AI brief of an SEC Form 8-K · REX American Resources (REX)

REX American Resources posts record FY2025 EPS of $2.50 on $650.5 million sales

Positive Impact 3 of 5 earnings Written later

REX American Resources reported results for the full fiscal year and fourth quarter ended January 31, 2026. Full-year net sales rose to $650.5 million from $642.5 million and net income attributable to REX shareholders rose to $83.0 million from $58.2 million, with diluted EPS of $2.50 versus $1.65. Fourth-quarter profit was also helped by approximately $28.1 million in 45Z tax credits recognized as a reduction to income tax expense.

Key points

  • Full fiscal 2025 net income attributable to REX shareholders was $83.0 million, up from $58.2 million; diluted EPS was $2.50 versus $1.65.
  • Q4 2025 net income attributable to REX shareholders was $43.7 million, up from $11.1 million; EPS was $1.32 versus $0.31.
  • Approximately $28.1 million in 45Z tax credits in Q4 2025 was recorded as a reduction to income tax expense.
  • As of January 31, 2026, REX had $375.8 million in cash, cash equivalents and short-term investments and no bank debt; the One Earth carbon capture project still awaits permitting.

The filing

CompanyREX American Resources (REX)
Form8-K, current report
Filed with the SECMar 26, 2026, 9:00 AM ET
Accession number0000930413-26-000877

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 6:58 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on March 26, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.