REX American Resources (NYSE:REX) Issues Quarterly Earnings Results

REX American Resources (NYSE:REX) posted its quarterly 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 for the quarter, compared to the consensus estimate of $194.81 million. REX American Resources had a return on equity of 13.67% and a net margin of 14.30%.

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

NYSE:REX opened at $42.16 on Thursday. The company’s fifty day moving average price is $44.36 and its 200-day moving average price is $43.72. REX American Resources has a 1-year low of $30.02 and a 1-year high of $53.36. The firm has a market capitalization of $1.39 billion, a P/E ratio of 15.03 and a beta of 0.63.

Analyst Upgrades and Downgrades

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 equities research analyst has rated the stock with a Buy rating, Based on data from MarketBeat, the stock currently has an average rating of “Buy”.

Key REX American Resources News

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

• Positive Sentiment: REX reported record fiscal Q2 2026 earnings of $1.06 per share, up sharply from $0.22 a year earlier and well above the $0.42 analyst consensus. REX American Resources Reports Record Fiscal Second Quarter 2026 Results
• Positive Sentiment: The earnings beat indicates stronger-than-expected profitability across REX’s ethanol operations. The company posted a 14.3% net margin and 13.67% return on equity for the quarter. REX American Resources Q2 Profit Rises Sharply
• Positive Sentiment: Management outlined growth plans for the One Earth facility, targeting expansion to approximately 175 million gallons of annual output and roughly 200 million gallons by the middle of next year. The additional capacity could support future revenue and earnings growth. REX Outlines One Earth Expansion
• Neutral Sentiment: REX’s results primarily reflect its interests in six ethanol production facilities, with One Earth Energy and NuGen Energy consolidated in the company’s financial statements. Investors will focus on whether the planned capacity expansion translates into sustained earnings growth.
• Negative Sentiment: Quarterly revenue of $168.49 million increased but fell well short of the $194.81 million consensus estimate. The revenue miss likely overshadowed the substantial EPS beat and helps explain the stock’s weaker reaction. REX American Skids on Q2 Figures

Insider Transactions at REX American Resources

In related news, insider Stuart A. Rose sold 69,335 shares of the business’s stock in a transaction on Wednesday, June 17th. The shares were sold at an average price of $43.77, for a total transaction of $3,034,792.95. Following the completion of the transaction, the insider directly owned 588,280 shares in the company, valued at $25,749,015.60. The trade was a 10.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders have sold 100,000 shares of company stock worth $4,395,989 in the last three months. Insiders own 13.21% of the company’s stock.

Hedge Funds Weigh In On REX American Resources

A number of institutional investors have recently modified their holdings of REX. Dimensional Fund Advisors LP boosted its stake in shares of REX American Resources by 89.3% in the third quarter. Dimensional Fund Advisors LP now owns 2,152,938 shares of the energy company’s stock worth $65,923,000 after buying an additional 1,015,668 shares during the last quarter. Geode Capital Management LLC raised its position in REX American Resources by 0.4% during the fourth quarter. Geode Capital Management LLC now owns 695,670 shares of the energy company’s stock valued at $22,486,000 after acquiring an additional 2,647 shares in the last quarter. Invesco Ltd. raised its position in REX American Resources by 31.8% during the fourth quarter. Invesco Ltd. now owns 538,768 shares of the energy company’s stock valued at $17,413,000 after acquiring an additional 129,911 shares in the last quarter. Charles Schwab Investment Management Inc. lifted its holdings in REX American Resources by 8.1% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 473,821 shares of the energy company’s stock valued at $15,314,000 after acquiring an additional 35,530 shares during the period. Finally, Hotchkis & Wiley Capital Management LLC lifted its holdings in REX American Resources by 46.3% in the third quarter. Hotchkis & Wiley Capital Management LLC now owns 439,532 shares of the energy company’s stock valued at $13,458,000 after acquiring an additional 139,179 shares during the period. Hedge funds and other institutional investors own 88.12% of the company’s stock.

About REX American Resources

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.