Darling Ingredients (DAR) News Today

Darling Ingredients (DAR) — Shares moved higher after the company reported Q3 2025 results that blended a revenue beat and a strong EBITDA outlook with a small EPS miss. Investors are focusing on the top-line growth and the company’s updated adjusted‑EBITDA guidance (excluding Darling Global Disposal, “DGD”), which appears to outweigh the modest profit miss for the quarter.

• Positive Sentiment: Company set 2025 adjusted EBITDA outlook (ex‑DGD) of $875M–$900M, giving clearer earnings/cash‑flow guidance and supporting valuation expectations. Darling sees 2025 adjusted EBITDA excluding DGD $875M-$900M
• Positive Sentiment: Revenue beat: Q3 sales of ~$1.56B topped the ~$1.50B consensus and rose ~10% year‑over‑year, signaling continued demand for core ingredients. Q3 2025 Results (BusinessWire)
• Neutral Sentiment: Analyst consensus remains constructive (consensus “Moderate Buy” from multiple brokers), which may limit downside and support the stock while management executes. Analyst consensus Moderate Buy
• Neutral Sentiment: The full earnings call and slide deck are available — key management commentary (on margins, DGD impact and cost savings) will drive near‑term sentiment. Q3 2025 earnings call transcript
• Negative Sentiment: EPS missed estimates: $0.12 vs. $0.13 consensus; net margin remained low (~1.85%) and return on equity was modest, leaving profit‑ability improvement as a near‑term risk. Earnings lag estimates (Zacks)

Bottom line for investors: the revenue beat and explicit EBITDA guidance provided a constructive narrative that pushed the stock higher, but watch margins, EPS trajectory and any additional details on the DGD adjustment in management commentary for confirmation that profitability is sustainably improving.