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REX American Resources Corporat

REX

Last
$42.09
Day
-6.1%
1y
+46.7%
5y
+231.2%
52w
-16.0%
SPY YTD
+13.3%
XLB
+6.8%
Earnings
—
EMA 21
43.53
EMA 50
43.50
EMA 200
41.25
20d high
-1.0%
5y high
-16.0%
5y range
79th
Website · 132 employees · United States

Positions held

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Score
44
Hold
swing
Signal
Strong Buy
Target
$48.52
Stop
$43.00
Stop distance
2.2%
Target vs last
+15.3%

Bull / bear case

Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.

Bull case
  • REX American Resources is positioned well in the chemicals industry, benefiting from a strong operating margin expansion and improved gross margins, indicating effective cost management and pricing power.
  • In Q3 2026, REX reported a revenue increase of 8% compared to the previous quarter, reaching $168 million.
  • The gross margin improved significantly to 31.6% from 18.6% in the prior quarter.
Bear case
  • Despite recent improvements, REX's overall revenue growth has been modest, with a yearly revenue of $650.487 million in 2026, slightly up from $642.491 million in 2025.
  • The operating margin for 2026 was only 9.39%, indicating challenges in maintaining profitability amidst rising costs.
  • The company's debt-to-equity ratio stands at 2.309, suggesting a high level of financial leverage which could pose risks in a downturn.

Fundamentals

Market cap$1.49BEnterprise value$1.22BTrailing P/E12.28Forward P/E19.75
PEG1.74Price / book2.21Beta0.60Dividend yield0.00%
Revenue growth6.3%Earnings growth390.2%Gross margin18.4%Operating margin22.4%
Profit margin18.3%ROE19.6%ROA8.2%Debt / equity0.02
Current ratio6.88Free cash flow$47.94MAnalyst recommendationnoneMean target—
52w high$53.3652w low$30.31

Quarterly

2026-Q32026-Q22026-Q12025-Q42025-Q3
Revenue$168M$156M$158M$176M$159M
Op margin22.4%12.4%10.5%15.9%5.1%
Net income$34.9M$18.5M$43.7M$23.4M$7.1M
Gross margin31.6%18.6%18.3%20.6%9.0%
Gross profit$53.3M$29.1M$28.9M$36.1M$14.3M
Operating income$37.7M$19.3M$16.7M$27.9M$8.1M
  • Revenue +8% vs prior quarter ($168M vs $156M).
  • Gross margin 31.6% (was 18.6% prior quarter).
  • Operating margin expanded to 22.4%.

Yearly (6y)

20262025202420232022
Revenue$650M$642M$833M$855M—
Op margin9.4%10.0%8.3%3.0%—
Net income$83.0M$58.2M$60.9M$27.7M—
Gross margin14.4%14.2%11.8%5.7%—
Gross profit$93.7M$91.5M$98.2M$48.6M—
Operating income$61.1M$64.3M$68.8M$25.8M—
Headline scan

No flags

• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).

News

REX · daily+1.3% over 13 sessions
Close EMA21 EMA50 EMA200
42.0042.8643.7244.5845.432026-092026-092026-092026-092026-102026-102026-10
Quarterly · revenue, net income, margins
Revenue Net income Gross margin Op margin
$0M$44M$88M$132M$176M0%16%32%2025-Q32025-Q42026-Q12026-Q22026-Q3