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USBasic Materials

REX American Resources Corporation (REX)

US · Basic Materials · Chemicals

$42.74+0.94%
Last close · 2026-09-17

Latest quarter · ended 2026-07-31

Revenue
$186.9M
Revenue YoY
+17.9%
Net profit
$34.9M
Profit YoY
+391.4%
EPS
$1.06
EPS estimate
$0.19
Net margin
18.7%

EPS came in at 1.06 against a street estimate of 0.19 — a beat of 457.9%.

Key statistics

Market cap
$1.40B
P/E
11.7
Forward P/E
12.5
P/B
2.10
Book value
$20.36
EPS (TTM)
$3.60
52-week high
$53.36
52-week low
$30.02
50-day MA
$44.18
200-day MA
$40.87
Beta
0.63

Analyst view

with an average price target of $50.00.

From the latest earnings call · 2026-09-02

CONFIDENT REX delivered record Q2 earnings ($1.06 EPS) driven by strong crush margins and $18.4M in 45Z tax credits. One Earth expansion on track for end-2026; carbon capture project received EPA draft Class 6 permits. No debt, $379.5M cash. Q2 FY26 Analysts pressed expansion timing and Illinois permitting runway; management confirmed phased 150M→200M build with EPA/IPA gating. Third-party CO2 feed discussed as upside optionality post-approval but not imminent. RIN exemption impact acknowledged as modest given export strength. 2026-09-02…

Full summary in the app.

Shareholding

Insiders
13.44%
Institutions
83.55%

Largest institutional holders

FundStake
BlackRock Inc16.68%
Dimensional Fund Advisors, Inc.5.54%
Renaissance Technologies Corp4.63%
State Street Corp4.41%
Vanguard Portfolio Management, LLC3.81%
Vanguard Capital Management, LLC3.72%
Systematic Financial Management LP3.37%
Mangrove Partners3.08%

Recent filings & reports

DocumentDate
Quarterly report · Q2 FY2027
REX AMERICAN RESOURCES CORPORATION - Q2 2026 (July 31, 2026) SUMMARY HEADLINE NUMBERS • Net sales and revenue (6 months): $325.0 million vs. $316.9
2026-09-03
Results announced · Q3 FY2027
REX AMERICAN RESOURCES – FISCAL Q2 2026 SUMMARY HEADLINE NUMBERS • Net Income Per Share (Diluted): $1.06 in Q2 '26 vs. $0.22 in Q2 '25 — a 382% incr
2026-09-02
Board / officer change · Q2 FY2027
REX AMERICAN RESOURCES CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • Executive Chairman Stuart A. Rose: Annual base salary $225,000; annual maxi
2026-07-01
Board / officer change · Q2 FY2027
REX AMERICAN RESOURCES CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • Report Date: June 10, 2026 (filed June 12, 2026) • Company: REX American Re
2026-06-12
Board / officer change · Q2 FY2027
REX AMERICAN RESOURCES CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • Shareholder meeting date: May 28, 2026 • Shares present at meeting: 29,310,
2026-06-03
Quarterly report · Q1 FY2027
REX AMERICAN RESOURCES CORPORATION – Q1 2026 (ENDED APRIL 30, 2026) SUMMARY HEADLINE NUMBERS • Net sales and revenue: $156.5 million (Q1 2026) vs. $
2026-06-02
Proxy statement · Q2 FY2027
PROXY STATEMENT SUMMARY – REX AMERICAN RESOURCES CORPORATION ANNUAL MEETING: MAY 28, 2026 --- CEO TOTAL COMPENSATION • CEO Zafar A. Rizvi's exact
2026-04-15
Annual report FY2026
REX AMERICAN RESOURCES CORPORATION – FISCAL YEAR 2025 SUMMARY HEADLINE NUMBERS • Net income attributable to REX common shareholders: $83.0 million (
2026-03-30

Readable in the app.

Corporate actions

ActionDetailDate
Split2 : 1
effective Sep 16, 2025
2025-09-16

Deals & corporate news

AnnouncementDate
Ethanol expansion project at One Earth facility on track for 2026 completion
REX American Resources reported fiscal Q3 2025 results showing modest earnings growth despite declining profitability. The company earned $0.71 per share (slightly up from $0.69 in Q3 2024)
2025-12-04

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Data updated 2026-09-18.