0 | 6 |
| AOS | A.O. Smith Corporation | 1 | 1 | 1 | 3 |
| AMSC | American Superconductor Corpora | 0 | 1 | 0 | 1 |
| AME | AMETEK, Inc. | 0 | 0 | 1 | 1 |
| BW | Babcock & Wilcox Enterprises, I | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.