US · Consumer Defensive · Packaged Foods
EPS came in at 2.41 against a street estimate of 1.45 — a beat of 66.2%.
Analysts rate Darling Ingredients Inc a strong buy (12 buy, 1 hold, 0 sell out of 13) with an average price target of $80.75.
CONFIDENT Darling crushed Q2 with $742M combined EBITDA, up 197% YoY. Core Ingredients surged on protein/fat rallies; DGD delivered $389M EBITDA. Net debt cut $223M; leverage improving to 2.3x. Management guides Q3 Core EBITDA $325–$340M. Q2 2026 Darling operates globally; Patense plants in Brazil acquired ($122M). Collagen demand accelerating in Asia mid-to-upper single digits. U.S. poultry production driving protein demand. Analysts pressed on protein fundamentals (durability vs. tariffs), RIN/SRE policy risk, and DGD margin sustainability. Management emphasized global supply tightness, policy confidence, and volatility-driven outperformance, not onetime gains. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.60% |
| Dimensional Fund Advisors, Inc. | 5.21% |
| Vanguard Portfolio Management, LLC | 4.65% |
| Vanguard Capital Management, LLC | 4.51% |
| State Street Corp | 3.46% |
| FMR Inc | 2.78% |
| Earnest Partners LLC | 2.66% |
| Citadel Advisors Llc | 2.56% |
| Document | Date |
|---|---|
| Quarterly report · Q2 FY2027 DARLING INGREDIENTS INC. – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total net sales (Q2 2026): $1,724.1 million (up 16.4% vs Q2 2025: $1,481.5 millio | 2026-08-07 |
| Reg FD disclosure · Q3 FY2027 DARLING INGREDIENTS INC. - FORM 8-K SUMMARY August 5, 2026 --- HEADLINE NUMBERS • Share repurchase program doubled from $500.0 million to $1.0 bill | 2026-08-05 |
| Results announced · Q2 FY2027 DARLING INGREDIENTS INC. - Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net income: $387.3 million ($2.41 diluted EPS) vs. $12.7 million ($0.08 EPS) i | 2026-07-30 |
| Reg FD disclosure · Q2 FY2027 DARLING INGREDIENTS INC. - FORM 8-K SUMMARY Filing Date: May 11, 2026 --- OTHER NOTABLE POINTS • Company held 2026 Investor Day on May 11, 2026 pre | 2026-05-11 |
| Quarterly report · Q1 FY2027 DARLING INGREDIENTS INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total net sales Q1 2026: $1,550.8 million vs. $1,380.6 million in Q1 2025 (+12.3% | 2026-05-08 |
| Shareholder vote results · Q2 FY2027 DARLING INGREDIENTS INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held May 7, 2026 • Total shares voted: approximately 137.5 | 2026-05-08 |
| Proxy statement · Q2 FY2027 DARLING INGREDIENTS INC. — 2026 PROXY SUMMARY FOR RETAIL INVESTORS --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1 (Page 18): Elect 10 director no | 2026-03-19 |
| Annual report FY2026 DARLING INGREDIENTS INC. - 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Fiscal Year 2025 Revenues: $6.1 billion (down from $5.7 billion in F | 2026-03-03 |
Readable in the app.
| Announcement | Date |
|---|---|
| Entry into definitive agreement to form joint venture for collagen and gelatin business Darling Ingredients announced on December 10, 2025, that it has signed a definitive agreement with Belgium-based Tessenderlo Group to form a joint venture combining their collagen and gelati | 2025-12-10 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Darling Ingredients Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.