REX AMERICAN RESOURCES Corp · Industrial Organic Chemicals

REX

Low riskNext report: Around Dec 3 (est.)

View price ↗

The short version

A profitable company with steady sales.

Going well

Profitable every year for 10 years
Brings in more cash than it spends

Watch out for

Share count growing 23.5% a year (dilution)

Money moves

Insiders sold $2.1M in the last 30 days
Institutions added 1% to their holdings in the quarter ending June 2026 (112 bought, 101 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$39.58-0.7% that day

Company value: $1.3B; Share price times all shares
Price vs profit (P/E): 10.8x; You pay about $11 for each $1 of yearly profit
Price vs sales: 2.0x; Company value is 2.0 times a year of sales
Cash vs value: 7%; Cash as a share of company value

From REX's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jul '26

$168.5M+6.3% vs a year earlier

Oct '23Tap a barJul '26

Last 12 months: $658.6M, up 1.3% from the 12 months before. Over 5 years, sales grew about 12% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of REX. Starting points are the company's recent numbers.

Sales growth+1% a yearRecently: +1.3% a yearProfit margin19%Last 12 months: 19.0%P/E at the end11xToday: 10.8x. Many steady companies trade at 12x to 25xShare count change+10% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$692M

Profit in 5 years$132M

Price these guesses point to$27.08-32% vs $39.58 todayAbout -7.3% a year, before dividends

What today's price needs: with a 19% margin and a 11x P/E, sales would have to grow about 9.0% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/6Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.14.2%
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.12.8%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$49.4M
MissShare count not growingNot diluting owners. Falling means buybacks.+88.3% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.19.3%

Revenue: $650.5M; +1.2% vs prior year
5-year growth: +11.8%/yr; revenue, per year
Current ratio: 5.94x; short-term assets / bills due
Free cash flow: $49.4M; 7.6% of revenue

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: debt under half of equity. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jul 31, 2026

Reported Sep 2

Revenue: $168.5M; +6.3% YoY
EPS: $1.06; vs $0.22
Gross margin: 31.6%; +22.6 pts
Free cash flow: $16.8M
Share count: +0.2%; vs a year ago

Insider rating

Last 90 days

28Selling

1 insider sold $2.1M (not pre-planned)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 0.5
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady+1.0%

Institutions added 1.0% to their holdings. 112 bought, 101 sold.

Shares held by institutions26.6M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

-1.8%

Cash runwayAt last year's cash burn

Cash flow positive

Shares outstandingLatest reported

33M

Earnings reports

Last 12

Next reportAround Dec 3 (est.)Estimated from the same quarter last year

Results filedSep 2
Results filedMay 28
Results filedMar 26
Results filedDec 4, 2025
Results filedAug 27, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

5%+ holder update (passive)Oct 19 · View filing ↗Big holder

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$2.1M1 insider, 0 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Stuart A RoseExecutive COB	Sell	50K	$42.55	$2.1M	2M	Sep 30Filing ↗
-2.1% of their holdings Held via Foundation Not a pre-planned sale Also Director Filed 1 day after