Darling Guides FY2026 Combined Adjusted EBITDA to $2.2-$2.3B on Solid DGD Quarter
DAR sits 95% above its 52-week low of $30.39.
Summary
Darling issued FY2026 Combined Adjusted EBITDA guidance of $2.2-$2.3 billion alongside DGD's third-quarter results, which showed roughly $350 million of operating income and $204.2 million of Adjusted EBITDA attributable to Darling's 50% share.
Key Events · Earnings and Guidance · DAR
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FY2026 EBITDA Guidance Issued
Darling guided fiscal 2026 Combined Adjusted EBITDA to $2.2-$2.3 billion and said it expects to carry that momentum into 2027.
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DGD Q3 Operating Income ~$350M
Diamond Green Diesel earned $347.786 million of operating income in Q3 2026 on 314.9 million gallons sold; nine-month operating income was $1.294 billion on 936.1 million gallons.
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Darling's Share of DGD EBITDA
Darling's 50% share of DGD Adjusted EBITDA after discount and broker fees was $204.205 million for Q3 2026, versus a negative $2.884 million a year earlier.
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Timing Hit to Quarter
Management said results were impacted by the timing of renewable diesel sales and certain commercial activities, and expects those timing differences to benefit fourth-quarter results.
Analysis · DAR · Manufacturing
The new information here is the guidance: Darling used its JV partner's release of Diamond Green Diesel's third-quarter numbers to issue its own full-year outlook of $2.2-$2.3 billion in Combined Adjusted EBITDA, with management saying momentum should carry into 2027. DGD earned about $350 million of operating income in the quarter on 314.9 million gallons, and Darling's 50% share of DGD Adjusted EBITDA was $204.2 million. Management flagged that results were trimmed by the timing of renewable diesel sales and certain commercial activities, and expects those timing differences to benefit the fourth quarter. That gives investors a hard full-year target ahead of the October 28 earnings release and October 29 call.
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In the 30 days to Oct 22, 2026, 29.4% of the 1560 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.47%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, DAR was trading at $59.40 on NYSE in the Manufacturing sector, with a market capitalization of approximately $9.3B. The 52-week trading range was $30.39 to $69.98. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.