Revenue Performance - Fourth quarter total revenues were $153.6 million, a decrease of $1.4 million or 1% compared to $155.0 million in the prior year[4] - Full-year total revenues reached $676.4 million, an increase of $69.3 million or 11% compared to $607.1 million in the prior year[13] - Operating revenues for the three months ended August 31, 2025, were $153,559,000, a slight decrease of 0.9% compared to $154,998,000 in the same period of 2024[26] Earnings and Profitability - Operating income for the fourth quarter was $11.3 million, down $2.2 million or 16% from $13.5 million in the prior year, with an operating margin of 7.4%[5] - Net earnings for the fourth quarter were $10.8 million, a decrease of $1.9 million or 15% compared to $12.7 million in the prior year, resulting in diluted earnings per share of $0.99[7] - Full-year net earnings were $74.1 million, an increase of $7.8 million or 12% compared to $66.3 million in the prior year, with diluted earnings per share of $6.78[15] - Net earnings for the year ended August 31, 2025, were $74,052,000, representing a 11.5% increase from $66,257,000 in 2024[31] - Basic earnings per share for the year ended August 31, 2025, was $6.82, compared to $6.04 in 2024, reflecting a 12.9% increase[26] Segment Performance - International irrigation revenues increased by 23% to $79.0 million, driven by growth in South America, the MENA region, and Australia[9] - North America irrigation revenues decreased by 19% to $50.0 million, primarily due to lower storm damage replacement demand[8] - The irrigation segment's operating income for the year ended August 31, 2025, was $96,963,000, up 10.7% from $87,547,000 in 2024[26] Cash and Assets - Cash and cash equivalents increased to $250,575,000 as of August 31, 2025, up 31.3% from $190,879,000 in 2024[29] - Total assets as of August 31, 2025, were $840,836,000, an increase of 10.6% from $760,232,000 in 2024[29] - The company reported a net cash provided by operating activities of $132,910,000 for the year ended August 31, 2025, compared to $95,761,000 in 2024, marking a 38.8% increase[31] Future Outlook - The backlog of unfilled orders as of August 31, 2025, was $110.7 million, down from $180.9 million on August 31, 2024[16] - The company expects continued stable growth in the infrastructure business, particularly in Road Zipper System leasing and road safety products[17] - Demand for irrigation equipment in North America is expected to remain tempered until commodity prices and farm income improve[17] Dividends - Cash dividends declared per share increased to $1.45 for the year ended August 31, 2025, compared to $1.41 in 2024[26]

Core Insights - The industrials sector has several oversold stocks, presenting potential buying opportunities for undervalued companies [1][2] Group 1: Oversold Stocks - TaskUs (NYSE:TASK) has an RSI of 29.4, with a recent stock price of $13.65 after a 1.1% increase. The stock fell approximately 13% over the past month, reaching a 52-week low of $11.26 [5] - Lindsay Corp (NYSE:LNN) has an RSI of 29.3, with shares closing at $128.85 after a 0.2% increase. The stock has decreased around 8% in the last month, with a 52-week low of $112.14 [5] - GATX Corp (NYSE:GATX) has an RSI of 25.7, with shares closing at $163.02 after a 5.8% decline. The stock fell about 7% over the past five days, reaching a 52-week low of $134.01 [8] Group 2: Company Developments - TaskUs was upgraded from Neutral to Outperform by Baird analyst David Koning, maintaining a price target of $18 [5] - Lindsay Corp appointed Sam Hinrichsen as SVP and CFO, effective January 1, 2026, to support long-term growth initiatives [5] - GATX reported mixed quarterly results, with CEO Robert C. Lyons stating that market conditions remain consistent with expectations [8]

Core Points - Lindsay Corporation plans to release its financial results for the fiscal 2025 fourth quarter and fiscal year ended August 31, 2025, before the market opens on October 23, 2025 [1] - Management will host a conference call on the same day at 11:00 a.m. ET to discuss the results [1] Company Overview - Lindsay Corporation is a leading global manufacturer and distributor of irrigation and infrastructure equipment and technology, established in 1955 [4] - The company focuses on innovative solutions to meet the food, fuel, fiber, and transportation needs of the growing global population [4] - Key products include Zimmatic™ center pivot and lateral move agricultural irrigation systems, FieldNET™ and FieldWise™ remote irrigation management technology, and transportation solutions like Road Zipper™ and Snoline™ [4]

Core Insights - Crude Value Insights provides an investment service and community focused on the oil and natural gas sector, emphasizing cash flow and the companies that generate it, which leads to value and growth prospects with real potential [1] - Subscribers benefit from a model account featuring over 50 stocks, in-depth cash flow analyses of exploration and production (E&P) firms, and live chat discussions about the sector [1] Subscription Offer - A two-week free trial is available for new subscribers, allowing them to explore the oil and gas investment opportunities [2]

Core Viewpoint - Lindsay Corporation has appointed Jahidul H. Khandaker to its Board of Directors, enhancing its leadership with expertise in healthcare technology [1] Company Summary - Lindsay Corporation is a leading global manufacturer and distributor of irrigation and infrastructure equipment and technology [1] - Jahidul H. Khandaker, age 54, currently serves as the Chief Information Officer for GE HealthCare, bringing valuable experience in medical technology and innovation [1]

Core Insights - Lindsay Corporation has introduced TowerWatch™, a tower alignment monitor that significantly reduces troubleshooting time for growers by 75% through faster identification of tower faults [1][3]. Product Overview - TowerWatch is designed to help growers by monitoring the alignment circuit and sending alerts to identify which specific span is causing a problem [3]. - The technology is available on new Zimmatic pivots and as an add-on for existing pivots, enhancing both time efficiency and resource management [3]. Benefits to Growers - By using TowerWatch, growers can save time, water, and energy costs, leading to improved crop health and reduced pivot downtime [3]. - The feature of alignment alerts was a top request from customers, allowing for prompt identification of issues and ensuring healthier crops, which protects yields and profitability [3]. Company Background - Lindsay Corporation, founded in 1955, is a leading global manufacturer and distributor of irrigation and infrastructure equipment, including Zimmatic™ pivot irrigation systems and FieldNET™ remote irrigation management technology [4].

Core Insights - Zacks Premium offers tools for investors to enhance their stock market strategies, including daily updates, research reports, and stock screens [1] - The Zacks Style Scores are designed to help investors identify stocks with the potential to outperform the market within a 30-day timeframe [2] Zacks Style Scores Overview - The Style Scores categorize stocks into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [3][4][5][6] - Value Score emphasizes finding undervalued stocks using financial ratios [3] - Growth Score assesses a company's future earnings and financial health [4] - Momentum Score tracks price trends to identify favorable investment opportunities [5] - VGM Score combines the three styles to highlight stocks with attractive value, growth, and momentum characteristics [6] Zacks Rank and Performance - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investment decisions [7] - Stocks rated 1 (Strong Buy) have historically delivered an average annual return of +23.62% since 1988, significantly outperforming the S&P 500 [8] - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal investment potential [9] Company Spotlight: Lindsay Corporation - Lindsay Corporation specializes in water management and road infrastructure products, with a history dating back to 1955 [11] - The company currently holds a Zacks Rank of 3 (Hold) and a VGM Score of B [11] - Lindsay has a Momentum Style Score of A, with a recent share price increase of 0.6% over the past month [12] - Analysts have raised earnings estimates for fiscal 2025, with the consensus estimate now at $6.83 per share, reflecting an increase of $0.26 [12] - The company has an average earnings surprise of +22.4%, making it a noteworthy option for investors [12]

Market Overview - Wall Street is experiencing a rally due to easing tariff fears and optimism regarding a potential rate cut by the Federal Reserve in the near future [1][2] - The S&P 500 and Nasdaq reached new closing highs, with investors hopeful that a rate cut will further enhance stock performance [1] Trade Agreements - Recent trade deals between the United States and Vietnam, as well as with China and the United Kingdom, have positively influenced market sentiment [4][5] - Despite the positive news, uncertainties remain regarding the impact of new tariffs on the economy, as the White House has not provided clarity [6] Federal Reserve Outlook - Optimism surrounding an anticipated rate cut in July is contributing to the market rally, although Federal Reserve Chairman Jerome Powell has maintained a hawkish stance [7] - Market participants are expecting two 25-basis-point rate cuts by the end of the year, but the lack of a clear timeline from the Federal Reserve may affect investor sentiment [7] Dividend-Paying Stocks - In light of market volatility, cautious investors may consider dividend-paying stocks for stable income and capital protection [3] - Three notable dividend-paying stocks include: - **Bank OZK**: Announced a dividend of $0.44 per share with a yield of 3.38%, having increased its dividend 21 times over the past five years [9][11] - **Lindsay Corporation**: Declared a dividend of $0.37 per share with a yield of 0.98%, having increased its dividend five times in five years [13][11] - **Sandstorm Gold Ltd.**: Announced a dividend of $0.02 per share with a yield of 0.59%, having raised its dividend seven times in five years [15][11]

Group 1 - Zacks Premium offers various tools for investors to enhance their stock market strategies, including daily updates, research reports, and stock screens [1][2] - The Zacks Style Scores are designed to help investors select stocks with the highest potential to outperform the market within a 30-day timeframe [2][3] Group 2 - Stocks are rated using an alphabetic system (A to F) based on value, growth, and momentum, with higher scores indicating a better chance of outperforming the market [3] - The Value Score identifies attractive stocks using financial ratios like P/E and Price/Sales, appealing to value investors [3][4] - The Growth Score focuses on a company's financial health and future outlook, assessing projected earnings and sales for sustainable growth [4] - The Momentum Score capitalizes on price trends, using factors like weekly price changes to identify favorable investment opportunities [5] Group 3 - The VGM Score combines the three Style Scores to highlight stocks with the best value, growth, and momentum characteristics, serving as a strong indicator alongside the Zacks Rank [6] - The Zacks Rank utilizes earnings estimate revisions to guide investors in building successful portfolios, with 1 (Strong Buy) stocks historically yielding an average annual return of +25.41% since 1988 [7][8] Group 4 - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B to maximize potential returns [9][10] - A stock with a lower Zacks Rank, even with good Style Scores, may still face downward price pressure due to negative earnings forecasts [10] Group 5 - Lindsay Corporation, a company specializing in water management and road infrastructure, holds a Zacks Rank of 3 (Hold) and a VGM Score of B [11] - The company has a Momentum Style Score of A, with shares increasing by 3.2% over the past four weeks, and has seen upward revisions in earnings estimates for fiscal 2025 [12]

Core Viewpoint - Lindsay (LNN) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive trend in earnings estimates which is a significant factor influencing stock prices [1][2]. Earnings Estimates and Stock Price Impact - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [3][5]. - Institutional investors often rely on earnings estimates to determine the fair value of stocks, leading to buying or selling actions that affect stock prices [3]. Company Performance and Outlook - The upgrade for Lindsay reflects an improvement in the company's underlying business, suggesting that investor sentiment may drive the stock price higher [4]. - For the fiscal year ending August 2025, Lindsay is expected to earn $6.63 per share, with a 10.3% increase in the Zacks Consensus Estimate over the past three months [7]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks which have averaged a +25% annual return since 1988 [6]. - Lindsay's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [9].