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Rex American Resources (REX)
NYSE:REX
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Rex American (REX) Price & Analysis

176 Followers

REX Stock Chart & Stats

$33.00
$0.43(0.97%)
At close: 4:00 PM EST
$33.00
$0.43(0.97%)

Bulls Say, Bears Say

Bulls Say
Very Low Leverage / Strong Balance SheetExtremely low leverage and a large equity base provide durable financial flexibility to fund operations and growth without relying on external debt. This cushions the business against commodity cycles, reduces refinancing risk, and supports capital deployment for expansions while protecting downside equity value.
Recognition Of Section 45Z Production Tax CreditsStarting to recognize 45Z credits materially improves operating economics per gallon and enhances profitability sustainability if the program endures. This structural subsidy can increase margins across production volumes, improving project returns and strengthening cash generation for the ethanol business over the medium term.
On‑schedule, Budgeted Capacity & CCS ProjectsProgressing expansions and CCS work on schedule and largely within budget demonstrates operational execution and advances capacity and decarbonization capabilities. Successful commissioning increases future ethanol output and potential carbon-related revenue streams, supporting durable growth and strategic positioning in low‑carbon fuels.
Bears Say
Sharp TTM Revenue Decline And VolatilityMaterial revenue contraction and historical volatility reflect the commodity-linked demand and pricing cyclicality of ethanol. Such top-line instability undermines earnings durability and complicates forecasting, making profitable years dependent on favorable commodity spreads and external policy support rather than resilient underlying demand.
Weak Free Cash Flow ConversionLow FCF conversion versus earnings signals that reported profits are not fully translating into distributable cash, likely due to heavy reinvestment and working capital needs. Sustained weak FCF constrains buybacks, dividends, or non-dilutive growth funding and heightens sensitivity to capex timing and returns.
Permitting And Regulatory Uncertainty For CCSRegulatory approvals are critical to realize CCS benefits and related returns; delays or adverse rulings could push out projected revenue/cost savings. Uncertainty around permits and final 45Z implementation risks project economics, increases timeline risk, and could require additional capital or operational adjustments.

Rex American News

REX FAQ

What was Rex American Resources’s price range in the past 12 months?
Rex American Resources lowest stock price was $20.86 and its highest was $53.36 in the past 12 months.
    What is Rex American Resources’s market cap?
    Rex American Resources’s market cap is $1.59B.
      When is Rex American Resources’s upcoming earnings report date?
      Rex American Resources’s upcoming earnings report date is Sep 02, 2026 which is in 91 days.
        How were Rex American Resources’s earnings last quarter?
        Rex American Resources released its earnings results on May 28, 2026. The company reported $0.56 earnings per share for the quarter, beating the consensus estimate of N/A by $0.56.
          Is Rex American Resources overvalued?
          According to Wall Street analysts Rex American Resources’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Rex American Resources pay dividends?
            Rex American Resources does not currently pay dividends.
            What is Rex American Resources’s EPS estimate?
            Rex American Resources’s EPS estimate for its next earnings report is not yet available.
            How many shares outstanding does Rex American Resources have?
            Rex American Resources has 32,937,717 shares outstanding.
              What happened to Rex American Resources’s price movement after its last earnings report?
              Rex American Resources reported an EPS of $0.56 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went down -1.871%.
                Which hedge fund is a major shareholder of Rex American Resources?
                Currently, no hedge funds are holding shares in REX
                What is the TipRanks Smart Score and how is it calculated?
                Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                  Company Description

                  Rex American Resources

                  REX American Resources Corporation, together with its subsidiaries, produces and sells ethanol in the United States. The company also offers corn, distillers grains, non-food grade corn oil, gasoline, and natural gas. In addition, the company provides dry distillers grains with solubles, which is used as a protein in animal feed. The company was formerly known as REX Stores Corporation and changed its name to REX American Resources Corporation in 2010. REX American Resources Corporation was founded in 1980 and is headquartered in Dayton, Ohio.

                  Rex American (REX) Earnings & Revenues

                  REX Company Deck

                  REX Earnings Call

                  Q1 2026
                  0:00 / 0:00
                  Earnings Call Sentiment|Positive
                  The call conveyed a largely positive operational and financial picture: record first-quarter EPS and sharply higher net income and gross profit driven in part by recognized 45Z production tax credits, stable ethanol volumes, stronger co-product pricing, no bank debt and active, on-schedule growth projects. Offsetting concerns include a decline in ethanol selling price, a substantial increase in SG&A expenses, ongoing permitting and regulatory uncertainty related to carbon capture, and a reduction in interest income and cash due to project spending. On balance, the highlights (notably material earnings improvement and project progress) outweigh the lowlights.View all REX earnings summaries
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                  Ownership Overview

                  11.89%17.43%13.17%28.73%
                  11.89% Insiders
                  13.17% Other Institutional Investors
                  28.73% Public Companies and
                  Individual Investors

                  Options Prices

                  Currently, No data available
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