REXREX AMERICAN RESOURCES Corp
Industrial Organic Chemicals
- Revenue
- $650M
- 1.2% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- −$16M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear142% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear28% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $775M | $855M | $833M | $642M | $650M | 1.2% |
| Net income | $52M | $28M | $61M | $58M | $83M | 43% |
| Operating cash flow | $92M | $55M | $128M | $64M | $118M | 84% |
| Capex | $5M | $16M | $38M | $71M | $68M | 4.0% |
| Stock-based comp | $2M | $2M | $6M | $4M | $4M | 16% |
| Buybacks | $7M | $13M | $0 | $15M | $33M | 126% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $2M · 1
- Net
- −$2M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $5M | $5M | 265 | 48 |
| FY2025 | $4M | $4M | 164 | 36 |
| FY2024 | $6M | $7M | 162 | 77 |
| FY2023 | $4M | $5M | 128 | 130 |
| FY2022 | $2M | $2M | 126 | 124 |