Here's What Key Metrics Tell Us About Darling (DAR) Q2 Earnings

Core Insights - Darling Ingredients reported $1.48 billion in revenue for the quarter ended June 2025, marking a year-over-year increase of 1.8% and aligning with the Zacks Consensus Estimate, resulting in a surprise of +0.32% [1] - The company's EPS for the same period was $0.09, a significant decrease from $0.49 a year ago, leading to an EPS surprise of -25% compared to the consensus estimate of $0.12 [1] Revenue Breakdown - Net Sales from Feed Ingredients were $936.53 million, below the four-analyst average estimate of $997.05 million, reflecting a year-over-year change of +0.3% [4] - Net Sales from Fuel Ingredients reached $158.84 million, exceeding the average estimate of $138.21 million, with a year-over-year increase of +11.6% [4] - Net Sales from Food Ingredients amounted to $386.14 million, surpassing the average estimate of $366.46 million, showing a year-over-year change of +1.9% [4] EBITDA Analysis - Segment Adjusted EBITDA for Food Ingredients was $69.95 million, slightly above the average estimate of $68.51 million [4] - Segment Adjusted EBITDA for Feed Ingredients was $135.9 million, falling short of the average estimate of $161.84 million [4] - Segment Adjusted EBITDA for Fuel Ingredients was $18.64 million, compared to the average estimate of $19.79 million [4] - Segment Adjusted EBITDA for Corporate was reported at -$17.59 million, worse than the average estimate of -$10.3 million [4] - Combined Adjusted EBITDA for Fuel Ingredients was $61.29 million, significantly higher than the average estimate of $31.85 million [4] Stock Performance - Over the past month, shares of Darling have returned -1.2%, contrasting with the Zacks S&P 500 composite's +5.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]