REX Earnings

REX reported its earnings on 2025-12-04, showcasing a revenue of 175.60M against an estimate of , resulting in a 0% surprise. The EPS was 0.71, surpassing the expected 0 by 0%. The stock experienced a 4.69% price change on the earnings day and a -2.72% change over the next five days, reflecting market reactions to the results.

Following REX's earnings announcement on 2025-12-04, the stock price moved by 4.69% on the day of the release. Over the subsequent five days, it saw a -2.72% change. Historically, REX's stock price tends to shift by an average of -6.92% in the 10 days leading up to earnings and -2.84% in the 10 days following, providing insight into potential market.

For 2026/Q3, analysts estimate REX's annual revenue to reach 169.00M, while the EPS is projected at 0.27. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between REX's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, REX's stock price typically moves by -6.92% in the 10 days before its earnings and -2.84% in the 10 days after. For the upcoming 2026/Q3 earnings, analysts expect an EPS of 0.27 and revenue of 169.00M.

The earnings call reveals strong financial performance with significant increases in net income and EPS driven by 45Z tax credits. The expansion and carbon capture initiatives, despite some uncertainties, suggest future growth. The Q&A indicates optimism about continued tax credits and strong ethanol demand, though some lack of clarity on carbon capture impact. Overall, the positive financial results and future growth prospects outweigh the uncertainties, leading to a positive sentiment.