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Lindsay (LNN) investor relations material
Lindsay Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary23 Oct, 2025
Executive summary
Achieved record earnings and EPS for fiscal 2025, with double-digit revenue and operating income growth in both irrigation and infrastructure segments.
International irrigation outperformed, with revenues surpassing North America for the first time, driven by strong results in South America, MENA, and Australia.
Infrastructure business delivered its second-best results ever, with annual growth but Q4 declines due to lower Road Zipper project sales.
Free cash flow reached 122% of net earnings, supporting investments, share repurchases, and dividends.
Leadership transition announced: CFO Brian Ketcham retiring, with Sam Henrichson to assume the role.
Financial highlights
Fiscal 2025 revenues rose 11% to $676.4M; operating income up 15% to $88.1M; net earnings up 12% to $74.1M; diluted EPS up 13% to $6.78.
Q4 2025 revenues: $153.6M, down 1% year-over-year; Q4 net earnings: $10.8M ($0.99/share), down 15%; Q4 operating income: $11.3M, down 16%.
Irrigation segment Q4 revenues: $129M, up 3%; North America down 19%, international up 23%.
Infrastructure segment Q4 revenues: $24.5M, down 16%; full-year up 16% to $108.4M.
Free cash flow was 122% of net earnings; year-end cash and equivalents at $250.6M; total available liquidity $300M.
Outlook and guidance
North American irrigation demand expected to remain suppressed in 2026 due to low commodity prices and weak farm income.
International irrigation expected to see stable or slightly higher revenues, contingent on new project volume, especially in MENA and South America.
Infrastructure segment margins expected to normalize around 20% without large projects; growth anticipated in leasing and road safety products.
CapEx projected to rise to ~$50M in 2026 due to expanded galvanizing facility investment.
U.S. farm income projected to rise 41% in 2025, mainly from higher government support payments.
Future international project pipeline?
NA irrigation strategy given commodity prices?
Mitigate FY26 Road Zipper project gap?
Lindsay factory upgrades' short-term margin impact?
FY26 international project sales outlook?
Brazil's FINAME program utilization rate?
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Frequently asked questions
Lindsay Corporation manufactures and markets water management equipment and services, including irrigation systems to enhance agricultural productivity with precise water application. We also provide infrastructure and road safety solutions to governments and contractors with solutions that improve traffic flow and protect roadways from damage. Lindsay uses advanced machine learning and data analytics to provide customers with expertise to help solve the complex global water crisis as well as precision watering for golf courses, lawns, plants, trees, and crops around the world.
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