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Companies / Materials / REX AMERICAN RESOURCES Corp
REX

REX AMERICAN RESOURCES Corp

MaterialsChemicals
Ticker REXDAYTON, OHFiscal year ends JanuaryBook value per share $20.40Diluted shares 33.0M

REX American Resources Corporation (NASDAQ: REX) operates as a renewable fuels company focused on ethanol production and carbon sequestration initiatives. The company's website is www.rexamerican.com. From the company’s description.

Fiscal year 2026 · ends 01-31Changes are against fiscal 2025The amber dot is the latest twelve months, to 2026-07-31
Sales & profitability
$650.49M
+1.2% year over year
Last 12 mo $658.58M
0.00%
—
13.58%
Cash & financing
$117.83M
+83.6% year over year
Last 12 mo $143.04M
$49.39M
+793.1% year over year
Last 12 mo $68.55M
0.01
Last 12 mo 0.00
33.2M
+88.3% year over year
Last 12 mo 33.0M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What REX AMERICAN RESOURCES Corp does

In the company’s own words

REX American Resources Corporation (NASDAQ: REX) operates as a renewable fuels company focused on ethanol production and carbon sequestration initiatives. The company's website is www.rexamerican.com.

REX maintains equity investments in three ethanol production entities that collectively own six dry-milling ethanol facilities across the Midwest. As of January 31, 2026, the company held a 76.1% ownership stake in One Earth Energy located in Gibson City, Illinois; a 99.7% stake in NuGen Energy in Marion, South Dakota; and a 10.3% stake in Big River Resources with facilities in West Burlington, Iowa; Galva, Illinois; Dyersville, Iowa; and Boyceville, Wisconsin. These consolidated and unconsolidated entities shipped approximately 722 million gallons of ethanol during the twelve-month period ended January 31, 2026, with REX's effective ownership representing approximately 294 million gallons.

The company's core business involves producing denatured ethanol through dry milling processes that convert corn into fuel-grade alcohol. The ethanol production generates significant by-products including dried distillers grains with solubles, wet distillers grains, and distillers corn oil, which are marketed as animal feed ingredients and renewable feedstocks. REX's ethanol is primarily used as a blend component in gasoline to meet federal Renewable Fuel Standard mandates, as a clean air additive through oxygenation, and as an octane enhancer.

REX employs 132 people across its two consolidated ethanol plants and corporate headquarters in Dayton, Ohio. The company owns approximately 1,591 acres of land associated with its consolidated ethanol operations and maintains a corporate office building of approximately 7,500 square feet.

The company is actively developing a carbon sequestration facility near the One Earth Energy plant to reduce carbon intensity scores and qualify for federal tax credits under Section 45Z and Section 45Q of the Internal Revenue Code. REX has also signed an agreement to deliver carbon from its NuGen facility to an outside party for sequestration. These initiatives represent significant capital commitments totaling approximately $58.9 million as of the most recent year-end.

REX maintains registered service marks for "REX" and "Farmer's Energy" with the United States Patent and Trademark Office. The company has authorized a stock repurchase program and evaluates various energy-related, carbon sequestration, and agricultural investment opportunities aligned with its investment criteria.

Company details
Sector
Materials
Industry
Chemicals
Headquarters
DAYTON, OH
Fiscal year end
January
CIK
744187
SIC
2860

Financial performance, year by year

Fiscal 2014–2026 · USD
$-85.50M$171.00M$427.50M$684.00M$940.50M2014201520162017201820192020202120222023202420252026Last 12 moLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns REX AMERICAN RESOURCES Corp — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

274
funds hold it
0 of 35
superinvestors hold it
$610.56M
held by funds, at market
39.7%
of shares held by funds

Largest fund holders · REX AMERICAN RESOURCES Corp’s weight in each

iShares Core S&P Small-Cap ETF
IJR · iShares Trust
0.07%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
iShares Russell 2000 ETF
IWM · iShares Trust
0.04%of fund net assets
Avantis U.S. Small Cap Value ETF
AVUV · American Century ETF Trust
0.08%of fund net assets
U.S. Targeted Value Portfolio
DFFVX · DFA INVESTMENT DIMENSIONS GROUP INC
0.10%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Could not be determined for this company: bond issues.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

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