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Jan 31, 2020

REX American Q4 2019 Earnings Report

REX American reported Q4 2019 earnings with increased revenue and EPS.

Key Takeaways

REX American Resources reported a rise in Q4 2019 net sales and revenue to $120.9 million, driven by higher ethanol pricing, resulting in an improved gross profit for the ethanol and by-products segment. The company's Q4 diluted EPS was $0.70, and the company faces challenges including the COVID-19 pandemic and its impact on fuel demand.

Q4 2019 net sales and revenue increased to $120.9 million compared to $113.3 million in Q4 2018, primarily due to higher ethanol pricing.

Ethanol and by-products segment gross profit rose to $8.1 million in Q4 2019, up from $5.4 million in Q4 2018.

Q4 2019 diluted net income per share attributable to REX common shareholders was $0.70, compared to $0.17 in Q4 2018.

The company had cash and cash equivalents of $205.7 million as of January 31, 2020.

Total Revenue
$121M
Previous year: $113M
+6.7%
EPS
$0.23
Previous year: $0.06
+283.3%
Cash and Equivalents
$206M
Previous year: $191M
+7.7%

REX American

REX American

Forward Guidance

The company faces challenges in fiscal year 2020 due to the decline in the crude market and the COVID-19 pandemic, which may lead to idling of plants to preserve financial stability.

Positive Outlook

  • Disciplined operating approach
  • Strong and healthy balance sheet
  • Cash and cash equivalents in excess of $205 million
  • Working capital of $239.5 million
  • Ongoing authorization to purchase up to 350,000 common shares

Challenges Ahead

  • Continued challenges in fiscal 2020
  • Decline in the crude market
  • COVID-19 pandemic impact on fuel demand
  • Recent declines in crush spread levels
  • Potential idling of plants