REX American Resources Corporation (REX) AI Stock Analysis

REX American Resources Corporation, based in Dayton, Ohio, is a producer and distributor of ethanol across the United States. Beyond ethanol production, the company supplies corn, distillers grains, non-food grade corn oil, gasoline, and natural gas to various agricultural and energy markets. Its core product offering includes dry distillers grains with solubles, which are utilized as a protein supplement in animal feed. Originally established in 1980 as REX Stores Corporation, the company rebranded to REX American Resources Corporation in 2010 to reflect its strategic focus on energy and agricultural commodities.

Revenue rose from $774.8M in FY2022 to $855.0M in FY2023, before contracting 2.5% to $833.4M in FY2024 and falling 22.9% to $642.5M in FY2025. In FY2026, revenue rebounded slightly by 1.2% to $650.5M, while net income climbed to $83.0M, delivering a net margin of 12.8% and EPS of $2.51. Over the five years from FY2021 to FY2026, revenue achieved an 11.8% compound annual growth rate. In the latest quarter ended July 31, 2026, quarterly revenue grew 6.3% year-over-year, while quarterly earnings increased 390.2%, contributing to trailing twelve month revenue of $658.6M and an operating margin of 22.4%.

As of July 31, 2026, REX maintained $379.5M in cash and short-term investments against total debt of $17.8M, resulting in a net cash position of $361.7M. The company reported a current ratio of 6.88 and a debt-to-equity ratio of 0.03 relative to $673.6M in shareholders' equity. Operating cash flow reached $117.8M in FY2026, yielding free cash flow of $49.4M after $68.4M in capital expenditures. In FY2026, the company deployed $33.4M toward share buybacks.

REX trades at a trailing price-to-earnings ratio of 11.4x and a forward multiple of 12.5x, compared to 19.7x and 13.4x for the median of its US-listed Basic Materials peers. Its EV-to-EBITDA stands at 8.0x, below the peer median of 10.5x, while its price-to-sales multiple is 2.1x compared to the peer median of 1.8x. At a share price of $41.72 on October 16, 2026, REX gained 29.0% over the past year and 188.6% over five years, outperforming the S&P 500 ETF returns of 16.8% and 83.0% over the same respective periods.

REX is covered by 1 analyst who projects FY2027 revenue of $769.0M, implying 17.1% growth, and EPS of $3.00, representing 93.5% growth. The mean price target is $50.00, representing a 19.8% premium over the last close of $41.72. The company has beaten EPS expectations in 3 of the last 4 quarters. The next earnings date is scheduled for December 3, 2026.

This page is an AI-written research summary of REX American Resources Corporation (REX). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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