Darling Ingredients

DAR

Market cap $5.79B

San Francisco-based investment firm No Street added 2.25 million shares of Darling Ingredients for an estimated $69.5 million during the third quarter. The new position represents 4.6% of the firm's 13F reportable assets under management as of September 30.

Darling Ingredients surged 11.4% after Q3 results beat analyst expectations, despite a downward revision in full-year profitability guidance. DAR's revenue grew 10% year-over-year, with all segments contributing and core operations showing resilience despite ongoing headwinds and policy volatility. Management shifted guidance to focus on core ingredients, excluding the volatile DGD joint venture, highlighting attractive valuation versus peers even on conservative estimates.

Darling Ingredients Inc. (NYSE:DAR ) Q3 2025 Earnings Call October 23, 2025 9:00 AM EDT Company Participants Suann Guthrie - Senior Vice President, Investor Relations & Sustainability and Global Communications Randall Stuewe - Chairman & CEO Robert Day - Executive VP & CFO Conference Call Participants Thomas Palmer - JPMorgan Chase & Co, Research Division Conor Fitzpatrick - BofA Securities, Research Division Dushyant Ailani - Jefferies LLC, Research Division Manav Gupta - UBS Investment Bank, Research Division Pooran Sharma - Stephens Inc., Research Division Ryan Todd - Piper Sandler & Co., Research Division Derrick Whitfield - Texas Capital Securities, Research Division Matthew Blair - Tudor, Pickering, Holt & Co. Securities, LLC, Research Division Jason Gabelman - TD Cowen, Research Division Heather Jones - Heather Jones Research LLC Y. Zhang - Scotiabank Global Banking and Markets, Research Division Presentation Operator Good morning, and welcome to the Darling Ingredients Inc. conference call to discuss the company's third quarter 2025 fiscal results.

Although the revenue and EPS for Darling (DAR) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Darling Ingredients (DAR) came out with quarterly earnings of $0.12 per share, missing the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.11 per share a year ago.

IRVING, Texas--(BUSINESS WIRE)---- $DAR--Darling Ingredients Inc. (NYSE: DAR) today reported net income of $19.4 million, or $0.12 per diluted share, for the third quarter of 2025, compared to net income of $16.9 million, or $0.11 per diluted share, for the third quarter of 2024. The company also reported total net sales of $1.6 billion for the third quarter of 2025, compared with total net sales of $1.4 billion for the same period a year ago. “Our core ingredients business continues to build momentum,.

GYRE, DAR and CRLBF have been added to the Zacks Rank #5 (Strong Sell) List on October 17, 2025.

Darling (DAR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

IRVING, Texas--(BUSINESS WIRE)---- $DAR--Darling Ingredients Inc. (NYSE: DAR) announced today that it will host a conference call on Thursday, Oct. 23, 2025, at 9 a.m. Eastern Time (8 a.m. Central Time) to discuss third quarter 2025 financial results, which will be released earlier that day, and provide an update on company operations. A presentation with accompanying supplemental financial data will also be available at darlingii.com/investors. To access the call as a listener, please register for the.

NEW YORK & LOS ANGELES--(BUSINESS WIRE)--Birch Risk Advisors is proud to have served as broker facilitating Darling Ingredients Inc.'s (NYSE: DAR) recently announced sale of $125 million in §45Z clean fuel production tax credits generated under the Inflation Reduction Act (IRA). The credits were generated through Darling Ingredients' Diamond Green Diesel joint venture. “This deal is among the first §45Z transfers of this magnitude, and we're honored to help Darling, a leader in renewable diesel.