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REX American Resources Corporation

REX American Resources Corporation

NYSE•REX
CEO: Mr. Stuart A. Rose
Sector: Basic Materials
Industry: Chemicals - Specialty
Listing Date: 1984-07-17
REX American Resources Corporation, together with its subsidiaries, produces and sells ethanol in the United States. The company also offers corn, distillers grains, ethanol, distillers corn oil, gasoline, and natural gas. In addition, it 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.
Contact Information
7720 Paragon Road, Dayton, OH, 45459, United States
937-276-3931
www.rexamerican.com
Market Cap
$1.06B
P/E (TTM)
20.8
65.9
Dividend Yield
--
52W High
$33.77
52W Low
$16.73
52W Range
90%
5.9
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.9 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q2 2025 Data

Revenue

$158.56M+7.03%
4-Quarter Trend

EPS

$0.22-39.44%
4-Quarter Trend

FCF

-$5.74M-22.60%
4-Quarter Trend

2025 Q2 Earnings Highlights

Release Date: Sep 2, 2025

Key Highlights

Six Month Revenue Growth Net sales totaled $316.903 M for six months, reflecting 2% increase compared to prior six months period.
Strong Operating Cash Flow Operating cash flow $12.808 M for six months, substantially higher than $5.708 M provided last year.
Cash Position Improvement Cash balance reached $240.962 M as of July 31, 2025, showing $44.707 M net increase period over period.
Stock Split Announced Board declared two-for-one stock split effective September 15, 2025, impacting reported earnings per share figures.

Risk Factors

Gross Profit Decline Gross profit declined $5.6 M for six months due to lower crush spread environment impacting plant margins.
Tax Credit Audit Exposure IRS intends to deny Refined Coal and R&E tax credits claimed, requiring vigorous defense against audit findings.
Regulatory RIN Value Risk Small Refinery Exemption rulings create uncertainty, potentially leading to decreased RIN values and lower ethanol pricing.
Commodity Price Volatility Significant exposure remains to corn and natural gas price fluctuations, which directly impact overall operating margins.

Outlook

Carbon Sequestration Investment Budgeting $220 M to $230 M capital for One Earth expansion and ongoing carbon sequestration projects.
Maximize 45Z Tax Credits Ongoing efforts focused on reducing Carbon Intensity score to maximize eligibility for Section 45Z tax credits.
NuGen Sequestration Hurdles NuGen sequestration project faces difficulty due to South Dakota law banning eminent domain for CO2 pipelines.
Future Investment Strategy Plan to seek and evaluate investment opportunities in ethanol, energy, and carbon sequestration ventures.

Peer Comparison

Revenue (TTM)

H.B. Fuller CompanyFUL
$3.50B
-1.3%
NewMarket CorporationNEU
$2.74B
+2.3%
NewMarket CorporationNEU
$2.74B
-1.1%

Gross Margin (Latest Quarter)

Perimeter Solutions, Inc.PRM
63.1%
+0.3 pp
Perimeter Solutions, Inc.PRM
63.1%
+0.3 pp
Quaker Chemical CorporationKWR
36.6%
-0.7 pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
NEU$7.22B16.228.5%26.7%
NEU$7.22B16.228.5%26.7%
SXT$4.00B28.610.1%32.2%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4-Quarter Revenue CAGR
-3.2%
Flat Growth
4-Quarter Net Income CAGR
-33.8%
Declining Profitability
Cash Flow Stability
75%
Volatile Cash Flow

Research & Insights

Reports
All Years

  • Form 10-Q - Q2 2025

    Period End: Jul 31, 2025|Filed: Sep 2, 2025|
    Revenue: $158.56M+7.0%
    |
    EPS: $0.21-39.4%
    Meet

  • Form 10-Q - Q1 2025

    Period End: Apr 30, 2025|Filed: Jun 4, 2025|
    Revenue: $158.34M-1.8%
    |
    EPS: $0.26-12.1%
    Beat

  • Form 10-K - FY 2024

    Period End: Jan 31, 2025|Filed: Mar 28, 2025|
    Revenue: $642.49M-22.9%
    |
    EPS: $1.65-5.4%
    Beat

  • Form 10-Q - Q3 2024

    Period End: Oct 31, 2024|Filed: Dec 5, 2024|
    Revenue: $174.88M-20.9%
    |
    EPS: $0.69-6.7%
    Beat

  • Form 10-Q - Q2 2024

    Period End: Jul 31, 2024|Filed: Aug 30, 2024|
    Revenue: $148.16M-30.1%
    |
    EPS: $0.35+36.5%
    Beat

  • Form 10-Q - Q1 2024

    Period End: Apr 30, 2024|Filed: May 30, 2024|
    Revenue: $161.23M-24.2%
    |
    EPS: $0.29+93.3%
    Beat

  • Form 10-K - FY 2023

    Period End: Jan 31, 2024|Filed: Mar 29, 2024|
    Revenue: $833.38M-2.5%
    |
    EPS: $1.75+122.3%
    Beat

  • Form 10-Q - Q3 2023

    Period End: Oct 31, 2023|Filed: Dec 4, 2023|
    Revenue: $221.08M+0.4%
    |
    EPS: $0.74+727.8%
    Beat