Darling Ingredients
DARMarket price data through October 22, 2026.
Performance
Oct 2021 – Oct 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- -12%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$63
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- May 2026
- The month this stock first became a Benson pick.
- Tracking duration
- 5 months
- How long Benson has been tracking this pick.
About Darling Ingredients
Darling Ingredients collects what the food industry throws away, like animal leftovers and used cooking oil, and turns it into something valuable. It processes about 15% of the world's animal byproducts, makes about 30% of the world's collagen, the stuff in gelatin and gummies, and turns fats into renewable diesel through a 50/50 partnership with the refiner Valero. It is an unglamorous business with very few competitors.
The case for and against
Both sides of the story, in plain English.
- Fuel Flips Fast
Darling's renewable fuel partnership made about 350 million dollars in operating profit this past quarter. In the same stretch a year ago it lost about 70 million. Sales roughly doubled to 2.4 billion dollars on nearly 315 million gallons of renewable fuel shipped. Darling owns half, and its share of the core profit came to about 204 million dollars, up from a small loss.
- Big Year Brewing
The company expects 2.2 to 2.3 billion dollars in core profit for 2026, and says it has strong momentum heading into 2027. That outlook is built on more than 260 plants in over 15 countries, a network that would be very hard to copy. In August the board also approved a one billion dollar stock buyback, which shrinks the share count so each remaining share owns a bigger slice.
- Gallon Profits Slipped
Profit per gallon at the fuel business fell to about 1.30 dollars this quarter, down from 1.59 dollars across the first nine months of the year. Management blames the timing of some sales and says that should boost the fourth quarter. That is a promise, not a result yet, and if it doesn't show up, this year's goal gets harder to hit.
- Policy Pulls Strings
Much of the fuel profit depends on government clean fuel rules and tax credits, and those can change with the political mood. In the same quarter last year, the fuel partnership lost about 81 million dollars when conditions turned against it. This quarter it earned about 341 million, which shows how fast outside forces can swing results.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-10-22. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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