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Darling Ingredients (DE:43D)
NYSE:43D

Darling Ingredients (43D) Price & Analysis

2 Followers

43D Stock Chart & Stats

€49.22
-€0.60(-1.80%)
At close: 4:00 PM EST
€49.22
-€0.60(-1.80%)

Bulls Say, Bears Say

Bulls Say
Vertical Integration & Global ScaleDarling's multi-segment, global footprint and vertically integrated model link collection, processing and end-market sales. That scale spreads fixed costs, secures feedstock supply, enables cross-selling into food/feed/fuel markets and supports durable margin and volume resilience.
Strong Operating Cash GenerationSubstantial positive operating and free cash flow provides durable internal funding for capex, DGD working-capital needs, and debt reduction. Even with an ~18.8% FCF decline, recurring cash generation enhances financial flexibility and cushions commodity-related earnings swings.
Renewable Fuels Platform With Regulatory TailwindsDiamond Green Diesel gives Darling exposure to higher-margin, low-carbon fuels supported by favorable RVO policy. Large-scale renewable capacity and multi-year mandate-driven demand enhance long-term revenue diversification and margin sustainability versus commodity-only rendering.
Bears Say
Compressed Margins And Weak ReturnsMargins and returns are meaningfully below prior cycle levels, indicating weaker pricing power or higher input costs. Persistently compressed gross and net margins reduce the firm's capacity to convert sales into shareholder returns and make profitability more sensitive to commodity swings.
Elevated Leverage And Debt Reduction ImperativeHigh net debt and elevated leverage constrain strategic optionality and raise interest and covenant risk. Management's deleveraging target underscores that capital allocation will likely prioritize debt paydown over aggressive growth investments until leverage is materially reduced.
Structural Feedstock Supply & Commodity ExposureA structurally smaller cattle herd reduces available fat-rich feedstock and limits upside volume mix. Combined with volatile fat prices and accounting/hedge timing (LIFO) exposure, this heightens medium-term earnings variability and constrains reliable margin expansion across segments.

Darling Ingredients News

43D FAQ

What was Darling Ingredients’s price range in the past 12 months?
Darling Ingredients lowest stock price was €25.41 and its highest was €72.50 in the past 12 months.
    What is Darling Ingredients’s market cap?
    Darling Ingredients’s market cap is €7.44B.
      When is Darling Ingredients’s upcoming earnings report date?
      Darling Ingredients’s upcoming earnings report date is Aug 11, 2026 which is in 48 days.
        How were Darling Ingredients’s earnings last quarter?
        Darling Ingredients released its earnings results on Apr 30, 2026. The company reported €0.726 earnings per share for the quarter, beating the consensus estimate of €0.531 by €0.195.
          Is Darling Ingredients overvalued?
          According to Wall Street analysts Darling Ingredients’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Darling Ingredients pay dividends?
            Darling Ingredients does not currently pay dividends.
            What is Darling Ingredients’s EPS estimate?
            Darling Ingredients’s EPS estimate is 1.03.
              How many shares outstanding does Darling Ingredients have?
              Darling Ingredients has 158,927,370 shares outstanding.
                What happened to Darling Ingredients’s price movement after its last earnings report?
                Darling Ingredients reported an EPS of €0.726 in its last earnings report, beating expectations of €0.531. Following the earnings report the stock price went up 0.967%.
                  Which hedge fund is a major shareholder of Darling Ingredients?
                  Currently, no hedge funds are holding shares in DE:43D
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Darling Ingredients

                    Darling Ingredients Inc. specializes in the development and production of natural ingredients sourced from various organic bio-nutrients, encompassing both edible and inedible materials. The company's operations are structured into three primary segments: Feed Ingredients, Food Ingredients, and Fuel Ingredients. Darling provides tailored specialty solutions and raw materials to a broad spectrum of industries, including pharmaceuticals, human food, pet food, animal feed, industrial manufacturing, fuel production, bioenergy, and fertilizer. A key aspect of its business involves collecting and transforming diverse animal by-product streams into high-value specialty ingredients such as collagen, edible and feed-grade fats, animal proteins and meals, plasma, pet food components, organic fertilizers, yellow grease, fuel feedstock, green energy, natural casings, and hides. Additionally, the company efficiently recovers and converts used cooking oil, animal fats, and leftover bakery products into valuable feed and fuel components. Beyond ingredient manufacturing, Darling offers vital environmental services, including grease trap collection and disposal for the food service sector. The company operates globally across North America, Europe, China, South America, Australia, and other international markets, utilizing a comprehensive portfolio of brands such as Sonac, Dar Pro, Rothsay, Rousselot, Nature Safe, CleanStar, Peptan, Cookie Meal, Bakery Feeds, Ecoson, and Rendac. Founded in 1882, the company was initially known as Darling International Inc. before officially changing its name to Darling Ingredients Inc. in May 2014. Its headquarters are located in Irving, Texas.

                    Darling Ingredients (43D) Earnings & Revenues

                    43D Company Deck

                    43D Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call reflects a clear positive operational and financial inflection: material year-over-year EBITDA and sales growth, margin expansion, return to net profitability, strong DGD performance, and constructive policy (RVO) tailwinds. Headwinds include one-time accounting benefits at DGD ($97M LCM), higher net debt and leverage versus prior quarter, commodity/hedge accounting timing risks, and some sequential variability in core ingredients. Management reiterated focus on deleveraging toward a ~$3B debt target and maintained conservative guidance for core ingredients while noting strong momentum into Q2.View all DE:43D earnings summaries

                    43D Stock 12 Month Forecast

                    Average Price Target

                    €64.67
                    ▲(31.38% Upside)
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14,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":27.64,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 15,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":31.5,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 15,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n     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