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DADAR

Darling Ingredients Inc.

$DAR·$9.7B·Packaged Foods·Consumer Defensive
$61.36+0.8%YTD+67.9%1Y+93.6%
Price updated 8h ago·X counts updated 5d ago
DADAR
$DARDarling Ingredients Inc.
$61.36+0.80%77 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $DAR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

77X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $DAR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-01

Darling Ingredients is bullish after the EPA's Aug 31 decision on small refinery exemptions produced 1.76B RINs in relief with a proposed 770M additional reallocation into 2026 and 2027 RVOs. Bulls describe D4 as ripping higher after selling off, with the D4-D6 spread widening from $0.04 in early June to $0.17 by Aug 24 in anticipation of relief. The renewable diesel players traded like memestocks with holders long DAR and ANDE as beneficiaries alongside CLMT as the pure-play winner. DAR is also up 81% YoY in a consumer-stock surprise list alongside VSCO, CAKE, FIVE, and TGT.

Read what X is saying about $DAR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DAR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

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

Darling just caught the EPA RINs tailwind — D4 ripping higher and bulls say renewable diesel is trading like memestocks.

Darling Ingredients is the global rendering, specialty-ingredient, and bioenergy leader — Diamond Green Diesel joint venture is the near-term swing factor as renewable-diesel economics turn.

  • The business is reaccelerating: Q1 revenue +12.6% YoY at a 7.3% operating margin and ROIC of 4.2% — modest profitability but the Diamond Green Diesel economics plus RINs tailwinds are the real driver.
  • The policy signal is specific: EPA's Aug 31 decision on small-refinery exemptions produced 1.76B RINs in relief with a proposed 770M additional reallocation into 2026 and 2027 RVOs — a tangible policy-driven RIN pricing uplift.
  • 52-week range position is 80% with vol at 99% of average — upper range on normal volume, with D4 ripping higher after selling off (D4-D6 spread widening from $0.04 to $0.17 by Aug 24).

Oct 22 Q3 is the gate — any confirmed RIN-pricing flow-through plus Diamond Green Diesel margin lift extends the move. A RIN pricing reversal or any renewable-diesel feedstock cost surprise and the stock gives back some of the YTD gain.

Agrees with X sentimentThe thread has substantive drivers — the specific EPA Aug 31 SRE decision generating 1.76B RINs in relief, 770M additional 2026/2027 RVO reallocation, D4-D6 spread widening from $0.04 to $0.17 by Aug 24 — all grounded in actual policy and pricing data.

What to watch: Oct 22 Q3 — Diamond Green Diesel margin trajectory, RIN-pricing realization, soybean-oil cost math, and FY27 guide. A RIN-pricing reversal is the clear invalidator.

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

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

Volume pressure from GLP-1 drug adoption (users reporting lower appetite and calorie intake) is a structural emerging headwind for snack, confection, and beverage categories. Pricing power from 2021–2023 input cost pass-throughs is normalizing as commodity costs moderate, shifting the growth requirement back to volume — precisely where GLP-1 headwinds are sharpening.

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.

Industry benchmark

13-name peer basket
+7.5%YTD
-3.1%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 29·consensus EPS $1.83

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 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$6.8B$6.8B – $6.9B$6.75$6.25 – $7.467
FY28$7.1B$7.1B – $7.1B$6.11$5.41 – $7.496
FY29$7.2B$6.9B – $7.4B$5.17$4.98 – $5.364
FY30$7.0B$6.8B – $7.2B$4.83$4.65 – $5.022
FY31$9.2B$8.9B – $9.4B$5.15$4.96 – $5.351

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.78%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.-3.8%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.+6.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 155.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.7% 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.β1.055-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

SellSep 2Randall C StueweCEO5.0K sh$341KSellAug 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
+ 12 other (10 awards · 1 exempt · 1 inkind) 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
  • 30 / 60 / 180-day windows so you can spot building conviction
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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.

+ 5 other (2 10-Qs · 2 13Gs · 1 S-8) in window

Recent news

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

Darling Ingredients (NYSE:DAR) Shares Gap Up – Should You Buy?defenseworld.net·5d agoCan Darling Ingredients' Portfolio Reset Drive Long-Term Growth?zacks.com·11d agoDarling Ingredients Inc. Closes on Sale of CTH Sausage Casings Businessbusinesswire.com·12d agoDarling Ingredients Inc. to Release Third Quarter 2026 Financial Resultsbusinesswire.com·16d agoHere's Why Darling Ingredients (DAR) is a Strong Momentum Stockzacks.com·22d ago

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Voices on X · last 7 days

No standout posts about $DAR on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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