REX American Resources Corporation (REX) Q2 2025 Earnings Conference Call Transcript
Ethanol Sales Volumes 70.6 million gallons in Q2 2025, compared to 65.1 million gallons in Q2 2024, reflecting an increase in production capacity.
Average Selling Price for Ethanol $1.75 per gallon in Q2 2025, compared to $1.79 per gallon in Q2 2024, showing a slight decrease due to market conditions.
Dried Distiller Grain Sales Volumes 148,000 tons in Q2 2025, compared to 133,000 tons in Q2 2024, with an average selling price of $143.63 per ton in Q2 2025 versus $164.45 per ton in Q2 2024. The price drop reflects market pricing pressures.
Corn Oil Sales Volumes 23.1 million pounds in Q2 2025, reflecting a 14% increase in volume and a 26% increase in average selling price ($0.54 per pound) compared to Q2 2024, leading to a 46% increase in sales dollars.
Gross Profit $14.3 million in Q2 2025, compared to $19.8 million in Q2 2024, primarily due to lower sales prices for dried distiller grains and higher shipping costs.
Selling, General and Administrative Expenses $6.2 million in Q2 2025, compared to $6.4 million in Q2 2024, reflecting a slight decrease.
Interest and Other Income $3.1 million in Q2 2025, compared to $4.4 million in Q2 2024, reflecting lower rates and lower investments.
Income Before Taxes and Noncontrolling Interest $12.1 million in Q2 2025, compared to $19.5 million in Q2 2024, reflecting lower gross profit and other income.
Net Income Attributable to REX Shareholders $7.1 million or $0.43 per diluted share in Q2 2025, compared to $12.4 million or $0.70 per diluted share in Q2 2024, reflecting lower gross profit and other income.
Cash, Cash Equivalents, and Short-term Investments $310.5 million at the end of Q2 2025, reflecting a strong financial position with no bank debt.
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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.
REX American Resources Corporation Reports Rise in Q3 Sales
Earnings Overview: REX American Resources Corporation reported third-quarter earnings of $23.41 million, or $0.71 per share, compared to $24.50 million, or $0.69 per share, in the same period last year.
Revenue Growth: The company's revenue increased by 0.4% to $175.63 million, up from $174.88 million in the previous year.
Daily Upgrade Report for Validea Motley Fool Strategy - December 2, 2025
Validea's Small-Cap Growth Investor Model: Today's upgrades include REX American Resources Corp, which saw its rating increase from 63% to 76%, indicating improved fundamentals and valuation in the chemical manufacturing sector.
Company Overview - REX American Resources: The company focuses on ethanol production and operates multiple facilities across several states, shipping approximately 730 million gallons of ethanol.
Inter & Co Inc Rating Update: This mid-cap growth stock in the Money Center Banks industry improved its rating from 85% to 92%, reflecting strong fundamentals and valuation in its digital banking services.
Company Overview - Inter & Co Inc: Based in Brazil, the company offers a global payments platform and a range of financial services through its digital multi-service bank, including loans, credit cards, and a marketplace for non-financial services.
Daily Upgrade Report for Validea Motley Fool Strategy - November 7, 2025
Validea's Small-Cap Growth Investor Model: The model, based on Motley Fool's strategy, identifies small-cap growth stocks with strong fundamentals and price performance, highlighting Paysign Inc. and its improved rating from 59% to 72%.
Company Profiles: The article provides detailed descriptions of various companies, including Paysign, Bankinter SA, Tutor Perini Corp, Kingstone Companies Inc., Harmony Gold Mining Company Ltd, Rex American Resources Corp, and Mercury General Corp, along with their respective ratings and industry sectors.
Stock Ratings and Interest Levels: Ratings for several stocks have increased, with scores above 80% indicating interest from the strategy, while scores above 90% suggest strong interest, as seen with Kingstone Companies Inc. achieving an 83% rating.
About Motley Fool and Validea: The article concludes with a brief overview of Motley Fool, founded by the Gardner brothers, and Validea, an investment research service that follows the strategies of renowned investors to provide stock analysis and model portfolios.
SHAREHOLDER ALERT: Purcell & Lefkowitz LLP Announces Shareholder Investigation of REX American Resources Corporation (NYSE: REX)
Investigation Announcement: Purcell & Lefkowitz LLP is investigating REX American Resources Corporation on behalf of its shareholders to determine if the company's directors breached their fiduciary duties related to recent corporate actions.
Shareholder Rights Information: Shareholders of REX American Resources Corporation can obtain more information about their rights and options by visiting the law firm's website or contacting attorney Robert H. Lefkowitz directly.
Law Firm's Focus: Purcell & Lefkowitz LLP specializes in representing shareholders affected by securities fraud, breaches of fiduciary duty, and other corporate misconduct.
Contact Information: Interested parties can reach out to the firm via email or phone for a personal consultation at no cost or obligation.
Four Energy Stocks Poised for Significant Gains in Q3
Oversold Stocks in Energy Sector: The energy sector has several oversold stocks, identified by their RSI values below 30, indicating potential buying opportunities for undervalued companies.
Nextdecade Corp: Following a downgrade by TD Cowen, Nextdecade's stock fell 30% recently, with an RSI of 27.1, closing at $6.97.
XCF Global Inc: XCF Global's stock dropped 7% after receiving a Nasdaq Listing Delinquency letter, with an RSI of 20.8, closing at $1.28.
Cross Timbers Royalty Trust and REX American Resources: Cross Timbers has an RSI of 18.6 and closed at $7.70, while REX American Resources, despite a stock split, saw a 21% decline in the past month, with an RSI of 26, closing at $30.46.
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.
REX American Resources Corporation Reports Rise in Q3 Sales
Earnings Overview: REX American Resources Corporation reported third-quarter earnings of $23.41 million, or $0.71 per share, compared to $24.50 million, or $0.69 per share, in the same period last year.
Revenue Growth: The company's revenue increased by 0.4% to $175.63 million, up from $174.88 million in the previous year.
Daily Upgrade Report for Validea Motley Fool Strategy - December 2, 2025
Validea's Small-Cap Growth Investor Model: Today's upgrades include REX American Resources Corp, which saw its rating increase from 63% to 76%, indicating improved fundamentals and valuation in the chemical manufacturing sector.
Company Overview - REX American Resources: The company focuses on ethanol production and operates multiple facilities across several states, shipping approximately 730 million gallons of ethanol.
Inter & Co Inc Rating Update: This mid-cap growth stock in the Money Center Banks industry improved its rating from 85% to 92%, reflecting strong fundamentals and valuation in its digital banking services.
Company Overview - Inter & Co Inc: Based in Brazil, the company offers a global payments platform and a range of financial services through its digital multi-service bank, including loans, credit cards, and a marketplace for non-financial services.
Daily Upgrade Report for Validea Motley Fool Strategy - November 7, 2025
Validea's Small-Cap Growth Investor Model: The model, based on Motley Fool's strategy, identifies small-cap growth stocks with strong fundamentals and price performance, highlighting Paysign Inc. and its improved rating from 59% to 72%.
Company Profiles: The article provides detailed descriptions of various companies, including Paysign, Bankinter SA, Tutor Perini Corp, Kingstone Companies Inc., Harmony Gold Mining Company Ltd, Rex American Resources Corp, and Mercury General Corp, along with their respective ratings and industry sectors.
Stock Ratings and Interest Levels: Ratings for several stocks have increased, with scores above 80% indicating interest from the strategy, while scores above 90% suggest strong interest, as seen with Kingstone Companies Inc. achieving an 83% rating.
About Motley Fool and Validea: The article concludes with a brief overview of Motley Fool, founded by the Gardner brothers, and Validea, an investment research service that follows the strategies of renowned investors to provide stock analysis and model portfolios.
SHAREHOLDER ALERT: Purcell & Lefkowitz LLP Announces Shareholder Investigation of REX American Resources Corporation (NYSE: REX)
Investigation Announcement: Purcell & Lefkowitz LLP is investigating REX American Resources Corporation on behalf of its shareholders to determine if the company's directors breached their fiduciary duties related to recent corporate actions.
Shareholder Rights Information: Shareholders of REX American Resources Corporation can obtain more information about their rights and options by visiting the law firm's website or contacting attorney Robert H. Lefkowitz directly.
Law Firm's Focus: Purcell & Lefkowitz LLP specializes in representing shareholders affected by securities fraud, breaches of fiduciary duty, and other corporate misconduct.
Contact Information: Interested parties can reach out to the firm via email or phone for a personal consultation at no cost or obligation.
Four Energy Stocks Poised for Significant Gains in Q3
Oversold Stocks in Energy Sector: The energy sector has several oversold stocks, identified by their RSI values below 30, indicating potential buying opportunities for undervalued companies.
Nextdecade Corp: Following a downgrade by TD Cowen, Nextdecade's stock fell 30% recently, with an RSI of 27.1, closing at $6.97.
XCF Global Inc: XCF Global's stock dropped 7% after receiving a Nasdaq Listing Delinquency letter, with an RSI of 20.8, closing at $1.28.
Cross Timbers Royalty Trust and REX American Resources: Cross Timbers has an RSI of 18.6 and closed at $7.70, while REX American Resources, despite a stock split, saw a 21% decline in the past month, with an RSI of 26, closing at $30.46.
