Delixy Holdings vs REX American Resources
REX American Resources is the larger business, with $650m of revenue in fiscal 2026 against $308m for Delixy Holdings (2.1 times as much). REX American Resources grew faster (1.2% against -2.3%). REX American Resources kept more of each dollar of sales as profit: a net margin of 12.8% against -1.5%.
| Latest fiscal year | Delixy HoldingsDLXY, 2025 | REX American ResourcesREX, 2026 |
|---|---|---|
| Revenue | $308m | $650m |
| Revenue growth | -2.3% | 1.2% |
| Net income | −$4.5m | $83.0m |
| Operating margin | -1.5% | — |
| Net margin | -1.5% | 12.8% |
| Return on equity | — | 14.2% |
| Free cash flow | — | $49.4m |
| Cash | $1.8m | $189m |
| Total debt | $0 | — |
| Debt to equity | 0.0% | — |
| Dividend per share | — | — |
| Dividend yield | 18.9% | — |
| Share buybacks | — | $33.4m |
| Employees | — | 132 |
| Market value | $24.8m | $1.30bn |
| Price vs our value range | — | Above our value range |
| Moat score | — | 43 (Weak) |
| Insider trades, 12 months | 0 buys, 0 sales | 0 buys, 10 sales |