Darling Ingredients updates on Diamond Green Diesel Q3 results
Darling Ingredients Inc. (NYSE:DAR) reported Q3 2026 results for its joint venture Diamond Green Diesel, showing $350M operating income for the quarter and $1.3B for nine months. The venture sold 314.9M gallons of renewable fuels in Q3. Darling expects full-year Combined Adjusted EBITDA of $2.2B-$2.3B. Results will be released Oct. 28, 2026.
How this was made
The 30-second read
Why it matters
The new operating income and FY guidance provide fresh material information that can shift market expectations for DAR.
Market read
DAR's disclosed results and guidance are likely to move the stock and influence the renewable fuels sector.
What to watch
Potential timing differences in diesel sales could affect Q4 results despite strong Q3 numbers.
Background
Darling Ingredients operates a 50/50 JV with Valero Energy called Diamond Green Diesel, producing renewable diesel and sustainable aviation fuel.
Ticker impact
Darling Ingredients disclosed its Diamond Green Diesel JV operating income of $350M Q3 and FY2026 EBITDA guidance of $2.2‑$2.3B, new financial data not previously public.
potential upside as investors price in stronger-than-expected earnings and guidance
The disclosed operating income and FY guidance are material and fresh, likely prompting buying pressure.
Market effects
Renewable diesel and sustainable aviation fuel sector may see increased investor interest.
U.S. renewable fuels market could benefit from stronger earnings outlook.
Limited to companies and investors focused on biofuel production.
Counterpoint
If guidance falls short of analyst forecasts, the stock could face disappointment.
Key entities
- companyDarling Ingredients Inc.
Parent company reporting JV results and guidance.
- joint ventureDiamond Green Diesel
Renewable diesel operation between Darling Ingredients and Valero.
