)
Visual
test
Darling Ingredients
Darling Ingredients (DAR) investor relations material
Darling Ingredients Jefferies Renewables & Clean Energy Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies Renewables & Clean Energy Conference summary3 Dec, 2025
Policy and regulatory environment
Anticipates imminent policy clarification on Renewable Fuel Standard (RVO), likely within weeks or by early January, with expectations of a 50% small refinery exemption reallocation and a bullish 5.6 billion gallon mandate for 2026.
Ongoing efforts to shape policy focus on agricultural impacts rather than climate, with trade organizations advocating for higher RVO to support farm economics.
Administration is balancing affordability, energy needs, and farm community interests, while managing unintended consequences of tariffs and import restrictions.
RIN prices for 2026 have risen, signaling market optimism for favorable policy outcomes.
LCFS market expected to react in the second half of 2026 as new programs and data influence pricing.
Renewable fuels and credits
All three renewable diesel units are operational, with supply chain preparations underway to capitalize on improved margins and anticipated positive RVO.
45Z tax credit monetization is progressing, with discounts improving and expectations to reach 93-95% of face value as market familiarity grows.
SAF contracts for 2026 are largely sold out, with a mix of voluntary and export sales; business complexity is higher than anticipated due to multi-party distribution chains.
SAF premiums are stable, and legislative efforts may further increase incentives; company is involved in policy discussions at both federal and state levels.
Feedstock, protein, and fat markets
Fat prices have softened slightly but are expected to be at a floor, with potential for explosive feedstock demand if RVO is favorable.
Protein segment faces trade-related volatility, especially with tariffs impacting poultry byproduct exports to Asia, but signs of improvement in trade flows are emerging.
Seasonal trends affect fat and protein supply and pricing, with Q1 typically weaker and Q2 stronger.
Internal supply chain lags and contract renegotiations are ongoing to optimize feed segment margins.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and strategic spin-offs for future growth. - 6 FebCRIH1 2025 saw a return to profit, record revenues, and strong cash from major space projects.
- 6 FebSCW
Q2 2025 revenue up 120% y/y, driven by record Asian contract and backlog growth. - 6 FebSCWRevenue up 89% y/y, record backlog, and new strategy for European optical payload leadership.
- 6 FebSCWQ2 2024 revenue up 115% y/y, backlog nearly doubled, driven by major space contracts.
- 6 FebSCWSpace segment drives 29% revenue growth, strong backlog and contracts support 2025 outlook.
- 6 FebSCW73% revenue growth, record backlog, and major space contracts drive expansion and investment.
- 6 FebPENG
All proposals passed, with no questions raised and results to be filed on Form 8-K. - 6 FebSCWQ1 2025 revenue surged 97% year-over-year, with strong backlog and new contracts secured.
- 6 FebCRIRevenue up sharply, net loss reduced, and strong cash inflow from share issue and contracts.
Next Darling Ingredients earnings date
Q4 202512 Feb, 2026
Darling Ingredients
Next Darling Ingredients earnings date
Q4 202512 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Darling Ingredients Inc. develops, produces, and sells natural ingredients from edible and inedible bio-nutrients. Its ingredients are sold to a diverse range of customers in the pharmaceutical, food, pet food, feed, technical, fuel feedstock, and industrial markets. The company sells to various customers through its network of sales offices and distributors. Darling Ingredients Inc.'s mission is to develop sustainable, high-quality ingredients and specialty products that are sold to customers worldwide.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage