Darling Ingredients 2025 Q3 Earnings Revenue Surpasses Estimates as Net Income Rises 10.1%

Darling Ingredients (DAR) reported fiscal 2025 Q3 earnings on Nov 5, 2025, , . , . Despite the strong top-line performance, the stock faced mixed post-earnings price action, and regulatory uncertainties in the renewable fuels sector remain a headwind.

Revenue

, . The growth was driven by robust performance in the Feed Ingredients segment, . , and Fuel Ingredients added $154.28 million, reflecting steady demand across core markets. The Corporate segment had no revenue contribution. The diversified revenue streams underscore the company’s resilience in navigating macroeconomic pressures.

Earnings/Net Income

The company’s profitability strengthened, . , reflecting improved operational efficiency and cost management. The 9.1% EPS increase and 10.1% net income growth indicate strong operational performance, though market reactions remain mixed.

Post-Earnings Price Action Review

The strategy of buying DAR when quarterly revenue exceeds estimates and holding for 30 days showed mixed outcomes based on Q3 2025 data. , driven by optimism around core ingredients demand. However, regulatory uncertainties in the renewable fuels sector, including risks at the Diamond Green Diesel joint venture, . Over a 30-day holding period (Oct 23–Nov 23, 2025), , but ongoing macroeconomic risks, such as geopolitical tensions in the AMEA region, limited long-term gains. The strategy’s viability remains constrained by the company’s exposure to volatile regulatory environments.

CEO Commentary

Darling Ingredients’ CEO highlighted the company’s diversified revenue streams as a key growth driver, emphasizing strong performance in Feed and Food Ingredients. He noted, “Our core ingredients business remains resilient, supported by sustained demand across global markets.” However, he acknowledged challenges from regulatory headwinds in the renewable fuels sector, particularly at the Diamond Green Diesel joint venture. The CEO maintained a cautiously optimistic outlook, stating, “We are focused on optimizing operational efficiency while navigating macroeconomic uncertainties.”

Guidance

The company expects to maintain its revenue momentum in Q4 2025, with continued emphasis on cost discipline and operational efficiency. Management guided to EPS growth of “in line with Q3 performance” and reiterated confidence in the long-term potential of its core ingredients business.

Additional News

No significant non-earnings related announcements were reported by Darling Ingredients in the three weeks preceding Nov 5, 2025. The company did not disclose any M&A activity, C-level changes, or dividend/buyback updates during this period. Focus remained on operational execution and navigating regulatory challenges in the renewable fuels sector.

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