NYSE$LNN

Lindsay Corporation · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Lindsay Corporation's first quarter results for fiscal year 2024 were reported, showing a decrease in total revenues but improvements in irrigation equipment demand and infrastructure operating performance.

Lindsay Corporation reported a decrease in total revenues for the first quarter of fiscal year 2024, primarily due to lower international irrigation sales. However, North America irrigation revenue increased, driven by improved demand for irrigation equipment. The infrastructure segment saw improved operating performance due to growth in Road Zipper System leasing.

  • North America irrigation revenue grew due to improved demand for irrigation equipment.
  • Irrigation equipment pricing remained stable, supporting gross margin improvement.
  • Infrastructure operating performance improved, driven by growth in Road Zipper System leasing.
  • Consolidated revenues decreased primarily due to lower international irrigation sales.

Headline financials

Total Revenue

$161M

Previous: $176M-8.4%
EPS

$1.36

Previous: $1.65-17.6%
Operating Margin

13.1%

No prior period
Capital Expenditures

-$6.94M

Previous: -$3.8M-82.8%
Free Cash Flow

$8.08M

Previous: $14.4M-44.0%
Net Income

$15M

Previous: $18.2M-17.6%
Operating Income

$21.1M

Previous: $24.6M-14.3%
Gross Profit

$49.9M

Previous: $53M-5.9%
Cash & Equivalents

$159M

Previous: $99.2M+60.7%
Total Assets

$764M

Previous: $708M+7.9%
R&D Expense

$4.35M

No prior period
Stock-Based Comp

$1.6M

Previous: $1.47M+8.8%

Revenue & EPS history

Lindsay · Revenue · Quarterly

$161M

Q1 2024-8.4%vs Q1 2023
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

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

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

Forward guidance

Lindsay Corporation anticipates a stable backdrop for irrigation equipment demand in North America, expecting sales volume levels in developed international markets to improve. They are also seeing a positive impact from increased U.S. infrastructure spending.

Tailwinds

  • Current farm income projections provide a stable backdrop for irrigation equipment demand in North America.
  • Moderating inflation supports irrigation equipment demand.
  • Anticipation of flat to lower interest rates is a positive factor.
  • Sales volume levels in developed international markets, particularly Brazil, are expected to improve.
  • Increased U.S. infrastructure spending is positively impacting Road Zipper System leasing and sales of road safety products.

Headwinds

  • Customers will invest cautiously.
  • Timing of Road Zipper System project implementation remains challenging to predict.
  • Lower international irrigation sales compared to the prior year first quarter.
  • The irrigation backlog was lower compared to the prior year
  • Quoting activity in international irrigation markets remains active and growing

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 2024

Historical avgQ1 2024

-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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