Every 8-K that REX American Resources Corp. (REX) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow REX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full REX filings page.
REX AMERICAN RESOURCES Corp (REX) reported that it released financial results for its latest quarter. On September 2, 2026, the company announced results for the three- and six-month periods ended July 31, 2026, through a press release that is furnished as an exhibit to this current report.
The report itself mainly identifies the disclosure of these operating and financial results and lists the press release as Exhibit 99, along with the related Inline XBRL cover page data file.
REX American Resources updated employment agreements for Executive Chairman Stuart A. Rose, CEO Zafar A. Rizvi, and CFO Douglas L. Bruggeman, effective as of February 1, 2026. The new contracts significantly raise their potential annual cash bonuses and clarify severance and change-in-control protections.
Rose’s maximum annual bonus increases from $2,500,000 to $4,000,000, with a termination bonus cap rising from $3,000,000 to $5,000,000, and an annual base salary of $225,000. Rizvi’s maximum annual bonus rises from $5,000,000 to $12,000,000, with a termination bonus cap also moving from $6,000,000 to $12,000,000 and base salary of $275,000. Bruggeman’s maximum annual bonus increases from $2,500,000 to $4,000,000, his termination bonus cap from $3,000,000 to $5,000,000, and base salary is set at $300,000.
Each agreement details payments upon various termination scenarios, including “For Cause,” death or disability, voluntary termination (subject to service and age conditions), and termination for “Good Reason” following a “Change in Control,” as well as continued eligibility to exercise incentive awards, customary benefits, and one-year post-employment non-compete and confidentiality restrictions.
REX American Resources Corporation reported that its Board’s Compensation Committee approved a new form of Restricted Stock Unit Award Agreement under the company’s 2026 Incentive Plan. This agreement will govern how restricted stock unit (RSU) awards are granted and administered for eligible participants.
The company filed the RSU Award Agreement as an exhibit to this report, making the standard terms of future RSU grants publicly available for investors and employees to review.
REX American Resources Corporation reported results from its 2026 Annual Meeting. Shareholders adopted an amendment to the certificate of incorporation increasing authorized common stock from 45,000,000 shares to 90,000,000 shares, with the amendment becoming effective on June 1, 2026 after filing in Delaware.
Shareholders also approved the REX American Resources Corporation 2026 Incentive Plan and an advisory vote on executive compensation, and elected nine directors to one-year terms. They ratified the appointment of RSM US LLP as independent registered public accounting firm for the fiscal year ending January 31, 2027. A restated certificate of incorporation, integrating prior amendments, became effective on June 2, 2026.
REX American Resources reported strong fiscal first quarter 2026 results, highlighted by diluted net income per share of $0.56, up from $0.26 a year earlier, its best first quarter on a per-share basis. Net income attributable to common shareholders rose to $18.5 million from $8.7 million, as gross profit more than doubled to $29.1 million, helped by $7.5 million of production tax credit income and lower corn costs.
Net sales and revenue were $156.5 million, slightly below $158.3 million in the prior-year quarter, reflecting lower ethanol pricing, while consolidated ethanol sales volumes reached 71.1 million gallons. The company ended April 30, 2026 with $364.3 million in cash, cash equivalents, and short-term investments and no bank debt, while capital expenditures to date for the One Earth Energy expansion and carbon capture projects totaled $176.3 million against a budget of $220–$230 million.
REX American Resources reported record full-year 2025 earnings per share, driven by stronger margins and tax credits. Net income attributable to REX shareholders rose to $82.95 million for fiscal 2025, with diluted EPS increasing to $2.50 on 33.21 million diluted weighted average shares outstanding.
Full-year net sales and revenue were $650.49 million and gross profit was $93.71 million, both modestly higher than 2024, while Q4 2025 gross profit jumped to $28.91 million on $157.96 million of revenue. Q4 net income attributable to shareholders was $43.75 million, or $1.32 per diluted share. Results benefited from approximately $28.1 million of 45Z tax credits recognized in Q4 as a reduction to income tax expense.
The company is investing heavily in its One Earth Energy ethanol production expansion and carbon capture and sequestration project, with $166 million of capital expenditures to date and a total budget of $220–$230 million. As of January 31, 2026, REX held $375.8 million in cash, cash equivalents and short-term investments and had no bank debt, while repurchasing about 1.65 million shares for $32.9 million during fiscal 2025.
REX American Resources Corporation filed a current report stating that it has released its financial results for the three- and nine-month periods ended October 31, 2025. The company announced that these results were provided in a press release dated December 4, 2025, which is included as an exhibit to the report. This filing is mainly a formal notice to investors that updated quarterly and year-to-date performance information is now publicly available through the accompanying press release.
REX American Resources Corporation reported that its board approved a two-for-one split of its common stock, to be carried out as a 100% stock dividend payable on September 15, 2025 to shareholders of record on September 8, 2025. The company also furnished a press release announcing financial results for the three- and six-month periods ended July 31, 2025 as an exhibit. In addition, under Rule 416(b), the company stated that its existing Form S-8 registration for its equity plan will be deemed to cover an additional 1,005,881 shares that may be offered or issued under the plan due to anti-dilution adjustments from the stock split.