Every material Form 8-K Lindsay filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Lindsay Corporation entered into a cooperation agreement with activist investor Vision One Fund, LP, under which it will nominate Marvin E. Washington as an independent director at its fiscal 2027 annual meeting and seek stockholder approval to declassify the board. Vision One withdrew its October 5, 2026 stockholder proposals and director nominations and agreed to standstill provisions, which would limit its actions in the company's governance.
Marvin E. Washington to be nominated as independent director at the fiscal 2027 annual meeting, with a term expiring at the fiscal 2030 annual meeting
Washington expected to join the Audit Committee; board size capped at nine directors until the termination date
Board declassification proposals to be voted on at the fiscal 2027 annual meeting, with annual elections fully in place by the fiscal 2030 annual meeting
Vision One withdrew its October 5, 2026 notice of proposals and nominations and agreed to a standstill, including a 4.9% ownership cap
Lindsay Corporation named Michael Koch as Senior Vice President and Chief Financial Officer, effective November 9, 2026, replacing interim co-CFOs Brett Coburn and Alicia Pfeifer in that role. Coburn and Pfeifer remain with the company in their existing finance roles, and Coburn stays as principal accounting officer. The filing discloses Koch's base salary of $465,000, a target bonus of 65% of base salary, and a $150,000 cash signing bonus.
Michael Koch becomes CFO effective November 9, 2026; he is currently SVP, Finance and Divisional CFO at StandardAero.
Annual base salary of $465,000, target bonus of 65% of base salary, and maximum bonus up to 200% of target.
Expected annual equity award grant-date value of $650,000, plus a $150,000 cash signing bonus subject to repayment terms.
Severance equal to one times annual base salary, or base plus target bonus if terminated without cause or for good reason within one year after a change in control.
Lindsay reported fourth-quarter revenue of $161.6 million, up 5%, and diluted EPS of $1.10, up 11%, with operating income up 39% to $15.8 million. For fiscal 2026, revenue fell 6% to $635.9 million and diluted EPS fell 21% to $5.33, as lower MENA project sales and the non-recurring $20.0 million Road Zipper project weighed on results.
Q4 revenue $161.6 million (up 5%); diluted EPS $1.10 vs. $0.99 a year earlier
Fiscal 2026 revenue $635.9 million (down 6%); net earnings $55.7 million (down 25%)
Fiscal 2026 returned $96.1 million to shareholders through buybacks and dividends
On October 20, 2026, the committee adopted a fiscal 2027 bonus plan with awards of 0% to 200% of target
Lindsay Corporation's board appointed Alicia Pfeifer and Brett Coburn as interim co-Chief Financial Officers, effective September 1, 2026, with Coburn also serving as interim principal financial officer for SEC reporting. The filing describes a change in the company's finance leadership, and a $10,000 monthly stipend for each co-CFO while they hold the added responsibilities.
Alicia Pfeifer, 41, Vice President, Business Finance, and Brett Coburn, 35, Vice President and Chief Accounting Officer, named interim co-CFOs effective September 1, 2026
Coburn also serves as interim principal financial officer for SEC reporting purposes
Each receives an incremental $10,000 per month stipend while holding the co-CFO responsibilities
Pfeifer has been with the company since October 2014; Coburn since April 2019
Lindsay Corporation's Chief Financial Officer, Sam Hinrichsen, plans to resign effective August 31, 2026, citing personal reasons and stating there were no disagreements with the company. The company says the departure is unrelated to its operations, policies, or accounting practices, and it has started a search for a new CFO with an executive recruiting firm.
Sam Hinrichsen resigns as Senior Vice President and Chief Financial Officer effective August 31, 2026
He will provide transition services from the effective date through December 31, 2026, under a written agreement filed as Exhibit 10.1
Transition payments include $100,000 for services and $110,000 tied to outstanding equity awards, plus his 2026 annual bonus under the Management Incentive Plan
The company is paying his COBRA premiums for four months and waived repayment of his cash signing bonus
Lindsay reported fiscal third-quarter 2026 results for the quarter ended May 31, 2026, with revenue, operating income, and earnings all lower than a year earlier. Irrigation revenue fell 7% while infrastructure revenue rose 8%, and management said it expects about $70 million of revenue from the Middle East and North Africa irrigation project in the current fiscal year. Shareholders face lower quarterly profit, though the company repurchased $25.2 million of shares in the quarter and $80.7 million for the fiscal year to date.
Total revenue was $160.8 million, down $8.7 million or 5% from $169.5 million; operating income was $18.5 million, down 22%
Net earnings were $15.8 million, or $1.53 per diluted share, versus $19.5 million, or $1.78 per diluted share, a year earlier
Irrigation revenue fell 7% to $133.0 million, while infrastructure revenue rose 8% to $27.7 million
Management expects about $70 million of revenue from the MENA irrigation project this fiscal year and does not expect a large Road Zipper System project in fiscal 2026
Lindsay Corporation reported fiscal 2026 second-quarter results for the quarter ended February 28, 2026, with revenue of $157.7 million, down 16% from $187.1 million a year earlier. Operating income fell 59% to $13.0 million and net earnings fell 55% to $12.0 million, weighed down by a sharp drop in infrastructure sales after a prior-year $20 million Road Zipper System project that did not repeat. Management said it expects about $70 million of revenue from the Middle East and North Africa irrigation project in fiscal 2026 and does not expect a large infrastructure project this year.
Revenue $157.7 million, down $29.3 million or 16%; irrigation revenue $141.2 million, down 5%; infrastructure revenue $16.5 million, down 58%
Operating income $13.0 million, down 59%; operating margin 8.3% versus 17.2% a year earlier
Diluted EPS $1.15 versus $2.44 a year earlier; repurchased $25.2 million of shares in the quarter and $55.5 million for the fiscal year to date
Expects approximately $70 million of revenue from the MENA irrigation project in fiscal 2026; backlog $151.8 million at February 28, 2026, versus $127.0 million a year earlier
Lindsay Corporation appointed Brett R. Coburn as Vice President and Chief Accounting Officer effective January 6, 2026, and stockholders at the same day's annual meeting elected three directors, ratified KPMG LLP as auditor, and approved executive pay on an advisory basis. The filing reports routine governance outcomes and does not disclose financial results.
Brett R. Coburn, 34, was appointed Vice President and Chief Accounting Officer by the Board on January 6, 2026; he previously served as Senior Director, Corporate Controller since February 2024.
Michael N. Christodolou received 7,692,367 votes for and 1,200,426 withheld; Jahidul H. Khandaker received 8,644,185 for; David B. Rayburn received 8,260,227 for.
Stockholders ratified KPMG LLP as auditor for the fiscal year ending August 31, 2026, with 8,720,296 votes for and 597,510 against.
Advisory say-on-pay vote passed with 8,193,803 votes for and 681,543 against; 9,325,331 shares, or 88.0% of 10,591,980 eligible shares, were represented.
Lindsay Corporation reported first-quarter fiscal 2026 results for the period ended November 30, 2025, with revenue down 6% and net earnings down 4% from a year earlier. Irrigation sales fell 9% on weaker North America and international demand, while Infrastructure revenue rose 17%. The company also disclosed a $80 million supply agreement in the Middle East and North Africa region signed after quarter-end and a new share repurchase authorization of up to $150 million.
Total revenues were $155.8 million, down $10.5 million, or 6%, from $166.3 million; operating income was $19.6 million, down 6%.
Diluted EPS was $1.54 versus $1.57; net earnings were $16.5 million versus $17.2 million.
Irrigation revenue fell 9% to $133.4 million, while Infrastructure revenue rose 17% to $22.4 million.
The board authorized a new share repurchase program of up to $150 million; the company repurchased $30.3 million of shares in the quarter.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Lindsay filing is on SEC EDGAR ↗. 8-K briefs of other companies →