Darling (DAR) Reports Q4 Earnings: What Key Metrics Have to Say

Core Insights - Darling Ingredients reported $1.71 billion in revenue for Q4 2025, a year-over-year increase of 20.6%, and an EPS of $0.64, slightly up from $0.63 a year ago, with revenue exceeding Zacks Consensus Estimate by 11.44% [1] Financial Performance - Revenue from Feed Ingredients was $1.13 billion, surpassing the estimated $983.58 million, reflecting a 22.1% increase year-over-year [4] - Revenue from Fuel Ingredients was $152.57 million, slightly below the estimated $154.77 million, but still showing a 15.7% increase year-over-year [4] - Revenue from Food Ingredients reached $429.07 million, exceeding the average estimate of $384.12 million, marking an 18.6% year-over-year increase [4] EBITDA Analysis - Segment Adjusted EBITDA for Food Ingredients was $82.41 million, above the average estimate of $72.22 million [4] - Segment Adjusted EBITDA for Feed Ingredients was $193.37 million, exceeding the average estimate of $164.92 million [4] - Segment Adjusted EBITDA for Fuel Ingredients was $27.17 million, surpassing the average estimate of $23.47 million [4] - Corporate Segment Adjusted EBITDA was reported at -$24.73 million, worse than the estimated -$19.11 million [4] - Combined Adjusted EBITDA for Fuel Ingredients was $85.08 million, significantly higher than the average estimate of $62.1 million [4] Stock Performance - Darling's shares have returned +21.6% over the past month, contrasting with a -0.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]