REX

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]

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. REX American Resources (NYSE:REX) reported record net income and sales volumes for fiscal 2025, supported by export demand and the federal 45Z tax credit. The company is close to completing a production capacity expansion at its One Earth Energy facility. REX is advancing a carbon capture project and is awaiting permitting that could provide additional benefits. For investors watching NYSE:REX, the backdrop to this update is a share price of $44.08 and very strong recent performance, with the stock up 8.4% over the past week, 28.3% over the past month, and 36.0% year to date. Over the past year the share price has gained 123.6%, while the 3 year and 5 year returns sit at 206.6% and 196.7% respectively. This performance places the company firmly on the radar for growth focused investors. The record fiscal 2025 performance, together with the One Earth Energy expansion and the carbon capture initiative, provides a clearer view of how REX is positioning around both volume growth and potential tax related benefits. As permitting decisions and project milestones arrive, investors will be able to reassess how these developments align with their own expectations for sustainability related demand and policy driven incentives. Stay updated on the most important news stories for REX American Resources by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on REX American Resources. 0 things going right for REX American Resources that this headline doesn't cover. ❌ Simply Wall St Valuation: Shares trade at $44.08, which is 32.5% above the platform's estimated fair value. ✅ Recent Momentum: The stock is up about 28.3% over the last 30 days, reflecting strong recent enthusiasm around the record fiscal 2025 results. There is only one way to know the right time to buy, sell or hold REX American Resources. Head to Simply Wall St's company report for the latest analysis of REX American Resources's fair value. 📊 Record net income of $50.3m and revenue of $650.8m highlight how the business is currently converting ethanol production into profits. 📊 Watch progress on the One Earth Energy expansion, carbon capture permitting, and any updates on tax credit benefits as potential catalysts. ⚠️ The shares trade on a P/E o...

REX sold a record 290.0 million gallons of ethanol in FY2025 and reported net income attributable to shareholders of $83.0 million (diluted EPS $2.50), with the fourth quarter aided by recognition of approximately $28 million in 45Z tax credits. The One Earth Energy expansion to 200 million gallons annual capacity is nearing completion and expected to be fully operational in FY2026, while the carbon capture facility is complete but cannot add credits until the Class VI well and pipeline permits are obtained. REX finished FY2025 with $375.8 million in cash and short-term investments and no bank debt, remains within its $220–$230 million project budget after investing about $166 million, and expects a profitable start to FY2026 supported by strong exports and an estimated $0.10/gallon current benefit from 45Z. Interested in REX American Resources Corporation? Here are five stocks we like better. Hunting for High-Yield Bargains? 2 REITs to Consider REX American Resources (NYSE:REX) executives highlighted record ethanol sales volume, an earnings boost from the federal 45Z tax credit, and continued progress on a major capacity expansion project during the company’s fourth-quarter and full fiscal year 2025 earnings call. Management characterized fiscal 2025 as an “exceptional” and “transformative” year, pointing to strong export demand, operational execution, and a balance sheet with substantial cash and no bank debt. The company also discussed the status of its carbon capture and sequestration (CCS) initiative at the One Earth Energy facility, which remains subject to permitting timelines. → Quiet BNY and Northern Trust Reward Patient Investors 6 best ethanol stocks to buy now Chief Financial Officer Doug Bruggeman said REX posted an all-time high in ethanol sales volume for fiscal 2025, with 290.0 million gallons sold, slightly above 289.7 million gallons in fiscal 2024. Fourth-quarter ethanol volume was 70.1 million gallons, down from 74.6 million gallons in the year-ago quarter. Average consolidated ethanol selling price was approximately $1.74 per gallon for the full year and $1.72 per gallon in the fourth quarter. Co-product performance was mixed. Dried distillers grains (DDGs) sales volume totaled 612,000 tons for fiscal 2025, down 3% from 632,000 tons in fiscal 2024, and fourth-quarter DDG volume declined about 9% year over year to roughly 151,000 tons. Av...

Achieved record fiscal 2025 EPS and net income, attributed to strong export demand, favorable commodity pricing, and high operational efficiency. Recognized $28,000,000 in 45Z tax credits for the full fiscal year 2025 as regulatory clarity improved, significantly boosting fourth-quarter net income. Maintained 22 consecutive quarters of profitability by leveraging market expertise to manage the spread between improved ethanol pricing and reduced corn costs. Expanded ethanol sales volumes to an all-time high of 290,000,000 gallons, supported by a robust global demand environment for lower-carbon fuels. Strengthened the balance sheet to include $375,800,000 in cash and zero bank debt, providing the flexibility to fund major capital projects internally. Capitalized on strong corn oil demand, with sales volumes increasing 10% year-over-year to approximately 97,000,000 pounds. Anticipates the One Earth Energy capacity expansion to 200,000,000 gallons will become fully operational in fiscal 2026 following testing and commissioning. Expects continued 45Z tax credit benefits through 2029, with potential for higher credits once carbon capture and sequestration (CCS) projects are permitted. Projects a profitable first quarter of 2026, supported by favorable corn supplies and manageable input costs. Assumes high global oil prices will continue to drive ethanol demand by maintaining a significant price advantage over petroleum-based gasoline. Remains focused on the 'Three P's' strategy—Profit, Position, and Policy—to guide capital allocation and operational priorities in the coming year. Invested approximately $166,000,000 to date in carbon capture and ethanol expansion projects, remaining within the total budget of $220,000,000 to $230,000,000. Noted that while the carbon capture facility is physically complete, operations are pending Class VI well and pipeline permits from the EPA and state commissions. Reported an increase in SG&A to $32,600,000 for the year, primarily driven by higher incentive bonuses tied to record company profitability. Acknowledged that while nationwide E15 blending is unlikely due to industry opposition, incremental demand is expected from independent retailers adding E15 pumps. 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. Management confi...