LNN at a glance
LINDSAY CORP (LNN, SEC CIK 836157) filed its latest 10-K annual report on October 23, 2025, a 10-Q quarterly report on July 2, 2026, an 8-K current report on August 28, 2026 and Form 4 insider filings as recently as January 13, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended August 31, 2025 (FY2025), LINDSAY CORP (LNN) reported revenue of $659.1 million (up 12.8% from FY2024) and net income of $74.1 million. Diluted EPS was $6.78.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding LINDSAY CORP (LNN) shares worth $641.8 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $659.1M
- +12.8% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 30 funds
- $641.8M · −2 vs prior quarter
- Latest 8-K
- Aug 28, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Aug 31, 2025
Business Overview
- Core business model: Manufacturer and provider of irrigation and infrastructure equipment solutions
- No new products, services, or business segments introduced or emphasized in this filing year
- No strategic shift or changed competitive positioning disclosed compared to prior years
- Equity compensation plans approved with 290,790 securities exercisable, weighted-average price $122.04, 535,609 shares available for future issuance
- No waivers of the Code of Ethical Conduct for principal executive and senior financial officers during fiscal 2025
Risk Factors
- Regulatory risk: Expiration of U.S. Farm Bill Sept 30, 2025 creates uncertainty in conservation funding impacting irrigation product demand
- Geopolitical risk: $100M multi-year irrigation project in MENA region exposes Company to regional political and economic instability
- Supply chain risk: U.S. tariffs on imports from China, Mexico, Canada cause marginal cost increases requiring supplier negotiation and inventory strategies
- Market disruption: Increasing EPA Renewable Fuels Standard volumes (8% in 2026, 10% in 2027) may shift biofuel crop demand impacting irrigation product mix
- Financial risk: Order backlog declined from $180.9M (2024) to $110.7M (2025), indicating potential near-term revenue timing pressure
Management Discussion & Analysis
- Revenue $676.4M, up 11% YoY (+$69.3M); irrigation $568.0M (+11%), infrastructure $108.4M (+16%)
- Operating margin 13.0% vs 12.6%; irrigation margin 17.1% vs 17.0%, infrastructure margin 24.3% vs 20.4%
- Best segment: Infrastructure operating income $26.3M, up 39%; worst: North America irrigation revenue down 9% (-$28.3M)
- Cash flow from operations $132.9M vs $95.8M; capex $42.5M vs $29.0M; repurchases $11.5M vs $22.5M; dividends $15.7M vs $15.5M
- Fiscal 2026 capex guidance $50-$55M; focus on organic growth, acquisitions, dividend growth, and opportunistic buybacks; currency risk hedged
AI summary of the LNN 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended May 31, 2026
Risk Factors
- Risk Factors section not provided; no new or changed risks identifiable
- Share repurchases: 227,880 shares acquired for $24.99 million during the quarter
- Repurchase authorization: $100.0 million remaining under the $150.0 million 2025 program
AI summary of the LNN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Interim co-CFO appointments effective September 1, 2026, indicating a temporary finance leadership transition
- Alicia Pfeifer adds CFO duties to Business Finance role after nearly 12 years with Lindsay
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CFO Sam Hinrichsen resigning effective August 31, 2026 for personal reasons, with no accounting or operational disagreements
- CFO search underway with executive recruiting firm, creating near-term finance leadership transition risk
Item EX-99.1: Item EX-99.1
- Q3 revenue fell 5% to $160.8M, while operating income dropped 22% to $18.5M
- Irrigation revenue declined 7% to $133.0M; margin compressed to 15.3% from 18.9%
Item 2.02: Results of Operations and Financial Condition
- Filing contains only the signature block for Lindsay Corporation
- No fiscal 2026 results or financial metrics disclosed in the provided Item 2.02 text
AI summaries of LNN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LNN
Don't miss the next LNN filing
- Alerts as it files. A push when LNN files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut LNN, by share count.
- Ask anything. An AI agent that reads every LNN filing and answers with sources.
LNN alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Coburn Brett Richard | A | Jan 12, 2026 | 162 | - |
| Khandaker Jahidul Huq | A | Jan 6, 2026 | 1,046 | - |
| Di Si Pablo | A | Jan 6, 2026 | 1,046 | - |
| LINDSEY MARY A | A | Jan 6, 2026 | 1,046 | - |
| Brunner Robert E | A | Jan 6, 2026 | 1,046 | - |
| RAYBURN DAVID B | A | Jan 6, 2026 | 1,046 | - |
| Madere Consuelo E. | A | Jan 6, 2026 | 1,046 | - |
| Di Si Pablo | A | Jan 6, 2026 | 684 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $584.3M | $659.1M |
| Gross Profit | - | $191.1M | $210.8M |
| Operating Income | - | $76.6M | $88.1M |
| Net Income | - | $66.3M | $74.1M |
| Gross Margin | - | 32.7% | 32.0% |
| Op. Margin | - | 13.1% | 13.4% |
| Net Margin | - | 11.3% | 11.2% |
| Balance Sheet | |||
| Total Assets | $745.7M | $760.2M | $840.8M |
| Equity | $455.7M | $480.9M | $532.9M |
| ROE | - | 13.8% | 13.9% |
| Per Share | |||
| EPS | - | $6.01 | $6.78 |
| Cash Flow | |||
| Operating CF | - | $95.8M | $132.9M |
| CapEx | - | $29.0M | $42.5M |
Source: XBRL data in LINDSAY CORP (LNN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LNN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $641.8M |
| Q1 2026 | 32 | $586.6M |
| Q4 2025 | 30 | $592.0M |
| Q3 2025 | 31 | $696.0M |
| Q2 2025 | 30 | $698.9M |
| Q1 2025 | 27 | $378.9M |
| Q4 2024 | 22 | $311.6M |
| Q3 2024 | 18 | $185.5M |
- Two Sigma Investments+170.2K (+153%)
- Millennium Management+118.8K (+506%)
- State Street Corp+71.8K (+17%)
- AQR Capital Management+59.7K (+138%)
- Dimensional Fund Advisors+56.0K (+16%)
- Goldman Sachs Group−22.6K (-50%)
- Vanguard Capital Management LLC−8.6K (-2%)
- Vanguard Portfolio Management LLC−2.4K (-0%)
- Invesco Ltd−835 (-0%)
- Principal Financial Group−584 (-1%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 220 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LNN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Aug 28, 2026 | - | Analysis | - |
| 8-K | Jul 17, 2026 | - | Analysis | - |
| 10-Q | Jul 2, 2026 | May 31, 2026 | Analysis | |
| 8-K | Jul 2, 2026 | - | Analysis | - |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 2, 2026 | - | Analysis | - |
| 10-Q | Apr 2, 2026 | Feb 28, 2026 | Analysis | |
| 4 | Jan 13, 2026 | - | - | |
| 8-K | Jan 12, 2026 | - | - | |
| 4 | Jan 8, 2026 | - | - | |
| 4 | Jan 8, 2026 | - | - | |
| 10-Q | Jan 8, 2026 | Nov 30, 2025 | - | |
| 4 | Jan 8, 2026 | - | - | |
| 4 | Jan 8, 2026 | - | - | |
| 4 | Jan 8, 2026 | - | - | |
| 8-K | Jan 8, 2026 | - | - | |
| 4 | Jan 8, 2026 | - | - | |
| 4 | Jan 8, 2026 | - | - | |
| 4 | Dec 3, 2025 | - | - | |
| 10-K | Oct 23, 2025 | Aug 31, 2025 | Analysis | |
| 10-Q | Jun 26, 2025 | May 31, 2025 | - | |
| 10-Q | Apr 3, 2025 | Feb 28, 2025 | - | |
| 10-Q | Jan 7, 2025 | Nov 30, 2024 | - | |
| 10-K | Oct 24, 2024 | Aug 31, 2024 | - |
Related Industrials companies
- AGCO · Agco CorpFarm Machinery & Equipment
- ALG · ALAMO GROUP INCFarm Machinery & Equipment
- DE · Deere & CompanyFarm Machinery & Equipment
- MMM · 3MSurgical & Medical Instruments & Apparatus
- AOS · A. O. SmithHousehold Appliances
- AIR · AAR CORPAircraft & Parts
- ABM · ABM INDUSTRIES INC /DE/Services-To Dwellings & Other Buildings
- ACU · ACME UNITED CORPCutlery, Handtools & General Hardware
LNN SEC filings: frequently asked questions
Which institutions hold LNN stock?
As of June 30, 2026, the largest LINDSAY CORP (LNN) holders among the 13F filers tracked by SignalX were BlackRock ($219.4 million), Vanguard Portfolio Management LLC ($80.9 million), State Street Corp ($61.1 million), Vanguard Capital Management LLC ($57.8 million), Dimensional Fund Advisors ($50.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LNN's revenue in fiscal year 2025?
For the fiscal year ended August 31, 2025 (FY2025), LINDSAY CORP (LNN) reported revenue of $659.1 million (up 12.8% from FY2024) and net income of $74.1 million. Diluted EPS was $6.78. The figures come from the XBRL data in the 10-K.
What are the main risks in LNN's latest 10-K?
In the 10-K filed October 23, 2025, LINDSAY CORP (LNN) flagged: Regulatory risk: Expiration of U.S. Farm Bill Sept 30, 2025 creates uncertainty in conservation funding impacting irrigation product demand. Geopolitical risk: $100M multi-year irrigation project in MENA region exposes Company to regional political and economic instability. (AI summary of the Risk Factors section.)
What did LNN report in its latest 8-K?
LINDSAY CORP (LNN) filed an 8-K on August 28, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Interim co-CFO appointments effective September 1, 2026, indicating a temporary finance leadership transition.
What are the latest LNN SEC filings?
LINDSAY CORP (LNN) filed its latest 10-K annual report on October 23, 2025, a 10-Q quarterly report on July 2, 2026, an 8-K current report on August 28, 2026 and a Form 4 insider filing on January 13, 2026.
What is LNN's SEC CIK number?
LINDSAY CORP (LNN)'s SEC Central Index Key (CIK) is 836157. EDGAR lists every LNN filing under that number.
Ask anything about LNN
The research agent reads LNN's filings, financials, insider trades and 13F holders, then answers with sources.