Q1 2026 REX American Resources Corp Earnings Call Transcript

May 28, 2026 / 03:00 PM GMT

Release Date Price: $48.26 (-1.87%)

Transcript 10-Q8-K

Key Points

Positve

REX American Resources Corp (REX) reported its most profitable first quarter on a net income per share basis in the company's history.
The company continues to advance its major growth projects, including the carbon capture and sequestration initiative and ethanol production capacity expansion.
REX American Resources Corp (REX) recorded $7.5 million in production tax credits during the first quarter of 2026.
The company maintained a strong financial position with no bank debt and cash equivalents and short-term investments of $364.3 million.
REX American Resources Corp (REX) achieved its 23rd consecutive profitable quarter, reflecting consistent operational excellence.

Negative

The average selling price for ethanol decreased to $1.66 per gallon from $1.76 in the prior year's first quarter.
There are ongoing regulatory challenges, including the permitting process for the carbon capture and sequestration initiative.
Selling, general, and administrative expenses increased to $9.7 million from $5.9 million in Q1 2025, primarily due to higher incentive compensation.
Interest and other income decreased to $3.2 million from $4.2 million in Q1 2025.
The company faces potential adjustments to its project budget due to inflation and other market factors.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

REX.N - REX American Resources Corp
Q1 2026 REX American Resources Corp Earnings Call
May 28, 2026 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, and welcome to the Rex American Resources First Quarter 2026 Conference Call.

As a reminder, today's call is being recorded, and at this time, all participants are in a listen-only mode.

A brief question-and-answer session will follow the formal presentation. I would now like to turn the call over to Mr. Doug Brugman, Chief Financial Officer of Rex American. Please go ahead.

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Unidentified_2 [2]
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Good morning, and thank you for joining Rex American Resources' first quarter 2026 conference call.

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