NYSE$LNN

Lindsay Corporation · Q1 2020 earnings

Q1 2020 earnings · · Investor relations

Briefing

Reported improved results in both the irrigation and infrastructure businesses.

Lindsay Corporation reported first quarter fiscal 2020 results with improved results in both the irrigation and infrastructure businesses. Revenues were $109.4 million, a decrease of 2 percent compared to the prior year. Net earnings were $8.3 million, or $0.77 per diluted share, compared with net earnings of $1.2 million, or $0.11 per diluted share, for the prior year.

  • Operating margin performance of 11.2 percent and EPS of $0.77
  • Irrigation operating income and margin improved on lower revenue
  • Infrastructure delivers solid results on higher revenue and favorable margin mix
  • Backlog of unfilled orders at November 30, 2019 was $69.2 million compared with $49.2 million at November 30, 2018.

Headline financials

Total Revenue

$109M

Previous: $112M-2.3%
EPS

$0.77

Previous: $0.38+102.6%
Operating Margin

11.2%

No prior period
Capital Expenditures

-$4.32M

Previous: -$5.7M+24.2%
Free Cash Flow

$4.02M

Previous: -$4.49M+189.6%
Net Income

$8.35M

Previous: $1.21M+588.5%
Operating Income

$12.3M

Previous: $2.04M+501.8%
Gross Profit

$34.1M

Previous: $28.6M+18.9%
Cash & Equivalents

$121M

Previous: $137M-11.9%
Total Assets

$527M

Previous: $503M+4.8%
Stock-Based Comp

$1.16M

Previous: $1.3M-11.0%

Revenue & EPS history

Lindsay · Revenue · Quarterly

$109M

Q1 2020-2.3%vs Q1 2019
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

Lindsay · $165M total across 2 segments · Q3 2023

  • Irrigation
    $143M-24.4%
  • Infrastructure
    $22M-13.9%

Forward guidance

Recent progress regarding a preliminary trade agreement between the U.S. and China offers encouragement for U.S. farmers by improving the outlook for agricultural exports. In the international markets we continue to see good activity in Brazil and in developing markets. We like the traction we are getting with our Road Zipper growth strategy and the pipeline of opportunities that are being generated.

Tailwinds

  • Progress regarding a preliminary trade agreement between the U.S. and China offers encouragement for U.S. farmers
  • Improving the outlook for agricultural exports
  • Good activity in Brazil and in developing markets
  • Traction with Road Zipper growth strategy
  • Pipeline of opportunities that are being generated

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2020

Historical avgQ1 2020

-0.0%

Avg return

Earnings day

-0.2%

Avg return

5 days after

+2.4%

Avg return

30 days after

45%

29 / 64 earnings

Positive

+16.9%

Q3 2012

Best reaction

-15.4%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026
Q2 2026-12.2%+2.8%
Q1 2026+7.0%+4.1%+13.1%
Q4 2026-4.6%-10.7%-8.1%
Q3 2025-0.3%+0.8%+3.4%
Q2 2025-0.9%-10.8%+1.8%
Q1 2025+4.8%+4.6%+11.9%
Q4 2024+6.3%+3.5%+14.1%
Q3 2024+8.5%+1.7%+10.3%
Q2 2024+0.8%+2.8%+2.5%
Q1 2024+8.3%+7.6%+7.3%
Q4 2023+8.1%+16.9%+18.7%
Q3 2023-4.3%-4.6%+5.0%
Q2 2023-15.4%-14.6%-21.2%
Q1 2023-4.0%-4.5%-0.1%
Q4 2022-1.4%-1.1%+9.8%
Q3 2022+14.1%+8.3%+26.5%
Q2 2022-2.1%-2.4%-10.2%
Q1 2022-9.2%-5.5%-16.9%
Q4 2021-8.8%-11.2%-0.5%
Q3 2021-0.0%-0.8%-2.8%
Q2 2021-4.0%-2.4%-0.1%
Q1 2021+4.6%+3.8%+9.6%
Q4 2020+4.1%-0.8%+5.4%
Q3 2020+2.6%+3.3%+7.0%
Q2 2020+2.3%+7.2%-8.1%
Q1 2020+8.8%+10.7%+8.5%
Q4 2019+3.5%+1.1%-2.6%
Q3 2019+6.8%+10.7%+14.8%
Q2 2019-9.8%-10.0%-8.3%
Q1 2019-11.4%-10.5%-9.7%
Q4 2018-2.3%-4.5%+3.9%
Q3 2018+2.8%+5.0%-3.1%
Q2 2018-5.1%-4.7%-0.9%
Q1 2018-5.1%-6.6%+1.1%
Q4 2017-4.2%-1.6%-3.1%
Q3 2017+1.4%+1.4%+4.1%
Q2 2017+8.3%+6.0%+6.7%
Q1 2017-12.3%-11.4%-12.4%
Q4 2016+13.2%+13.1%+13.3%
Q3 2016-0.8%-3.0%+1.9%
Q2 2016-11.5%
Q4 2015-6.7%
Q3 2015+6.1%
Q2 2015-6.6%
Q1 2015-1.3%
Q4 2014+2.4%
Q3 2014-5.5%
Q2 2014+5.5%
Q1 2014-0.9%
Q4 2013-9.0%
Q3 2013+2.1%
Q2 2013-4.5%
Q1 2013+13.0%
Q4 2010+2.5%
Q4 2012-1.8%
Q3 2011+6.5%
Q3 2012+16.9%
Q2 2011-3.4%
Q2 2012-0.8%
Q4 2011-1.0%
Q1 2011-1.0%
Q1 2012+2.0%
Q3 2010-3.1%
Q2 2010+1.1%

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