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

REX American Resources (NYSE:REX) released its quarterly earnings data on Thursday. The energy company reported $1.32 EPS for the quarter, beating the consensus estimate of $0.14 by $1.18, FiscalAI reports. REX American Resources had a net margin of 12.75% and a return on equity of 12.72%. The business had revenue of $157.96 million for the quarter, compared to the consensus estimate of $162.00 million.

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

• REX reported a record EPS of $2.50 and net income of $83.0 million for fiscal 2025, finished the year with ~$376 million in cash and no bank debt, signaling strong financial flexibility.
• The company recognized approximately $28 million in 45Z tax credits in FY2025 (about $0.10 per gallon) and expects 45Z to provide ongoing benefits through 2029, with potential upside if carbon-capture reduces carbon intensity further.
• The One Earth Energy expansion is nearing completion to reach 200 million gallons of annual capacity, with testing/commissioning expected and full operation planned in fiscal 2026 to capture more export demand and market share.
• REX’s carbon capture and sequestration project is operationally built but still awaiting Class VI injection and pipeline permits (EPA timeline has slipped), meaning CCS-driven 45Z credit increases are delayed and not expected to contribute in 2026.

REX American Resources Price Performance

NYSE:REX opened at $47.70 on Friday. The company has a 50 day moving average price of $36.43 and a 200-day moving average price of $33.73. REX American Resources has a 1-year low of $16.73 and a 1-year high of $47.74. The firm has a market cap of $1.57 billion, a price-to-earnings ratio of 19.08 and a beta of 0.73.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on REX. Weiss Ratings upgraded shares of REX American Resources from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 2nd. Wall Street Zen upgraded REX American Resources from a “hold” rating to a “buy” rating in a research note on Saturday, December 6th. One equities research analyst has rated the stock with a Buy rating, According to MarketBeat.com, REX American Resources currently has an average rating of “Buy”.

Trending Headlines about REX American Resources

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

• Positive Sentiment: Record full‑year profit: REX reported record full fiscal‑2025 net income per share of $2.50, underscoring stronger profitability from its ethanol assets. REX American Resources Reports Record High Full Fiscal Year 2025 Net Income Per Share
• Positive Sentiment: Big EPS beat in Q4: REX posted Q4 EPS of $1.32 vs. roughly $0.14 expected — investors are rewarding the beat even though revenue slightly missed estimates. (Earnings call transcripts confirm management highlighted tax‑credit and operational drivers.) Q4 2025 earnings call transcript
• Positive Sentiment: Tax‑credit and carbon‑capture upside: Management signaled progress on carbon capture initiatives and indicated ~$28M in potential Section 45Z tax credits plus plans tied to ~200M‑gallon capacity expansion — these non‑cash/tax items materially boosted reported results and create future cash‑flow benefits if realized. Expanded capacity and 45Z tax credits article
• Neutral Sentiment: Operational structure: The company consolidated interests in six ethanol facilities (One Earth, NuGen, etc.), which management says supports scale but will also change reported results comparability going forward. Earnings call transcript (Fool)
• Neutral Sentiment: Revenue vs. expectations: Q4 revenue of ~$158M was slightly below consensus (~$162M), so the EPS beat was driven more by tax/timing items than top‑line outperformance. MarketBeat earnings summary
• Negative Sentiment: Valuation concerns: Coverage notes investors worry that the stock’s recent run and rich multiples (e.g., elevated P/E) may already price in continued tax‑credit benefits and operational improvement, leaving limited upside if execution or credits disappoint. Yahoo Finance valuation article

Institutional Trading of REX American Resources

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Simplex Trading LLC acquired a new position in shares of REX American Resources in the fourth quarter worth about $35,000. Parallel Advisors LLC grew its position in shares of REX American Resources by 97.6% during the 3rd quarter. Parallel Advisors LLC now owns 1,142 shares of the energy company’s stock valued at $35,000 after acquiring an additional 564 shares during the period. US Bancorp DE grew its position 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 valued at $82,000 after acquiring an additional 1,340 shares during the period. State of Wyoming purchased a new position in shares of REX American Resources in the 2nd quarter valued at about $140,000. Finally, Tower Research Capital LLC TRC raised its holdings in REX American Resources by 492.2% in the 2nd quarter. Tower Research Capital LLC TRC now owns 3,790 shares of the energy company’s stock worth $185,000 after purchasing an additional 3,150 shares during the period. Institutional investors and hedge funds own 88.12% of the company’s stock.

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.