Every material Form 8-K Darling Ingredients has filed with the SEC since December 12, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Darling Ingredients reported third-quarter 2026 net income attributable to Darling of $267.0 million, or $1.67 per diluted share, compared with $19.4 million, or $0.12, a year earlier. Total net sales rose to $1.8 billion from $1.6 billion, and the company reaffirmed its fiscal 2026 Combined Adjusted EBITDA guidance of $2.2-$2.3 billion. The company also said it expects to end 2026 with net debt at or below $3.0 billion.
Net income attributable to Darling was $267.0 million, or $1.67 per GAAP diluted share, for Q3 2026, versus $19.4 million, or $0.12, for Q3 2025.
Total net sales were $1.8 billion versus $1.6 billion; Combined Adjusted EBITDA was $514.3 million versus $244.9 million.
Fiscal 2026 Combined Adjusted EBITDA guidance of $2.2-$2.3 billion was reaffirmed; net debt is expected to be at or below $3.0 billion at year-end.
The company reduced net debt by about $420 million and repurchased $75.9 million of common stock in the third quarter.
Darling Ingredients issued a statement on third quarter 2026 results for its 50/50 joint venture Diamond Green Diesel (DGD), whose figures were released by JV partner Valero within its own consolidated results. DGD reported third quarter operating income of about $350 million, compared with a loss of $70 million a year earlier, and the company provided fiscal 2026 Combined Adjusted EBITDA guidance of $2.2-$2.3 billion. The statement says Q3 results were affected by the timing of renewable diesel sales, which management expects to benefit the fourth quarter.
DGD Q3 2026 operating income of about $350 million (Sept. 30 quarter), versus an operating loss of $70.0 million in Q3 2025
DGD Q3 2026 operating revenues of $2.39 billion, up from $1.20 billion a year earlier
Darling's share of DGD Adjusted EBITDA was $204.2 million for Q3 2026, versus a negative $2.9 million in Q3 2025
FY2026 Combined Adjusted EBITDA guidance of $2.2-$2.3 billion; Darling Ingredients results and call are scheduled for Oct. 28 and Oct. 29, 2026
Darling Ingredients reported second quarter 2026 net income of $387.3 million, or $2.41 per diluted share, compared with $12.7 million, or $0.08 per share, a year earlier. Total net sales rose to $1.7 billion from $1.5 billion, and combined Adjusted EBITDA was $741.7 million versus $249.5 million, with the company crediting its Diamond Green Diesel joint venture and debt reduction. The company also guided third quarter core ingredients Adjusted EBITDA to $325-340 million.
Net income of $387.3 million ($2.41 per diluted share) for the quarter ended July 4, 2026, versus $12.7 million ($0.08) a year earlier
Total net sales of $1.7 billion, up from $1.5 billion; combined Adjusted EBITDA of $741.7 million, up from $249.5 million
Third quarter 2026 core ingredients Adjusted EBITDA guidance of approximately $325-340 million; company expects year-end 2026 net debt at or below $3 billion
Reduced net debt by $223.0 million and repurchased $73.0 million of common stock during the quarter
Darling Ingredients reported first quarter 2026 net income of $134.3 million, or $0.83 per diluted share, compared with a net loss of $26.2 million, or $0.16 per share, a year earlier. Combined Adjusted EBITDA rose to $406.8 million from $195.8 million, and the company guided second quarter 2026 core ingredients Adjusted EBITDA to $260-275 million. Total debt was $4.1 billion as of April 4, 2026.
Net income $134.3 million ($0.83 per diluted share) vs. net loss of $26.2 million ($0.16 per share) in Q1 2025
Total net sales $1.6 billion vs. $1.4 billion in Q1 2025
Combined Adjusted EBITDA $406.8 million vs. $195.8 million; Q2 2026 core ingredients Adjusted EBITDA guidance of $260-275 million
Total debt $4.1 billion and cash $116.0 million as of April 4, 2026; preliminary bank covenant leverage ratio 3.17x
Darling Ingredients said director Gary Mize, on the board since 2016, plans to retire at the 2026 Annual Meeting of Stockholders, and he will remain a director and Lead Director until then. The board also elected Robert Aspell, a retired Cargill executive, effective February 25, 2026, increasing the board to eleven members. The filing contains no financial results, and the changes are board composition updates rather than changes to the company's operations.
Gary Mize plans to retire from the board effective at the 2026 Annual Meeting and will remain Lead Director and Nominating and Corporate Governance Committee chairman until then.
Robert Aspell was elected to the board effective February 25, 2026, increasing the board size to eleven members, and was appointed to the Audit Committee.
Aspell will receive a $100,000 annual retainer and a $150,000 annual restricted stock unit grant in value, prorated for his first year.
Darling Ingredients reported fourth quarter 2025 net income of $56.9 million, or $0.35 per diluted share, down from $101.9 million, or $0.63, a year earlier, while total net sales rose to $1.7 billion from $1.4 billion. The company recorded $58.0 million in restructuring and asset impairment charges, mainly tied to its Enviroflight and CTH natural casing businesses, and full-year 2025 net income fell to $62.8 million from $278.9 million. It also gave first-quarter 2026 Adjusted EBITDA guidance of $240 million to $250 million for its core ingredients business only, excluding Diamond Green Diesel.
Q4 2025 net income $56.9 million ($0.35 per diluted share) vs. $101.9 million ($0.63) in Q4 2024
Q4 2025 total net sales $1.7 billion vs. $1.4 billion; Combined Adjusted EBITDA $336.1 million vs. $289.5 million
Full-year 2025 net income $62.8 million ($0.39 per diluted share) vs. $278.9 million ($1.73) in 2024; full-year net sales $6.1 billion vs. $5.7 billion
Q1 2026 guidance: core ingredients adjusted EBITDA of approximately $240-$250 million; results call scheduled for February 12, 2026
Darling Ingredients issued a statement on fourth-quarter and fiscal 2025 results for its 50/50 joint venture, Diamond Green Diesel (DGD), which its JV partner released as part of consolidated results. DGD's fourth-quarter net income rose to $55 million from $48 million a year earlier, but its full-year 2025 result was a net loss of $68 million, compared with net income of $298 million in 2024. Darling's CEO said the company expects to end the year with solid improvement over its prior outlook, with fuller commentary due in the company's upcoming earnings release.
DGD Q4 2025 net income was $55 million vs. $48 million in Q4 2024, on 285.3 million gallons sold or shipped.
Darling's share of DGD Adjusted EBITDA was $58 million ($0.41 per gallon) in Q4 2025 vs. $59 million a year earlier.
DGD full-year 2025 net loss was $68 million vs. net income of $298 million in 2024; Darling's share of Adjusted EBITDA was $104 million vs. $290 million.
Full Q4 and fiscal 2025 results are due after market on Feb. 11, 2026, with a conference call on Feb. 12, 2026 at 9 a.m. Eastern Time.
Darling Ingredients said General Counsel and Secretary John F. Sterling intends to retire on March 31, 2027. Nick Kemphaus, the current Senior Vice President and Deputy General Counsel, will take over Sterling's title and duties on January 4, 2026, when Sterling stops serving as an executive officer and moves to an advisory role. The change is a planned leadership succession in the legal function, with no financial results disclosed in the filing.
John F. Sterling intends to retire March 31, 2027, and will stay in an advisory role after January 4, 2026
Nick Kemphaus, age 47, will assume the General Counsel and Secretary title on January 4, 2026
Sterling's base salary stays unchanged until March 31, 2026, then drops to $120,000; he will not join the 2026 or 2027 incentive programs
Darling Ingredients reported third-quarter 2025 net income of $19.4 million, or $0.12 per diluted share, up from $16.9 million, or $0.11, a year earlier, on net sales of $1.6 billion, up from $1.4 billion. Nine-month net income fell to $5.9 million from $177.0 million, mainly due to lower earnings at Diamond Green Diesel, and the company will now give full-year guidance only for its core ingredients business, not for the fuel segment.
Q3 2025 net income attributable to Darling was $19.4 million ($0.12 per diluted share), versus $16.9 million ($0.11) in Q3 2024.
Q3 combined Adjusted EBITDA was $244.9 million, up from $236.7 million; year-to-date it was $690.2 million, down from $790.4 million.
Diamond Green Diesel had a Q3 net loss of $80.6 million; Darling's share of DGD Adjusted EBITDA was negative $2.9 million.
For full-year 2025, core ingredients Adjusted EBITDA is estimated at approximately $875-900 million; no combined guidance was given.
Darling Ingredients said Chief Operating Officer – North America Matt Jansen left his role effective September 26, 2025. The filing says his departure is a qualifying termination, making him eligible for severance under a prior agreement, subject to a release of claims and continued compliance.
Matt Jansen, Chief Operating Officer – North America, departed effective September 26, 2025
Departure treated as a qualifying termination under the Senior Executive Termination Benefits Agreement
Severance eligibility is described in the 2025 Proxy Statement filed March 20, 2025, subject to a release of claims
Darling Ingredients reported second-quarter 2025 net income of $12.7 million, or $0.08 per diluted share, down from $78.9 million, or $0.49 per share, a year earlier, driven by lower earnings at Diamond Green Diesel (DGD). Total net sales were flat at $1.5 billion, and combined adjusted EBITDA fell to $249.5 million from $273.6 million. The company adjusted its 2025 combined adjusted EBITDA outlook to $1.05-$1.10 billion, citing uncertainty over small refinery exemptions and RIN pricing.
Q2 2025 net income attributable to Darling was $12.7 million ($0.08 per diluted share), versus $78.9 million ($0.49) in Q2 2024.
Total net sales were $1.5 billion in both periods; six-month net loss was $13.5 million, or $(0.09) per diluted share.
Combined adjusted EBITDA was $249.5 million for Q2 2025, compared with $273.6 million a year earlier.
2025 combined adjusted EBITDA outlook adjusted to $1.05-$1.10 billion; the company also refinanced long-term debt and signed a non-binding term sheet to form Nextida, a collagen and gelatin company.
Darling Global Finance B.V., a wholly owned subsidiary, issued €750 million of 4.5% senior notes due July 15, 2032 on June 24, 2025. Darling also entered a Third Amended and Restated Credit Agreement effective June 25, 2025, providing a $2 billion revolving facility and a $900.0 million term loan, and used the proceeds to redeem €515.0 million of 3.625% notes due 2026 and refinance existing secured facilities. The filing says the refinancing extends the company's debt maturities, but it does not give an effect on earnings.
€750 million of senior unsecured notes issued June 24, 2025, bearing 4.5% interest and maturing July 15, 2032
New $2 billion revolving facility maturing June 25, 2030, and $900.0 million term loan maturing June 25, 2031
Proceeds used to redeem €515.0 million of 3.625% senior notes due 2026 at 100% of principal on June 26, 2025
Darling Ingredients reported a first-quarter 2025 net loss attributable to the company of $26.2 million, or $0.16 per diluted share, compared with net income of $81.2 million, or $0.50 per share, a year earlier. Total net sales fell to $1.38 billion from $1.42 billion, and Combined Adjusted EBITDA fell to $195.8 million from $280.1 million, which the company attributed to lower earnings at its Diamond Green Diesel joint venture. The company reaffirmed its 2025 Combined Adjusted EBITDA guidance of $1.25 to $1.30 billion, so shareholders face weaker recent results without a guidance cut.
Net loss attributable to Darling of $26.2 million, or $0.16 per diluted share, versus net income of $81.2 million, or $0.50 per share, in Q1 2024
Total net sales of $1.38 billion versus $1.42 billion a year earlier, reflecting lower finished product pricing
Combined Adjusted EBITDA of $195.8 million versus $280.1 million; equity in net loss of Diamond Green Diesel was $30.5 million
2025 Combined Adjusted EBITDA guidance of $1.25 to $1.30 billion reaffirmed; repurchased about $35 million of common stock and paid down $146.2 million of debt in the quarter
Darling Ingredients elected Soren Schroder, a former Bunge Global SA chief executive, as an independent director effective February 20, 2025, and increased the board to eleven members. He joins the Audit and Compensation Committees, which matters to shareholders as a board governance change with no reported effect on financial results.
Soren Schroder elected to the board effective February 20, 2025, and named to the Audit and Compensation Committees.
Board size increased to eleven members; the board determined Schroder is independent under NYSE standards.
Schroder receives the standard non-employee director pay: a $100,000 annual retainer and a $150,000 annual restricted stock unit grant, prorated for 2025.
He previously served as Chief Executive Officer of Bunge Global SA from 2013 to 2019.
Darling Ingredients reported fourth-quarter 2024 net income of $101.9 million, or $0.63 per diluted share, up from $0.52 a year earlier, while net sales fell to $1.4 billion from $1.6 billion and Combined Adjusted EBITDA fell to $289.5 million from $350.9 million. For fiscal 2024, net income fell to $278.9 million from $647.7 million, and the company gave 2025 Combined Adjusted EBITDA guidance of $1.25 to $1.30 billion, compared with $1.08 billion in 2024.
Q4 2024 net income attributable to Darling was $101.9 million, or $0.63 per diluted share, versus $84.5 million, or $0.52, in Q4 2023.
Q4 2024 total net sales were $1.4 billion, down from $1.6 billion, reflecting lower finished product pricing.
Fiscal 2024 net income was $278.9 million, or $1.73 per diluted share, versus $647.7 million, or $3.99, in fiscal 2023.
2025 guidance calls for Combined Adjusted EBITDA of $1.25 to $1.30 billion, versus $1.08 billion for fiscal 2024.
Darling Ingredients issued a statement on fourth quarter and fiscal 2024 results for its 50/50 Diamond Green Diesel (DGD) joint venture, whose figures were reported by its partner Valero. DGD's renewable diesel segment earned about $170 million in operating income in the quarter, but a lower of cost-or-market valuation adjustment of about $118 million reduced results, and the company's full-year 2024 figures also include a $176 million adjustment. The filing does not include consolidated revenue, earnings per share or 2025 guidance; the company will release full results and outlook on February 6, 2025.
DGD Q4 2024 EBITDA per gallon was $0.40, or $0.81 excluding the lower of cost-or-market adjustment
DGD full-year 2024 EBITDA per gallon was $0.46, or $0.60 excluding the adjustment
DGD sold or shipped 292.8 million gallons in Q4 2024 and 1.25 billion gallons for full-year 2024
Full fourth quarter and fiscal 2024 results and 2025 outlook are scheduled for release and a conference call on February 6, 2025
Darling Ingredients said Chief Financial Officer Brad Phillips will retire effective June 15, 2025. Robert Day, the company's current Chief Strategy Officer, will become Executive Vice President and Chief Financial Officer the day after the company files its 2024 Form 10-K, which is expected on February 25, 2025. The filing contains no financial results, so it does not change reported performance, but it is a senior finance leadership transition.
Phillips remains CFO until the 2024 Form 10-K filing, expected February 25, 2025, then ceases the role but stays employed until June 15, 2025
Day, 55, joined in August 2023 as Chief Strategy Officer; his base salary will be $650,000
Sandra Dudley will become Executive Vice President, Renewables and Chief Strategy Officer; Carlos Paz joins as Executive Vice President, Global Risk Management, Ingredients
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