REX

REX American Resources Corporation (REX) Q2 2027 Earnings Call Transcript

DAYTON, Ohio--(BUSINESS WIRE)--REX American Resources Corporation (“REX” or the “Company”) (NYSE: REX), a leading ethanol production company, today announced financial and operational results for the Company's fiscal second quarter 2026. REX American Resources' fiscal second quarter 2026 results principally reflect its interests in six ethanol production facilities. The One Earth Energy, LLC (“One Earth”) and NuGen Energy, LLC (“NuGen”) ethanol production facilities are consolidated, while the.

On August 26, 2026, Bank of Montreal and REX Shares announced the launch of the MicroSectors™ 3× Long MANGOS+ ex Private Companies ETNs (MNGU), due July 31, 2046. Issued by BMO, it began trading today on the NYSE Arca, Inc.

On August 19, 2026, Bank of Montreal and REX Shares announced the launch of a new suite of exchange-traded notes (ETNs). These ETNs, issued by BMO, go live for trading on the Cboe BZX Exchange on Thursday, August 20, 2026.

REX American Resources remains rated “Hold” due to ongoing regulatory and industry volatility despite strong recent bottom-line performance and attractive current valuation. REX's profitability surged, with net income rising from $8.7 million to $18.5 million and adjusted operating cash flow reaching $20.3 million in Q1 2026, aided by tax credits and lower corn prices. Significant catalysts include the One Earth Energy expansion and carbon capture projects, but regulatory delays and ambiguous timelines limit near-term visibility and conviction.

Volatility from shifting Fed expectations and geopolitical events in today's current environment creates an ideal backdrop for active bond traders.

On August 4, REX Shares launched the Microsectors 3X Long Semiconductor ETN (SMHU) and the Microsectors -3X Short Semiconductor ETN (SMHD) on the Cboe BZX exchange. These ETNs provide leveraged exposure to the popular and strong performing VanEck Semiconductor ETF (SMH) by tracking the daily performance of the VettaFi Semiconductor Fund-Tracking Index (SEMIS).

On July 27, REX Shares filed for the REX Peptides ETF tracking the VettaFi Peptides Index. The fund targets companies strategically positioned to advance the development, manufacturing, and commercial adoption of peptide-based products.

Investor demand for AI chip manufacturers has surged this year. The industry is expected to reach revenues of $1.3 trillion in 2026, according to Yahoo Finance, driven by a global AI infrastructure buildout and a bottleneck for AI semiconductors and hardware.

According to ETF Database, the REX Drone ETF (DRNZ) fund attracted approximately $11.28 million in inflows during the first week of the month. An additional $4.6 million arrived on July 7, bringing its five-day net inflows to $15.88 million.