The earnings call highlighted REX's strong financial position, ongoing share repurchase program, and consistent profitability, but there are concerns about decreased ethanol sales volume, reduced gross profit, and regulatory uncertainties. The company emphasized its strategic positioning and positive legislative developments, maintaining a cautiously optimistic outlook despite some challenges.

Company Guidance -

Q2 2025

During the REX American Resources Corporation's Q1 2025 earnings call, guidance highlighted several key metrics and strategic initiatives. The company repurchased approximately 822,000 shares for $32.7 million, reflecting an average purchase price of $39.80, bringing total buyback activity to 6.8% of shares since December 2024. Ethanol sales volumes reached 70.9 million gallons, with an average selling price of $1.76 per gallon. The company reported a gross profit of $14.3 million, slightly down from $14.5 million in Q1 2024, and a net income attributable to shareholders of $8.7 million, or $0.51 per diluted share. The ongoing carbon capture and ethanol facility expansion projects have seen investments totaling $122.7 million, with a revised budget range of $220 million to $230 million. Additionally, REX maintained a strong financial position with no bank debt and cash, cash equivalents, and short-term investments of $315.9 million, despite reductions due to capital investments and share repurchases. The company continues to focus on operational excellence, strategic growth initiatives, and shareholder value, with a positive outlook for ethanol margins and exports through 2025.

Share Repurchase Program

REX repurchased approximately 822,000 shares for $32.7 million, considering the share price undervalued. This reflects about 6.8% of shares since December 2024, with 1,182,000 shares remaining authorized for repurchase.

Nineteenth Consecutive Profitable Quarter

REX achieved its nineteenth consecutive profitable quarter, highlighting strong financial performance and operational efficiency.

Ethanol Export Growth

Ethanol exports in March 2025 were up 23% compared to March 2024, and cumulative US ethanol exports through March 2025 increased by nearly 19% year-over-year.

Positive Legislative Developments

Senate Bill 1723 is viewed positively as REX's carbon sequestration sites are six miles outside the Mahomet Sole Source Aquifer, which the bill aims to protect.

Rex American (REX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

REX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 27, 2025	2025 (Q2)	- / -	0.7	―	―	―
May 28, 2025	2025 (Q1)	0.34 / 0.51	0.58	-12.07% (-0.07)	―
Mar 26, 2025	2024 (Q4)	0.27 / 0.63	1.16	-45.69% (-0.53)	―
Dec 03, 2024	2024 (Q3)	0.72 / 1.38	1.49	-7.38% (-0.11)	―
Aug 27, 2024	2024 (Q2)	0.49 / 0.70	0.52	34.62% (+0.18)	―
May 22, 2024	2024 (Q1)	0.40 / 0.58	0.3	93.33% (+0.28)	―
Mar 28, 2024	2023 (Q4)	0.68 / 1.16	0.47	146.81% (+0.69)	―
Nov 30, 2023	2023 (Q3)	0.69 / 1.49	0.18	727.78% (+1.31)	―
Aug 30, 2023	2023 (Q2)	0.66 / 0.52	0.63	-17.46% (-0.11)	―
May 25, 2023	2023 (Q1)	0.09 / 0.30	0.29	3.45% (+0.01)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

REX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 28, 2025	$42.65	$40.06	-6.07%
Mar 26, 2025	$36.61	$38.61	+5.46%
Dec 03, 2024	$43.45	$41.95	-3.45%
Aug 27, 2024	$47.50	$44.85	-5.58%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Rex American Resources (REX) report earnings?

Rex American Resources (REX) is schdueled to report earning on Aug 27, 2025, Before Open (Confirmed).

What is Rex American Resources (REX) earnings time?

Rex American Resources (REX) earnings time is at Aug 27, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

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What is REX EPS forecast?

Currently, no data Available

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