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LNN Stock Analysis 2026 - LINDSAY CORP AI Rating

LNN NYSE Farm Machinery & Equipment DE CIK: 0000836157
Recently Updated • Analysis: Apr 12, 2026 • SEC Data: 2026-02-28
HOLD
70% Conf
Pending
Analysis scheduled

📊 LNN Key Takeaways

Revenue: $313.5M
Net Margin: 9.1%
Free Cash Flow: $-3.5M
Current Ratio: 3.02x
Debt/Equity: 0.23x
EPS: $2.70
AI Rating: HOLD with 70% confidence

Is LNN a Good Investment? Thesis Analysis

Claude

Lindsay Corp maintains financial stability with strong liquidity (3.02x current ratio) and conservative leverage (0.23x debt/equity), but faces significant operational challenges evidenced by negative free cash flow (-$3.5M) and stagnant net income growth despite 2.6% revenue expansion. Weak returns on capital (5.6% ROE, 3.4% ROA) suggest inefficient capital deployment and structural operational headwinds requiring resolution.

Why Buy LNN? Key Strengths

Claude
  • + Strong balance sheet with ample liquidity ($186.1M cash, 3.02x current ratio) and conservative leverage (0.23x debt/equity)
  • + Solid profitability margins at 9.1% net margin and 10.4% operating margin
  • + Excellent debt service capability with 13.2x interest coverage ratio

LNN Investment Risks to Consider

Claude
  • ! Negative free cash flow (-$3.5M) with CapEx ($27.5M) exceeding operating cash flow ($24.0M), creating unsustainable capital structure
  • ! Weak and deteriorating returns on capital (5.6% ROE, 3.4% ROA) indicating poor capital efficiency and asset utilization
  • ! Stagnant net income growth (flat YoY) despite 2.6% revenue growth suggesting margin compression and operational challenges

Key Metrics to Watch

Claude
  • * Free cash flow trajectory and operating cash flow sustainability relative to capital expenditures
  • * Return on equity and net profit margin expansion or contraction
  • * Revenue growth acceleration and net income growth re-acceleration

LNN Financial Metrics

Revenue
$313.5M
Net Income
$28.6M
EPS (Diluted)
$2.70
Free Cash Flow
$-3.5M
Total Assets
$837.7M
Cash Position
$186.1M

💡 AI Analyst Insight

Strong liquidity with a 3.02x current ratio provides a solid financial cushion.

LNN Profitability Ratios

Gross Margin 29.5%
Operating Margin 10.4%
Net Margin 9.1%
ROE 5.6%
ROA 3.4%
FCF Margin -1.1%

LNN vs Industrial Sector

How LINDSAY CORP compares to Industrial sector averages

Net Margin
LNN 9.1%
vs
Sector Avg 10.0%
LNN Sector
ROE
LNN 5.6%
vs
Sector Avg 15.0%
LNN Sector
Current Ratio
LNN 3.0x
vs
Sector Avg 1.8x
LNN Sector
Debt/Equity
LNN 0.2x
vs
Sector Avg 0.7x
LNN Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is LNN Overvalued or Undervalued?

Based on fundamental analysis, LINDSAY CORP has mixed fundamental signals relative to the Industrial sector in 2026.

Return on Equity
5.6%
Sector avg: 15%
Net Profit Margin
9.1%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.23x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

LNN Balance Sheet & Liquidity

Current Ratio
3.02x
Quick Ratio
2.15x
Debt/Equity
0.23x
Debt/Assets
39.4%
Interest Coverage
13.18x
Long-term Debt
$115.1M

LNN 5-Year Financial Trend & Growth Analysis

LNN 5-year financial data: Year 2020: Revenue $463.2M, Net Income $20.3M, EPS $1.88. Year 2021: Revenue $551.3M, Net Income $2.2M, EPS $0.20. Year 2022: Revenue $760.3M, Net Income $38.6M, EPS $3.56. Year 2023: Revenue $760.3M, Net Income $42.6M, EPS $3.88. Year 2024: Revenue $760.3M, Net Income $65.5M, EPS $5.94.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: LINDSAY CORP's revenue has grown significantly by 64% over the 5-year period, indicating strong business expansion. The most recent EPS of $5.94 reflects profitable operations.

LNN Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-1.1%
Free cash flow / Revenue

LNN Quarterly Performance

Quarterly financial performance data for LINDSAY CORP including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2026 $154.7M $12.0M $1.15
Q3 2025 $133.7M $19.5M $1.78
Q2 2025 $146.8M $18.1M $1.64
Q1 2025 $150.7M $15.0M $1.36
Q3 2024 $133.7M $16.9M $1.53
Q2 2024 $146.8M $18.1M $1.63
Q1 2024 $154.4M $15.0M $1.36
Q3 2023 $160.8M $16.9M $1.53

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

LNN Capital Allocation

Operating Cash Flow
$24.0M
Cash generated from operations
Stock Buybacks
$55.5M
Shares repurchased (TTM)
Capital Expenditures
$27.5M
Investment in assets
Dividends Paid
$7.8M
Returned to shareholders

LNN SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for LINDSAY CORP (CIK: 0000836157)

📋 Recent SEC Filings

Date Form Document Action
Apr 2, 2026 10-Q lnn-20260228.htm View →
Apr 2, 2026 8-K lnn-20260402.htm View →
Jan 13, 2026 4 xslF345X05/ownership.xml View →
Jan 12, 2026 8-K lnn-20260106.htm View →
Jan 8, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about LNN

What is the AI rating for LNN?

LINDSAY CORP (LNN) has an AI rating of HOLD with 70% confidence, based on fundamental analysis of SEC EDGAR filings.

What are LNN's key strengths?

Claude: Strong balance sheet with ample liquidity ($186.1M cash, 3.02x current ratio) and conservative leverage (0.23x debt/equity). Solid profitability margins at 9.1% net margin and 10.4% operating margin.

What are the risks of investing in LNN?

Claude: Negative free cash flow (-$3.5M) with CapEx ($27.5M) exceeding operating cash flow ($24.0M), creating unsustainable capital structure. Weak and deteriorating returns on capital (5.6% ROE, 3.4% ROA) indicating poor capital efficiency and asset utilization.

What is LNN's revenue and growth?

LINDSAY CORP reported revenue of $313.5M.

Does LNN pay dividends?

LINDSAY CORP pays dividends, with $7.8M distributed to shareholders in the trailing twelve months.

Where can I find LNN SEC filings?

Official SEC filings for LINDSAY CORP (CIK: 0000836157) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is LNN's EPS?

LINDSAY CORP has a diluted EPS of $2.70.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is LNN a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, LINDSAY CORP has a HOLD rating with 70% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is LNN stock overvalued or undervalued?

Valuation metrics for LNN: ROE of 5.6% (sector avg: 15%), net margin of 9.1% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy LNN stock in 2026?

Our dual AI analysis gives LINDSAY CORP a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is LNN's free cash flow?

LINDSAY CORP's operating cash flow is $24.0M, with capital expenditures of $27.5M. FCF margin is -1.1%.

How does LNN compare to other Industrial stocks?

Vs Industrial sector averages: Net margin 9.1% (avg: 10%), ROE 5.6% (avg: 15%), current ratio 3.02 (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 12, 2026 | Data as of: 2026-02-28 | Powered by Claude AI