---
schema_version: "secwatch.filing_event.v1"
accession: "0000930413-26-002809"
form_type: "8-K"
ticker: "REX"
cik: "0000744187"
company_name: "REX AMERICAN RESOURCES Corp"
filed_at: "2026-09-02T13:44:17+00:00"
generated_at: "2026-09-02T13:45:05.407278+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# REX Q2 FY26 EPS $1.06 vs $0.22; record quarter, EPA draft permits for CCS

## Summary
- Q2 net income $34.9M vs $7.1M; diluted EPS $1.06 vs $0.22; revenue $168.5M vs $158.6M.
- Gross profit $53.3M vs $14.3M; includes $18.4M Section 45Z production tax credit income.
- Received EPA draft permits Aug 17 for three Class VI injection wells at One Earth CCS project.
- Capex to-date on One Earth expansion/CCS $191.2M; cash $379.5M, no bank debt.
- 24th consecutive profitable quarter; record Q2 EPS; core gross profit up 144% ex-45Z.

## SEC filing metadata
- accession: 0000930413-26-002809
- form_type: 8-K
- ticker: REX
- cik: 0000744187
- company_name: REX AMERICAN RESOURCES Corp
- filed_at: 2026-09-02T13:44:17+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/744187/000093041326002809/0000930413-26-002809-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/744187/000093041326002809/c117594_8k-ixbrl.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000930413-26-002809
- JSON: https://secwatch.observer/filing/0000930413-26-002809.json
- Plain text: https://secwatch.observer/filing/0000930413-26-002809.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.