Lindsay Corporation (LNN)
NYSEMaterialsAgricultural - MachinerySnapshot 2026-11-04
$109.39+1.88%
Close 2026-11-04 · 1-day change
NYSEMaterialsAgricultural - MachinerySnapshot 2026-11-04
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 still in the top half of its industry but slipped notably this past month — worth watching.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 36.4% |
| Our one-year growth estimate | diamond | 0.2% |
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.
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 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
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.
Growth built into the price is above our model estimate.
The price assumes 36.2 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 6 industry peers · Company calendar date is not available
LNN — CFO transition
Dated 2026-11-02
CFO — Michael Koch: The filing announces the external appointment of a new CFO to replace interim officers, which is a significant management change but not a departure of a sitting executive.
Why it matters: Lindsay expects most of the remaining project value as service revenue over 12 to 24 months. Delivery would add sales after the main project shipments.
Supportive ifCompany reports most of the remaining $10 million as service revenue within 12 to 24 months.
Worry ifCompany reports a delay or cancellation. Or it reports far less than $10 million in remaining service revenue.
Why it matters: Road safety sales drove infrastructure growth for a third straight quarter. Management expects more growth from these products next year.
Supportive ifInfrastructure revenue grows year over year in a fiscal 2027 quarter. The company names road safety products as a driver.
Worry ifInfrastructure revenue falls from a year ago. Or management says road safety sales have stopped growing.
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 | ±$103 on $10,000 · ±1.0% | How much price usually moves either way. |
| Bad day | $291 loss on $10,000 · 2.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,451 loss on $10,000 · 24.5% | 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.