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Nov 30, 2019

Lindsay Q1 2020 Earnings Report

Reported improved results in both the irrigation and infrastructure businesses.

Key Takeaways

Lindsay Corporation reported first quarter fiscal 2020 results with improved results in both the irrigation and infrastructure businesses. Revenues were $109.4 million, a decrease of 2 percent compared to the prior year. Net earnings were $8.3 million, or $0.77 per diluted share, compared with net earnings of $1.2 million, or $0.11 per diluted share, for the prior year.

Operating margin performance of 11.2 percent and EPS of $0.77

Irrigation operating income and margin improved on lower revenue

Infrastructure delivers solid results on higher revenue and favorable margin mix

Backlog of unfilled orders at November 30, 2019 was $69.2 million compared with $49.2 million at November 30, 2018.

Total Revenue
$109M
Previous year: $112M
-2.3%
EPS
$0.77
Previous year: $0.38
+102.6%
Operating Margin
11.2%
Gross Profit
$34.1M
Previous year: $28.6M
+18.9%
Cash and Equivalents
$121M
Previous year: $137M
-11.9%
Free Cash Flow
-$2.78M
Previous year: -$20M
-86.1%
Total Assets
$527M
Previous year: $502M
+4.9%

Lindsay

Lindsay

Lindsay Revenue by Segment

Lindsay Revenue by Geographic Location

Forward Guidance

Recent progress regarding a preliminary trade agreement between the U.S. and China offers encouragement for U.S. farmers by improving the outlook for agricultural exports. In the international markets we continue to see good activity in Brazil and in developing markets. We like the traction we are getting with our Road Zipper growth strategy and the pipeline of opportunities that are being generated.

Positive Outlook

  • Progress regarding a preliminary trade agreement between the U.S. and China offers encouragement for U.S. farmers
  • Improving the outlook for agricultural exports
  • Good activity in Brazil and in developing markets
  • Traction with Road Zipper growth strategy
  • Pipeline of opportunities that are being generated

Revenue & Expenses

Visualization of income flow from segment revenue to net income