Darling Ingredients
DARMarket price data through September 11, 2026.
Performance
Sep 2021 – Sep 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- +3%
- 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
- 3 months
- How long Benson has been tracking this pick.
About Darling Ingredients
Darling Ingredients collects what the food industry throws away, things like animal byproducts and used cooking oil, and turns them into useful products. Some becomes ingredients for pet food and pharmaceuticals. The rest is converted into renewable diesel through a partnership with a major oil company. It is a genuinely unglamorous business with very few competitors.
The case for and against
Both sides of the story, in plain English.
- Profits Came Roaring Back
In the first quarter of 2026 Darling earned 134.3 million dollars, or 83 cents per share. In the same quarter a year earlier it lost 26.2 million dollars. Its core measure of operating profit more than doubled, from 195.8 million dollars to 406.8 million dollars, while sales rose from 1.4 to 1.6 billion dollars.
- Buying Back A Billion
In August 2026 the board authorised a one billion dollar share repurchase program, refreshing and increasing the previous one. Management pointed to a strengthening balance sheet and accelerating cash generation. Buying back stock at this scale shrinks the number of shares, so each remaining share owns a bigger piece of the company.
- Washington Sets The Economics
A large part of the profit depends on renewable fuel rules and tax credits set by government. Those rules change with the political weather, and a single unfavourable revision could remove a meaningful slice of earnings overnight. The company monetised 45 million dollars of production tax credits in one quarter alone.
- It Just Had A Very Bad Year
Full year 2025 profit fell to 62.8 million dollars from 278.9 million dollars the year before. That is how quickly this business can turn when fat prices and fuel margins move the wrong way. The recovery is real but it is a recovery from a genuinely poor stretch, not a steady climb.
Other companies we track
How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-09-11. Model signals, scores, and risk labels can change and may be incomplete or wrong.
Want Benson to watch DAR for you?
Get the app to follow every Benson pick live — and let Benson do the research for you.
Download on the App Store
Download Android app