REX American Resources Corporation REX

42.84 (0.44) (1.02%) as of 25 Sep
Market cap
$1.4B
P/E
11.7×

Insider Decisions

Total sells 4.96
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — 1 1 — 6 — — —
Insider Ownership 13.30%

Capital & Financial Ratios

Market Cap 1,440.00
Revenue 684.54
Net Income 137.40
Free Cash Flow 68.86
Net Debt (376.91)
Current Ratio 6.88
Debt/Equity 0.00
P/E ratio 11.74
P/S ratio 2.07
P/B ratio 1.84
Past 5Y EPS Growth 53.12%
This Y EPS Growth (53.03%)
Next Y EPS Growth 93.55%
Next 5Y EPS Growth (4.95%)
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2024 Powerpack
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
2019 Powerpack
2018 Powerpack
2017 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2024 2025 2026 Q'26
Cash 379 359 376 380
Receivables 29 28 27 32
Inventory 27 32 28 29
Other — — — —
452 436 448 458
2024 2025 2026 Q'26
Payables 42 28 38 37
ST’ Debt — — — —
Other — — — —
66 50 75 67
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 4.07% 11.79% (8.71%)
Cash Flow 11.36% 68.70% 29.07%
Earnings 10.19% 94.23% 44.14%
Book Value 7.03% 9.93% 11.17%

Revenue

Apr Jul Oct Jan Year
’26 164 187 — — —
’26 158 159 176 158 650
’25 161 148 175 158 642
’24 213 212 221 188 833
’23 194 240 220 200 855
’22 164 196 203 212 775
’21 83 39 124 126 373
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Apr Jul Oct Jan Year
’26 (2) 40 — — —
’26 (3) 16 51 54 118
’25 (2) 8 33 25 64
’24 (14) 21 59 63 128
’23 (18) 18 53 1 55
’22 14 4 33 41 92
’21 0 (9) 31 (13) 9
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Apr Jul Oct Jan Year
’26 (13) 17 — — —
’26 (10) (6) 25 41 49
’25 (27) (7) 18 9 (7)
’24 (18) 17 45 47 90
’23 (19) 17 49 (8) 39
’22 12 2 32 40 87
’21 (5) (10) 30 (17) (2)
in millions of $ · fiscal quarters ending in the months shown

EPS

Apr Jul Oct Jan Year
’26 0.56 1.06 — — —
’26 0.26 0.22 0.71 1.32 2.50
’25 0.29 0.35 0.69 0.32 1.65
’24 0.15 0.26 0.75 0.58 1.74
’23 0.15 0.32 0.09 0.24 0.79
’22 0.22 0.22 0.43 0.60 1.46
’21 (0.20) (0.05) 0.24 0.10 0.08
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1
1Buy 2 3Hold 4 5Sell
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029
12.68 10.29 10.85 5.64 12.01 13.03 13.71 19.51 16.73 31.26

Analyst estimates 2027–2029

Powerpack
Low Price
17.98 15.00 16.47 16.19 19.48 18.91 25.60 30.40 36.50 53.36
High Price
114 120 127 128 119 124 122 117 122 132
Employees
4 4 4 3 3 6 7 7 5 5
Revenue/Emp
454 453 487 418 373 775 855 833 642 650
Revenue
15.65% 9.76% 6.21% 4.88% 5.24% 11.70% 5.68% 11.79% 14.24% 14.41%
Gross Margin
57 25 15 6 4 76 47 98 93 89
EBT
12.54% 5.61% 3.00% 1.55% 1.13% 9.79% 5.55% 11.82% 14.45% 13.62%
EBT Margin
40 45 38 12 6 61 38 76 71 95
Net Income
20 21 25 27 23 24 23 23 22 23
Depreciation
11.48 11.44 12.60 11.02 10.07 21.59 24.24 23.84 18.22 19.59
Revenue/Sh
0.82 1.00 0.82 0.20 0.08 1.46 0.79 1.75 1.65 2.50
Earnings/Sh
1.75 1.04 1.24 0.27 0.23 2.56 1.55 3.66 1.82 3.55
Cash Flow/Sh
(0.32) (0.60) (0.28) (0.10) (0.28) (0.14) (0.44) (1.08) (2.01) (2.06)
Capex/Sh
1.43 0.43 0.96 0.17 (0.05) 2.41 1.11 2.58 (0.19) 1.49
Free CF/Sh
9.82 10.91 11.52 11.97 11.81 13.58 14.49 16.81 18.25 21.14
Book Value/Sh
40 40 39 38 37 36 35 35 35 33
Shares
16.91 13.54 14.86 63.31 146.83 10.98 20.84 11.90 12.60 13.72
PE Ratio
1.21 1.19 0.97 1.14 1.31 0.74 0.68 0.87 1.15 1.75
PS Ratio
1.41 1.25 1.06 1.05 1.12 1.18 1.13 1.23 1.14 1.62
PB Ratio
0.86 0.84 0.62 0.72 0.89 0.44 0.38 0.45 0.63 1.21
EV/Sales
6.94 22.33 8.06 45.53 (192.11) 3.97 8.24 4.13 (58.98) 15.90
EV/FCF
69 41 48 10 9 92 55 128 64 118
Op' Cash Flow
(13) (24) (11) (4) (10) (5) (16) (38) (71) (68)
Capex
56 17 37 7 (2) 87 39 90 (7) 49
FCF
204 217 234 240 228 295 318 386 385 372
Working Cap'
— — — 11 7 6 10 — — 3
Total Debt
(189) (191) (204) (196) (175) (252) (273) (379) (359) (373)
Net Debt
388 432 445 454 437 488 511 588 644 702
Sh' Equity
7.44% 8.51% 6.66% 1.53% 0.61% 10.17% 4.90% 9.79% 8.40% 10.93%
ROA
15.55% 5.22% 2.50% 0.21% 0.45% 18.30% 6.76% 20.59% 14.13% 11.61%
ROIC
8.69% 9.68% 7.22% 1.65% 0.67% 11.33% 5.55% 11.09% 9.45% 12.33%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Jan 2026 · latest quarter Jul 2026

REX American Resources Corporation peers in Chemicals

All 17 Chemicals stocks →

REX American Resources Corporation (REX) key facts

  • REX American Resources Corporation (REX) is a Chemicals company in the Basic Materials sector, listed on the New York Stock Exchange.
  • REX American Resources Corporation’s revenue for fiscal 2026 (year ended January 2026) was $650.5 million, up 1.24% from fiscal 2025.
  • Net income was $95.1 million, or $2.50 per share (basic), a net margin of 12.8%.
  • As of September 25, 2026, REX traded at $42.84, a market capitalization of $1.4 billion.
  • At that price the stock trades at 11.7× trailing-twelve-month earnings and 2.1× sales.
  • Return on equity was 12.3% and debt-to-equity 0.00.

Source: company filings (standardised) and stockrow calculations.

REX American Resources Corporation (REX) Latest News

News by impact score

Fine-tune

20 Sep

3

REX American Resources trades around $43.23 after a 5-year run of about 217%. It posts a 11.9x P/E, cheaper than Oil & Gas peers (~28.2x) and the sector average (~13.5x), implying the market is pricing less earnings risk. The business hinges on commodity-processing margins, so changes in cost efficiency or profitability could affect its earnings power. Simply Wall St frames a narrative linking future growth, margins and earnings power to the current price, and notes that leadership incentives and governance can shape long-term results. The stock appears undervalued relative to peers if it can sustain its current earnings, though the thesis relies on continued profit conversion. Valuation discount relative to peers suggests only a moderate, not transformative, potential impact on sentiment and earnings if profits remain stable.

13 Sep

3

REX American Resources posted a record quarter, yet doubts over future performance emerged immediately afterward. Record results deliver short-term gains while fresh doubts introduce moderate risk to near-term trajectory.

9 Sep

3 transcript

REX American Resources held its Q2 2026 earnings call covering quarterly results, operational updates, and forward guidance. Earnings call content supplies financial metrics and outlook that can shift short-term valuation and sentiment without guaranteed long-term structural change.

4 Sep

4

REX American Resources Corporation posted record second-quarter earnings per share and advanced its CCS project in the quarterly update. Record EPS combined with CCS project progress signals major positive shifts in financial results and strategic positioning.

4

REX American Resources reported record 2Q EPS and CCS project advances. Record EPS and CCS advances signal strong performance with potential to shift company trajectory.

2 Sep

4

REX American Resources Corp reported record EPS of $1 in Q2 2026 earnings call, reflecting strong quarterly results. Record EPS demonstrates strong profitability likely to improve investor sentiment and stock trajectory.

4

REX American Resources reported record fiscal second quarter 2026 net income per share of $1.06 versus $0.22 in fiscal second quarter 2025. Record earnings nearly five times higher than the prior year signal strong financial performance likely to lift investor sentiment and valuation.

3 transcript

REX American Resources Corporation conducted its Q2 2027 earnings call covering financial results and operational updates. Quarterly earnings disclosure provides performance data that can shift near-term investor sentiment and stock valuation.

3 transcript

REX American Resources reported Q2 results with details on revenue, ethanol production volumes, and net income. Management highlighted operational efficiency gains and addressed commodity price volatility impacts on margins. Forward guidance emphasized capacity utilization targets and potential expansion in specialty alcohol products amid shifting demand. Quarterly earnings data and guidance provide moderate updates on financial performance and operational trajectory without indicating major strategic shifts.

3 transcript

REX American Resources Corporation conducted its Q2 2026 earnings call covering financial results, operations and outlook. Quarterly earnings updates deliver performance data and guidance that moderately influence near-term stock sentiment and valuation.

1 Jun

4

REX American Resources Corporation posted a record quarter fueled by tax credits and falling corn prices. Tax credits and lower corn costs produced record results that materially strengthen REX's earnings outlook and market position.

4

REX American Resources posts record first quarter results with valuation supported by Section 45Z clean fuel tax credit tailwinds. Record quarterly performance plus Section 45Z tax credit tailwinds signal major positive shifts in financial outlook and market positioning.

28 May

4

REX American Resources Corp posted record profitability in Q1 2026 earnings call with strong operational results driving higher margins and cash flow. Record Q1 profitability and operational gains strengthen financial position and lift share price trajectory.

3 transcript

REX American Resources Corporation conducted its Q1 2026 earnings call covering quarterly financial results, operational updates, and forward guidance. Quarterly earnings call supplies performance metrics and outlook that moderately shape near-term stock sentiment and valuation.

3 transcript

REX American Resources Corporation released its Q1 2026 earnings call transcript covering financial results and outlook. Quarterly earnings transcripts deliver performance updates that can moderately shift near-term investor views.

3

REX American Resources reported net income per share attributable to common shareholders of $0.56 for fiscal first quarter 2026. Quarterly earnings update signals profitability level that can shift near-term investor sentiment and stock valuation.

15 Apr

4

REX American Resources Corporation reported a monster earnings beat to conclude fiscal 2025 in its quarterly update report. Monster earnings beat signals major positive shift in financial performance and investor sentiment for REX.

27 Mar

4

REX American Resources reports record 2025 results amid concerns over its rich valuation. Record 2025 results indicate strong financial performance, tempered by elevated valuation risks.

26 Mar

5 transcript

REX American Resources Corporation (REX) released its Q4 2025 earnings call transcript detailing quarterly financial results, operational updates, and future outlook. Q4 2025 earnings call transcript discloses comprehensive financial performance, strategic initiatives, and guidance that can fundamentally reshape REX's competitive position and long-term investor outlook.

5

REX American Resources Corporation reported record high full fiscal year 2025 net income per share attributable to REX common shareholders of $2.50. Record high FY2025 EPS of $2.50 fundamentally enhances REX's financial position, profitability, and long-term market prospects.

4

REX American Resources reported robust Q4 results with record ethanol production at 618 million gallons, net income of $28.3 million, and expanded One Earth Energy facility to 150 million gallons annually by year-end, alongside strategic acquisition of minority interest in NuGen Energy for $12 million. Q4 earnings highlights demonstrate strong production growth, facility expansions, and strategic investments poised to enhance REX's ethanol market position and financial performance.

4

REX American Resources Corporation released Q4 2025 earnings call summary detailing financial results, operational updates, and future outlook. Q4 earnings call summary discloses key financial metrics and guidance that significantly shape investor expectations and stock trajectory.

4

REX American Resources Corporation released its fiscal Q4 earnings snapshot. Fiscal Q4 earnings snapshot reveals key financial metrics directly impacting REX's stock performance and future outlook.

13 Mar

3

Rising oil prices create a buying opportunity in undiscovered stock REX American Resources Corporation. Rising oil prices moderately boost REX's ethanol operations and market sentiment.

15 Feb

3

REX American Resources Corporation (NYSE:REX) stock declines despite decent financials, raising questions if the market undervalues the company. Valuation mismatch between declining stock and solid financials could moderately sway investor sentiment and performance.

7 Jan

4

REX American Resources Corporation is focused on enhancing its returns on capital through strategic initiatives and operational improvements. The company aims to leverage its existing assets and explore new opportunities to drive growth and profitability. Management is optimistic about future performance, emphasizing a commitment to maximizing shareholder value while navigating market challenges. Strategic initiatives aimed at improving returns on capital are likely to significantly impact future performance and investor sentiment.

12 Dec

4

REX American Resources Corporation reported its 21st consecutive profitable quarter, showcasing strong financial performance and ongoing expansion efforts. The company is focusing on growth initiatives that are expected to enhance its market position and operational capabilities. Positive trends in the industry and strategic investments are anticipated to drive future profitability. The sustained profitability and expansion plans indicate significant strategic moves that could alter the company's trajectory.

6 Dec

3

REX American Resources Corporation reported mixed results for its third-quarter earnings, showing steady performance despite challenges. The company highlighted its ongoing efforts to adapt to market conditions and maintain operational efficiency. Analysts are assessing the implications of these results on REX's valuation and future prospects, considering both the positive and negative aspects of the earnings report. Mixed earnings results indicate a moderately noticeable influence on financial performance and market sentiment.

4 Dec

4

REX American Resources Corporation reported strong financial results for Q3 2025, highlighting a robust financial position and positive market outlook. The company emphasized its strategic initiatives and operational efficiencies that contributed to improved earnings and revenue growth. Management expressed confidence in sustaining this momentum moving forward, despite potential market challenges. Strong financial results and strategic initiatives indicate significant potential for future growth and market performance.

3

REX American Resources Corporation reported its fiscal Q3 earnings, highlighting key financial metrics and performance indicators. The company showed fluctuations in revenue and net income compared to previous quarters, reflecting ongoing market conditions and operational challenges. Management provided insights into future strategies and market outlook, indicating areas of focus for growth and potential risks ahead. Fluctuations in revenue and net income suggest moderate influence on financial performance and market sentiment.

stockrow.com/REX · Data as of Jul 31, 2026 · For information only; not investment advice. · © 2026 stockrow.com