NYSE$LNN

Lindsay Corporation · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Reported a strong third quarter with revenue and EPS growth.

Lindsay Corporation reported a 32% increase in consolidated revenues to $214.3 million and EPS of $2.28 for the third quarter of fiscal 2022. The company saw significant growth in irrigation revenues, particularly in international markets, and an increase in infrastructure revenues due to improved road construction activity.

  • Consolidated revenues increased 32 percent to $214.3 million with EPS of $2.28.
  • Irrigation revenues increased 35 percent with a 65 percent increase in operating income.
  • International irrigation revenues increased 75% driven by higher prices and unit sales.
  • Infrastructure revenues increased 17 percent due to improved road construction activity.

Headline financials

Total Revenue

$214M

Previous: $162M+32.3%
EPS (adj)

$2.28

Previous: $1.61+41.6%
Capital Expenditures

-$12.2M

Previous: -$22.5M+45.8%
Free Cash Flow

$12.9M

Previous: -$4.74M+371.4%
Net Income

$25.1M

Previous: $17.8M+40.9%
Operating Income

$35.2M

Previous: $21.3M+64.8%
Gross Profit

$61.7M

Previous: $44.1M+40.0%
Cash & Equivalents

$81.8M

Previous: $121M-32.3%
Total Assets

$712M

Previous: $642M+10.9%
Stock-Based Comp

$1.65M

Previous: $974K+69.4%

Revenue & EPS history

Lindsay · Revenue · Quarterly

$214M

Q3 2022+32.3%vs Q3 2021
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Lindsay · $214M total across 2 segments · Q3 2022

  • Irrigation
    $189M
  • Infrastructure
    $25.6M

Forward guidance

Lindsay Corporation anticipates completing delivery of a Road Zipper System project that began in Q3 and expects to begin delivery of another significant project in Q4. The company is optimistic about growth opportunities in the infrastructure business.

Tailwinds

  • Global agriculture market fundamentals remain positive.
  • Increased activity levels in international project markets due to concerns over food security and global grain supplies.
  • Expect to complete delivery of the Road Zipper System project that began in the third quarter.
  • Expect to begin delivery of another significant project in the fourth quarter.
  • Optimistic regarding growth opportunities for the infrastructure business based on the quality of the sales funnel and increasing commercial activity.

Headwinds

  • Grower sentiment in the U.S. is being tempered somewhat by inflationary pressures.
  • Inflationary pressures continue to persist.
  • Lower unit sales volume in North America irrigation.
  • Less favorable margin mix of revenues in the infrastructure segment compared to the prior year.
  • Under absorbed fixed overhead costs in the infrastructure segment.

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 2022

Historical avgQ3 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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