Darling Ingredients

DAR

Market cap $9.85B

DAR and TSN showcase contrasting food industry models as sustainability, protein demand and operational execution shape growth paths.

Darling Ingredients (DAR) is rated Buy, supported by a visible earnings recovery, improved margins, and a compelling forward valuation versus peers. Q1 2026 delivered sharply higher EBITDA ($406.8M), gross margin expansion to 26.1%, and a return to profitability, signaling the roughest period is likely over. Core Feed and Food Ingredients segments drove margin and EBITDA gains without major volume growth, while DGD's Q1 result was boosted by a non-recurring inventory benefit.

DAR shifts focus toward cash flow, operational efficiency and balance-sheet flexibility as renewable fuels conditions improve.

DAR is benefiting from rising demand for collagen products and expanding its focus on specialty nutrition ingredients.

The average of price targets set by Wall Street analysts indicates a potential upside of 25.2% in Darling (DAR). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Here is how Darling Ingredients (DAR) and Fomento Economico (FMX) have performed compared to their sector so far this year.

Darling Ingredients (DAR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Darling Ingredients Inc. (DAR) Presents at 21st Annual Global Farm to Market Conference Transcript

DAR stock has surged 84% in six months as renewable diesel margins recover, earnings rebound and operational momentum strengthens.

Darling Ingredients NYSE: DAR used its 2026 Investor Day at the New York Stock Exchange to outline a stronger operating outlook, renewed confidence in its renewable diesel joint venture and a capital allocation plan focused first on debt reduction and then on broader shareholder-return options.