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Rex American Resources (REX)
NYSE:REX

Rex American (REX) Price & Analysis

172 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
Balance Sheet StrengthREX's very low leverage and growing equity provide durable financial flexibility to fund capex, weather commodity cycles, and pursue expansion without reliance on bank debt. A strong capital base supports long-term investment in projects and lowers refinancing and liquidity risk.
45Z Tax Credits With CCS UpsideOngoing 45Z credits represent a multi-year structural subsidy that materially boosts per-gallon economics through 2029. Successful CCS permitting could multiply credit value, lowering carbon intensity and enhancing long-term cash flows and project returns, a persistent strategic tailwind.
Capacity Expansion Nearing CommissioningThe One Earth expansion materially increases production scale, enabling higher revenue potential, better fixed-cost absorption, and greater ability to monetize tax credits. Added capacity strengthens market position and supports long-term growth absent major commodity or regulatory setbacks.
Bears Say
Cash Flow VolatilityInconsistent FCF conversion and past negative free cash flow signal working-capital swings and lumpy capex timing tied to plant cycles and expansion. This uneven cash generation can constrain discretionary investment, dividends, or rapid scale-up without tapping external funding.
Top-line Softness And Volume DipsA drifting revenue base and recent declines in certain co-product and quarterly ethanol volumes highlight demand and timing vulnerabilities. Sustained top-line weakness would pressure margins and reduce the benefit of fixed-cost leverage from added capacity and tax-credit monetization.
CCS Permitting And Regulatory Timing RiskPermitting delays directly postpone the higher 45Z credits tied to CCS and can push out project payback and ROI. Regulatory bottlenecks raise execution risk, increase holding costs, and could meaningfully reduce near- to medium-term returns from carbon-capture investments.

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 $19.34 and its highest was $48.66 in the past 12 months.
    What is Rex American Resources’s market cap?
    Rex American Resources’s market cap is $1.42B.
      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 42 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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