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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
$1.08B
P/E (TTM)
21.6
18.9
Dividend Yield
--
52W High
$36.50
52W Low
$16.73
52W Range
81%
Rank26Top 9.6%
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

Q3 2025 Data

Revenue

$175.63M+0.43%
4-Quarter Trend

EPS

$0.71+2.16%
4-Quarter Trend

FCF

$24.51M+34.75%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Revenue Increased 2% Nine months revenue grew 2% to $492.5M K; ethanol revenue up 3% driven by volume gains.
Operating Cash Flow Surged Net cash provided by operating activities increased 64% to $64.0M K for nine months ended October 31, 2025.
Corn Oil Revenue Jumps Distillers corn oil revenue increased 35% to $38.7M K, driven by 23% higher selling prices per pound.
Asset Base Expanded Total assets reached $750.1M K at October 31, 2025, up from $720.0M K at January 31, 2025.

Risk Factors

Shareholder Income Declined Net income for common shareholders decreased 16.7% to $39.2M K for the nine months ended October 31, 2025.
Gross Profit Under Pressure Gross profit fell 12.3% to $64.8M K for nine months, impacted by lower distillers grains revenue.
Major Tax Credits Audited IRS intends to deny $58.2M in Refined Coal credits and $24.5M in R&E credits under audit.
Commodity Price Volatility Operations highly dependent on corn/ethanol prices; volatility may cause negative or minimal positive operating margins.

Outlook

One Earth Expansion Budgeted Budgeting $220M to $230M capital expenditures for One Earth expansion and CI scoring reduction efforts.
Carbon Sequestration Permits Pending Awaiting EPA draft permit by February 2026 for One Earth carbon sequestration project wells and pipeline.
Share Repurchase Authorization $2.35M shares remain authorized for repurchase; management buys back shares deemed below intrinsic value.
Evaluating New Ventures Plan to seek and evaluate investment opportunities in ethanol, energy, carbon sequestration, and agricultural ventures.

Peer Comparison

Revenue (TTM)

H.B. Fuller CompanyFUL
$3.50B
-1.3%
NewMarket CorporationNEU
$2.74B
-1.1%
Minerals Technologies Inc.MTX
$2.07B
-2.5%

Gross Margin (Latest Quarter)

Perimeter Solutions, Inc.PRM
58.3%
-4.5pp
Quaker Chemical CorporationKWR
36.6%
-0.7pp
Sensient Technologies CorporationSXT
34.3%
+1.1pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
NEU$6.56B14.628.5%26.7%
PRM$4.11B52.36.7%1.3%
SXT$4.01B28.712.4%32.2%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
3.5%
Moderate Growth
4Q Net Income CAGR
28.3%
Profitability Improved
Cash Flow Stability
75%
Volatile Cash Flow

Research & Insights

Next earnings:Mar 24, 2026
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EPS:-
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Revenue:-
Reports
All Years

  • Form 10-Q - Q3 2025

    Period End: Oct 31, 2025|Filed: Dec 4, 2025|
    Revenue: $175.63M+0.4%
    |
    EPS: $0.71+2.2%
    Beat

  • Form 10-Q - Q2 2025

    Period End: Jul 31, 2025|Filed: Sep 2, 2025|
    Revenue: $158.56M+7.0%
    |
    EPS: $0.22-38.0%
    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