Darling Ingredients stock analysis
Darling Ingredients (43D) Stock Price & Analysis
43D Stock Chart & Stats
- Day’s Range
- EUR 46.41 - EUR 48.03
- 52-Week Range
- EUR 27.74 - EUR 72.50
- Previous Close
- EUR 45.80
- Volume
- N/A
- Average Volume (3M)
- 28
- Market Cap
- EUR 7.33B
- Enterprise Value
- EUR 13.72B
- Total Cash (Recent Filing)
- EUR 121.72M
- Total Debt (Recent Filing)
- EUR 3.72B
- Price to Earnings (P/E)
- 10.1
- Beta
- 0.07
- Next Earnings
- Mar 02, 2027 (Est.)
- EPS Estimate
- 1.67
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Strong Cash Generation And Deleveraging
Robust cash conversion gives Darling internal funding for debt reduction, reinvestment, and shareholder returns. The combination of accelerating free cash flow and lower leverage should improve financial resilience and preserve capital-allocation flexibility over the next several quarters.
Diversified Specialty Ingredients Growth
Growth across proteins, collagen, and branded specialty products supports a broader earnings base than commodity feed alone. Continued demand for nutrition and health ingredients can improve product mix and provide durable expansion opportunities across food and specialty markets.
Improving Operating Performance And Guidance
Reaffirmed EBITDA guidance after substantial year-over-year improvement indicates management still sees operating momentum across core ingredients and renewable fuels. Maintaining this outlook supports confidence in near-term execution while the company continues reducing debt and investing in growth.
Bears Say
Cyclical And Commodity-sensitive Earnings
Darling's earnings remain exposed to changing prices for fats, proteins, and other inputs, making reported profitability less predictable across cycles. The sharp rebound after a weak annual period shows meaningful operating volatility that could persist despite strong current margins.
Renewable-fuels Regulatory Uncertainty
Unresolved EPA decisions create uncertainty for renewable-fuel credits and the economics supporting Diamond Green Diesel. Changes in rule timing, exemption treatment, or program duration could affect margins, cash generation, and the pace of investment across the fuel segment.
Limited Additional SAF Capacity
Higher SAF netbacks are attractive, but limited remaining capacity restricts how much Darling can convert that demand into incremental volume. This may cap fuel-segment growth unless new capacity or upgrades are developed, requiring further capital and execution.
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Darling Ingredients Stock Smart Score
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.
- Sector
- Consumerdefensive
- Industry
- Packaged Foods
- CEO
- Randall C. Stuewe Randy
- Employees
- 15,000
- Website
- www.darlingii.com
- Address
- 5601 North MacArthur Boulevard, Irving, TX, 75038, US
Darling Ingredients (43D) Earnings & Revenues
43D Company Deck
43D Earnings Call
Earnings Call SentimentPositive
The call was strongly positive. Management reported substantial year-over-year growth in net income, sales, adjusted EBITDA, cash generation, debt reduction, and leverage improvement, reaffirmed $2.2 billion to $2.3 billion of full-year adjusted EBITDA guidance, and described strong momentum in Global Ingredients and improving DGD margin conditions. The principal challenges were temporary accounting and timing effects, a hydrogen-related production outage, tariff disruption, lower RIN values, and regulatory uncertainty, but management characterized these issues as temporary or manageable and maintained a confident outlook for the fourth quarter and 2027.
View all DE:43D earnings summaries43D Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 6 | 6 | 10 |
| Technical Analysis | 2 | 6 | 2 |
| Moving Averages | 4 | 0 | 8 |









