Luxfer completed the sale of its Graphic Arts business to Vulcan Metals Specialty Products, an affiliate of TerraMar Capital, earlier this month.
Our estimates already excluded Graphic Arts.
We view the transaction as an important step for Luxfer as the company focuses on its high margin, faster growth product lines.
We expect ongoing new product development to be a key driver of future revenue growth and margin expansion and highlight the success of the relatively new UGR-Es (unitized group rations), which are MREs (meals ready-to-eat) for groups.
Restocking of MREs, including UGR-Es, contributed to 76% year-over-year sales growth to Defense, First Response & Healthcare within Elektron in 1Q:25.

11 Aug 2025
Sale Of Underperforming Graphic Arts Business Positive Step For Luxfer, In Our View; Expect Essentially Flat Year-Over-Year EPS In 2Q:25; Maintain $17 Price Target

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Sale Of Underperforming Graphic Arts Business Positive Step For Luxfer, In Our View; Expect Essentially Flat Year-Over-Year EPS In 2Q:25; Maintain $17 Price Target
- Published:
11 Aug 2025 -
Author:
Steve Ferazani -
Pages:
10 -
Luxfer completed the sale of its Graphic Arts business to Vulcan Metals Specialty Products, an affiliate of TerraMar Capital, earlier this month.
Our estimates already excluded Graphic Arts.
We view the transaction as an important step for Luxfer as the company focuses on its high margin, faster growth product lines.
We expect ongoing new product development to be a key driver of future revenue growth and margin expansion and highlight the success of the relatively new UGR-Es (unitized group rations), which are MREs (meals ready-to-eat) for groups.
Restocking of MREs, including UGR-Es, contributed to 76% year-over-year sales growth to Defense, First Response & Healthcare within Elektron in 1Q:25.