The earnings call highlighted significant achievements in sales volume growth, legislative support for carbon capture, and a strong financial position. However, challenges were noted in terms of decreased gross profit, net income, and weak DDG prices. Overall, the sentiment is optimistic due to strategic expansions and legislative tailwinds, but tempered by financial declines.

Company Guidance

During the second quarter of 2025, REX American Resources Corporation outlined several key metrics and initiatives that underscore their strategic progress and financial performance. Ethanol sales volumes rose to 70.6 million gallons, a 5.5 million gallon increase from Q2 2024, although the average selling price decreased to $1.75 per gallon from $1.79. The One Earth energy expansion project is on track to boost ethanol production capacity to 175 million gallons by February 2026, with a further increase to 200 million gallons planned. The company's carbon capture and sequestration project, bolstered by the continuation and extension of 45Q and 45Z tax credits through 2029, is advancing with a revised combined budget range of $220 million to $230 million. As of the second quarter's close, REX invested approximately $126.7 million in these projects. The company's financial results showed a gross profit of $14.3 million, down from $19.8 million in the prior year, primarily due to lower sales prices for dried distiller grains and higher shipping costs. Net income attributable to REX shareholders was $7.1 million, or $0.43 per diluted share, compared to $12.4 million, or $0.70 per diluted share, in Q2 2024. Despite these challenges, REX maintained a strong financial position with cash, cash equivalents, and short-term investments totaling $310.5 million and no bank debt, positioning the company well for future opportunities and continued shareholder value delivery.

Record Ethanol Sales Volumes

Ethanol sales volumes reached 70.6 million gallons in Q2 2025, compared to 65.1 million gallons in Q2 2024, showcasing strong performance and growth potential.

Legislative Support for Carbon Capture

The passage of the Big Beautiful Bill Act, including the continuation of the 45Q tax credit and extension of the 45Z tax credit through 2029, supports REX's carbon capture and sequestration project, enhancing long-term success.

Two-for-One Stock Split

The board of directors authorized a two-for-one stock split, increasing liquidity and rewarding shareholders as stock recently traded at all-time highs.

Strong Financial Position

REX maintained a strong financial position with cash, cash equivalents, and short-term investments totaling $310.5 million, and no bank debt.

Expansion Projects on Track

The One ARC facility expansion is progressing steadily, with the plant expected to increase annual ethanol production capacity to 175 million gallons by February 2026.

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
Nov 27, 2025	2025 (Q3)	- / -	1.38	―	―	―
Aug 27, 2025	2025 (Q2)	- / 0.43	0.7	-38.57% (-0.27)	―
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)	―

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
Aug 27, 2025	$60.98	$60.84	-0.23%
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%

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 Nov 27, 2025, Before Open (Confirmed).

What is Rex American Resources (REX) earnings time?

Rex American Resources (REX) earnings time is at Nov 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.

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What is REX EPS forecast?

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