)
Edge6 Feb 2026
SharkNinja: Viral by Design
How SharkNinja built a repeatable growth engine, turning overlooked appliance categories into global brands through consumer insight and iteration.
Darling Ingredients
Darling Ingredients (DAR) investor relations material
Darling Ingredients Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Q4 and FY2025 delivered strong sales and EBITDA growth, with Q4 net sales up 20.6% to $1.7B and gross margin improving to 25.1%, despite significant restructuring and asset impairment charges of $58M that reduced net income.
Operational excellence, portfolio optimization, and debt reduction remained key priorities, positioning for future growth.
Strategic acquisition in Brazil and advancement of a food segment JV are expected to drive synergies and higher-value product growth.
Monetization of $255M in Production Tax Credit sales enhanced cash generation and supported deleveraging.
Financial highlights
Q4 adjusted EBITDA was $336.1M, up 16.1% YoY; FY2025 combined adjusted EBITDA was $1.03B, down from $1.08B in 2024.
Q4 net income was $56.9M ($0.35/diluted share), down from $101.9M ($0.63/share) YoY, mainly due to restructuring charges.
Q4 net sales were $1.7B, up from $1.4B YoY; FY2025 net sales reached $6.1B, up from $5.7B.
Gross margin improved to 25.1% in Q4 from 23.5% YoY; FY gross margin was 24.0%.
Year-end net debt was $3.8B, with leverage ratio improving to 2.9x from 3.9x YoY.
Outlook and guidance
Q1 2026 core ingredients adjusted EBITDA is expected at $240M–$250M, reflecting seasonal softness and weather impacts.
DGD Q1 2026 production estimated at 260M gallons with improved margins; volumes expected to ramp up post-RVO clarity.
Positive demand trends and policy tailwinds anticipated to support growth through 2026.
Market for PTC sales is maturing, with continued monetization expected.
Quantify Q4 EPS impact from restructuring.
What factors explain DGD's FY25 EBITDA decline?
Market factors influencing Q1 2026 core ingredients.
Explain FY25 Net Income vs. EBITDA divergence
DGD's FY25 EBITDA per gallon halved. Outlook?
Impact of Q4 strategic realignments on future?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Darling Ingredients earnings date
Q1 202623 Apr, 2026
Darling Ingredients
Next Darling Ingredients earnings date
Q1 202623 Apr, 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