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    Is Earnings Beat And New Audit Voice Altering The Investment Case For Darling Ingredients (DAR)?

    Simply Wall St·02/27/2026 15:46:58
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    • Darling Ingredients recently reported quarterly revenues that came in well above analyst expectations, with management highlighting strong operational execution, EBITDA growth and improved gross margins despite industry headwinds.
    • The company also disclosed a planned 2026 retirement of long-time lead director Gary Mize and the immediate addition of former Cargill executive Robert Aspell to the board and Audit Committee, potentially sharpening oversight around global agriculture exposure and risk management.
    • Against this backdrop of earnings outperformance and fresh audit expertise from Robert Aspell, we’ll assess how Darling Ingredients’ investment narrative may evolve.

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    Darling Ingredients Investment Narrative Recap

    To own Darling Ingredients, you need to believe its mix of rendering, renewable fuels and specialty ingredients can translate volatile inputs and policy swings into steadier cash generation. The latest revenue beat and margin improvement support that thesis, but do not materially change the near term focus on renewable fuel policy clarity as the key catalyst, or on weak recent profitability and high leverage as central risks.

    The most relevant development for that near term story is the board change. Adding former Cargill executive Robert Aspell, with deep global agriculture and risk experience, to the Audit Committee could sharpen oversight around feedstock exposure, capital allocation and compliance just as Darling works through margin volatility and balance sheet constraints in its Fuel and Feed segments.

    Yet against the recent earnings volatility and tight interest coverage, one area investors should be especially aware of is the risk that prolonged regulatory uncertainty could...

    Read the full narrative on Darling Ingredients (it's free!)

    Darling Ingredients' narrative projects $6.5 billion revenue and $673.1 million earnings by 2028.

    Uncover how Darling Ingredients' forecasts yield a $47.46 fair value, a 10% downside to its current price.

    Exploring Other Perspectives

    DAR 1-Year Stock Price Chart
    DAR 1-Year Stock Price Chart

    Some of the most optimistic analysts expect revenue near US$6.8 billion and earnings around US$891.1 million by 2028, whereas concerns about rising capex and regulatory dependence paint a much tougher picture, and this quarter’s earnings beat and governance changes could ultimately shift how you weigh those competing views.

    Explore 3 other fair value estimates on Darling Ingredients - why the stock might be worth 10% less than the current price!

    The Verdict Is Yours

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.