Analysts expect Darling Ingredients to post Q3 2026 revenue of $1.79 billion and EPS of $1.86, with the stock currently trading at approximately $59.09 against an average price target of $81.58. Investors are primarily focused on the margins and sales volume of the Diamond Green Diesel (DGD) joint venture, specifically regarding the impact of Sustainable Aviation Fuel (SAF) production.
While the company recently pre-announced Q3 DGD sales of 314.9 million gallons and an EBITDA per gallon of $1.30, shareholders are watching for management's ability to maintain its full-year 2026 Combined Adjusted EBITDA guidance of $2.2 billion to $2.3 billion. The quarter is expected to reflect a significant year-over-year recovery in profitability as biofuel margins stabilize.