Lindsay Corporation (LNN) AI Stock Analysis

Established in 1955 and headquartered in Omaha, Nebraska, Lindsay Corporation operates through two primary segments: Irrigation and Infrastructure. Under the Irrigation segment, the company manufactures and markets center pivot and lateral move systems, hose reel travelers, chemical injection systems, and related technology controls under the Zimmatic brand, alongside remote monitoring, soil moisture sensors, and repair parts. The Infrastructure segment provides highway safety and traffic management products. These include Quickchange moveable barrier systems, redirective and non-redirective crash cushions, specialty barriers, road marking equipment, road safety solutions, and railroad signals and structures.

Lindsay's revenue grew at a 5-year CAGR of 7.3% between FY2020 and FY2025. After dipping 12.5% in FY2023 to $674.1M and 9.9% in FY2024 to $607.1M, revenue climbed 11.4% to $676.4M in FY2025. Operating margin expanded from 9.5% in FY2021 to 13.0% in FY2025, while net margin reached 10.9% with net income of $74.1M and diluted EPS of $6.78. In the latest quarter ended May 31, 2026, quarterly revenue fell 5.1% year-over-year, and quarterly earnings decreased 14.0% year-over-year. Trailing twelve months revenue stands at $627.9M with a net profit margin of 8.8%.

As of May 31, 2026, Lindsay held $154.8M in cash and short-term investments against total debt of $137.8M, yielding net cash of $16.9M. Total assets stood at $821.6M, supported by shareholders' equity of $499.1M, a current ratio of 2.93, and a debt-to-equity ratio of 0.28. In FY2025, operating cash flow reached $132.9M and free cash flow was $90.4M. Capital expenditures were $42.5M, while Lindsay returned capital through $15.7M in dividends paid and $11.5M in share buybacks, lowering its 5-year share count by 4.7%.

At $107.36 per share, Lindsay has a market cap of $1.09B and an enterprise value of $1.15B. The stock trades at a trailing P/E of 20.6x, below the 24.8x median of its US-listed Industrials peers, while its forward P/E of 22.2x sits above the peer median of 17.2x. Lindsay's EV/EBITDA stands at 12.4x compared to the peer median of 13.9x, and its price-to-sales ratio is 1.7x versus the 1.5x peer median. Over the past year, the stock declined 17.0% compared to a 16.8% gain for the S&P 500, and over five years it dropped 29.6% against an 83.0% increase for the S&P 500.

Lindsay pays a quarterly dividend with an annualized forward rate of $1.52 per share, representing a 1.42% dividend yield and a 35.3% payout ratio. The company has paid consecutive dividends for 31 years, achieving a 5-year annualized dividend growth rate of 2.8%. The last ex-dividend date occurred on August 17, 2026.

Wall Street coverage consists of 1 Strong Buy, 3 Holds, and 0 Sell ratings. The mean price target is $123.00, implying 14.6% upside from the last close of $107.36. For the fiscal year ended August 31, 2026, consensus estimates project revenue of $624.6M and EPS of $5.21, reflecting a 23.2% decline in earnings. For the next fiscal year, 3 analysts project revenue of $640.6M and EPS of $5.85, up 12.3%. Lindsay beat earnings estimates in 2 of the last 4 quarters, with the next earnings release scheduled for October 22, 2026.

This page is an AI-written research summary of Lindsay Corporation (LNN). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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