DARLING INGREDIENTS INC. — Form 8-K
Filed October 22, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Diamond Green Diesel (50/50 Darling–Valero JV) reported Q3 2026 operating income of ~$350M (9M: $1.3B) on 314.9M gallons sold (9M: 936.1M). DGD Adjusted EBITDA per gallon was $1.30 Q3 and $1.59 nine months. Darling's 50% share of DGD Adjusted EBITDA (after discount/fees) was $204.2M Q3 and $744.6M nine months. Company raised FY26 Combined Adjusted EBITDA guidance to $2.2–$2.3B, citing strong fundamentals and timing benefits expected in Q4.
Why this rating
Strong renewable diesel margins and upward guidance revision materially support earnings. JV profit at meaningful fraction of $6B market cap; guidance lift signals confidence.
Price action (we called it positive)
before filing · preread $59.40 | at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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