NYSE$DAR

Darling Ingredients Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Darling Ingredients reported Q4 2025, revenue of $1.70B, net income of $56.9M, diluted EPS of $0.35.

For Q4 2025, Darling Ingredients reported revenue of $1.70B, net income of $56.9M, diluted EPS was $0.35. The filing discusses segment trends, liquidity, and management's outlook for upcoming periods.

  • Revenue $1.70B.
  • Net income $56.9M.
  • Diluted EPS $0.35.

Headline financials

Total Revenue

$1.7B

Previous: $1.43B+19.2%
EPS (adj)

$0.35

Previous: $0.63-44.4%
Combined Adjusted EBITDA

$336M

No prior period
Capital Expenditures

$156M

No prior period
DGD Gallons Sold

285.3M

No prior period
DGD EBITDA per Gallon

$0.41

No prior period
FY DGD Gallons Sold

1.0B

No prior period
FY DGD EBITDA per Gallon

$0.21

No prior period
Net Income

$56.9M

Previous: $102M-44.2%
Operating Income

$97.4M

Previous: $115M-15.2%
Gross Profit

$429M

Previous: $214M+100.6%

Revenue & EPS history

Darling · Revenue · Quarterly

$1.7B

Q4 2025+19.2%vs Q4 2024
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Darling · $1.63B total across 3 segments · Q3 2023

  • Feed Ingredients
    $1.05B-17.7%
  • Food Ingredients
    $456M+31.0%
  • Fuel Ingredients
    $122M-3.9%

Forward guidance

Management discusses Darling Ingredients's outlook, including capital deployment, operating priorities, and key risks, alongside any formal guidance in the earnings materials.

Tailwinds

  • Darling Ingredients cites execution on strategic priorities and demand in core markets.
  • Liquidity and balance sheet capacity support continued investment and returns.

Headwinds

  • Macro, rates, and input costs may pressure margins or volumes.
  • Segment mix and non-recurring items can affect sequential comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+1.8%

Avg return

Earnings day

+2.4%

Avg return

5 days after

+2.5%

Avg return

30 days after

65%

42 / 65 earnings

Positive

+27.7%

Q4 2015

Best reaction

-11.4%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.1%+0.0%-4.6%
Q4 2025-0.5%+4.5%+15.8%
Q3 2025+11.4%+8.6%+7.3%
Q1 2025+0.4%+6.1%+3.9%
Q4 2024+6.8%+4.4%+3.9%
Q3 2024+2.2%+2.1%+4.9%
Q2 2024+5.4%+6.3%+9.1%
Q1 2024+3.6%-1.8%-5.4%
Q4 2023-4.4%+2.6%+9.3%
Q3 2023-2.5%-4.7%+5.4%
Q2 2023-3.6%-5.7%-14.8%
Q1 2023+9.9%+8.3%+9.7%
Q4 2022-5.5%-4.6%-16.1%
Q3 2022-11.4%-5.4%-23.1%
Q2 2022+3.0%+7.8%+6.4%
Q1 2022+0.7%+6.3%+13.7%
Q4 2021+9.0%+7.3%+13.9%
Q3 2021-6.3%-8.2%-21.8%
Q2 2021+3.9%+8.4%-2.6%
Q1 2021+1.1%+5.2%+3.9%
Q4 2020+3.3%+14.8%+14.6%
Q3 2020-0.3%+1.2%+10.4%
Q2 2020+5.0%+16.0%+22.1%
Q1 2020+3.7%+5.3%+25.7%
Q4 2019-9.5%-7.0%-31.2%
Q3 2019+9.8%+14.4%+19.8%
Q2 2019+3.7%-0.9%-3.6%
Q1 2019-0.8%-2.8%-7.3%
Q4 2018+1.5%+0.4%+0.0%
Q3 2018+4.8%+4.1%+3.9%
Q2 2018-4.2%-5.8%-7.3%
Q1 2018+5.8%+4.9%+13.4%
Q4 2017+3.9%+2.2%-1.1%
Q3 2017-6.8%-7.6%+2.0%
Q2 2017-1.8%+2.6%+8.2%
Q1 2017-2.6%-1.1%+2.8%
Q4 2016+14.8%+11.5%+12.5%
Q3 2016-2.2%-2.0%-0.5%
Q2 2016+0.9%-3.3%-4.4%
Q1 2016-1.0%
Q4 2015+27.7%
Q3 2015+2.0%
Q2 2015+13.1%
Q1 2015+12.1%
Q4 2014-7.2%
Q3 2014+3.8%
Q2 2014+1.1%
Q1 2014+3.6%
Q4 2013+0.8%
Q3 2013-2.6%
Q2 2013-0.7%
Q1 2013+3.6%
Q4 2012+0.7%
Q3 2012+3.5%
Q2 2012+2.5%
Q1 2012-4.1%
Q4 2011+5.0%
Q3 2011+0.3%
Q2 2011+7.2%
Q4 2009+2.7%
Q1 2011+0.2%
Q3 2010+8.7%
Q4 2010-6.1%
Q2 2010-6.1%
Q1 2010-5.3%

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