Reading LNN? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track LNN free→Reading LNN? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track LNN free→NYSEMaterialsFarm & Heavy Construction MachinerySnapshot 2026-06-12
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
Recent financial performance is neutral, and earnings quality is also neutral. Risk is moderate, and the sector backdrop is a headwind, which may impact LNN's performance compared to sector peers, where it is typical. Peer multiples imply a price roughly in line with where it trades (about fair); the read is fair. The valuation label has changed from 'fair' to 'full'. If LNN cuts guidance on the next call, that's a meaningful negative. This read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 7 valuation methods, at three horizons. Current price $115.35. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $115 LNN trades at 21× p/e, in line with its 20× p/e peer median. Our $113 fair value reflects that, high confidence. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The market is pricing in roughly 2% of near-term growth above a flat-multiple fair value; not enough history to forecast a comparison. This describes what's priced in, not a forecast of the move.
No fragility gates fired. Regime (Crisis) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Materials names rated neutral grew net income 56% of the time over the next year (vs 57% for the rest of the cohort, n=1462).
Over the trailing year it converted 1.91x of net income into operating cash flow. Historically, Materials names rated neutral grew net income 52% of the time over the next year (vs 55% for the rest of the cohort, n=1297).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates.
Not enough signal yet.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $1.18 → $1.18 (+0.0% / 30d). 2 raised, 2 cut, 4 covering analysts.
0 upgrades, 0 downgrades / 30d. 25% of analysts rate Buy.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$93.
How much price usually moves either way.
On a bad day, this stock has moved -$262.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $2,998.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
Valuation label changed from 'fair' to 'full'.
Valuation changed. The valuation label rose from "fair" to "full." Risk remained moderate. The sector backdrop is a headwind.
as of 2026-06-12
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: The earnings report will provide insights into Lindsay's performance and outlook. Strong results could improve investor sentiment.
Confirms one read:Earnings per share (EPS) exceeds analyst expectations by more than 5%.
Confirms the other:EPS falls short of analyst expectations by more than 5%.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for LNN yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
No material events in the last 90 days.
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
Roughly priced in line with peers.
Around its own typical valuation.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q2
A side-by-side read on sector standing, valuation, and risk versus Materials (broad).
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
LNN Lindsay Corporation | Typical Show detailsSector percentile: 56 of 100 | full | moderate |
RS Reliance, Inc. | Above typical Show detailsSector percentile: 76 of 100 | full | moderate |
AA Alcoa | Typical Show detailsSector percentile: 60 of 100 | full | elevated |
RGLD Royal Gold | Typical Show detailsSector percentile: 55 of 100 | full | moderate |
RPM RPM International | Above typical Show detailsSector percentile: 75 of 100 | fair | moderate |
Not investment advice. As of 2026-06-12.
via XLB
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-12.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue the execution of the $80 million irrigation and technology project in the MENA region, ensuring timely delivery.
Focus on growing infrastructure revenue by expanding sales of road safety products and introducing new products.
Execute the share repurchase program with $125 million remaining under the $150 million authorization.
Why it matters: The earnings report will provide insights on Lindsay's performance and outlook. It is crucial for investors.
Confirms one read:Earnings report shows revenue growth or improved margins compared to last year.
Confirms the other:Earnings report shows declining revenue or margins compared to last year.
Why it matters: Unemployment claims show how the economy is doing. If claims go up, it may mean the economy is weak. This can impact Lindsay's market.
Confirms:Weekly unemployment claims drop below 200,000.
Disproves:Weekly unemployment claims rise above 300,000.
Why it matters: If revenue growth improves, it signals a shift from a mature phase to growth. This could boost Lindsay's performance.
Confirms:3-year revenue growth in the materials sector rises above 1%.
Disproves:3-year revenue growth in the materials sector stays at or below 1%.
Why it matters: Positive revenue growth in the materials sector could signal a recovery. This would help Lindsay's outlook.
Confirms:Sector revenue growth turns positive after being near -2% for three years.
Disproves:Sector revenue growth remains negative or worsens.