REX AMERICAN RESOURCES Corp — Form 8-K
Filed September 2, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
REX American Resources reported fiscal Q2 2026 net income of $34.9M ($1.06 diluted EPS on 33.09M shares) versus $7.1M ($0.22 EPS) in Q2 2025—a 391% increase in net income. Gross profit rose to $53.3M from $14.3M, driven by improved crush margins and $18.4M in Section 45Z production tax credits. On August 17, 2026, the EPA issued draft permits for three Class VI injection wells for REX's One Earth carbon capture project, with $191.2M invested to date in the expansion and CCS facility.
Why this rating
Strong earnings beat (391% YoY income growth) and regulatory CCS milestone are meaningful. At $743M market cap, $27.8M incremental net income (~3.7% of cap) is notable but not transformational; CCS permit is material validation risk reduction but not yet operational upside.
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