NYSE$LNN

Lindsay Corporation · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Lindsay Corporation's third quarter results for fiscal year 2021 increased due to healthy agricultural market and positive grower sentiment.

Lindsay Corporation's Q3 2021 revenues increased by 32% to $161.9 million, with EPS of $1.61. The growth was driven by higher agriculture commodity prices and improved demand for irrigation equipment across all geographies. Irrigation revenues increased significantly in both North America and international markets, while infrastructure revenues decreased due to coronavirus-related project delays.

  • Consolidated revenues increased 32% to $161.9 million, with EPS of $1.61.
  • Higher agriculture commodity prices drove improved demand for irrigation equipment across all geographies.
  • Irrigation revenues increased 39% in North America and 62% in international markets.
  • Infrastructure revenues decreased 21% due to coronavirus-related project delays.

Headline financials

Total Revenue

$162M

Previous: $123M+31.5%
EPS (adj)

$1.61

Previous: $0.93+73.1%
Capital Expenditures

-$22.5M

Previous: -$12.3M-83.7%
Free Cash Flow

-$4.74M

Previous: -$2.17M-117.8%
Net Income

$17.8M

Previous: $10.1M+76.3%
Operating Income

$21.3M

Previous: $15.8M+34.8%
Gross Profit

$44.1M

Previous: $39.7M+11.0%
Cash & Equivalents

$121M

Previous: $102M+17.9%
Total Assets

$642M

Previous: $557M+15.2%
Stock-Based Comp

$974K

Previous: $1.54M-36.9%

Revenue & EPS history

Lindsay · Revenue · Quarterly

$162M

Q3 2021+31.5%vs Q3 2020
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

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

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

Forward guidance

Market conditions support continued robust demand for irrigation equipment, and we also expect raw material inflation and supply chain challenges to persist through the balance of our fiscal year. We remain optimistic about the outlook for our infrastructure business, particularly as coronavirus restrictions are lifted and road construction activity returns to more normal levels.

Tailwinds

  • Market conditions support continued robust demand for irrigation equipment
  • Optimistic about the outlook for our infrastructure business
  • Coronavirus restrictions are lifted
  • Road construction activity returns to more normal levels
  • Financial position remains strong

Headwinds

  • Raw material inflation
  • Supply chain challenges
  • Coronavirus-related delays
  • Less favorable margin mix of revenues compared to the prior year
  • Infrastructure backlog is lower due to two large orders in the prior year that did not repeat

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 2021

Historical avgQ3 2021

-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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