Oct. 24 at 2:54 PM
Darling Ingredients (NYSE: DAR): Resilient Core Business Amid Renewable Market Headwinds
🔹 3Q25 PTC sale of
$125M announced, with another
$125–175M expected by year-end to boost 4Q25 results.
🔹 Feed segment EBITDA
$174M beat consensus, supported by strong fats & proteins demand and solid global performance.
🔹 Food segment steady with disciplined cost control; Nextida™ glucose-control product on track for late 2026 launch.
🔹 Fuel & DGD under pressure, but management sees policy clarity ahead reinforcing integrated model and future margins.
Read Peter Gastreich's full report for more!
https://www.watertowerresearch.com/doc?docID=UR_DAR_10212025
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