MARKET WIRESeekingAlpha • 6d ago
Lindsay Corporation 2026 Q4 - Results - Earnings Call Presentation2026-10-26. The following slide deck was published by Lindsay Corporation in conjunction with their 2026 Q4 earnings call.
Why LNN Stock surged +2.91% Today — RQD Quant Desk Flash
$106.38 +2.91% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot)
EXT / AFTER-HRS: $107.19
Lindsay Corporation (LNN) earns a Roarable Rating of B+ (Buy) with 78/100 RQD Confidence. High-quality cash engine (32% profit margin, 16% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.
ROARABLE B+ • BUY
Cap $1.08B
INTERACTIVE SCENARIO DECK:
EXT / AFTER-HRS: $107.19 (+0.76%)🧬 Cannibal Buyback (-2.92% YoY Shares)⚙️ Cash Engine: 17/20 (A-) • 13.7% FCF Margin
Verify 90D Bucket Audit →📊 Historical Track Record: Scores of 78/100 (B+) historically ranked in the Top 10% of excess returns over the next 90 days (+7.9% avg 90D alpha vs SPY • 70.6% hit rate).
Audit Bucket Track Record →RQD QUANT TACHOMETERBUY • B+
3-of-3 JEV AI Jury Bullish
Cash
SEC
Whale
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
5-PILLAR SNOWFLAKE RADARRw B+ · Rk B+
Each axis scored 0–20
12M PRICE TARGET CONE+9% Base Target
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for LNN)Realized 20D OHLCV Swing Band: ±7.4%
Deterministic 5-Pillar Attribution (78/100 Composite)
🔍 WHY LNN SCORES 78/100 (B+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+18/20 pts (23% of score)
Altman Z-Score 5.04 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 9/9
▲ #2 Bullish Driver: Insider Conviction & Share Dilution+18/20 pts (23% of score)
SEC Form 4 / 13F Thermometer: 86% Net Buy • Cannibal Buyback (-2.92% YoY Shares)
▼ #1 Drag / Risk Factor: Whale & Options Positioning11/20 pts (-9 pt drag)
Put hedging (50% put share) caps near-term gamma upside (-9 pts vs max)
📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)Grade A$112.02-4.2% Next Q
86
Q2 (-2Q)Grade A$107.36-1.6% Next Q
83
Q3 (-1Q)Grade A-$105.64+0.7% Next Q
81
CurrentGrade B+$106.38+7.9% Hist 90D α
78
Trajectory: A (86) → B+ (78)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER
⚔️ Adversarial Opposing Case: Why the LNN Bull Thesis Could Fail
Even with a 78/100 (B+) score, LNN faces multiple-compression risk if 14.6x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
⚠️ Forensic Kill-Switch #1
Broader market pullbacks can still drag down strong stocks in the short run.
⚠️ Forensic Kill-Switch #2
Dilution & Margin Drag: Cannibal Buyback (-2.92% YoY Shares) — any gross margin slip below 29.5% triggers an automatic RQD downgrade.
⚠️ Forensic Kill-Switch #3
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($113.63) or 200D SMA ($116.86) invalidates the momentum regime and cuts Target Base ($115.95) toward Bear Floor ($87.23).
🎲 LIVE PREDICTION MARKET ODDS TIED TO $LNN• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “LNN Beats Next Quarter EPS Consensus (Nov 29, 2026) & Holds Above 200D SMA”
AUTOMATED RQD QUANT DESK MOVER BRIEFINGFull Market News Desk →
Why LNN Stock surged +2.91% Today — RQD Quant Desk Flash
Lindsay Corporation (LNN) surged +2.91% to $106.38, trading at 18% of its 52-week range ($97.27 – $148). High-quality cash engine (32% profit margin, 16% return on capital) with steady institutional support.
- ▸Technical Tape: Trading at 18% of its 52-week range ($97.27 – $148) with RSI-14 at 45.2 (NEUTRAL RANGE).
- ▸Volatility Profile: Historical 20-day realized swing band of ±7.4% around $106.38 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable B+ (Buy) backed by 32% gross margin and $90.4M annual free cash flow.
Live LNN Headlines & Catalysts
CATALYSTYahoo • 6d ago
Lindsay: 3 Key Takeaways for Long-Term InvestorsRecurring revenue growth of 11% annually cushions cyclical farm spending, but overall sales only rose 5%.
MARKET WIREYahoo • 8d ago
Lindsay (LNN) Stock Still Looks Discounted As Shares Sit Near LowsLindsay shares have drifted lower over several years, and that slide now meets fresh headlines about acquisitions and restructuring that directly touch the company’s ability to generate cash. With the stock near recent l
MARKET WIREYahoo • 9d ago
Lindsay (LNN) Stock Price Reflects Q4 Earnings Margin PressureLindsay entered its Q4 2026 report with shares already drifting lower over the past quarter, and the stock dropped another 5.4% today. That appears to reflect concerns about shrinking profitability rather than headline r
CATALYSTYahoo • 9d ago
Lindsay Corporation Announces Quarterly Cash DividendOMAHA, Neb., October 23, 2026--Lindsay Corporation (NYSE: LNN), a leading global manufacturer and distributor of irrigation and infrastructure equipment and technology, announced today that its Board of Directors has dec
MARKET WIREYahoo • 9d ago
LNN Q3 deep dive: cost discipline, international diversification, and infrastructure momentumAgricultural and farm machinery company Lindsay (NYSE:LNN) reported calendar Q3 2026 (fiscal Q4 2026) results exceeding the market’s revenue expectations, with sales up 5.2% year on year to $161.6 million. Its non-GAAP p
MARKET WIREBenzinga • 9d ago
Stifel Maintains Hold on Lindsay, Lowers Price Target to $119Stifel analyst Nathan Jones maintains Lindsay (NYSE:LNN) with a Hold and lowers the price target from $121 to $119.
CATALYSTYahoo • 9d ago
Why Lindsay (LNN) stock is trading up todayShares of agricultural and farm machinery company Lindsay (NYSE:LNN) jumped 2.7% in the afternoon session after the company reported results for its fourth quarter and fiscal year ended August 31, 2026, highlighted by a
MARKET WIREYahoo • 10d ago
Lindsay Corporation Q4 2026 Earnings Call SummaryMoby summary of Lindsay Corporation's Q4 2026 earnings call
CATALYSTYahoo • 10d ago
Lindsay Q4 Earnings Call HighlightsLindsay (NYSE:LNN) reported fiscal fourth-quarter revenue growth and higher earnings, while full-year results declined amid weaker irrigation demand in North America and Brazil and the absence of a large prior-year Road
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Scheduled RQD Strong Buys & Whale Accumulation Briefing (LNN Tape Review)
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LNN // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -4.99%▼ DESCENDING CHANNEL
2026-10-30O $106.4H $107.9L $105.7C $106.4VOL 176.7K
RES: $119.9SUP: $101.0SMA50: $113.6SMA200: $116.9
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK
LNN Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Share Count & Dilution Monitor (#25)
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
Reverse-DCF Expectations Hurdle (#30)
6.6%/yr Implied 5Y Growth
vs. +12.8% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
Ellis Vennor Setup Ledger (#33)
No active Ellis Vennor swing setup published on LNN today. View full Setup Ledger →
🦋 Documented & Second-Order Butterfly Connections
Open Graph →
No direct multi-tier Butterfly edges indexed yet for LNN. Explore sector supply chains on /butterfly.
AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for LNN today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (LNN)
Industrials Rank #8 of 485
⚔️ EMAT vs LNN Full Matrix →
1. Head-to-Head Industrials Peer Comparison (LNN vs. EMAT, PSIX, FLNC, TNC)
Industry: Industrial Machinery/Components (208 Tracked Issuers)Across 485 tracked Industrials securities in the Roarable RQD universe, Lindsay Corporation (LNN) ranks #8 by composite RQD confidence (78/100, grade B+) and #248 by equity capitalization ($1.08B). Within this direct 5-issuer industry benchmark cohort, PSIX leads on earnings valuation at 9.8x trailing P/E, while PSIX leads on capital efficiency and profitability with 63.1% ROIC and 25.6% gross margin. LNN currently leads its immediate peer cohort in composite quantitative strength at 78/100 (B+).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| LNN
ACTIVE
Lindsay Corporation | B+ | 78/100 | 14.6x | 32.0% | 16.1% | +2.91% | $1.08B | Benchmark Subject |
| EMAT Evolution Metals & Technologies Corp. | D- | 37/100 | — | — | -3.0% | 0.00% | $1.07B | /emat-vs-lnn → |
| PSIX Power Solutions International Inc. | B | 73/100 | 9.8x | 25.6% | 63.1% | -0.41% | $1.12B | /psix-vs-lnn → |
| FLNC Fluence Energy Inc. (Class A) | E | 26/100 | — | 13.1% | -12.5% | -1.62% | $1.12B | /flnc-vs-lnn → |
| TNC Tennant Company | C+ | 66/100 | 25.9x | 40.2% | 9.0% | +0.83% | $1.14B | /tnc-vs-lnn → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-08-31 • CIK 0000836157In its most recent audited fiscal period (FY2025, filed 2025-08-31), Lindsay Corporation (LNN) reported GAAP revenue of $659.1M (+12.8% vs. FY2024 revenue of $584.3M , and -0.4% cumulative change since FY2023) , GAAP net income of $74.1M, operating cash flow of $132.9M, and free cash flow of $90.4M (+35.4% YoY). On the balance sheet, LNN closed FY2025 with $828.4M in total assets against $114.8M in total debt (Altman Z-Score: 5.04, Piotroski F-Score: 9/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-08-31 | $659.1M | $74.1M | $132.9M | $90.4M | $828.4M | $114.8M |
| FY2024 (FY) | 2024-08-31 | $584.3M | $66.3M | $95.8M | $66.8M | $771.0M | $114.9M |
| FY2023 (FY) | 2023-08-31 | $661.9M | $72.4M | $119.7M | $119.7M | — | — |
3. LNN Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs LNN stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-01, Lindsay Corporation (NYSE: LNN) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 78/100 at a spot price of $106.38 (+2.91% 1D, market cap $1.08B). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 11/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 14/20, and SEC Balance-Sheet Forensics 18/20. Across 485 tracked Industrials issuers, LNN ranks #8 in composite RQD confidence.
How does LNN compare to EMAT and PSIX in the Industrials sector?
Within the Industrials sector (Industrial Machinery/Components), LNN carries a Roarable B+ (78/100 RQD), trailing P/E of 14.6x, gross margin of 32.0%, and ROIC of 16.1%. By comparison, EMAT (Evolution Metals & Technologies Corp.) holds a D- grade (37/100 RQD, P/E N/A, ROIC -3.0%, cap $1.07B) and PSIX (Power Solutions International Inc.) posts a B grade (73/100 RQD, P/E 9.8x, ROIC 63.1%, cap $1.12B). Among the 5-stock peer group, PSIX leads on earnings multiple (9.8x) while PSIX leads on capital efficiency (63.1% ROIC).
What are the biggest fundamental strengths and SEC risk factors for LNN?
Per LNN's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-08-31, CIK 0000836157), Lindsay Corporation generated $659.1M in revenue (+12.8% YoY), $74.1M in net income, and $90.4M in free cash flow against $828.4M in total assets and $114.8M in total debt. Key quantitative strengths: Strong cash generator (32% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is LNN trading relative to its 50-day, 200-day, and 52-week technical levels?
LNN last traded at $106.38 (+2.91% on volume of 178,342 shares), positioning the stock -6.38% below its 50-day simple moving average ($113.63) and -8.97% below its 200-day simple moving average ($116.86). Across its 52-week range of $97.27 to $148.00, LNN sits at the 18.0% percentile with a 14-day RSI of 45.2 (NEUTRAL RANGE) and an implied next-earnings move of ±7.4% ($98.51 to $114.25).
LNN Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is LNN stock moving today?
Why LNN Stock surged +2.91% Today — RQD Quant Desk Flash. High-quality cash engine (32% profit margin, 16% return on capital) with steady institutional support.