Core Insights - Lindsay Corporation's shares fell 7% following the release of adjusted earnings per share of 99 cents for Q4 fiscal 2025, which was a 15% decline year over year and missed the Zacks Consensus Estimate of $1.04 [1][9] - The company reported revenues of $154 million, a slight decrease of 0.9% from $155 million in the same quarter last year, but exceeded the Zacks Consensus Estimate of $151 million [1][9] Financial Performance - The backlog as of August 31, 2025, was $111 million, down from $181 million a year earlier [2] - The cost of operating revenues decreased by 0.4% year over year to $109 million, while gross profit fell 2.2% to $45 million, resulting in a gross margin of 29.2%, slightly down from 29.5% a year ago [3] - Operating expenses rose 3.7% year over year to $33.4 million, leading to an operating income of $11.3 million, down from $13.5 million in the prior year [3] Segment Performance - The Irrigation segment's revenues increased by 2.5% year over year to approximately $129 million, with North American irrigation revenues decreasing by 18.8% to $50 million due to lower storm damage replacement [4] - International irrigation revenues grew by 23.1% year over year to $79 million, and the irrigation segment's operating income rose by 4% to $17.7 million [4] - The Infrastructure segment's revenues decreased by 16% year over year to $24.5 million, with operating income down 37% to $3.5 million [5] Annual Performance - For fiscal 2025, the company reported adjusted earnings per share of $6.78, missing the Zacks Consensus Estimate of $6.83, but representing a 13% year-over-year improvement [6] - Total revenues for fiscal 2025 were $676 million, an 11% increase from $607 million in fiscal 2024, surpassing the Zacks Consensus Estimate of $674 million [6] Financial Position - At the end of fiscal 2025, the company had cash and cash equivalents of $251 million, up from $191 million at the end of the previous fiscal year [7] - Long-term debt remained stable at approximately $115 million [7] Future Outlook - The company anticipates that demand for irrigation equipment in North America will remain challenging until commodity prices and farm income improve, while demand in Brazil is expected to remain stable [10] - Stable growth is expected in Road Zipper System leasing and road safety products [10] Stock Performance - Lindsay's shares have declined by 2.2% over the past year, contrasting with the industry's growth of 14.8% [11]

Fiscal Year 2025 Performance - Revenue increased by $69.3 million, or 11 percent, compared to the prior year[13] - Operating income increased by $11.5 million, or 15 percent, compared to the prior year[13] - Diluted earnings per share increased by $0.77 per share, or 13 percent, compared to the prior year[13] - Free cash flow generation reached 122 percent of net earnings[7] - International irrigation revenues exceeded North America irrigation revenues for the first time in Company history[7] Fourth Quarter Performance - Revenues decreased $1.4 million, or 1 percent, compared to the prior year[10] - Operating income decreased $2.2 million, or 16 percent, compared to the prior year[10] - Diluted earnings per share decreased $0.18 per share, or 15 percent, compared to the prior year[10] Irrigation Segment - North America revenue decreased 19 percent[18] - International revenue increased 23 percent due to higher unit sales volume in South America and Australia, and higher project sales in the MENA region[20] - Operating income increased 4 percent primarily from higher revenues and positive leverage of fixed operating expenses[19] Infrastructure Segment - Revenue decreased 16 percent to $24.5 million[27, 28] - Operating income decreased 37 percent to $3.5 million due to lower revenue and a less favorable margin mix with lower Road Zipper revenues[27, 29]

Core Insights - Valmont Industries, Inc. (VMI) reported third-quarter 2025 earnings of $4.98 per share, a 21% increase from $4.11 in the same quarter last year, surpassing the Zacks Consensus Estimate of $4.64 [1] - The company's profits reached $99.03 million, up from $83.07 million year over year [1] - VMI's revenues for the third quarter were $1,046 million, reflecting a 2.5% year-over-year increase and exceeding the Zacks Consensus Estimate of $1,038.8 million [1][8] Segment Performance - Infrastructure segment revenues increased by 6.6% year over year to $808.3 million, driven by strong utility demand and improved factory throughput, surpassing the estimate of $772.4 million [2] - Utility sales rose by 12.3% due to favorable pricing and higher volumes, while telecommunications sales grew significantly due to effective execution aligned with carrier investment programs [3] - Coatings revenue also saw an increase, but these gains were partially offset by a decline in Solar sales and reduced Lighting & Transportation sales in the Asia-Pacific region [3] Agriculture Segment - Agriculture revenue declined by approximately 9% year over year to $241.3 million, missing the estimate of $263.7 million, primarily due to weaker demand for irrigation equipment and macroeconomic challenges [4] - International sales faced additional pressure from project sales timing in the Middle East, while North American agricultural demand remained soft [4] Financial Overview - The company ended the quarter with cash and cash equivalents of $226.1 million, with cash provided by operating activities at $345.2 million, down 32% year over year [5] - VMI returned $39.2 million to shareholders through dividends and share repurchases during the quarter and invested $41.9 million in capital expenditures for growth initiatives [5] 2025 Outlook - VMI updated its full-year 2025 guidance, anticipating net sales of approximately $4.1 billion, with infrastructure segment revenue of around $3.1 billion and agriculture segment revenue of about $1 billion [6] - The adjusted earnings per share outlook was raised to a range of $18.70 to $19.50 from the previous range of $17.50 to $19.50, with capital expenditure expected to be between $140 million and $160 million [6] Stock Performance - VMI's shares have increased by 25.1% over the past year, outperforming the industry's rise of 15.5% [7]

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].

Core Insights - Greif (GEF) reported quarterly earnings of $1.19 per share, exceeding the Zacks Consensus Estimate of $1.08 per share, and showing an increase from $0.82 per share a year ago, resulting in an earnings surprise of 10.19% [1] - The company posted revenues of $1.39 billion for the quarter ended April 2025, which was 2.92% below the Zacks Consensus Estimate, but an increase from $1.37 billion year-over-year [2] - Greif's shares have declined approximately 8.8% since the beginning of the year, contrasting with the S&P 500's gain of 1.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.36, with expected revenues of $1.5 billion, and for the current fiscal year, the EPS estimate is $3.77 on revenues of $5.23 billion [7] - The trend of estimate revisions for Greif has been unfavorable, leading to a Zacks Rank of 5 (Strong Sell), indicating expected underperformance in the near future [6] Industry Context - The Containers - Paper and Packaging industry, to which Greif belongs, is currently ranked in the top 37% of over 250 Zacks industries, suggesting that companies in the top half of the Zacks-ranked industries tend to outperform those in the bottom half by more than 2 to 1 [8]