Darling Ingredients Q4 Revenue Rises 20.6% to $1.71B with 47.7% EPS Surprise
Darling Ingredients posted Q4 revenue of $1.71 billion, up 20.6% year-over-year, beating estimates by 11.4%, with EPS of $0.64 delivering a 47.7% upside to consensus. Feed ingredients net sales rose 22.1% to $1.13 billion while food and fuel segments grew 18.6% and 15.7%, respectively, driving stronger EBITDA.
1. Quarter Overview
Darling Ingredients reported $1.71 billion in Q4 revenue, a 20.6% increase year-over-year, and delivered EPS of $0.64, representing a 47.7% beat to consensus. The top-line strength and margin expansion reflect robust demand and operational leverage across its product lines.
2. Segment Performance
Net sales in the feed ingredients segment grew 22.1% to $1.13 billion, food ingredients climbed 18.6% to $429.1 million, and fuel ingredients rose 15.7% to $152.6 million. Segment adjusted EBITDA topped estimates with $193.4 million for feed, $82.4 million for food and $27.2 million for fuel.
3. Market Reaction
Shares of Darling Ingredients have surged 21.6% over the past month, outperforming the broader market’s flat return. The stock holds a Hold rating, indicating expectations for performance in line with market trends in the near term.