NYSE$LNN

Lindsay Corporation · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Lindsay Corporation reported first quarter results with solid irrigation demand and increased revenues, but net earnings were reduced by LIFO impact.

Lindsay Corporation's first quarter fiscal 2022 results showed a 53% increase in revenues to $166.2 million compared to the prior year. Net earnings increased to $7.9 million, or $0.72 per diluted share, but were reduced by an after-tax LIFO impact of $4.5 million, or $0.41 per diluted share.

  • Solid demand for irrigation equipment continued across all geographies.
  • Irrigation revenues increased 50 percent in North America and 94 percent in international markets.
  • Infrastructure revenues declined slightly due to lower Road Zipper System® project sales.
  • First quarter net earnings were reduced by an after-tax LIFO impact of $4.5 million, or $0.41 per diluted share.

Headline financials

Total Revenue

$166M

Previous: $108M+53.2%
EPS (adj)

$0.72

Previous: $0.65+10.8%
Capital Expenditures

-$3.06M

Previous: -$5.61M+45.5%
Free Cash Flow

$4.84M

Previous: $1.48M+226.8%
Net Income

$7.9M

Previous: $7.1M+11.4%
Operating Income

$13.4M

Previous: $7.54M+77.3%
Gross Profit

$37.4M

Previous: $31.4M+19.2%
Cash & Equivalents

$84.7M

Previous: $127M-33.2%
Total Assets

$649M

Previous: $575M+12.9%
Stock-Based Comp

$1.22M

Previous: $1.58M-22.8%

Revenue & EPS history

Lindsay · Revenue · Quarterly

$166M

Q1 2022+53.2%vs Q1 2021
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Lindsay · $166M total across 2 segments · Q1 2022

  • Irrigation
    $146M+67.0%
  • Infrastructure
    $20.2M-4.2%

Forward guidance

Market conditions support continued solid demand for irrigation equipment, and the company expects raw material cost inflation and supply chain challenges to persist in the near term. An increase in infrastructure project activity is expected in the second half of the fiscal year.

Tailwinds

  • Market conditions support continued solid demand for irrigation equipment.
  • Focused on protecting and improving margins.
  • Expect an increase in infrastructure project activity in the second half of the fiscal year.
  • Sharply focused on innovation growth strategy.
  • Addressing the needs of a growing population and providing solutions that improve efficiency and promote sustainability.

Headwinds

  • Raw material cost inflation is expected to persist in the near term.
  • Supply chain challenges are expected to persist in the near term.
  • Infrastructure revenues declined slightly on lower Road Zipper System® project sales.
  • First quarter net earnings reduced by after-tax LIFO impact of $4.5 million, or $0.41 per diluted share.
  • Operating margin was 11.8 percent of sales, compared to 12.2 percent of sales in the prior year first quarter.

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 2022

Historical avgQ1 2022

-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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