Darling Ingredients (DAR) reported $1.71 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 20.6%. EPS of $0.64 for the same period compares to $0.63 a year ago.
The reported revenue represents a surprise of +11.44% over the Zacks Consensus Estimate of $1.53 billion. With the consensus EPS estimate being $0.43, the EPS surprise was +47.7%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Darling performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Sales- Feed Ingredients: $1.13 billion versus $983.58 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +22.1% change.
- Net Sales- Fuel Ingredients: $152.57 million versus $154.77 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +15.7% change.
- Net Sales- Food Ingredients: $429.07 million compared to the $384.12 million average estimate based on three analysts. The reported number represents a change of +18.6% year over year.
- Segment Adjusted EBITDA- Food Ingredients: $82.41 million versus the three-analyst average estimate of $72.22 million.
- Segment Adjusted EBITDA- Feed Ingredients: $193.37 million versus the three-analyst average estimate of $164.92 million.
- Segment Adjusted EBITDA- Fuel Ingredients: $27.17 million versus the three-analyst average estimate of $23.47 million.
- Segment Adjusted EBITDA- Corporate: $-24.73 million versus $-19.11 million estimated by three analysts on average.
- Combined Adjusted EBITDA- Fuel Ingredients: $85.08 million compared to the $62.1 million average estimate based on two analysts.
View all Key Company Metrics for Darling here>>>
Shares of Darling have returned +21.6% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Darling Ingredients Inc. (DAR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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