REX American Resources (NYSE:REX) Issues Earnings Results, Beats Expectations By $0.42 EPS

Posted by Brenda Bartman on May 30th, 2026

REX American Resources (NYSE:REX – Get Free Report) released its quarterly earnings results on Thursday. The energy company reported $0.56 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.14 by $0.42, Zacks reports. REX American Resources had a net margin of 14.30% and a return on equity of 13.67%. The firm had revenue of $156.50 million for the quarter, compared to analysts’ expectations of $167.23 million.

Here are the key takeaways from REX American Resources’ conference call:

REX said fiscal Q1 2026 was the most profitable first quarter in company history on a net income per share basis, with diluted EPS of $0.56 versus $0.26 a year ago.
The company posted 23 consecutive profitable quarters, supported by gross profit of $29.1 million and ongoing strength in its core ethanol operations.
REX recognized an additional $7.5 million in 45Z production tax credits in the quarter, which management said was a major driver of improved results.
Both major growth projects remain on track: the Gibson City ethanol expansion is expected to be completed by the end of 2026, while the carbon capture project is still working through EPA and Illinois permitting.
REX ended the quarter with $364.3 million in cash and short-term investments and no bank debt, giving it flexibility to fund growth while maintaining a strong balance sheet.

REX American Resources Stock Down 3.7%

Shares of REX opened at $46.50 on Friday. REX American Resources has a 52-week low of $19.99 and a 52-week high of $53.36. The firm’s fifty day moving average is $46.21 and its two-hundred day moving average is $38.43. The stock has a market cap of $1.53 billion, a PE ratio of 16.58 and a beta of 0.63.

Insider Transactions at REX American Resources

In other REX American Resources news, CFO Douglas Bruggeman sold 2,000 shares of REX American Resources stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $45.44, for a total transaction of $90,880.00. Following the sale, the chief financial officer owned 259,170 shares of the company’s stock, valued at $11,776,684.80. The trade was a 0.77% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 13.21% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the company. Simplex Trading LLC acquired a new position in shares of REX American Resources during the 4th quarter valued at about $35,000. Parallel Advisors LLC boosted its position in shares of REX American Resources by 97.6% during the 3rd quarter. Parallel Advisors LLC now owns 1,142 shares of the energy company’s stock valued at $35,000 after acquiring an additional 564 shares during the last quarter. US Bancorp DE boosted its position in shares of REX American Resources by 100.0% during the 3rd quarter. US Bancorp DE now owns 2,680 shares of the energy company’s stock valued at $82,000 after acquiring an additional 1,340 shares during the last quarter. State of Wyoming acquired a new position in shares of REX American Resources during the 2nd quarter valued at about $140,000. Finally, Tower Research Capital LLC TRC boosted its position in shares of REX American Resources by 492.2% during the 2nd quarter. Tower Research Capital LLC TRC now owns 3,790 shares of the energy company’s stock valued at $185,000 after acquiring an additional 3,150 shares during the last quarter. Institutional investors and hedge funds own 88.12% of the company’s stock.

Wall Street Analysts Forecast Growth

Separately, Weiss Ratings cut shares of REX American Resources from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, May 4th. One analyst has rated the stock with a Hold rating, According to data from MarketBeat, REX American Resources presently has an average rating of “Hold”.

View Our Latest Report on REX American Resources

About REX American Resources

(Get Free Report)

REX American Resources Corp. is a diversified agribusiness and renewable energy company headquartered in Kansas City, Missouri. Founded in 2005 through a reorganization of existing agricultural interests, the company focuses on two primary business segments: fuel ethanol production and specialty ingredient solutions. REX American Resources leverages its integrated operations to supply clean-burning fuel, animal feed co-products and sweetener ingredients to a broad customer base in North America and beyond.

In its alcohol fuels segment, the company operates an anhydrous ethanol production facility in Colwich, Kansas.