Welcome to our dedicated page for Lindsay SEC filings (Ticker: LNN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Lindsay Corporation (LNN) filings document a public operating company focused on irrigation and infrastructure equipment and technology. Form 8-K reports furnish quarterly and annual operating results, investor presentations, segment commentary for Irrigation and Infrastructure, and updates on agricultural demand, road safety products, international irrigation projects, and share repurchase activity.
Governance filings include the definitive proxy statement, annual meeting vote results, director elections, executive compensation matters, management incentive plans, and executive appointments or transitions. The company’s regulatory record also includes Regulation FD disclosures and capital-allocation items tied to common stock repurchase authorization and furnished earnings materials under the Exchange Act.
Lindsay Corporation reported softer results for the quarter ended May 31, 2026. Operating revenues were $160.8 million, down 5% from $169.5 million a year earlier, as irrigation sales declined while infrastructure grew modestly. Quarterly net earnings were $15.8 million, or $1.53 diluted EPS, compared with $19.5 million, or $1.78 diluted EPS. For the first nine months, revenue fell to $474.3 million from $522.8 million, and net earnings declined to $44.4 million from $63.2 million as margins compressed in both segments. North America irrigation was pressured by weak commodity markets and cautious farmer sentiment, and international irrigation faced lower Brazil demand and project timing in the MENA region. Infrastructure revenue was weighed down by the absence of a prior-year $20 million Road Zipper project. The company ended the quarter with $154.8 million in cash against $115.1 million of debt, generated $30.6 million of operating cash flow year-to-date, and deployed $80.7 million on share repurchases while continuing quarterly dividends.
Lindsay Corporation reported third quarter fiscal 2026 results showing softer earnings as irrigation demand weakened but infrastructure stayed resilient. Total revenue was $160.8 million, down 5 percent from $169.5 million a year earlier. Irrigation revenue fell 7 percent to $133.0 million, while infrastructure revenue grew 8 percent to $27.7 million, driven by higher road safety product sales.
Operating income declined 22 percent to $18.5 million and net earnings were $15.8 million, or $1.53 per diluted share, compared with $19.5 million, or $1.78 per diluted share, in the prior year. Backlog at May 31, 2026 increased to $136.1 million from $117.1 million, supported by a large irrigation project in the MENA region that remains on schedule. The company repurchased $25.2 million of shares in the quarter, bringing fiscal year-to-date repurchases to $80.7 million, and highlighted ample liquidity and manageable debt as it invests for growth and returns capital to shareholders.
Lindsay Corp reported that Vanguard Capital Management beneficially owned 555,966 shares of common stock, representing 5.31% of the class as reported with a 03/31/2026 position. The filing lists sole voting power for 80,654 shares and sole dispositive power for 555,966 shares.
Lindsay Corp reported a Schedule 13G showing Vanguard Portfolio Management beneficially owns 664,748 shares of common stock, equal to 6.35% of the class. The filing states Vanguard Portfolio Management has sole dispositive power over 664,748 shares and sole voting power over 9,116 shares.
The filing attributes beneficial ownership to Vanguard Portfolio Management and affiliated investment vehicles and is signed by Ashley Grim, Head of Global Fund Administration.
Lindsay Corporation’s quarter showed weaker results as infrastructure demand fell sharply. Operating revenues for the three months ended February 28, 2026 declined 16% to $157.7 million from $187.1 million a year earlier. Net earnings dropped to $12.0 million, or $1.15 per diluted share, from $26.6 million, or $2.44 per diluted share.
Irrigation revenue dipped 5% to $141.2 million, with softer demand in North America and lower volumes in Brazil and the MENA region partly offset by favorable currency. Infrastructure revenue fell 58% to $16.5 million, mainly because a prior-year $20 million Road Zipper project did not repeat. Gross margin compressed to 26.9% from 33.4%, reflecting mix shifts and lower infrastructure contribution.
For the first six months, revenue declined 11% to $313.5 million and net earnings fell to $28.6 million from $43.7 million. Cash and cash equivalents were $186.1 million, and the company generated $24.0 million of operating cash flow while spending $27.5 million on capital expenditures and $55.5 million on share repurchases. Backlog increased to $151.8 million, driven by large international irrigation projects, while management continues to expect higher capital spending of $50–$55 million for facility modernization and growth.
Lindsay Corporation reported weaker fiscal 2026 second quarter results, with total revenue of $157.7 million, down 16 percent from $187.1 million a year earlier. Operating income fell to $13.0 million from $32.1 million, and diluted earnings per share declined to $1.15 from $2.44 as margins compressed.
The irrigation segment generated $141.2 million of revenue, down 5 percent, as North America sales dropped 8 percent amid soft commodity prices and constrained farmer sentiment, while international revenue slipped 1 percent despite favorable currency. Infrastructure revenue fell 58 percent to $16.5 million, largely because a $20 million Road Zipper System project did not repeat, driving a 91 percent drop in segment operating income.
Management highlighted progress on an $80.0 million irrigation and technology project in the Middle East North Africa region, a growing backlog of $151.8 million, and continued capital returns, including $25.2 million of share repurchases in the quarter and $55.5 million fiscal year-to-date, supported by cash of $186.1 million and total liquidity of about $236 million.
The Vanguard Group filed Amendment No. 14 to a Schedule 13G/A reporting that, following an internal realignment effective January 12, 2026, certain subsidiaries will report disaggregated holdings. The filing states 0 shares beneficially owned, representing 0% of Lindsay Corp common stock.
The amendment cites SEC Release No. 34-39538 (January 12, 1998) as the basis for separate reporting and is signed by Ashley Grim on 03/27/2026.
Lindsay Corporation VP & Chief Accounting Officer Coburn Brett Richard reported receiving additional equity compensation. On January 12, 2026, he acquired 162 shares of Lindsay common stock at a price of $0.00 per share, reported as an award of restricted stock units.
The restricted stock units will vest and settle into shares on a one-for-one basis in three equal installments on November 1, 2026, November 1, 2027, and November 1, 2028. Following this transaction, he beneficially owns 1,651 shares of Lindsay common stock, including shares acquired through the company’s 2021 Employee Stock Purchase Plan and additional restricted stock units.
Lindsay Corporation executive Brett Richard Coburn, VP & Chief Accounting Officer, filed an initial ownership report showing his current stake in the company’s stock. He beneficially owns 1,489 shares of Lindsay common stock, held directly. According to the disclosure, this amount includes shares acquired through Lindsay Corporation's 2021 Employee Stock Purchase Plan as well as shares represented by restricted stock units. This filing establishes a baseline of his equity ownership as of the reported event date.
Lindsay Corporation reported governance updates and leadership changes. The board appointed Brett R. Coburn, who has worked at the company since April 2019 and is a Certified Public Accountant in Nebraska, as Vice President and Chief Accounting Officer. His compensation will include salary, bonus opportunities, and long-term equity awards appropriate for his role, along with standard employee benefits.
The company also held its fiscal 2026 annual meeting of stockholders, where 9,325,331 shares of common stock, representing 88.0% of the 10,591,980 shares entitled to vote, were represented in person or by proxy. Stockholders elected three directors to terms expiring at the fiscal 2029 annual meeting, ratified the appointment of KPMG LLP as independent registered public accounting firm for the fiscal year ending August 31, 2026, and approved on an advisory basis the compensation of the named executive officers.