REX

Stuart A. Rose, Executive Chairman of REX American Resources Corporation (NYSE:REX), disclosed the direct sale of 15,186 shares of common stock for a transaction value of approximately $663,000, according to the SEC Form 4 filing. Transaction value based on SEC Form 4 weighted average purchase price ($43.64); post-transaction value based on June 18, 2026 market close ($43.64). How does this sale compare to Rose's typical trade size and cadence?Over the past 10 sell transactions, the mean trade size has been approximately 22,755 shares. This 15,186-share sale is smaller than average. What is the impact on Rose's overall ownership and direct exposure?The filing notes Rose continues to own 2,901,418 shares (direct and indirect), maintaining a meaningful economic interest in the company. Were any indirect holdings or derivative securities affected?No indirect shares or derivative securities were involved; indirect ownership through the a foundation remains unchanged at 2,328,324 shares. * 1-year price change calculated using June 18, 2026 as the reference date. REX produces and distributes ethanol, corn, distillers grains, industrial-grade corn oil, gasoline, and natural gas. Dry distillers grains serve as a key animal feed ingredient. The firm generates revenue primarily from the sale of ethanol and related co-products to wholesale fuel distributors and agricultural markets. It supplies ethanol and related products across the United States, including dry distillers grains used in animal feed. REX American Resources Corporation is a specialty chemicals company focused on ethanol production and the distribution of related agricultural and energy products. With a lean workforce and efficient operations, the company leverages its vertically integrated model to maximize value from both core ethanol sales and high-margin co-products. Its established presence in the U.S. fuels and animal feed markets supports consistent financial performance and positions it as a competitive supplier within the renewable fuels sector. This sale ultimately looks more like routine portfolio management than a meaningful change in conviction. While insider selling can attract attention, the transaction was smaller than Stuart Rose's average sale over the past several years and leaves him with ownership of roughly 2.9 million shares. The backdrop is also notably different from what investo...

Download the Complete Report Here Key Takeaways: 1Q FY26 delivered a record first quarter, with EPS materially ahead of expectations driven by 45Z credits and lower corn costs. REX reported 1Q FY26 net sales and revenue of $156.5 million, down modestly from $158.3 million in 1Q FY25, primarily reflecting lower ethanol pricing. However, earnings power improved sharply, with gross profit increasing to $29.1 million from $14.3 million y/y, primarily driven by the benefit of 45Z tax credits and lower corn pricing. Income before taxes rose to $26.1 million from $13.6 million. Net income came in at $18.5 million, or $0.56 per share, compared with $8.7 million, or $0.26 per share, in the prior-year quarter. EPS was also well above consensus of $0.14, representing a $0.42 beat, and marked the strongest first quarter (on an EPS basis) in REX’s public-company history. The quarter also extended REX’s profitability streak to 23 consecutive quarters, reinforcing the company’s ability to generate earnings through commodity cycles while layering in policy-linked earnings streams. Operating KPIs showed stable ethanol volumes, lower ethanol pricing, stronger distillers grain pricing, and continued support from corn oil. Consolidated ethanol sales volumes were 71.1 million gallons in 1Q FY26 versus 70.9 million gallons in 1Q FY25, indicating essentially flat y/y volume despite the ongoing One Earth expansion still not fully contributing. Ethanol ASP declined to $1.66/gallon from $1.76/gallon y/y, which pressured reported sales, but the earnings impact was more than offset by lower corn pricing and the new 45Z production tax credit income. Dry distillers grain volumes were approximately 155,000 tons, with ASP increasing to $155.86/ton from $145.65/ton y/y, while modified distillers grain volumes totaled 13,427 tons at an ASP of $76.94/ton. Corn oil volumes were approximately 23.9 million pounds, with ASP increasing to $0.54/lb from $0.46/lb y/y. The mix of stable ethanol volumes, stronger DDG and corn oil pricing, lower corn costs, and 45Z income drove a much stronger gross profit outcome even though headline revenue was down 1.2% y/y. 45Z has shifted from a potential catalyst to a visible operating earnings contributo REX recorded $7.5 million of 45Z production tax credit income in 1Q FY26, maintaining the credit at approximately $0.10/gallon across its consolidated plants wh...

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. REX American Resources (REX) is back in focus after reporting its most profitable first quarter in company history, supported by Section 45Z tax credits, lower input costs, and ongoing ethanol and carbon capture projects. See our latest analysis for REX American Resources. The share price has eased in the short term, with 1 day, 7 day and 30 day share price returns all down. However, the 90 day share price return of 29.28% and 1 year total shareholder return of 124.27% point to strong momentum around earnings, tax credits and growth projects. If REX’s mix of tax incentives and energy exposure has your attention, this can be a good moment to broaden your search and check out 20 top founder-led companies So with earnings hitting fresh records, tax credits supporting margins and the stock already up strongly over 1 year, is REX still underappreciated value, or are markets already pricing in the next leg of growth? REX American Resources closed at $46.76, and the stock is currently on a P/E of 16.6x, which sits below the broader US market but slightly above the US Oil and Gas industry average. The P/E ratio compares the current share price with earnings per share, giving you a quick sense of how much investors are paying for each dollar of profit. For a producer of ethanol and by products, this is a straightforward way to weigh the current price against the company’s profit profile. REX’s P/E of 16.6x is below the US market average of 18.8x, which points to a lower price tag per dollar of earnings than the market overall, while still being above the US Oil and Gas industry average of 13.1x. At the same time, our DCF model indicates the stock is trading above an estimated future cash flow value of $40.15, which suggests the market is assigning a premium to the current earnings strength and Section 45Z tax support relative to that cash flow estimate. Compared to peers, REX screens as better value than the average US peer group on P/E, though it trades richer than the US Oil and Gas sector benchmark. That mix hints that investors are willing to pay more than sector average for its earnings profile, while still not paying as much as they do across the wider market. See what the numbers say about this price — find out in our valuation breakdown. Result:...

REX American Resources (REX) reported fiscal Q1 earnings Thursday of $0.56 per diluted share, up fro

Image source: The Motley Fool. Thursday, May 28, 2026 at 11 a.m. ET Executive Chairman — Stuart A. Rose Chief Executive Officer — Zafar A. Rizvi Chief Financial Officer — Douglas L. Bruggeman Need a quote from a Motley Fool analyst? Email [email protected] Stuart A. Rose: Good morning, and thank you to everyone for joining us today. The first quarter of 2026 continued to showcase REX's operational excellence and strategic discipline. Our team has once again demonstrated the ability to deliver outstanding results while advancing our key growth initiatives. As proof of this, the first quarter of 26 was the most profitable first quarter on a net income per share basis in our company's history. This consistent approach provides us with the flexibility to pursue value creating opportunities while maintaining a thoughtful approach to capital allocation. Both of our major growth projects the carbon capture and sequestration initiative and the ethanol production capacity expansion at our 1 Earth Energy facility continues to advance. We remain focused on executing what is within our control while adopting while adapting to external factors as they evolve. Shareholder value creation remains a top priority. REX is particularly keen to take advantage of market tailwinds driven by both domestic policy and international export markets. And to maximize our profit potential. We believe that our team is incredibly well positioned and prepared to do this. I now turn the call over to our CEO, Zafar A. Rizvi, to provide updates on our ongoing projects. Zafar A. Rizvi: Thank you, Stuart. Our ethanol facility expansion at Gibson City continues to progress on schedule. And we remain on track for completion by the end of 2026. This expansion represents an important step in settling our production capabilities and positioning the company for long term growth. We are pleased to announce a record profitable first quarter on a net income per share basis. Regarding our carbon capture and sequestration initiative, we continue to work closely with the EPA on our class 6 injection well permit application. The permitting process remains ongoing and we are addressing all regulatory requirements to move the project forward efficiently. At the state level, the Illinois moratorium on carbon pipeline permitting is scheduled to expire on 07/01/2026. We have maintained engagement with the Illinois Comme...

DAYTON, Ohio (AP) — DAYTON, Ohio (AP) — REX American Resources Corp. (REX) on Thursday reported earnings of $18.5 million in its fiscal first quarter. On a per-share basis, the Dayton, Ohio-based company said it had profit of 56 cents. The ethanol producer posted revenue of $156.5 million in the period. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on REX at https://www.zacks.com/ap/REX

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Achieved the most profitable first quarter on a net income per share basis in company history, marking the 23rd consecutive profitable quarter. Performance was primarily driven by the strategic recognition of Section 45Z production tax credits and a favorable reduction in corn pricing. Management attributes success to operational excellence and the ability to capitalize on market tailwinds in both domestic policy and international export markets. Maintained a strong liquidity position with $364.3 million in cash and zero bank debt, providing the flexibility to fund major growth projects organically. The company transitioned its accounting principles to report 45Z tax credits as operating income from consolidated plants, contributing $7.5 million in the quarter. Strategic positioning remains focused on high-quality plant locations and industry-leading personnel to navigate evolving market conditions. The ethanol facility expansion at Gibson City remains on schedule for completion by the end of 2026 to scale production capabilities. Management expects to submit a carbon pipeline application shortly after the Illinois state moratorium expires on July 1, 2026. Total investment for carbon capture and ethanol expansion projects is budgeted between $220 million and $230 million, subject to inflationary adjustments. The company continues to monitor federal 45Z regulations, currently booking the credit at a conservative $0.10 per gallon at consolidated plants. Outlook for the second quarter remains positive, with management citing stable operating conditions and confidence in continued profitability. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. SG&A expenses increased to $9.7 million, driven by higher incentive compensation and the fair value recording of unpaid stock bonuses from 2025. The carbon capture initiative is currently navigating the EPA Class 6 injection well permit application process, which remains ongoing. Ethanol export markets showed significant strength, with industry-wide exports increasing by 20% in the period ending March 2026. Equity income from unconsolidated affiliates rose to $3.6 million, with $1.8 million of that increase specifically...

This article first appeared on GuruFocus. Release Date: May 28, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. REX American Resources Corp (NYSE:REX) reported its most profitable first quarter on a net income per share basis in the company's history. The company continues to advance its major growth projects, including the carbon capture and sequestration initiative and ethanol production capacity expansion. REX American Resources Corp (NYSE:REX) recorded $7.5 million in production tax credits during the first quarter of 2026. The company maintained a strong financial position with no bank debt and cash equivalents and short-term investments of $364.3 million. REX American Resources Corp (NYSE:REX) achieved its 23rd consecutive profitable quarter, reflecting consistent operational excellence. The average selling price for ethanol decreased to $1.66 per gallon from $1.76 in the prior year's first quarter. There are ongoing regulatory challenges, including the permitting process for the carbon capture and sequestration initiative. Selling, general, and administrative expenses increased to $9.7 million from $5.9 million in Q1 2025, primarily due to higher incentive compensation. Interest and other income decreased to $3.2 million from $4.2 million in Q1 2025. The company faces potential adjustments to its project budget due to inflation and other market factors. Warning! GuruFocus has detected 6 Warning Sign with REX. Is REX fairly valued? Test your thesis with our free DCF calculator. Q: Can you provide an update on the progress of the ethanol facility expansion and the carbon capture and sequestration initiative? A: Zafar Rizvi, CEO: The ethanol facility expansion at Gibson City is progressing on schedule, with completion expected by the end of 2026. This expansion is crucial for strengthening our production capabilities and positioning the company for long-term growth. Regarding the carbon capture and sequestration initiative, we are working closely with the EPA on our Class VI injection well permit application. The permitting process is ongoing, and we are addressing all regulatory requirements efficiently. We plan to submit our application to the Illinois Commerce Commission shortly after the expiration of the state moratorium on July 1, 2026. Q: How did the 45Z production tax credits impact your f...

REX American records best first quarter on a net income per share basis in company history Generated $0.56 of net income per share in Fiscal Q1 ‘26 Reported gross profit of $29.1 million for Fiscal Q1 ‘26 Reported net sales and revenue of $156.5 million for Fiscal Q1 ‘26 Reported consolidated ethanol sales volumes of 71.1 million gallons for Fiscal Q1 ‘26 DAYTON, Ohio, May 28, 2026--(BUSINESS WIRE)--REX American Resources Corporation ("REX" or the "Company") (NYSE: REX), a leading ethanol production company, today announced financial and operational results for the Company’s fiscal first quarter 2026. REX American Resources’ fiscal first quarter 2026 results principally reflect its interests in six ethanol production facilities. The One Earth Energy, LLC ("One Earth") and NuGen Energy, LLC ("NuGen") ethanol production facilities are consolidated, while the four other ethanol plants are reported as equity in income of unconsolidated affiliates. First Quarter 2026 Results REX reported Q1 ’26 net sales and revenue of $156.5 million, compared to Q1 ‘25 net sales and revenue of $158.3 million, primarily reflecting lower ethanol pricing. The Company reported production tax credit income of $7.5 million in the first quarter of 2026. First quarter 2026 gross profit for the Company was $29.1 million, compared with $14.3 million in Q1 ’25 as the production tax credit income and lower corn costs more than offset the lower ethanol pricing. The Company reported interest and other income of $3.2 million in Q1 ’26, compared to $4.2 million in Q1 ’25. This led to Q1 ‘26 income before income taxes and non controlling interests of $26.1 million, compared with $13.6 million in Q1 ’25. Net income attributable to REX shareholders in Q1 ‘26 was $18.5 million, compared to $8.7 million in Q1 ’25. First quarter ‘26 diluted net income per share attributable to REX common shareholders was $0.56, compared to $0.26 per share in Q1 ’25. Per share results for Q1 ’26 and Q1 ’25 are based on 33,116,000 and 33,878,000 diluted weighted average shares outstanding, respectively. Update on One Earth Energy Ethanol Production Expansion and Carbon Capture Projects REX is nearing completion of the expansion of ethanol production at the One Earth facility. The Company expects testing and commissioning to begin upon completion, with the facility becoming fully operational during fiscal 2026. The Comp...

DAYTON, Ohio, May 15, 2026--(BUSINESS WIRE)--REX American Resources Corporation ("REX" or the "Company") (NYSE: REX), a leading ethanol production company, announced today that it will report its fiscal first quarter 2026 operational and financial results on Thursday, May 28th, 2026 pre-market and will host a conference call and webcast at 11:00 a.m. ET that morning to review the results. To access the conference call, interested parties may dial (877) 269-7751 (US) or (201) 389-0908 (international). Participants can also listen to a live webcast of the call by going to the Investors section on the REX website at www.rexamerican.com. A replay will be available shortly after the live conference call and can be accessed by dialing (844) 512-2921 (US) or (412) 317-6671 (international). The passcode for the replay is 13760739. The replay will be available for 30 days after the call. About REX American Resources Corporation REX American Resources Corporation has interests in six ethanol production facilities, which in aggregate have production capacity totaling approximately 730 million gallons per year. REX’s effective ownership of annual volumes is approximately 300 million gallons. Further information about REX is available at www.rexamerican.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260515877431/en/ Contacts Investor Contacts: Douglas Bruggeman Chief Financial Officer Caldwell Bailey ICR, Inc. [email protected]

Download the Complete Report Here By Karen Roman REX American Resources Corporation (NYSE: REX) posted a huge fourth-quarter earnings beat, with earnings per share of $1.32 compared to the expected $0.15, driven by stronger margins and around $28 million in 45Z tax credits. The 45Z tax credit became a key structural earnings driver and offered a high-margin income stream tied to production and carbon intensity. The One Earth expansion is close to completion and will increase capacity to about 200 million gallons annually, supporting volume growth. Carbon capture progress is on track and within budget, with permission expected by September 2026. Macro conditions offer both strong export demand and favorable pricing dynamics, which should position the company for continued earnings momentum. Shares remain reasonably valued compared to peers and historical levels, leaving room for further upside with 45Z scaling, capacity expansion, and carbon capture – all supported by a debt-free balance sheet. Investors should check out the full report below for Exec Edge Research’s full analysis. Download the Complete Report Here Read Exec Edge’s Initiation on REX Here Subscribe to our Weekly Newsletter to Receive All Research Contact: Executives-Edge.com [email protected]