Rex American (RX3) AI Stock Analysis

Rex American

(Frankfurt:RX3)

Rating:―N/A

Action:N/A

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Positive Factors

Conservative balance sheetExtremely low leverage gives REX substantial financial flexibility while it funds expansion and carbon capture projects. The company can absorb weaker ethanol conditions more readily than a highly indebted peer and can pursue growth without relying heavily on external financing.

Negative Factors

Revenue and earnings cyclicalityVolatile revenue reflects the sensitivity of REX's ethanol-linked business to changing industry economics and operating conditions. Even with strong current margins, uneven sales trends can make earnings less predictable and complicate long-term planning, reinvestment, and forecasting.

Rex American (RX3) vs. iShares MSCI Germany ETF (EWG)

Market Cap: EUR 1.30B
Dividend Yield: ―
Average Volume (3M): 133
Price to Earnings (P/E): 10.8
Beta (1Y): -0.32
Revenue Growth: -0.73%
EPS Growth: 130.91%
Country: Germany
Employees: 132
Sector: Basic Materials
Sector Strength: 61
Industry: Chemicals

Rex American Business Overview & Revenue Model

Company Description

REX American Resources Corporation, along with its various subsidiaries, manufactures and distributes ethanol across the United States. The company's product portfolio extends to include corn, distillers grains, industrial-grade corn oil, gasoline, a...

Rex American Earnings Call Summary

Earnings Call Date:Sep 01, 2026(Q2-2026)|% Change Since:-2.89%|Next Earnings Date:Nov 25, 2026

Earnings Call SentimentPositive

The call was strongly positive, supported by record second-quarter earnings per share, substantial year-over-year growth in gross profit and net income, a 24th consecutive profitable quarter, strong cash and no bank debt, and continued progress on the ethanol expansion and carbon capture projects. The main challenges were higher SG&A expenses, uncertainty around the Illinois pipeline approval timeline, remaining carbon capture permits, and the possibility of some RIN impact. These lowlights were limited relative to the breadth of the reported operational and financial achievements.

Positive Updates

Record Second-Quarter Earnings Per Share

REX reported its highest second-quarter net income per share in company history at $1.06 per diluted share, compared with $0.22 in the second quarter of fiscal 2025.

Negative Updates

Higher Selling, General and Administrative Expenses

Selling, general and administrative expenses increased to $15.6 million from $6.2 million in the second quarter of fiscal 2025. Management attributed the increase primarily to higher incentive compensation tied to stronger results and restricted stock awards issued during the quarter.

Company Guidance

REX expects the added ethanol capacity at 1 Earth to come online before the end of 26 and remains on track to complete construction by the end of 2026; production is approximately 150 million gallons, with the next step 175 million and, after applying for a permit for 200 million, the company expects hopefully, early next year or middle of that to be close to 200 million gallons producing. At this early stage of the third quarter, REX expects to remain profitable and anticipates that third quarter result will be better than the same period last year. Ethanol export was almost 13% increase this year for 6 months, and the company expects that it will continue to increase; California is expected to have almost 695 million gallons consumption of E15.

Rex American Risk Analysis

Rex American disclosed 37 risk factors in its most recent earnings report. Rex American reported the most risks in the "Legal & Regulatory" category.

Legal & Regulatory - Litigation, compliance, new legislation, and taxation risks

Latest Risks Added

0 New Risks

Rex American Peers Comparison

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

DE:RX3 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
SSL	71Outperform	$11.07B	15.38	7.73%	―	17.90%	95.98%
LXU	68Neutral	$829.47M	18.29	8.51%	―	13.02%	―
GPRE	63Neutral	$988.34M	7.88	15.54%	―	-21.51%	―
Sector *	61Neutral	$10.43B	7.12	-0.05%	2.87%	2.86%	-36.73%
HUN	55Neutral	$1.69B	-9.69	-6.28%	3.63%	0.65%	45.36%
BAK	41Neutral	$465.20M	-0.48	46.16%	―	-1.40%	2.39%

* Basic Materials Sector Average

Performance Comparison

DE:RX3 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
DE:RX3	Rex American Resources	33.60	6.00	21.74%
BAK	Braskem Sa	1.16	-1.29	-52.65%
GPRE	Green Plains Inc.	14.10	3.65	34.93%
HUN	Huntsman	9.64	1.87	24.05%
LXU	Lsb Industries, Inc.	11.52	3.08	36.49%
SSL	Sasol Ltd	17.22	10.84	169.91%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Rex American AI Stock Analysis