Darling Ingredients

DAR

Market cap $6.26B

Darling Ingredients trades near pandemic lows, presenting a compelling opportunity amid temporary margin compression and regulatory headwinds. Upcoming RVO policy updates scheduled for Q1 2026 could catalyze margin recovery for DAR's Diamond Green Diesel, especially if foreign biofuel credits are slashed. Despite elevated leverage from recent acquisitions, DAR generates robust free cash flow even today and has manageable debt maturities, supporting potential deleveraging.

IRVING, Texas--(BUSINESS WIRE)---- $DAR--Darling Ingredients Inc. (NYSE: DAR) today announced the sale of approximately $50 million of production tax credits to a corporate buyer. These credits were generated under the Inflation Reduction Act (IRA) by the company's Diamond Green Diesel joint venture. The company previously announced it sold $125 million and $60 million in production tax credits, bringing the total production tax credit sales to $235 million for 2025. About Diamond Green Diesel Diamond G.

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IRVING, Texas--(BUSINESS WIRE)---- $DAR--Darling Ingredients Inc. (NYSE: DAR) today announced the signing of a definitive agreement with Tessenderlo Group (XBRU: TESB) to combine the collagen and gelatin segments of their companies into a new company, requiring no cash or initial investment from either party. This strategic partnership aims to create a top-tier, collagen-based health, wellness and nutrition products company positioned to capitalize on global collagen growth. Darling Ingredients first an.

IRVING, Texas--(BUSINESS WIRE)---- $DAR--Darling Ingredients Inc. (NYSE: DAR) today announced an agreement to sell approximately $60 million of production tax credits to a corporate buyer. These credits were generated under the Inflation Reduction Act (IRA) by the company's Diamond Green Diesel joint venture. The proceeds of the sale are scheduled to be received by Dec. 31, 2025, upon satisfaction of certain funding conditions. The company previously announced in September that it sold $125 million in p.

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.