DARLING INGREDIENTS INC. — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Darling reported Q3 2026 net income of $267.0M ($1.67 diluted EPS) vs. $19.4M ($0.12 EPS) in Q3 2025, with total net sales of $1.8B (up 14.5% YoY). Combined Adjusted EBITDA was $514.3M vs. $244.9M YoY, driven by Diamond Green Diesel (50% ownership) generating $204.2M EBITDA ($1.30/gallon on 314.9M gallons sold). Company reduced net debt by $420M to $3.37B, repurchased $75.9M common stock, and received $171M in cash distributions from DGD (including $137.6M from production tax credit sales). Leverage ratio improved to 1.7X from 2.9X at year-end 2026. FY2026 Combined EBITDA guidance reaffirmed at $2.2-2.3B.
Why this rating
Strong earnings beat driven by DGD renewable fuel margins; meaningful deleveraging and $420M debt reduction relative to $6B market cap is material; guidance reaffirmed supports momentum into 2027.
Price action (we called it positive)
before filing · preread $54.50 | at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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