NYSE$LNN

Lindsay Corporation · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

First quarter results were reported with net earnings more than doubling and EPS improving.

Lindsay Corporation reported a 6% increase in revenue to $176.2 million and net earnings more than doubled to $18.2 million, or $1.65 per diluted share, driven by strong demand for irrigation equipment and increased Road Zipper System sales.

  • Net earnings more than doubled to $18.2 million, with EPS improving to $1.65.
  • Irrigation revenues increased by 4% due to higher pricing and solid demand.
  • Infrastructure revenues increased by 19% driven by higher Road Zipper System sales.
  • Positive market fundamentals continue to support solid demand for irrigation equipment across core markets.

Headline financials

Total Revenue

$176M

Previous: $166M+6.0%
EPS (adj)

$1.65

Previous: $0.72+129.2%
Capital Expenditures

-$3.8M

Previous: -$3.06M-24.1%
Free Cash Flow

$14.4M

Previous: $4.84M+197.9%
Net Income

$18.2M

Previous: $7.9M+130.6%
Operating Income

$24.6M

Previous: $13.4M+84.1%
Gross Profit

$53M

Previous: $37.4M+41.6%
Cash & Equivalents

$99.2M

Previous: $84.7M+17.1%
Total Assets

$708M

Previous: $649M+9.1%
Stock-Based Comp

$1.47M

Previous: $1.22M+20.5%

Revenue & EPS history

Lindsay · Revenue · Quarterly

$176M

Q1 2023+6%vs Q1 2022
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

Lindsay · $176M total across 2 segments · Q1 2023

  • Irrigation
    $152M+4.2%
  • Infrastructure
    $24.1M+18.9%

Forward guidance

Lindsay expects positive outlook for North America irrigation equipment demand in the near term. Growth in the infrastructure business is expected to be supported by an anticipated increase in U.S. infrastructure spending.

Tailwinds

  • Current commodity price levels support a positive outlook.
  • Net farm income projections support a positive outlook.
  • Demand in international markets is expected to be supported by expanded production.
  • Positive agricultural market fundamentals will support demand in international markets.
  • Continuing concerns over food security and global grain supplies will support demand in international markets.

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 2023

Historical avgQ1 2023

-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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