Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

DARLING INGREDIENTS INC.
Next earnings Jul 22, 2026 (after close) · consensus $1.23 EPS, $1.71B rev
Last earnings +2.3% on 2026-04-30
Rendering leader whose renewable-diesel earnings collapsed 77%; strong cash flow but policy-dependent, trough profitability.
Sources: SEC EDGAR (CIK 0000916540, latest 10-Q filed 2026-05-08) · EODHD · analysis by claude-code · as of 6/21/2026, 8:51:19 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~95% above fair value) leave little margin of safety — a wait-and-see.
Darling Ingredients is the global leader in rendering and repurposing animal by-products and used cooking oil, operating over 260 locations across five continents, with a large renewable-diesel arm (the Diamond Green Diesel joint venture). The core feed-ingredients model is a stable, hard-to-replicate collection/processing network, but the consolidated earnings have been hit hard by the renewable-fuels cycle. FY2026 net income fell 77.5% to $62.8M and EPS to $0.39, with operating income down 41.6% to $273M — the signature of compressed renewable-diesel and RIN/credit margins on top of soft fat-and-oil pricing.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY26 |
|---|---|---|---|---|---|
| Revenue | $3.57B | $6.53B | $6.79B | $5.72B | $6.14B |
| Gross profit | — | $1.53B | $1.65B | $1.28B | $1.47B |
| Operating income | $431M | $1.03B | $950M | $468M | $273M |
| Net income | $297M | $738M | $648M | $279M | $62.8M |
| Diluted EPS | $1.78 | $4.49 | $3.99 | $1.73 | $0.39 |
| Net margin | 8.3% | 11.3% | 9.5% | 4.9% | 1.0% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
| 2026-05-07 | Schroder Soren Director | Award | 2.65K | |
| 2026-05-07 | Schroder Soren Director | Award | 261.00 @ $37.64 | $9.82K |
| 2026-05-07 | Stoffel Kurt Director | Award | 2.65K | |
| 2026-05-07 | Hill Randy L Director | Award | 2.65K | |
| 2026-05-07 | Hill Randy L Director | Award | 261.00 @ $37.64 | $9.82K |
| 2026-05-07 | Guimaraes Enderson Director | Award | 2.65K | |
| 2026-05-07 | GOODSPEED LINDA Director | Award | 2.65K | |
| 2026-05-07 | Clark Celeste A. Director | Award | 2.65K | |
| 2026-05-07 | Clark Celeste A. Director | Award | 130.00 @ $37.64 | $4.89K |
| 2026-05-07 | Barden Larry Director | Award | 2.65K | |
| 2026-05-07 | Barden Larry Director | Award | 261.00 @ $37.64 | $9.82K |
| 2026-05-07 | Aspell Robert Patrick Director | Award | 2.65K |