NYSE$LNN

Lindsay Corporation · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

Lindsay Corporation's third quarter results for fiscal year 2020 were reported, featuring revenue growth and EPS improvement.

Lindsay Corporation reported a 2% increase in consolidated revenues to $123.1 million and an EPS of $0.93 for the third quarter of fiscal 2020. The results reflect successful execution of strategic priorities, although revenues were impacted by COVID-19 related shipment and project delays.

  • Consolidated revenues increased to $123.1 million, a 2% increase year-over-year.
  • EPS improved to $0.93, compared to $0.27 in the prior year.
  • COVID-19 related delays impacted revenues by approximately $14.0 million.
  • The company completed the acquisition of Net Irrigate, LLC, expanding the FieldNET® platform.

Headline financials

Total Revenue

$123M

Previous: $121M+1.7%
EPS (adj)

$0.93

Previous: $0.50+86.0%
Capital Expenditures

-$12.3M

Previous: -$8.51M-44.2%
Free Cash Flow

-$2.17M

Previous: -$5.61M+61.3%
Net Income

$10.1M

Previous: $2.9M+248.4%
Operating Income

$15.8M

Previous: $4.48M+253.7%
Gross Profit

$39.7M

Previous: $30M+32.3%
Cash & Equivalents

$102M

Previous: $111M-7.5%
Total Assets

$557M

Previous: $506M+10.2%
Stock-Based Comp

$1.54M

Previous: $823K+87.5%

Revenue & EPS history

Lindsay · Revenue · Quarterly

$123M

Q3 2020+1.7%vs Q3 2019
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

Lindsay · $123M total across 2 segments · Q3 2020

  • Irrigation
    $93.5M-5.2%
  • Infrastructure
    $29.6M+31.9%

Forward guidance

The company expects strong fourth quarter results in the infrastructure business, driven by the Highways England project and a large order in Japan. The outlook for fiscal year 2021 is dependent on commodity prices, farm income, export demand, and government support payments. Continued growth is expected in technology products and services.

Tailwinds

  • Strong fourth quarter results expected in the infrastructure business.
  • Growth opportunities seen for Road Zipper Systems.
  • Continued growth expected in technology products and services.
  • Potential for additional demand in international markets due to food security concerns.
  • Highways England project and large order in Japan to drive infrastructure results.

Headwinds

  • Uncertainty in North America irrigation equipment demand due to storm damage replacement and low commodity prices.
  • Demand outlook for fiscal 2021 dependent on commodity prices and farm income.
  • Export demand and government support payments could impact commodity prices and farm income.
  • Timing of additional demand in international markets remains uncertain.
  • COVID-19 related project delays impacting revenues.

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 Q3 2020

Historical avgQ3 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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