REX American Resources (NYSE:REX) Posts Earnings Results

REX American Resources (NYSE:REX) announced its earnings results on Wednesday. The energy company reported $1.06 earnings per share for the quarter, beating the consensus estimate of $0.42 by $0.64, Zacks reports. The business had revenue of $168.49 million during the quarter, compared to analysts’ expectations of $194.81 million. REX American Resources had a return on equity of 16.90% and a net margin of 18.31%.

Here are the key takeaways from REX American Resources’ conference call:

• Positive Sentiment: REX reported record second-quarter earnings of $1.06 per diluted share, up from $0.22 a year ago, supported by stronger crush margins and improved product pricing.
• Positive Sentiment: Section 45Z production tax credits contributed approximately $18.4 million in the quarter and $26 million year to date, while the company said gross profit increased about 144% year over year even excluding the credits.
• Positive Sentiment: The One Earth expansion remains on schedule, with added ethanol capacity expected to come online by the end of 2026; management expects third-quarter results to be profitable and better than the prior-year period.
• Neutral Sentiment: REX received draft EPA permits for three Class VI carbon-injection wells, but final federal approval and Illinois permits—including approval for a five-mile connector pipeline—remain outstanding and could affect the project timeline.
• Positive Sentiment: The company ended the quarter with $379.5 million in cash and short-term investments and no bank debt, providing flexibility to fund projects, repurchase shares, or pursue acquisitions in ethanol and related industries.

REX American Resources Price Performance

Shares of REX opened at $41.74 on Friday. The business’s 50-day moving average is $44.33 and its 200-day moving average is $43.78. The company has a market capitalization of $1.37 billion, a price-to-earnings ratio of 11.44 and a beta of 0.63. REX American Resources has a fifty-two week low of $30.02 and a fifty-two week high of $53.36.

Insider Transactions at REX American Resources

In other news, insider Stuart Rose sold 15,186 shares of the company’s stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $43.64, for a total value of $662,717.04. Following the transaction, the insider directly owned 573,094 shares of the company’s stock, valued at approximately $25,009,822.16. This represents a 2.58% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. In the last three months, insiders have sold 100,000 shares of company stock valued at $4,395,989. 13.21% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On REX American Resources

Large investors have recently made changes to their positions in the company. Simplex Trading LLC bought a new position in REX American Resources during the fourth quarter valued at approximately $35,000. Parallel Advisors LLC grew its position in REX American Resources by 97.6% in the third quarter. Parallel Advisors LLC now owns 1,142 shares of the energy company’s stock worth $35,000 after acquiring an additional 564 shares in the last quarter. US Bancorp DE increased its stake in shares of REX American Resources by 100.0% during the 3rd quarter. US Bancorp DE now owns 2,680 shares of the energy company’s stock worth $82,000 after purchasing an additional 1,340 shares during the last quarter. State of Wyoming bought a new position in shares of REX American Resources during the 2nd quarter valued at $140,000. Finally, Quantbot Technologies LP bought a new position in shares of REX American Resources in the 3rd quarter valued at approximately $161,000. Institutional investors own 88.12% of the company’s stock.

Key Stories Impacting REX American Resources

Here are the key news stories impacting REX American Resources this week:

• Positive Sentiment: REX reported record fiscal second-quarter earnings of $1.06 per share, up from $0.22 a year earlier and well above the $0.42 analyst consensus. REX American Resources Reports Record Fiscal Second Quarter 2026 Net Income Per Share
• Positive Sentiment: Gross profit reached approximately $53.3 million, highlighting improved profitability across the company’s ethanol operations. REX American Resources Q2 Fiscal 2026 EPS Jumps
• Positive Sentiment: Management outlined growth plans for the One Earth facility, targeting expansion to about 175 million gallons of annual production and approximately 200 million gallons by the middle of next year. The expansion could support future volume and earnings growth. REX Outlines One Earth Expansion
• Neutral Sentiment: The quarter reflected operations at six ethanol production facilities, with One Earth and NuGen consolidated in REX’s financial statements. Conference-call materials provided additional details on results and expansion plans. REX American Resources Earnings Call Transcript
• Negative Sentiment: Quarterly revenue was $168.5 million, below analysts’ $194.8 million expectation. The revenue miss may be outweighing the substantial EPS beat and helps explain the stock’s weaker reaction to the report. REX American Resources Q2 Profit Rises Sharply

Analysts Set New Price Targets

Separately, Weiss Ratings downgraded REX American Resources from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, August 24th. One research analyst has rated the stock with a Buy rating, According to data from MarketBeat, REX American Resources presently has a consensus rating of “Buy”.

REX American Resources Company Profile

REX American Resources Corp. is a diversified agribusiness and renewable energy company headquartered in Kansas City, Missouri. Founded in 2005 through a reorganization of existing agricultural interests, the company focuses on two primary business segments: fuel ethanol production and specialty ingredient solutions. REX American Resources leverages its integrated operations to supply clean-burning fuel, animal feed co-products and sweetener ingredients to a broad customer base in North America and beyond.

In its alcohol fuels segment, the company operates an anhydrous ethanol production facility in Colwich, Kansas.