Lindsay Corporation (LNN)
NYSEMaterialsAgricultural - MachinerySnapshot 2026-09-04
$123.39+0.44%
Close 2026-09-04 · 1-day change
NYSEMaterialsAgricultural - MachinerySnapshot 2026-09-04
QuarterlyIQ Insights · LNN
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 40.7% |
| Our one-year growth estimate | diamond | 3.3% |
Growth built into the price is above our model estimate.
The price assumes 37.4 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 8 industry peers
LNN — Principal Accounting Officer transition
Dated 2026-08-28
CFO — Alicia Pfeifer, Brett Coburn: Two existing senior finance executives were appointed as interim co-CFOs, indicating an internal succession or coverage arrangement rather than a permanent departure or external hire.
Why it matters: Weakness in this area affects overall performance. It shows market conditions.
Worry ifNorth American irrigation revenue falls more than 10% from last year.
Less concerning ifNorth American irrigation revenue stays the same or grows from last year.
Why it matters: If revenue growth improves, it signals a shift from a mature phase to growth. This could boost Lindsay's performance.
Supportive if3-year revenue growth in the materials sector rises above 1%.
Worry if3-year revenue growth in the materials sector stays at or below 1%.
Why it matters: If income keeps falling, it may mean bigger issues in the irrigation market.
Worry ifIncome in the irrigation segment drops below $20 million next quarter.
Less concerning ifIncome in the irrigation segment goes above $20 million next quarter.
Why it matters: Keeping or increasing operating income shows good cost control. Demand is improving.
Watch forOperating income goes up from $18.5 million in 2026-Q3 to over $20 million next quarter.
Also watch forOperating income drops below $18 million in the next quarter.
Why it matters: Finishing the $150 million share buyback shows strong capital use and confidence.
Supportive ifThe company completes at least $125 million in share repurchases by the end of fiscal 2026.
Worry ifShare buybacks stop or total buybacks are below $55 million by year-end.
Why it matters: Positive revenue growth in the materials sector could signal a recovery. This would help Lindsay's outlook.
Supportive ifSector revenue growth turns positive after being near -2% for three years.
Worry ifSector revenue growth remains negative or worsens.
Why it matters: Growth in road safety products can help make up for drops in irrigation revenue.
Supportive ifInfrastructure revenues grow year over year by more than 5% in the next quarter.
Worry ifInfrastructure revenues decline or grow less than 5% year over year.
Why it matters: If the MENA project brings in $70 million, it will help growth. This is important because North American demand is weak.
Supportive ifManagement says revenue from the MENA project will come in as planned in fiscal 2026.
Worry ifRevenue recognition from the MENA project is delayed or falls short of $70 million.
Why it matters: News about the CFO search can affect investor trust and company plans.
Worry ifManagement says they will appoint a new CFO in the next quarter.
Less concerning ifThe search for a new CFO is prolonged or no updates are provided.
Why it matters: Finishing the share repurchase can show management's confidence in the company's value. It may also support the stock price.
Supportive ifManagement buys back more shares. They will spend over $69.3 million by the end of the fiscal year.
Worry ifNo further share repurchases or a slowdown in the pace of repurchases.
Why it matters: Growth in this area would help balance declines in other segments. It would support overall revenue.
Supportive ifInfrastructure revenue from road safety products grows more than 8% each year.
Worry ifInfrastructure revenue from road safety products drops or stays the same each year.
Why it matters: A bigger decline would show lower demand in North America and Brazil. This would hurt overall performance.
Worry ifIrrigation revenues decline more than 7% year over year in Q3.
Less concerning ifIrrigation revenues stabilize or grow year over year in Q3.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$86 on $10,000 · ±0.9% | How much price usually moves either way. |
| Bad day | $279 loss on $10,000 · 2.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,699 loss on $10,000 · 27.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.