Darling Ingredients (NYSE:DAR) Releases Earnings Results, Misses Estimates By $0.04 EPS

12 Feb 2026, 07:16 by Scott Moore · The Cerbat Gem

Darling Ingredients (NYSE:DAR – Get Free Report) issued its quarterly earnings results on Wednesday. The company reported $0.35 earnings per share for the quarter, missing the consensus estimate of $0.39 by ($0.04), FiscalAI reports. Darling Ingredients had a return on equity of 2.39% and a net margin of 1.84%.The business had revenue of $1.40 billion during the quarter, compared to analysts’ expectations of $1.53 billion. During the same quarter in the previous year, the company posted $0.63 earnings per share. The company’s quarterly revenue was up 20.6% compared to the same quarter last year.

Darling Ingredients Trading Up 2.1%

NYSE DAR opened at $49.70 on Thursday. Darling Ingredients has a one year low of $26.00 and a one year high of $49.74. The company has a debt-to-equity ratio of 0.84, a quick ratio of 0.87 and a current ratio of 1.49. The company has a market capitalization of $7.86 billion, a price-to-earnings ratio of 74.19, a price-to-earnings-growth ratio of 0.57 and a beta of 1.27. The company’s 50-day simple moving average is $39.77 and its two-hundred day simple moving average is $35.12.

Wall Street Analyst Weigh In

DAR has been the topic of several research analyst reports. JPMorgan Chase & Co. upped their price objective on Darling Ingredients from $44.00 to $46.00 and gave the company an “overweight” rating in a research report on Wednesday, January 21st. Piper Sandler cut their price target on shares of Darling Ingredients from $50.00 to $49.00 and set an “overweight” rating on the stock in a report on Friday, October 24th. UBS Group set a $50.00 price target on shares of Darling Ingredients in a research note on Monday, November 3rd. Robert W. Baird set a $62.00 price objective on shares of Darling Ingredients and gave the company an “outperform” rating in a research report on Monday, February 2nd. Finally, TD Cowen upgraded shares of Darling Ingredients from a “hold” rating to a “buy” rating in a research note on Tuesday, December 2nd. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $48.88.

Get Our Latest Research Report on Darling Ingredients

Hedge Funds Weigh In On Darling Ingredients

Institutional investors have recently bought and sold shares of the business. Quarry LP bought a new stake in Darling Ingredients during the third quarter valued at about $265,000. Prelude Capital Management LLC purchased a new stake in shares of Darling Ingredients during the third quarter valued at about $208,000. Shay Capital LLC bought a new stake in shares of Darling Ingredients in the 3rd quarter valued at about $232,000. Glenmede Investment Management LP grew its position in shares of Darling Ingredients by 22.0% in the 3rd quarter. Glenmede Investment Management LP now owns 6,823 shares of the company’s stock worth $211,000 after buying an additional 1,231 shares during the last quarter. Finally, Landscape Capital Management L.L.C. bought a new position in shares of Darling Ingredients during the 3rd quarter worth approximately $249,000. 94.44% of the stock is owned by hedge funds and other institutional investors.

More Darling Ingredients News

Here are the key news stories impacting Darling Ingredients this week:

Positive Sentiment: Top‑line and cash‑flow strength — Revenue rose ~20% YoY to $1.71B and operating cash flow improved materially; gross profit expanded, which supports the company’s ability to invest and deleverage. Read More.
Positive Sentiment: Earnings beats on certain estimates — Several outlets noted Q4 results topped revenue expectations and some EPS/consensus beats from services, supporting the view that core demand (including biofuels inputs) is firmer. Read More.
Neutral Sentiment: Analysts mixed — Wall Street remains split: some firms maintain buy/overweight ratings and price targets above current levels, while others are cautious given margin and legal uncertainty. This keeps upside contingent on execution and litigation outcomes. Read More.
Negative Sentiment: Major lawsuit filed by Texas AG and state complaints over odors — The Texas attorney general has sued over alleged emissions/odors from Darling’s Bastrop facility; state-level actions raise potential remediation costs, fines and reputational risk that could pressure the stock. Read More.
Negative Sentiment: Charges, impairments and earnings softness — Management recorded ~$58M of restructuring/asset impairment charges tied to business realignments (Enviroflight, natural casings), and net income/EPS declined significantly year‑over‑year, which explains downward revisions in near‑term profitability. Read More.
Negative Sentiment: Immediate market reaction mixed/negative after results — Some reporters noted shares fell after the print due to the EPS miss (and the earnings mix), underlining investor sensitivity to profit cadence despite revenue strength. Read More.

Darling Ingredients Company Profile

(Get Free Report)

Darling Ingredients Inc (NYSE: DAR) is a global leader in converting edible and inedible bio-nutrient streams into sustainable food, feed ingredients, renewable fuels and specialty products. Founded in 1882 and headquartered in Irving, Texas, the company builds on more than a century of experience in animal rendering and by-product recycling. Over time, Darling has expanded its capabilities beyond traditional rendering to include advanced processing technologies that support a circular economy and reduce waste from food and agricultural industries.