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Aug 31, 2021

Lindsay Q4 2021 Earnings Report

Lindsay Corporation's Q4 2021 earnings increased in irrigation revenues and decreased in infrastructure revenues.

Key Takeaways

Lindsay Corporation reported a 20% increase in revenue for the fourth quarter of fiscal year 2021, reaching $153.6 million. Net earnings for the quarter were $5.8 million, or $0.53 per diluted share. The irrigation segment saw a 63% increase in revenue, while the infrastructure segment experienced a 45% decline.

Improved demand for irrigation equipment continued in the fourth quarter across all geographies

Fourth quarter irrigation revenues increased 63 percent to $125.3 million

Fourth quarter infrastructure revenues declined 45 percent compared to record results in prior year

Fourth quarter net earnings reduced by after-tax LIFO impact of $4.5 million, or $0.41 per diluted share

Total Revenue
$154M
Previous year: $128M
+19.7%
EPS
$0.53
Previous year: $1.35
-60.7%
Gross Profit
$33.6M
Previous year: $45.4M
-26.0%
Cash and Equivalents
$127M
Previous year: $121M
+4.7%
Free Cash Flow
$9.33M
Previous year: $20.9M
-55.4%
Total Assets
$637M
Previous year: $571M
+11.7%

Lindsay

Lindsay

Lindsay Revenue by Geographic Location

Forward Guidance

The company anticipates solid North America irrigation equipment demand for the fall selling season, growth in international irrigation led by Brazil and other markets, and a slower start to fiscal 2022 for the infrastructure business due to project delays, with prospects for year-over-year growth supported by the project sales funnel.

Positive Outlook

  • Solid outlook for North America irrigation equipment demand for the fall selling season.
  • Growth in international irrigation expected to be led by continued momentum in Brazil and other markets.
  • New agricultural development being driven by increased concerns regarding food security.
  • Prospects for year-over-year growth supported by the quality of our project sales funnel.

Challenges Ahead

  • Slower start to fiscal 2022 due to specific project delays in our infrastructure business.

Revenue & Expenses

Visualization of income flow from segment revenue to net income