REX American Resources Reports Q4 Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy REX?
Source: seekingalpha
- Earnings Per Share: REX American Resources reported a GAAP EPS of $1.32 for Q4, indicating the company's ability to maintain profitability despite fluctuations compared to the previous year.
- Slight Revenue Decline: The company recorded revenue of $157.96 million in Q4, a 0.2% decrease year-over-year, reflecting the impact of increased market competition and raw material cost fluctuations on revenue.
- Ethanol Sales Volume: The reported ethanol sales volume for Q4 was 70.1 million gallons, with a total of 290 million gallons sold for the full fiscal year, demonstrating sustained demand and sales capability in the ethanol market.
- Annual Performance Summary: Despite facing market challenges, REX achieved 290 million gallons of ethanol sales in FY 2025, indicating the company's stable position in the industry and potential for future growth.
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Analyst Views on REX
About REX
Rex American Resources Corporation is an ethanol production company. The Company operates through the ethanol and by-products segment. Its ethanol operations are focused on corn, ethanol, distillers’ grains, distillers corn oil and natural gas. The Company has interests in over six ethanol production facilities, which in aggregate shipped approximately 730 million gallons of ethanol. The Company has ownership of the gallons shipped by the ethanol production facilities, which has ownership interests in approximately 300 million gallons. The Company operates through its subsidiaries, including One Earth Energy, LLC (One Earth), NuGen Energy, LLC (NuGen), and Big River Resources, LLC (Big River). The Company’s ethanol production facilities are located across Illinois, Indiana, Iowa, Minnesota, Nebraska, Ohio, and South Dakota.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
REX American Resources Reports Record Q4 2025 Earnings and Expansion Progress
- Record Performance: REX American Resources achieved ethanol sales volumes of 290 million gallons in fiscal 2025, a slight increase from 289.7 million gallons in fiscal 2024, marking an all-time high for the company and reflecting strong market demand and operational execution.
- Tax Credit Progress: The company recognized $28 million in 45Z tax credits for fiscal 2025, expected to extend through 2029, which not only enhances financial performance but also supports future profit growth.
- Expansion Plans on Track: The expansion of the One Earth Energy facility is nearing completion, expected to increase annual production capacity to 200 million gallons, further enhancing the company's production capabilities and market competitiveness, with full operations anticipated in fiscal 2026.
- Strong Financial Position: As of the end of fiscal 2025, REX reported $375.8 million in cash and short-term investments with no bank debt, demonstrating a robust financial foundation that provides security for future growth and investments.
See More
REX American Resources Reports Q4 Earnings
- Earnings Per Share: REX American Resources reported a GAAP EPS of $1.32 for Q4, indicating the company's ability to maintain profitability despite fluctuations compared to the previous year.
- Slight Revenue Decline: The company recorded revenue of $157.96 million in Q4, a 0.2% decrease year-over-year, reflecting the impact of increased market competition and raw material cost fluctuations on revenue.
- Ethanol Sales Volume: The reported ethanol sales volume for Q4 was 70.1 million gallons, with a total of 290 million gallons sold for the full fiscal year, demonstrating sustained demand and sales capability in the ethanol market.
- Annual Performance Summary: Despite facing market challenges, REX achieved 290 million gallons of ethanol sales in FY 2025, indicating the company's stable position in the industry and potential for future growth.
See More
REX American Resources Reports Q4 Earnings Growth
- Significant Earnings Growth: REX American Resources reported a fourth-quarter net income of $43.75 million, translating to earnings per share of $1.32, a substantial increase from last year's $11.09 million and $0.31 per share, indicating a marked improvement in profitability.
- Slight Revenue Decline: The company's fourth-quarter revenue stood at $157.96 million, a 0.2% decrease from $158.23 million last year; however, the increase in profitability suggests positive advancements in cost control and operational efficiency.
- Earnings Per Share Surge: The notable rise in earnings per share from $0.31 to $1.32 reflects the company's strong performance in a competitive market, boosting investor confidence in future earnings potential.
- Financial Health Indicator: The contrast between REX's earnings growth and slight revenue decline highlights successful strategies in optimizing operations and enhancing profit margins, potentially laying a solid foundation for future investments and expansion.
See More
REX American Resources Reports Record Earnings for Fiscal Year 2025
- Net Income Growth: REX American Resources achieved a record diluted net income of $2.50 per share for fiscal year 2025, up from $1.65 in 2024, reflecting a strong improvement in profitability that boosts investor confidence.
- Sales Revenue Increase: The company reported net sales of $650.5 million for fiscal year 2025, compared to $642.5 million in 2024, primarily driven by improved pricing for ethanol and corn oil, indicating robust market demand recovery.
- Stable Gross Margin: REX's gross profit for fiscal year 2025 was $93.7 million, maintaining a gross margin of 14% consistent with 2024, demonstrating solid performance in cost control and operational efficiency, which helps sustain profitability.
- Capital Expenditure Plans: The company has invested $166 million in the carbon capture project at One Earth Energy, with total expenditures expected to reach $220-$230 million, reflecting REX's long-term commitment to sustainability and aiming to enhance future production capacity and environmental responsibility.
See More
REX American Resources to Report Q4 and FY 2025 Results
- Earnings Report Schedule: REX American Resources Corporation will announce its fiscal fourth quarter and full year 2025 operational and financial results on March 26, 2026, before the market opens, reflecting the company's commitment to transparency and investor communication.
- Conference Call Details: The company will host a conference call and webcast at 11:00 a.m. ET that morning, allowing investors to dial in at 877-269-7751 (US) or 201-389-0908 (international), enhancing interaction with stakeholders.
- Replay Availability: A replay of the call will be accessible shortly after the live event by dialing 844-512-2921 (US) or 412-317-6671 (international) with the passcode 13758494, available for 30 days post-call, ensuring that investors who missed the live session can still obtain the information.
- Production Capacity Overview: REX operates six ethanol production facilities with a total annual capacity of approximately 730 million gallons, with effective ownership of about 300 million gallons, underscoring the company's strong production capabilities and market position in the ethanol sector.
See More
REX American Resources (REX): Evaluating Valuation Following a Steady Yet Mixed Q3 Earnings Report
Earnings Overview: REX American Resources reported flat sales and slightly lower net income for the third quarter, with a modest improvement in EPS, indicating stability amidst a strong share price performance this year.
Valuation Insights: The company's current price-to-earnings ratio of 22.1x suggests it is valued higher than the broader oil and gas sector but cheaper than its direct peers, reflecting investor confidence in its growth potential despite recent earnings dips.
DCF Analysis: A discounted cash flow model indicates that REX American Resources may be overvalued at $33.68 per share, with a fair value estimate closer to $17.72, highlighting potential risks if earnings growth slows.
Investment Opportunities: The article encourages exploring undervalued stocks and innovative companies, as well as reliable dividend payers, while emphasizing that the analysis is not financial advice and does not consider individual financial situations.
See More
REX American Resources Reports Record Q4 2025 Earnings and Expansion Progress
- Record Performance: REX American Resources achieved ethanol sales volumes of 290 million gallons in fiscal 2025, a slight increase from 289.7 million gallons in fiscal 2024, marking an all-time high for the company and reflecting strong market demand and operational execution.
- Tax Credit Progress: The company recognized $28 million in 45Z tax credits for fiscal 2025, expected to extend through 2029, which not only enhances financial performance but also supports future profit growth.
- Expansion Plans on Track: The expansion of the One Earth Energy facility is nearing completion, expected to increase annual production capacity to 200 million gallons, further enhancing the company's production capabilities and market competitiveness, with full operations anticipated in fiscal 2026.
- Strong Financial Position: As of the end of fiscal 2025, REX reported $375.8 million in cash and short-term investments with no bank debt, demonstrating a robust financial foundation that provides security for future growth and investments.
See More
REX American Resources Reports Q4 Earnings
- Earnings Per Share: REX American Resources reported a GAAP EPS of $1.32 for Q4, indicating the company's ability to maintain profitability despite fluctuations compared to the previous year.
- Slight Revenue Decline: The company recorded revenue of $157.96 million in Q4, a 0.2% decrease year-over-year, reflecting the impact of increased market competition and raw material cost fluctuations on revenue.
- Ethanol Sales Volume: The reported ethanol sales volume for Q4 was 70.1 million gallons, with a total of 290 million gallons sold for the full fiscal year, demonstrating sustained demand and sales capability in the ethanol market.
- Annual Performance Summary: Despite facing market challenges, REX achieved 290 million gallons of ethanol sales in FY 2025, indicating the company's stable position in the industry and potential for future growth.
See More
REX American Resources Reports Q4 Earnings Growth
- Significant Earnings Growth: REX American Resources reported a fourth-quarter net income of $43.75 million, translating to earnings per share of $1.32, a substantial increase from last year's $11.09 million and $0.31 per share, indicating a marked improvement in profitability.
- Slight Revenue Decline: The company's fourth-quarter revenue stood at $157.96 million, a 0.2% decrease from $158.23 million last year; however, the increase in profitability suggests positive advancements in cost control and operational efficiency.
- Earnings Per Share Surge: The notable rise in earnings per share from $0.31 to $1.32 reflects the company's strong performance in a competitive market, boosting investor confidence in future earnings potential.
- Financial Health Indicator: The contrast between REX's earnings growth and slight revenue decline highlights successful strategies in optimizing operations and enhancing profit margins, potentially laying a solid foundation for future investments and expansion.
See More
REX American Resources Reports Record Earnings for Fiscal Year 2025
- Net Income Growth: REX American Resources achieved a record diluted net income of $2.50 per share for fiscal year 2025, up from $1.65 in 2024, reflecting a strong improvement in profitability that boosts investor confidence.
- Sales Revenue Increase: The company reported net sales of $650.5 million for fiscal year 2025, compared to $642.5 million in 2024, primarily driven by improved pricing for ethanol and corn oil, indicating robust market demand recovery.
- Stable Gross Margin: REX's gross profit for fiscal year 2025 was $93.7 million, maintaining a gross margin of 14% consistent with 2024, demonstrating solid performance in cost control and operational efficiency, which helps sustain profitability.
- Capital Expenditure Plans: The company has invested $166 million in the carbon capture project at One Earth Energy, with total expenditures expected to reach $220-$230 million, reflecting REX's long-term commitment to sustainability and aiming to enhance future production capacity and environmental responsibility.
See More
REX American Resources to Report Q4 and FY 2025 Results
- Earnings Report Schedule: REX American Resources Corporation will announce its fiscal fourth quarter and full year 2025 operational and financial results on March 26, 2026, before the market opens, reflecting the company's commitment to transparency and investor communication.
- Conference Call Details: The company will host a conference call and webcast at 11:00 a.m. ET that morning, allowing investors to dial in at 877-269-7751 (US) or 201-389-0908 (international), enhancing interaction with stakeholders.
- Replay Availability: A replay of the call will be accessible shortly after the live event by dialing 844-512-2921 (US) or 412-317-6671 (international) with the passcode 13758494, available for 30 days post-call, ensuring that investors who missed the live session can still obtain the information.
- Production Capacity Overview: REX operates six ethanol production facilities with a total annual capacity of approximately 730 million gallons, with effective ownership of about 300 million gallons, underscoring the company's strong production capabilities and market position in the ethanol sector.
See More
REX American Resources (REX): Evaluating Valuation Following a Steady Yet Mixed Q3 Earnings Report
Earnings Overview: REX American Resources reported flat sales and slightly lower net income for the third quarter, with a modest improvement in EPS, indicating stability amidst a strong share price performance this year.
Valuation Insights: The company's current price-to-earnings ratio of 22.1x suggests it is valued higher than the broader oil and gas sector but cheaper than its direct peers, reflecting investor confidence in its growth potential despite recent earnings dips.
DCF Analysis: A discounted cash flow model indicates that REX American Resources may be overvalued at $33.68 per share, with a fair value estimate closer to $17.72, highlighting potential risks if earnings growth slows.
Investment Opportunities: The article encourages exploring undervalued stocks and innovative companies, as well as reliable dividend payers, while emphasizing that the analysis is not financial advice and does not consider individual financial situations.
See More
