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Rex American Resources (REX)
NYSE:REX

Rex American (REX) Price & Analysis

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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
Conservative Balance Sheet And LiquidityA very low-leverage balance sheet and a large cash/short-term investment balance provide durable financial flexibility. This shelter helps absorb ethanol price cyclicality, funds capex and carbon-capture projects without external borrowing, and supports disciplined deployment through multi-year cycles.
Policy-driven Tax-credit Upside (45Z)Recognized 45Z credits create a structural earnings lever that persists through 2029 and could expand if CCS is permitted. These credits materially improve per-gallon economics, create a multi-year tailwind to margins, and underpin the strategic rationale for carbon-capture investments.
Consistent Profitability And Operational Track RecordSustained profitability across cycles shows resilient operations and competent management execution. A long profit streak improves ability to retain earnings for reinvestment, supports stakeholder confidence, and increases odds that expansions and CCS investments can be completed and monetized over the next several years.
Bears Say
Top-line Softness / Drifting RevenueA weakening revenue trend reduces margin leverage and increases reliance on one-time credits or cost improvements to sustain profits. For a commodity-linked producer, declining volumes or prices undermine long-term EBITDA resilience and make multi-year return assumptions for expansion projects less certain.
Volatile Free Cash Flow And Inconsistent ConversionIrregular FCF and working-capital swings limit dependable internal funding for capex and put pressure on timing of paybacks. Even with strong operating cash in the latest TTM, historical volatility increases execution risk for multi-year projects and may force opportunistic financing under stressed market conditions.
Regulatory/permitting Risk For Carbon CaptureCCS permitting is central to materially higher 45Z credits and project economics. Regulatory delays push out expected credit accruals, extend payback periods, and introduce execution uncertainty. Prolonged timing risk could materially reduce projected incremental returns from the investment.

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 $16.73 and its highest was $45.00 in the past 12 months.
    What is Rex American Resources’s market cap?
    Rex American Resources’s market cap is $1.45B.
      When is Rex American Resources’s upcoming earnings report date?
      Rex American Resources’s upcoming earnings report date is May 27, 2026 which is in 61 days.
        How were Rex American Resources’s earnings last quarter?
        Rex American Resources released its earnings results on Mar 26, 2026. The company reported $1.32 earnings per share for the quarter, beating the consensus estimate of N/A by $1.32.
          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 $1.32 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went up 6.525%.
                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 Earnings Call

                  Q4 2026
                  0:00 / 0:00
                  Earnings Call Sentiment|Positive
                  The call emphasized multiple clear positives: record EPS and net income, a stronger Q4 gross profit, solid cash and zero bank debt, meaningful progress on the One Earth capacity expansion, and recognized 45Z tax credits (~$28M, ≈$0.10/gal) with upside if CCS permitting is achieved. Offsetting items include softer Q4 ethanol and dry distillers grains volumes, a notable rise in SG&A (especially Q4 incentive-driven), lower interest and other income, a modest decline in income before taxes, and permitting delays for CCS which constrain near-term incremental 45Z benefits. On balance, the positive operational performance, financial strength, and strategic catalysts (expansion + 45Z) materially outweigh the challenges and near-term uncertainties.View all REX earnings summaries
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                  Ownership Overview

                  11.61%18.36%13.00%28.87%
                  11.61% Insiders
                  13.00% Other Institutional Investors
                  28.87% Public Companies and
                  Individual Investors

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