Darling Ingred SEC Filings

Darling Ingredients (DAR) filed its quarterly report, showing higher third‑quarter sales and modest profit growth. Total net sales reached $1.56 billion, up from $1.42 billion a year ago, driven by $1.22 billion from third‑party customers and $342 million from Diamond Green Diesel (DGD). Operating income improved to $71.7 million from $60.1 million, and diluted EPS rose to $0.12 from $0.11. Interest expense eased to $56.9 million.

Year‑to‑date trends were mixed: net sales were $4.43 billion versus $4.30 billion, but net income attributable to Darling fell to $5.9 million from $177.0 million, reflecting a loss contribution from DGD (equity in net income/(loss) of $(45.8) million in Q3 and $(70.4) million year‑to‑date). Operating cash flow remained strong at $619.1 million for the nine months. On the balance sheet, long‑term debt was $4.03 billion and total stockholders’ equity was $4.77 billion. Shares outstanding were 158,186,082 as of October 31, 2025.

Darling Ingredients Inc. furnished an update on its business by announcing financial results for the third quarter ended September 27, 2025. The company issued a press release and scheduled a conference call and webcast on October 23, 2025 to discuss the results, with a supporting slide presentation available on its investor relations site.

The materials include non-GAAP financial measures, with reconciliations to GAAP provided in the press release. The information was furnished under Item 2.02 and not deemed filed under the Exchange Act.

Darling Ingredients filed an amendment to a prior Current Report to add details about the post‑departure arrangements for its former Chief Operating Officer – North America, Matt Jansen. Jansen left his COO role effective September 26, 2025 and on October 6, 2025 signed a General Release Agreement. The agreement provides an $500,000.00 aggregate advisory services fee payable in equal monthly installments during an Advisory Period that runs through March 26, 2026. In return, Jansen provided transition services and agreed to a general release of claims and restrictive covenants covering nondisclosure, return of company property, non‑solicitation, non‑interference, non‑disparagement and non‑competition. The Release Agreement is filed as Exhibit 10.1 and the rest of the original report remains unchanged.

Randall C. Stuewe, Chairman and CEO of Darling Ingredients Inc. (DAR), reported two open-market sales of the company’s common stock in August 2025. On 08/15/2025 he sold 27,500 shares at a weighted-average price of $31.17, and on 08/18/2025 he sold 35,000 shares at a weighted-average price of $30.92. The filings show total beneficial ownership declining from 816,437 shares after the first sale to 781,437 shares after the second sale. Both transactions were reported on Form 4 and executed in multiple trades; the reporter offered to provide detailed trade-by-trade prices upon request. The Form 4 was signed by an attorney-in-fact on behalf of Mr. Stuewe.

Form 144 filed relating to proposed sale of common stock by an insider of Darling Ingredients Inc. (DAR). The notice lists a broker (J.P. Morgan Securities LLC) and seeks to sell 35,000 shares with an aggregate market value of $1,091,300, from shares acquired as an employee stock award on 03/02/2023. The issuer has 158,158,847 shares outstanding. The filing also discloses three separate common stock sales by the same person within the past three months: 40,000 shares on 05/19/2025 for $1,361,940, 7,500 shares on 08/04/2025 for $237,173, and 27,500 shares on 08/15/2025 for $857,107. The filer attests that they are not aware of undisclosed material adverse information about the issuer.

Gates Capital and affiliated entities reported they collectively hold 6,953,973 shares of Darling Ingredients Inc. common stock, representing 4.4% of the outstanding shares. The filing shows shared voting and dispositive power over all reported shares and no sole voting or dispositive power. The ownership percentage is calculated using 158,185,905 shares outstanding as of August 1, 2025. The statement is filed by Gates Capital Management, L.P.; Gates Capital Management GP, LLC; Gates Capital Management, Inc.; and Jeffrey L. Gates, and includes a joint filing agreement confirming shared responsibility for amendments and accuracy.

Darling Ingredients insider John F. Sterling, the company's EVP, General Counsel and Secretary, reported a sale of 35,000 shares of common stock executed on 08/12/2025 at a weighted average price of $31.13. The filing notes individual trades ranged from $31.07 to $31.21 and that the reporting person will provide full trade-level details upon request. After the reported sale Mr. Sterling beneficially owned 276,473 shares directly. The Form 4 was signed by an attorney-in-fact on 08/13/2025. No derivative transactions are reported.

Darling Ingredients (DAR) filed a Form 144 reporting a proposed sale of 35,000 common shares. The sale is listed with an aggregate market value of $1,040,900 and an approximate sale date of 08/12/2025, to be executed through J.P. Morgan Securities LLC on the NYSE.

The filing shows the 35,000 shares were acquired through the issuer via stock options and performance stock units (PSUs) on dates between 03/18/2021 and 05/26/2022, with component lots of 19,198 PSUs and three option lots totaling 15,802 shares. The company has 158,158,847 shares outstanding as reported on the form.