LNNMEDIUM SIGNALOPPORTUNITY10-K

Lindsay Corporation demonstrates strong operational momentum with 38.8% operating cash flow growth and strategic expansion indicated by 46.6% increased capital expenditure.

The company shows robust financial health with revenue growth of 11.4% and improved profitability metrics across the board. The significant increase in international irrigation segment sales from 41% to 52% of total segment revenue indicates successful geographic expansion, while higher capital expenditures suggest management is investing in growth opportunities.

Comparing 2025-10-23 vs 2024-10-24View on EDGAR →
FINANCIAL ANALYSIS

Lindsay Corporation delivered strong across-the-board growth with revenue increasing 11.4% to $676.4M, operating income up 15% to $88.1M, and operating cash flow surging 38.8% to $132.9M. The company strengthened its balance sheet with cash rising 31.3% to $250.6M and stockholders' equity growing 10.8% to $532.9M, while inventory declined 11.4% suggesting improved efficiency. The 46.6% increase in capital expenditure to $42.5M combined with reduced share buybacks indicates management is prioritizing growth investments over shareholder returns, positioning the company for continued expansion.

FINANCIAL STATEMENT CHANGES
Share Buybacks
Cash Flow
-48.6%
$22.5M$11.5M

Buyback activity reduced 48.6% — capital being redeployed elsewhere or cash conservation underway.

Capital Expenditure
Cash Flow
+46.6%
$29.0M$42.5M

Capital expenditure jumped 46.6% — major investment cycle underway; assess returns on deployment.

Operating Cash Flow
Cash Flow
+38.8%
$95.8M$132.9M

Operating cash flow surged 38.8% — exceptional cash generation, highest quality earnings signal.

Cash & Equivalents
Balance Sheet
+31.3%
$190.9M$250.6M

Cash position surged 31.3% — strong cash generation or capital raise providing significant financial cushion.

Operating Income
P&L
+15%
$76.6M$88.1M

Operating income improving — cost discipline or growing revenue base absorbing fixed costs.

Current Liabilities
Balance Sheet
+14.1%
$125.8M$143.6M

Current liabilities rose 14.1% — increased short-term obligations, watch current ratio.

Net Income
P&L
+11.8%
$66.3M$74.1M

Net income grew 11.8% — bottom-line growth signals improving overall business health.

Revenue
P&L
+11.4%
$607.1M$676.4M

Revenue growing 11.4% — solid top-line momentum, watch margins for quality of growth.

Inventory
Balance Sheet
-11.4%
$154.5M$136.9M

Inventory reduced 11.4% — lean inventory management or demand outpacing supply.

Stockholders Equity
Balance Sheet
+10.8%
$480.9M$532.9M

Equity base grew 10.8% — retained earnings accumulation or equity issuance strengthening the balance sheet.

LANGUAGE CHANGES
NEW — 2025-10-23
PRIOR — 2024-10-24
ADDED
As of October 21, 2025, 10,804,220 shares of the registrant s Common Stock were outstanding.
The Company is a Delaware corporation and maintains its corporate offices in Omaha, Nebraska.
PRODUCTS BY SEGMENT IRRIGATION SEGMENT Products The Company manufactures and markets its center pivot and lateral move irrigation systems and its irrigation controls in the U.S.
The technology uses cellular or radio frequency communication systems to remotely acquire data relating to various conditions in an irrigated field, including operational status of the irrigation system, position of the irrigation system, and water usage.
Through its strategic partnership with Pessl Instruments, the Company is able to incorporate data from Pessl's METOS weather stations and soil moisture probes, among other products, into these technologies to provide growers with additional data for enhanced decision making.
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REMOVED
As of October 21, 2024, 10,846,482 shares of the registrant s Common Stock were outstanding.
Lindsay, a Delaware corporation, maintains its corporate offices in Omaha, Nebraska.
PRODUCTS BY SEGMENT IRRIGATION SEGMENT Products - The Company manufactures and markets its center pivot, lateral move irrigation systems, and irrigation controls in the U.S.
The technology uses cellular or radio frequency communication systems to remotely acquire data relating to various conditions in an irrigated field, including operational status of the irrigation system, position of the irrigation system, water usage, weather and soil conditions, and similar data.
International sales accounted for approximately 41 percent and 47 percent of the Company s total irrigation segment revenues in fiscal year 2024 and 2023, respectively.
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