NYSE$REX

REX American Resources Corporation · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

REX Q2 2026 — $98.9M revenue

The results of operations for the interim periods are not necessarily indicative of the results to be expected for the year. REX American Resources Corporation reported Q2 2026 results. Net income of $27.3M. Headline numbers extracted from the Form 10-Q press release; narrative is light because this row was processed without an LLM call.

  • Revenue: $98.9M.
  • Net income: $27.3M.
  • Gross profit: $14K.

Headline financials

Total Revenue

$159M

No prior period
EPS (adj)

$0.43

No prior period
Capital Expenditures

-$28.9M

No prior period
Free Cash Flow

-$19.6M

No prior period
Net Income

$9.33M

No prior period
Operating Income

$2.54M

No prior period
Gross Profit

$14.3M

No prior period

Revenue & EPS history

REX American · Revenue · Quarterly

$159M

Q2 2026
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Forward guidance

Management remains optimistic about ethanol market strength and tax credit benefits, with key projects on track.

Tailwinds

  • Ethanol production expansion remains on schedule for 2026
  • Substantial completion of carbon capture infrastructure
  • Stock split indicates confidence in long-term growth
  • Strong cash position with no bank debt
  • Extension of 45Z and 45Q tax credits seen as a future benefit

Headwinds

  • Lower ethanol and distiller grain prices compared to prior year
  • Decrease in gross profit from $19.8M to $14.3M YoY
  • Decline in net income attributable to shareholders YoY
  • Decrease in interest and other income YoY
  • Revenue growth partially offset by cost of sales increase

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2026

Historical avgQ2 2026

+1.7%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+0.1%

Avg return

30 days after

42%

25 / 59 earnings

Positive

+34.1%

Q4 2023

Best reaction

-22.9%

Q2 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q3 2026+5.0%-2.7%-3.3%
Q2 2026+0.0%+2.6%+2.1%
Q1 2025-6.7%-2.2%+15.6%
Q4 2026+5.5%+2.6%+10.7%
Q3 2024-4.1%-6.1%-1.7%
Q2 2024-6.1%-4.5%-5.9%
Q1 2024-0.9%-0.3%-21.6%
Q4 2023+34.1%+36.4%+29.9%
Q3 2023+27.8%+16.5%+28.2%
Q2 2023-4.5%-4.6%-1.5%
Q1 2023+11.6%+11.6%+5.1%
Q4 2022-6.5%-3.5%-5.7%
Q3 2022+16.6%+1.3%+8.0%
Q2 2022-9.9%-13.3%-16.8%
Q1 2022-0.7%-1.7%-4.4%
Q4 2021-2.5%-6.9%-18.4%
Q3 2021+18.6%+10.5%+5.5%
Q2 2021-2.3%-4.7%-3.4%
Q1 2021+23.3%+22.3%+17.5%
Q4 2020-0.6%-4.5%-12.1%
Q3 2020+16.4%+9.8%-11.6%
Q2 2020-22.9%-20.3%-21.3%
Q1 2020-12.2%-7.9%-3.1%
Q3 2019-6.6%-11.2%-11.3%
Q2 2019-1.2%+4.5%+9.2%
Q1 2019-11.7%-5.9%-4.5%
Q4 2018-0.8%+1.4%+3.8%
Q3 2018+1.0%+4.8%-0.5%
Q2 2018-1.5%+1.8%-5.6%
Q1 2018-5.3%-4.2%+6.1%
Q4 2017-12.1%-16.8%-13.0%
Q3 2017+5.8%+2.6%-4.3%
Q2 2017-7.8%-8.2%-0.2%
Q1 2017-3.7%-3.3%-1.5%
Q4 2016+7.8%+13.9%+10.0%
Q3 2016+9.3%+11.3%+11.2%
Q2 2016+11.0%+10.1%+11.9%
Q1 2016-1.4%+0.3%+2.1%
Q4 2015-6.3%
Q3 2015-16.2%
Q2 2015+15.7%
Q1 2015-3.4%
Q4 2014+8.2%
Q3 2014+2.7%
Q2 2014+19.2%
Q1 2014+14.9%
Q4 2013-6.0%
Q3 2013+26.6%
Q2 2013-8.5%
Q1 2013+16.7%
Q4 2012-11.4%
Q3 2012-3.0%
Q2 2012-6.5%
Q1 2012+3.5%
Q4 2010-7.6%
Q3 2011+6.6%
Q2 2011+0.8%
Q4 2011+0.8%
Q1 2011-7.0%

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