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REX American Resources (REX) investor relations material
REX American Resources Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Net sales and revenue for Q2 2025 increased 7% year-over-year to $158.6 million, driven by higher ethanol volumes despite lower pricing.
Net income attributable to shareholders was $7.1 million ($0.43/diluted share), down from $12.4 million ($0.70/diluted share) in Q2 2024, reflecting margin compression and higher costs.
Gross profit declined to $14.3 million from $19.8 million in Q2 2024, mainly due to lower byproduct prices and higher shipping costs.
Announced a two-for-one stock split via a 100% stock dividend, effective September 15, 2025, increasing liquidity and rewarding shareholders.
Maintained 20 consecutive quarters of profitability and a strong balance sheet with ample cash and no bank debt.
Financial highlights
Q2 2025 net sales: $158.6 million (+7% YoY); gross profit: $14.3 million; net income: $7.1 million ($0.43/share); ethanol sales: 70.6 million gallons.
Cash, cash equivalents, and short-term investments at quarter-end: $310.5 million; working capital: $353.4 million; no bank debt.
Operating cash flow for six months: $12.8 million, up from $5.7 million YoY.
Interest and other income totaled $3.1 million, down from $4.4 million year-over-year.
SG&A expenses were $6.2 million, slightly down from $6.4 million year-over-year.
Outlook and guidance
Ethanol expansion at One Earth facility and carbon capture project remain on schedule for 2026 completion, with permitting expected by March 2026.
Capital expenditures for expansion and carbon sequestration budgeted at $220–$230 million, funded from available cash.
Third quarter expected to outperform Q2 but not match last year’s record Q3; positive outlook for remainder of 2025 supported by favorable corn supply and rising ethanol exports.
Exports running 10% ahead of 2024 levels through June; 2025 expected to set a new export record.
Management confident in market forces and positive impact from 45Z and 45Q tax credits.
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