10-Q quarterly report · filed Sep 3, 2026

REX AMERICAN RESOURCES Corp (REX) Q3 2026 10-Q Quarterly Report

Short answer

REX AMERICAN RESOURCES Corp (REX) filed its Q3 2026 10-Q quarterly report on Sep 3, 2026 for the quarter ended Jul 31, 2026. Quarterly revenue was $168M (up 6.3% year over year) with net income of $35M.

Q3 2026 key financials · XBRL

Revenue
$168M
+6.3% YoY · +7.7% QoQ
Net income
$35M
+582.9% YoY · +89.4% QoQ
Gross margin
31.6%
EPS (diluted)
$1.06
+140.9% YoY · +89.3% QoQ

Source: XBRL data from the REX AMERICAN RESOURCES Corp (REX) Q3 2026 10-Q on SEC EDGAR. USD.

REX AMERICAN RESOURCES Corp Q3 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • Quarterly revenue $168.5M, up 6% YoY from $158.6M
  • Gross margin 31.6% vs 9.0% YoY; net income $34.9M vs $7.1M
  • Best product line distillers corn oil revenue $17.6M, up 41%; modified distillers grains $0.8M, down 35%
  • 45Z production tax credit income $18.4M; Big River equity income $7.2M vs $0.9M YoY
  • One Earth expansion and sequestration spending $191.2M cumulative; additional commitments $4.2M and permit timing uncertain

Risk Factors

  • No material changes to risk factors from the January 31, 2026 Form 10-K
  • Carried-forward regulatory and compliance risks unchanged from the 10-K
  • Carried-forward ethanol-market and commodity-price volatility risks unchanged from the 10-K
  • Carried-forward liquidity, debt, and financing risks unchanged from the 10-K

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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