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DADAR

Darling Ingredients Inc.

$DAR·$9.7B·Packaged Foods·Consumer Defensive
$61.18+0.9%YTD+68.8%1Y+68.3%
Mentions · last 7 days
2026-07-10: 90 posts2026-07-11: 47 posts2026-07-12: 91 posts2026-07-13: 133 posts2026-07-14: 50 posts2026-07-15: 83 posts2026-07-16: 64 posts569+10%
Price updated 14h ago·X counts updated 14h ago
DADAR
$DARDarling Ingredients Inc.
$61.18+0.92%569 posts+10%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $DAR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptAcceleratingAI verdict · as of 2026-07-16

The move is getting stronger, with heavier trading behind it.

Darling up 67% YTD on renewable-diesel margin recovery — sell-side taking estimates up into July 30 print.

Darling Ingredients is a global rendering and specialty-ingredients company — turning food-processing waste into fats and oils that get sold as animal feed inputs or converted to renewable diesel through the Diamond Green Diesel joint venture with Valero. The stock is up 67% YTD on the renewable-diesel margin recovery.

  • Revenue grew 13% YoY last quarter with an 8% operating margin — the top line is accelerating driven by the DGD (Diamond Green Diesel) joint venture margins recovering as biofuel-credit prices stabilize.
  • Trades at 42x TTM earnings, 1.5x sales, and a 5.8% FCF yield — reasonable multiples for a specialty-ingredients business with real cyclical recovery upside; the sell-side is now taking EPS estimates higher.
  • Zero insider transactions in the last 30 days at 89% of 52-week range — clean absence of distributing signal even after the 67% YTD run, which is meaningful for a name at these highs.
  • The 'options traders know something' framing captures the unusual call-flow activity — this is exactly the setup that often precedes a strong earnings print if the flow is informed.
  • 52-week position 89th percentile with position vs 200-day MA +30% — the tape has fully confirmed the biofuel-margin-recovery story; the July 30 earnings has to validate the trajectory.

July 30 Q2 earnings is the reset moment: revenue growth held above 10% plus a Q3 DGD margin guide is what keeps the run alive; a modest print or a Diamond Green Diesel margin walk-back is where the 89th percentile position gives back. Real specialty-ingredients business with real cyclical recovery leverage — the setup rewards a clean beat and continued renewable-fuel-credit price stability.

What to watch: July 30 Q2 earnings — need revenue growth held above 10% and a Q3 DGD margin guide. A modest print or a Diamond Green Diesel margin walk-back is where the 89th percentile position gives back.

On the calendar: 2026-07-30 — Q2 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Converts animal and food waste into bio-based feed ingredients, food gelatin, and renewable diesel feedstocks via its Diamond Green Diesel JV.

Industry overviewAI analysisGenerated by AI from underlying data

Where Packaged Foods sits in its cycle right now — and what that implies for $DAR.

Packaged Foods · Consumer Defensive

No material change from last week — WEST's private-label coffee co-packing benefits from consumer switching from branded to value coffee, while DAR's food waste conversion to bio-based..

What this means for $DAR

Neutral — Converts animal and food waste into bio-based feed ingredients, food gelatin, and renewable diesel feedstocks via its Diamond Green Diesel JV; this business's revenue is largely decoupled from the private-label consumer trade-down extending the value shift from branded.

Industry benchmark

11-name peer basket
+15.4%YTD
-3.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
42.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
7.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
4.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
16.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 30, 2026$0.83$0.56+48.2%
Q4 2025Feb 11, 2026$0.64$0.43+48.8%
Q3 2025Oct 23, 2025$0.12$0.13-7.7%
Q2 2025Jul 24, 2025$0.09$0.12-25.0%
Next earningsThu, Jul 30·consensus EPS $1.28

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.6B+12.6%17.7%8.1%$0.85$58.2M
Q4 FY25$1.7B+21.2%17.4%8.4%$0.36$284.2M
Q3 FY25$1.6B+9.8%16.7%7.4%$0.12$134.2M
Q2 FY25$1.5B+1.7%15.1%5.3%$0.08$74.8M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$6.8B$6.7B – $6.9B$4.45$3.95 – $4.966
FY28$6.9B$6.9B – $7.0B$4.88$3.96 – $5.616
FY29$7.0B$6.9B – $7.0B$4.74$4.47 – $4.963
FY30$7.0B$6.7B – $7.2B$4.83$4.59 – $4.991
FY31$9.2B$8.8B – $9.4B$5.15$4.90 – $5.331

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.89%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+4.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+29.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 156.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.045-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 1Joseph ManziChief Accounting Officer3.0K sh$192KSellFeb 18Van Der Velden JanEVP Int Rendering&Specialties3.0K sh$154KSellFeb 17Van Der Velden JanEVP Int Rendering&Specialties20.0K sh$1.0MSellFeb 13Sandra DudleyEVP Chief Strategy Officer8.7K sh$448KSellFeb 13Kemphaus Nicholas JamesEVP Gen. Counsel & Secretary5.2K sh$272K
+ 35 other (20 awards · 12 inkinds · 3 exempts) in window

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  • Real-time open-market buys and sells from Form 4 filings
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDMay 118-K — Item 7.01: Press release / Reg FD
AI summary

Darling Ingredients Inc. (DAR) hosted a 2026 Investor Day on May 11, 2026, at which management presented a slide presentation (furnished as Exhibit 99.1 pursuant to Reg FD) covering the company's business strategy and forward-looking information. The company specializes in rendering, alternative energy, and sustainable food ingredients. Specific financial guidance or strategic targets from the event are not included in the available excerpt. This is a significant investor relations event that likely disclosed medium-term strategic priorities for this global sustainable ingredients company.

8-KShareholder voteMay 88-K — Item 5.07: Shareholder vote
AI summary

Darling Ingredients Inc. (DAR) held its 2026 Annual Meeting of Stockholders on May 7, 2026, electing all ten Board nominees. CEO Randall C. Stuewe received 123.3M for vs. 7.9M against (the most opposition of any nominee), while most other nominees received 130M+ in favor out of ~137.2M total votes cast. Shareholders also voted on three additional Board proposals per the March 19, 2026 proxy statement (details not in excerpt). This is routine annual meeting governance; Stuewe's comparatively higher withhold vote is notable but did not threaten his election.

8-KPress release / Reg FDApr 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Darling Ingredients Inc. (DAR) released Q1 2026 financial results (quarter ended April 4, 2026) on April 30, 2026 via press release (Exhibit 99.1) and concurrently hosted a conference call with a supplemental slide presentation including non-GAAP reconciliations (Exhibit 99.2). Specific revenue, net income, or adjusted EBITDA figures for Q1 2026 are not disclosed in the available excerpt. This is a routine quarterly earnings announcement for this global rendering and biofuel-ingredients company.

3New insider — initial holdingsFeb 263
8-KOfficer or director changeFeb 258-K — Item 5.02: Officer or director change
+ 11 other (3 13Gs · 2 proxys · 2 earnings 8-Ks · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why Darling (DAR) Could Beat Earnings Estimates Againzacks.com·3d agoDarling Ingredients Inc. to Release Second Quarter 2026 Financial Resultsbusinesswire.com·8d agoDo Options Traders Know Something About Darling Ingredients Stock We Don't?zacks.com·15d ago4 Value Stocks to Buy Amid Costly AI Bets and Inflationzacks.com·21d ago4 Stocks to Buy as Online Grocery Sales Surge Amid Inflationary Woeszacks.com·22d ago

In themes

Explore the broader themes this ticker is being talked about under.

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