NYSE$LNN

Lindsay Corporation · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported a 39 percent increase in second quarter consolidated revenues, reaching $200.1 million, with an EPS of $1.32.

Lindsay Corporation reported a strong second quarter for fiscal year 2022, marked by a 39% increase in consolidated revenues to $200.1 million. The company's EPS reached $1.32, driven by favorable agricultural market conditions and pricing in the irrigation segment, while the infrastructure segment experienced a decline in revenues.

  • Consolidated revenues increased 39 percent to $200.1 million with EPS of $1.32.
  • Irrigation revenues increased 52 percent due to strength in agricultural markets and favorable pricing.
  • Infrastructure revenues decreased 23 percent due to lower Road Zipper System sales.
  • Global agricultural market conditions continue to be favorable, contributing to increased demand for irrigation equipment.

Headline financials

Total Revenue

$200M

Previous: $144M+39.4%
EPS (adj)

$1.32

Previous: $1.08+22.2%
Capital Expenditures

-$6.93M

Previous: -$16.6M+58.2%
Free Cash Flow

$7.64M

Previous: -$4.68M+263.2%
Net Income

$14.6M

Previous: $11.9M+22.7%
Operating Income

$18.3M

Previous: $15.8M+16.0%
Gross Profit

$42.9M

Previous: $41.2M+4.3%
Cash & Equivalents

$69M

Previous: $111M-37.8%
Total Assets

$677M

Previous: $597M+13.4%
Stock-Based Comp

$1.19M

Previous: $2.46M-51.7%

Revenue & EPS history

Lindsay · Revenue · Quarterly

$200M

Q2 2022+39.4%vs Q2 2021
Beat estimate in 12 of 16 quarters(75%)
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 solid demand environment for irrigation equipment in North America, supported by strong agricultural commodity prices and farm income projections. The company expects inflationary pressures and supply chain challenges to persist, focusing on protecting and improving margins. An increase in infrastructure project sales is expected in the second half of the fiscal year.

Tailwinds

  • Strong agricultural commodity prices support demand.
  • Farm income projections are solid.
  • Food security concerns drive international growth.
  • Actively managing projects through the sales funnel.
  • Innovation growth strategy addresses population needs.

Headwinds

  • Inflationary pressures are expected to persist.
  • Supply chain challenges are expected to persist.
  • Focus on protecting and improving margins.
  • Lower Road Zipper System sales
  • Under absorbed overhead costs

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 2022

Historical avgQ2 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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