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Luxfer Holdings PLC announced the appointment of Stewart Watson to its Board of Directors, effective September 1, 2025. Mr. Watson is a CIMA-qualified accountant with more than 35 years of leadership experience, including 23 years at Meggitt PLC where he served as President of the Meggitt Equipment Group and as Divisional Finance Director with global responsibilities across the US, UK, Canada and Spain.

The Board stated it considered Mr. Watson's experience in strategic planning, operational transformation, international business leadership and M&A execution. He will serve on the Nominating and Governance Committee and the Audit Committee, will be appointed under the Company鈥檚 standard Non-Executive Director Appointment Agreement and will receive the standard remuneration under the Company鈥檚 Directors' Remuneration Policy. The Company disclosed no family relationships or material interests requiring Item 404 disclosure.

Artisan Partners and affiliated entities report beneficial ownership of 1,403,485 ordinary shares of Luxfer Holdings PLC, representing 5.2% of the outstanding class based on 27,236,677 shares. The holders disclose no sole voting or dispositive power and instead report shared voting and shared dispositive power for the entire stake.

The filing states these shares were acquired on behalf of discretionary clients of Artisan Partners Limited Partnership, that dividends and sale proceeds belong to those clients, and that no client is known to have an economic interest exceeding 5% of the class. The filing includes a joint filing agreement among the reporting entities.

Luxfer Holdings (LXFR) delivered a solid Q2-25. Net sales rose 4.3% YoY to $104.0 m and year-to-date (YTD) revenue is up 6.3% to $201.0 m. A richer mix in Elektron alloys and higher defense orders lifted gross margin to 23.1% (+100 bp). Operating income more than doubled to $7.7 m, while net income from continuing ops swung to a $5.0 m profit (-$0.4 m LY). Diluted EPS from continuing ops improved to $0.18 versus $(0.01); total diluted EPS reached $0.10 despite a $2.4 m loss in discontinued Superform.

YTD continuing net income climbed 338% to $10.5 m and diluted EPS to $0.39. Interest expense fell 31% on lower borrowings, and pension credit added $0.6 m. Cash flow from operations was $6.6 m; capex was restrained at $3.3 m. Inventory increased to $91.5 m (+9%), but leverage remains moderate with total debt of $52.6 m (net debt 鈮� $46 m) and $101 m undrawn on the revolver.

Strategic actions continue: $2.0 m restructuring focuses on shrinking the North American Gas Cylinders footprint; a $2.8 m impairment hit Superform ahead of its planned sale. On 2 Jul 25 Luxfer closed the divestiture of the low-margin Graphic Arts unit (~7% of revenue) and refinanced its shelf facility, extending maturity to 2030. Key risks include an NHTSA probe into potential CNG cylinder leaks and ongoing restructuring cash outflows.

Luxfer Holdings PLC (NYSE: LXFR) filed a Form 8-K to disclose the declaration of an interim cash dividend. On 7 July 2025 the Board approved a $0.13 per ordinary share dividend, payable on 6 August 2025 to shareholders of record at the close of business on 18 July 2025. The announcement was released via a press statement furnished as Exhibit 99.1. No additional financial results, transactions or strategic updates were included in the filing.

Luxfer Holdings PLC (NYSE: LXFR) has filed a Form 8-K announcing the completion of the divestiture of its Graphic Arts business. The transaction closed on 2 July 2025 and transfers the entire Graphic Arts unit to Vulcan Metals Specialty Products, Inc., a newly formed affiliate of private鈥恊quity firm TerraMar Capital LLC.

The filing is made under Item 2.01 鈥� Completion of Acquisition or Disposition of Assets. No purchase price, cash proceeds, or gain/loss figures were disclosed, and management did not provide pro-forma financial statements at this time. A press release (Exhibit 99.1) was furnished, but its text was not included in the filing.

Strategic context: Luxfer has been narrowing its portfolio to focus on higher-growth, specialty-engineered materials. The Graphic Arts line was a smaller, non-core segment that manufactured printing plates and related consumables鈥攑roducts with lower margin and slower growth relative to Luxfer鈥檚 core cylinder and zirconium鈥恇ased offerings. Disposing of the unit could improve margin mix, simplify operations, and potentially free capital for reinvestment or debt reduction. However, because financial terms were not revealed, investors cannot yet quantify the effect on revenue, earnings, or leverage.

Next steps: Investors should watch for 1) management commentary on use of proceeds during the Q2 2025 earnings call, 2) any Form 8-K/A that might contain pro-forma financials, and 3) clarity on whether the Graphic Arts results will be reported as discontinued operations in upcoming 10-Q filings.