Rex American Resources Co.

The board of directors of Rex American Resources has approved, at the recommendation of the compensation committee, a new agreement to grant Restricted Stock Units (RSUs) under the 2026 Incentive Plan. The details of the agreement are attached as an exhibit to the Form 8-K filed with the SEC. The decision comes as the stock trades around $43.97 and the company has a market capitalization of about $1.45 billion. » More on de.investing.com

REX American Resources reported its most profitable first quarter on a net income per share basis, marking a 23rd consecutive profitable quarter, helped by recognition of Section 45Z production tax credits and reduced corn pricing. The company holds $364.3 million in cash with zero bank debt and converted 45Z credits to operating income, contributing $7.5 million this quarter. Expansion at the Gibson City ethanol facility remains on track for end-2026, and REX plans carbon capture and ethanol projects with total investments of $220–230 million. Management books the 45Z credit conservatively at $0.10 per gallon, is pursuing EPA permitting for carbon injection, and expects a positive outlook for Q2. » More on finance.yahoo.com

REX American Resources reported a record earnings per share of $0.56 for Q1 2026 (forecast $0.14), while revenue of $156.5 million missed the estimate of $167.23 million by 6.42%. Despite strong profitability, the stock slipped slightly in premarket trading and investors were cautious due to weaker revenue growth. The company highlights ongoing strategic investments such as ethanol capacity expansions and CO2 capture projects, but notes higher operating costs from increased bonus payments. » More on de.investing.com