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Lindsay Corp. (LNN)
NYSE:LNN
US Market

Lindsay (LNN) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Apr 07, 2026
Before Open (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
1.7
Last Year’s EPS
2.44
Same Quarter Last Year
Based on 2 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:Jan 08, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call reflects a balanced view: the company delivered resilient margins and profitability, secured a sizable MENA project (~$80M) and strengthened shareholder returns with a new $150M buyback authorization while maintaining strong liquidity ($249.6M). However, revenue declines (total -6%, irrigation -9%, international irrigation ~-15%), ongoing macro pressures (trade uncertainty, low commodity prices, high input costs, credit constraints), lumpy project timing (Road Zipper comparability) and near-term free cash flow impacts from working capital and elevated capex present meaningful headwinds. Management expresses cautious optimism about stabilization in North America and growth opportunities internationally, but near-term demand risks remain.
Company Guidance
Lindsay’s guidance described a cautious near-term outlook with North America irrigation expected to remain “soft” and the company planning for a flat-to-down full-year run rate (Q1 North America irrigation $74.3M, down 4% YoY; overall Q1 irrigation $133.4M, down 9% YoY), while total Q1 revenues were $155.8M (down 6% YoY), operating income $19.6M (down 6%), operating margin 12.6% (flat YoY), and net earnings $16.5M or $1.54 per diluted share (vs $17.2M/$1.57 prior). Management highlighted an $80M MENA project (about $70M of revenue to be realized this fiscal year) with project margins slightly below segment averages, a robust international project funnel, and continued pressure in Brazil from high rates and tight credit; infrastructure revenue was $22.4M (+17% YoY) with operating income $4.5M (+9%) and a 20.1% segment margin, but no large Road Zipper project is expected in FY‑26 (last year’s comparable Q2 shipment was $20M, and current opportunities may offset roughly half of that shortfall, primarily in H2). Liquidity remains strong at $249.6M (cash $199.6M, $50M revolver), free cash flow was impacted by working capital and elevated CapEx (tube mill online; galvanizing upgrade underway), the company repurchased $30.3M of shares in Q1 and authorized a new $150M buyback, and near‑term margin improvement from CapEx is expected only after demand recovers (incremental depreciation will offset initial productivity gains).
Total Revenue and Profitability Maintained
Total revenues of $155.8 million (down 6% year-over-year from $166.3M) with operating income of $19.6 million (down 6% from $20.9M). Operating margin remained steady at 12.6% year-over-year, reflecting maintained earnings quality despite lower revenue.
Irrigation Segment Margin Improvement
Irrigation segment operating income of $23.0 million and operating margin improved to 17.2% of sales (up from 16.8% prior year), demonstrating resilience through pricing, cost management and productivity gains despite a 9% revenue decline to $133.4 million.
Infrastructure Revenue Growth
Infrastructure segment revenue increased 17% year-over-year to $22.4 million (from $19.2M). Infrastructure operating income rose 9% to $4.5 million (from $4.1M), driven by higher sales of road safety products.
Large International Project Win (MENA)
Announced a supply agreement for Zimmatic systems and FieldNET technology in MENA valued at approximately $80 million total, with approximately $70 million expected to be realized in this fiscal year — evidence of ability to compete for and win large-scale global projects.
Strong Balance Sheet and Shareholder Returns
Total available liquidity of $249.6 million ($199.6M cash and $50M revolver). Deployed $30.3 million in share repurchases in the quarter and announced a new share repurchase authorization of up to $150 million.
Progress on Strategic Capital Investments
Activated a new large tube mill in Lindsay, Nebraska (near full production), and progressing a galvanizing facility reengineering. Expected productivity, safety and efficiency gains; near-term depreciation may offset gains until demand recovers.
Modest EPS Decline and Other Income Support
Net earnings of $16.5 million or $1.54 diluted EPS (vs. $17.2M or $1.57 prior year) — a slight decline. Other (interest) income increased in Q1, partially offsetting operating pressures.

Lindsay (LNN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

LNN Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 07, 2026
2026 (Q2)
1.70 / -
2.44
Jan 08, 2026
2026 (Q1)
1.47 / 1.54
1.57-1.91% (-0.03)
Oct 23, 2025
2025 (Q4)
1.14 / 0.99
1.17-15.38% (-0.18)
Jun 26, 2025
2025 (Q3)
1.40 / 1.78
1.85-3.78% (-0.07)
Apr 03, 2025
2025 (Q2)
1.89 / 2.44
1.6448.78% (+0.80)
Jan 07, 2025
2025 (Q1)
1.39 / 1.57
1.3615.44% (+0.21)
Oct 24, 2024
2024 (Q4)
1.01 / 1.17
1.74-32.76% (-0.57)
Jun 27, 2024
2024 (Q3)
1.17 / 1.85
1.5320.92% (+0.32)
Apr 04, 2024
2024 (Q2)
1.55 / 1.64
1.630.61% (+0.01)
Jan 04, 2024
2024 (Q1)
1.27 / 1.36
1.65-17.58% (-0.29)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

LNN Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jan 08, 2026
$118.54$126.64+6.83%
Oct 23, 2025
$122.24$116.82-4.44%
Jun 26, 2025
$136.48$142.38+4.33%
Apr 03, 2025
$129.35$128.19-0.90%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Lindsay Corp. (LNN) report earnings?
Lindsay Corp. (LNN) is schdueled to report earning on Apr 07, 2026, Before Open (Confirmed).
    What is Lindsay Corp. (LNN) earnings time?
    Lindsay Corp. (LNN) earnings time is at Apr 07, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is LNN EPS forecast?
          LNN EPS forecast for the fiscal quarter 2026 (Q2) is 1.7.