REX
Market read
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Invalidation: The isolated read changes if REX's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying supportive evidence was identified.
No qualifying adverse evidence was identified; that is not proof there is no downside.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The decrease in the modified distillers grains selling price in the three- and nine-month periods resulted primarily from an extended period of lower corn prices, as prices tend to move in the same direction but are also impacted by changes in local market de…”10-Q · Dec 4, 2025 ↗
“Finally, the regulatory environment is largely impacted by guidance from the federal level, impacting each operating segment the same.”10-K · Mar 30, 2026 ↗
“The increase in tons sold was impacted by higher production levels and uncertainty in the market regarding tariffs.”10-Q · Sep 2, 2025 ↗
Valuation discipline
Price/sales 2.2× · EV/sales 1.9×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 13:50 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for REX. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for REX. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“The following table is a summary of our ethanol entity ownership interests at January 31, 2026: Entity Location REX’s Current Ownership Interest One Earth Energy, LLC Gibson City, IL 76.1% NuGen Energy, LLC Marion, SD 99.7% Big River Resources, LLC: Big River…”
“In May 2023, NuGen, our majority owned ethanol plant in Marion, South Dakota, signed an agreement to be part of Summit Carbon Solutions’ carbon capture and storage pipeline.”
“The following table is a summary of ethanol entity ownership interests at October 31, 2025: Entity Location REX’s Current Ownership Interest One Earth Energy, LLC Gibson City, IL 76.1% NuGen Energy, LLC Marion, SD 99.7% Big River Resources, LLC: Big River Res…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
REX is currently a Leader in the organic co-movement group Ethanol Producers. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for REX; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.