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DADAR

Darling Ingredients Inc.

$DAR·$9.4B·Packaged Foods·Consumer Defensive
$66.27+3.0%YTD+65.9%1Y+101.1%
Mentions · last 7 days
2026-08-22: 5 posts2026-08-23: 2 posts41-5%
Price updated 4h ago·X counts updated 8d ago
DADAR
$DARDarling Ingredients Inc.
$66.27+3.03%41 posts-5%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

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.

Hinges on a big eventAcceleratingAI verdict · as of 2026-08-31

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

Darling Ingredients — Q2 EPS beat 72%, EPA Set 2 rule jumped BBD mandate to 5.4B gal, +81% one-year return, sits at 86% of 52w range on D4 RIN thesis.

Darling Ingredients is a global rendering-and-renewable-diesel play — Diamond Green Diesel (its JV with Valero) is the largest US renewable-diesel producer, plus edible-fats and specialty proteins. The equity is a catalyst-play on the D4 RIN pricing and BBD (biomass-based diesel) mandate expansion.

  • Q2 2026 EPS $2.41 beat $1.40 consensus by 72.1% on revenue $1.72B — the beat cadence is dramatically accelerating (+72%, +48%, -16%, -8%), which is the specific inflection the EPA Set 2 rule finalization in March 2026 has produced.
  • The EPA Set 2 rule (finalized March 2026) is the specific regulatory catalyst: the BBD mandate jumped 67% to 5.4B gallons for 2026 — that's a demand-pull for renewable-diesel feedstock that Darling supplies through its rendering business plus DGD partnership.
  • Revenue growth is broad-based: Q1 2026 $1.55B (+12.6% YoY), Q4 2025 $1.72B (+21.2%), Q3 2025 $1.56B (+9.8%), Q2 2025 $1.48B (+1.7%) — the reacceleration to double-digit YoY growth ratifies the RIN-price bull case.
  • Fundamentals reflect the earnings-transition: P/E 42 (trailing loss quarters), analyst FY27 EPS $5.38 and FY28 $5.49 — forward P/E of ~13x on the recovery earnings; ROIC 4%, gross margin 17%, op margin 7%, EV/EBITDA 14, FCF yield 5.8%, debt/equity 0.89.
  • The tape is confirming: stock at 86% of 52-week range, 6% above 50-day, 22% above 200-day; Bank of NY Mellon bought 1.16M shares Aug 27, Caisse de Depot added 25.7K Aug 30 — institutional accumulation into strength.

What extends the run is Q3 EPS topping $1.73 plus a specific D4 RIN price recovery (X posts flag D4 declining as a cross-current worth watching) — both ratify the multi-year renewable-diesel-mandate compounding thesis. What breaks it is a specific EPA rule reversal or a Trump-administration RVO cut, either of which resets the demand-pull that anchors the current setup.

Agrees with X sentimentThe bullish X take — DAR tied to D4 RIN and renewable-diesel trade with detailed policy walkthrough of EPA Set 2 rule finalized March 2026, 67% jump in BBD mandate to 5.4B gallons for 2026, DAR ripping higher after a selloff with 81% one-year return, D4 RIN prices declining sharply as a cross-current worth watching — captures the D4-RIN-cycle-with-regulatory-catalyst setup exactly.

What to watch: Q3 EPS above $1.73 plus a D4 RIN price recovery extends the run; an EPA rule reversal or Trump-administration RVO cut resets the demand-pull that anchors the current setup.

On the calendar: 2026-10-22 — Q3 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Neutral sentiment5 posts analyzed · as of 2026-08-31

Chatter is thin and largely observational. Posters flag D4 RIN prices as 'declined sharply' one day and 'ripping higher after selling off' another, and note Darling Ingredients' +81% one-year return in a consumer-stocks list. There is no coherent stance beyond monitoring the RIN and small-refinery-exemption backdrop, with one farmer-voiced post grumbling that policy-shock headlines are 'evergreen' for the space.

Read the AI verdict + X sentiment for $DAR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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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

Packaged food volume erosion is the ongoing structural tension; private label share gains and consumer trade-down are squeezing branded food margins. GLP-1 weight-loss drug adoption is an emerging structural demand headwind for high-calorie categories.

What this means for $DAR

Partial — upstream oil & gas exposure ties to commodity price cycle; Darling Ingredients Inc.

Industry benchmark

16-name peer basket
+9.7%YTD
+4.9%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
Q2 2026Jul 30, 2026$2.41$1.40+72.1%
Q1 2026Apr 30, 2026$0.83$0.56+48.2%
Q4 2025Feb 11, 2026$0.36$0.43-16.3%
Q3 2025Oct 23, 2025$0.12$0.13-7.7%
Next earningsThu, Oct 22·consensus EPS $1.73

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$6.5B – $6.9B$5.38$5.15 – $5.674
FY28$7.0B$7.0B – $7.1B$5.49$5.13 – $6.036
FY29$7.0B$6.7B – $7.3B$5.05$4.32 – $5.944
FY30$7.0B$6.7B – $7.2B$4.83$4.58 – $4.993
FY31$9.2B$8.8B – $9.4B$5.15$4.89 – $5.332

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.1.2×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.86%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.+6.1%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.+22.0%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 today1.9% 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.β1.025-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

SellAug 18Joseph ManziChief Accounting Officer1.0K sh$67KSellAug 17Sandra DudleyEVP Chief Strategy Officer6.5K sh$439KSellAug 14Patrick McnuttEVP Chief Admin Officer8.0K sh$537KSellAug 13Randall C StueweCEO5.0K sh$324KSellAug 12Randall C StueweCEO5.0K sh$316KSellAug 10Kemphaus Nicholas JamesEVP Gen. Counsel & Secretary1.6K sh$100KBuyJul 31Charles L AdairDirector1.0K sh$61KSellMay 1Joseph ManziChief Accounting Officer3.0K sh$192K
+ 30 other (19 awards · 10 inkinds · 1 exempt) in window

See when $DAR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
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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 FDAug 58-K — Item 7.01: Press release / Reg FD
AI summary

DAR made a Regulation FD disclosure to provide material information simultaneously to all market participants. The disclosure relates to announcing these updates to the share repurchase program. Reg FD prevents selective disclosure of material non-public information; investor presentations and press releases are commonly furnished under Item 7.01 for fair access by all DAR investors.

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

DAR (DAR) filed an 8-K under Item 2.02 on 2026-07-30 announcing earnings results for the second quarter 2026. The filing furnishes a press release with the company's financial results and operational highlights. No detailed headline figures are available in the excerpt — the full earnings press release is attached as an exhibit. This is a routine earnings disclosure; materiality depends on whether results beat or missed consensus expectations.

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.

+ 9 other (3 13Gs · 2 10-Qs · 2 proxys · 1 S-8) in window

Recent news

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

25,700 Shares in Darling Ingredients Inc. $DAR Acquired by Caisse de depot et placement du Quebecdefenseworld.net·2d ago5 Defensive Stocks to Buy as Consumer Confidence Hits 7-Month Lowzacks.com·5d agoBank of New York Mellon Corp Buys Shares of 1,162,462 Darling Ingredients Inc. $DARdefenseworld.net·5d agoWall Street Analysts Think Darling (DAR) Could Surge 28.61%: Read This Before Placing a Betzacks.com·7d agoWhy Darling Ingredients (DAR) is a Top Momentum Stock for the Long-Termzacks.com·7d ago

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