NYSE$LNN

Lindsay Corporation · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Lindsay Corporation's Q3 2024 results reflected infrastructure strength offsetting irrigation market challenges.

Lindsay Corporation's third-quarter results showed a decrease in overall revenue due to irrigation segment softness, although this was partially offset by growth in the infrastructure segment. The company secured a large multi-year international irrigation supply agreement valued at more than $100 million and completed $17.9 million in share repurchases during the quarter. Net earnings increased due to an income tax credit in Brazil and higher other income.

  • Diluted earnings per share were $1.85, compared to $1.53 in the prior year quarter.
  • An income tax credit in Brazil added $4.8 million to net earnings.
  • The company secured a large multi-year international irrigation supply agreement valued at more than $100 million.
  • Completed $17.9 million in share repurchases during the quarter.

Headline financials

Total Revenue

$139M

Previous: $165M-15.4%
EPS

$1.85

Previous: $1.53+20.9%
Operating Margin

14.3%

Previous: 16.4%-12.8%
Capital Expenditures

-$23.5M

Previous: -$13.3M-77.1%
Free Cash Flow

-$3.15M

Previous: $3.6M-187.5%
Net Income

$20.4M

Previous: $16.9M+20.7%
Operating Income

$19.9M

Previous: $27M-26.0%
Gross Profit

$46.5M

Previous: $53.2M-12.6%
Cash & Equivalents

$140M

Previous: $132M+6.6%
Total Assets

$758M

Previous: $724M+4.8%
R&D Expense

$4.29M

No prior period
Stock-Based Comp

$1.55M

Previous: $1.69M-7.9%

Revenue & EPS history

Lindsay · Revenue · Quarterly

$139M

Q3 2024-15.4%vs Q3 2023
Beat estimate in 9 of 16 quarters(56%)
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 tempered demand in North America and Brazil due to weather conditions and market conditions, while expecting continued growth in developing international markets and Road Zipper System lease revenues.

Tailwinds

  • Expect continued growth in Road Zipper System lease revenues.
  • Expect continued growth in developing international markets
  • Supported by increased U.S. infrastructure spending, we expect continued growth in sales of road safety products
  • Confident in the longer-term growth opportunity in Brazil
  • Optimistic regarding our Road Zipper System project sales pipeline

Headwinds

  • Expect demand in North America to remain tempered until the outlook for net farm income improves.
  • Expect current market conditions in Brazil to temper demand for irrigation equipment in the near term
  • Weather conditions will influence crop yields, production estimates and ultimately the direction of crop prices and net farm income for the year.
  • Timing of individual Road Zipper System project recognition remains challenging to predict.
  • Market conditions in our irrigation segment continue to weigh on farmer sentiment, resulting in demand softness.

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 2024

Historical avgQ3 2024

-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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