Darling Ingredients reports Q4 EPS 35c, consensus 35c

Reports Q4 revenue $1.7B, consensus $1.53B. “Our commitment to operational excellence drove a strong fourth quarter, delivering solid EBITDA growth and sequential gross margin improvement, despite lower fat prices. While Diamond Green Diesel (DGD) had a challenging year, our best-in-class operations led the industry and produced industry-leading results,” said Randall Stuewe, CEO. “We have taken the steps to sharpen our portfolio and focus on our core strengths, and are well positioned to build on this momentum in 2026. The additional week in our fiscal year, combined with a favorable lag in fat pricing, supported higher volumes and sales in Q4. While current market pricing will modestly impact our core ingredients performance in the first quarter, we anticipate the EPA’s upcoming Renewable Volume Obligation will provide a constructive backdrop for fat prices once finalized.”