Lindsay Q4 Operating Income Jumps 39% but Full-Year EPS Falls 21%
LNN is trading near its 52-week low of $97.27 (9.6% above the low).
Summary
Lindsay's fiscal Q4 beat the prior year on revenue and operating income, but full-year EPS fell 21% and management sees no significant North America recovery yet.
Key Events · Earnings and Guidance · LNN
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Q4 Revenue and Operating Income Grow
Q4 revenue rose 5% to $161.6M and operating income jumped 39% to $15.8M; diluted EPS was $1.10, up 11%.
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Full-Year Earnings Decline
FY2026 revenue fell 6% to $635.9M and diluted EPS dropped 21% to $5.33, driven by lower irrigation and infrastructure project sales.
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Restructuring Targets $8M Savings
A June global restructuring reduced headcount and is expected to generate approximately $8.0M of net annualized savings.
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Capital Returns and Buyback Capacity
FY2026 returned $96.1M to shareholders via $80.7M of repurchases and $15.4M of dividends; $100.0M remained available under the $150.0M authorization.
Analysis · LNN · Technology
The quarter was strong, with revenue up 5% to $161.6M and operating income up 39% to $15.8M, yet the full year still shows the damage from a weak irrigation cycle: revenue down 6% to $635.9M and EPS down 21% to $5.33. Management's outlook is cautious, calling it 'too early to forecast significant recovery' in North America and flagging difficult international project comparisons in fiscal 2027. The June restructuring is expected to save about $8.0M annually, and the company still returned $96.1M to shareholders while funding its largest-ever capital investment.
How filings like this one have moved
In the 30 days to Oct 22, 2026, 29.4% of the 1560 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.47%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, LNN was trading at $106.59 on NYSE in the Technology sector, with a market capitalization of approximately $1.1B. The 52-week trading range was $97.27 to $148.00. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.