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REREX

REX American Resources Corporation

Hot onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthPrice and volume picking up
$REX·$1.4B·Chemicals·Basic Materials
$41.93+0.7%
Mentions · last 7 days
2026-08-28: 89 posts2026-08-29: 60 posts2026-08-30: 26 posts2026-08-31: 68 posts2026-09-01: 110 posts2026-09-02: 110 posts2026-09-03: 62 posts526
Price updated 55m ago·X counts updated 21h ago
REREX
$REXREX American Resources Corporation
$41.93+0.74%526 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $REX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-09-04

The move is getting stronger, with heavier trading behind it.

REX American Resources is an ethanol producer that just posted record Q2 net income and has beaten estimates by triple digits four quarters in a row.

REX American Resources produces ethanol and distillers' grains at large-scale midwest plants — a straightforward commodity converter that generates outsized cash when corn-to-ethanol crush spreads widen.

  • The recent print was a genuine record: Q2 fiscal 2026 net income was $1.06 per share versus $0.22 a year earlier — a 380%+ EPS jump — with revenue of $187M up 18% YoY and operating margin at 20%; the surprise pattern (Q2 149% beat, Q1 290%, Q4 810%, Q3 168%) shows the sell side is structurally underestimating this business.
  • The balance sheet is unusually clean: debt-to-equity is 0.03, ROIC is 13%, and FCF was $17M in the quarter — meaning excess cash generation is available for buybacks or opportunistic capex without a raise, and the P/E of 11 on this profile is a discount to both ag-processor peers and the market.
  • Institutional flow has started to catch up: HSBC and Connor Clark & Lunn Investment Management both disclosed new positions in the past week (the HSBC and CC&L filings dated late August/early September) — for a $1.4B small-cap with a 31M float, incremental institutional demand can move the multiple meaningfully.

December 3 Q3 earnings is the next print — a fifth consecutive triple-digit EPS beat with margins sustained near 20% continues the trend. A crush-spread reversal (corn-to-ethanol economics compressing) or an operational hiccup at one of the large plants is the invalidator; watch corn cost and ethanol price commentary.

What to watch: December 3 Q3 earnings — a fifth consecutive triple-digit EPS beat with margins sustained near 20% continues the trend. A crush-spread reversal (corn-to-ethanol economics compressing) or a plant operational hiccup is the invalidator.

On the calendar: 2026-12-03 — Q3 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

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, and natural gas. Notably, they also supply dry distillers grains with solubles, an important protein component used in animal feed. Established in 1980, the firm initially operated as REX Stores Corporation before adopting its present name, REX American Resources Corporation, in 2010. Its corporate base is situated in Dayton, Ohio.

Industry overviewAI analysisGenerated by AI from underlying data

Where Chemicals sits in its cycle right now — and what that implies for $REX.

Chemicals · Basic Materials

Basic chemical volumes follow industrial production PMI; inventory restocking cycles are the near-term swing factor. Energy feedstock costs (natural gas / naphtha) drive margin direction more than demand at this stage of the cycle.

Top industry ETF

$XLBMaterials Select Sector SPDR
+14.2%YTD
+15.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
11.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
14.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
19.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
21.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 2, 2026$1.06$0.42+149.8%
Q1 2026May 28, 2026$0.56$0.14+290.2%
Q4 2025Mar 26, 2026$1.32$0.14+810.3%
Q3 2025Dec 4, 2025$0.71$0.27+167.9%
Next earningsThu, Dec 3·consensus EPS $0.53

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$186.9M+17.9%28.5%20.2%$1.06$16.8M
Q1 FY26$164.0M+3.6%17.7%11.8%$0.56$-13.7M
Q4 FY25$158.0M-0.2%18.3%10.5%$1.32$41.0M
Q3 FY25$175.6M+0.4%20.6%15.9%$0.71$24.5M

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$657.0M$657.0M – $657.0M$0.78$0.78 – $0.781
FY27$769.3M$769.3M – $769.3M$1.50$1.50 – $1.501

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.50%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+2.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 30.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.635-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

REX American Resources Corporation (REX) Q2 2027 Earnings Call Transcriptseekingalpha.com·2d agoREX American Resources Q2 Earnings Call Highlightsmarketbeat.com·2d agoREX American Resources Reports Record Fiscal Second Quarter 2026 Net Income Per Share Attributable to REX Common Shareholders of $1.06 vs. $0.22 in Fiscal Second Quarter 2025businesswire.com·3d agoHsbc Holdings PLC Acquires New Holdings in REX American Resources Corporation $REXdefenseworld.net·3d agoConnor Clark & Lunn Investment Management Ltd. Buys Shares of 33,618 REX American Resources Corporation $REXdefenseworld.net·6d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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