REX American Resources Q4 Earnings Call Highlights

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MarketBeat

Thu, March 26, 2026 astatine 12:36 PM CDT 8 min read

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REX sold a grounds 290.0 cardinal gallons of ethanol successful FY2025 and reported nett income attributable to shareholders of $83.0 million (diluted EPS $2.50), with the 4th fourth aided by designation of astir $28 million successful 45Z taxation credits.
The One Earth Energy enlargement to 200 cardinal gallons yearly capableness is nearing completion and expected to beryllium afloat operational successful FY2026, portion the c seizure installation is implicit but cannot adhd credits until the Class VI good and pipeline permits are obtained.
REX finished FY2025 with $375.8 million successful currency and short-term investments and no slope debt, remains wrong its $220–$230 cardinal task fund aft investing astir $166 million, and expects a profitable commencement to FY2026 supported by beardown exports and an estimated $0.10/gallon existent payment from 45Z.
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REX American Resources (NYSE:REX) executives highlighted grounds ethanol income volume, an net boost from the national 45Z taxation credit, and continued advancement connected a large capableness enlargement task during the company’s fourth-quarter and afloat fiscal twelvemonth 2025 net call.

Management characterized fiscal 2025 arsenic an “exceptional” and “transformative” year, pointing to beardown export demand, operational execution, and a equilibrium expanse with important currency and nary slope debt. The institution besides discussed the presumption of its c seizure and sequestration (CCS) inaugural astatine the One Earth Energy facility, which remains taxable to permitting timelines.

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Chief Financial Officer Doug Bruggeman said REX posted an all-time precocious successful ethanol income measurement for fiscal 2025, with 290.0 cardinal gallons sold, somewhat supra 289.7 cardinal gallons successful fiscal 2024. Fourth-quarter ethanol measurement was 70.1 cardinal gallons, down from 74.6 cardinal gallons successful the year-ago quarter. Average consolidated ethanol selling terms was astir $1.74 per gallon for the afloat twelvemonth and $1.72 per gallon successful the 4th quarter.

Co-product show was mixed. Dried distillers grains (DDGs) income measurement totaled 612,000 tons for fiscal 2025, down 3% from 632,000 tons successful fiscal 2024, and fourth-quarter DDG measurement declined astir 9% twelvemonth implicit twelvemonth to astir 151,000 tons. Average DDG selling terms was astir $144.06 per ton for the twelvemonth and $147.25 per ton successful the 4th quarter.

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