NYSE$LNN

Lindsay Corporation · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Reported an increase in revenue and improved earnings per share compared to the prior year second quarter.

Lindsay Corporation reported fiscal year 2020 second quarter results with consolidated revenues of $113.8 million and EPS of $0.51. Revenue growth and margin improvements lead to improved North America irrigation performance. Solid Infrastructure performance was driven by strong revenue growth and favorable margin mix.

  • Consolidated revenues reached $113.8 million.
  • Earnings per share (EPS) was $0.51.
  • North America irrigation performance improved due to revenue growth and margin improvements.
  • Infrastructure performance was solid, driven by strong revenue growth and favorable margin mix.

Headline financials

Total Revenue

$114M

Previous: $109M+4.2%
EPS (adj)

$0.51

Previous: $0.02+2450.0%
Capital Expenditures

-$5.34M

Previous: -$6M+11.1%
Free Cash Flow

$181K

Previous: -$9.44M+101.9%
Net Income

$5.52M

Previous: -$3.44M+260.3%
Operating Income

$8.64M

Previous: -$4.46M+293.8%
Gross Profit

$33.4M

Previous: $24.5M+36.5%
Cash & Equivalents

$101M

Previous: $103M-1.5%
Total Assets

$534M

Previous: $500M+6.8%
Stock-Based Comp

$1.42M

Previous: $1.1M+28.6%

Revenue & EPS history

Lindsay · Revenue · Quarterly

$114M

Q2 2020+4.2%vs Q2 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

The business impact of the COVID-19 coronavirus pandemic remains uncertain at this time and depends on numerous evolving factors that are difficult to predict. Lindsay is well positioned with a strong balance sheet and sufficient liquidity as they navigate the current COVID-19 environment.

Tailwinds

  • Award of a large Road Zipper System project with Highways England.
  • Continued growth with a key customer in Japan.
  • Infrastructure growth strategy continues to gain traction.
  • Strong balance sheet.
  • Sufficient liquidity.

Headwinds

  • Potential impact of the U.S.-China Phase 1 trade agreement remains uncertain.
  • Commodity prices reflect this uncertainty.
  • Business impact of the COVID-19 coronavirus pandemic remains uncertain.
  • Depends on numerous evolving factors that are difficult to predict.
  • First priority is the health and safety of employees, customers, partners and global community.

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 Q2 2020

Historical avgQ2 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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