DAR Filings — Darling Ingredients Inc. - FilingSpy
DAR
Darling Ingredients Inc.
A maker of sustainable ingredients, Darling collects animal by-products, used cooking oil, and bakery leftovers from slaughterhouses, restaurants, and bakeries, turning them into proteins and fats for animal feed and pet food, collagen and casings for food and pharma, and renewable diesel through its Diamond Green Diesel venture with Valero. Founded in Chicago in 1882 by Ira C. Darling to serve the meatpacking industry, it has been called the "original recycler" for repurposing what would otherwise go to waste, and its Rousselot brand makes collagen peptides used in supplements and beauty products.
Darling Ingredients increases share repurchase program to $1 billion
On August 5, 2026, Darling Ingredients Inc. announced its Board of Directors refreshed and increased its share repurchase program from $500.0 million to $1.0 billion of common stock.
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The repurchase program has no expiration date and may be modified, suspended, or discontinued at any time, subject to market conditions.
The company issued a press release on August 5, 2026, which is furnished as Exhibit 99 to the Form 8-K.
CEO Randall C. Stuewe cited strengthening balance sheet and accelerating cash generation as reasons for the increased authorization.
The disclosure was made under Item 7.01 Regulation FD and is furnished, not filed, with the SEC.
7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits
The presentation covers the company's global rendering leadership, Diamond Green Diesel renewable fuels operations, and Rousselot collagen/gelatin business.
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Darling Ingredients Inc. held its 2026 Investor Day on May 11, 2026, presenting a slide deck furnished as Exhibit 99.1.
Management highlighted a multi-year transformation, including acquisitions such as Gelnex, Miropasz, Valley Proteins, and FASA group.
Diamond Green Diesel has ~1.2 billion gallons annual renewable fuel capacity, including ~235 million gallons of sustainable aviation fuel.
The company discussed supportive renewable volume obligations (RVO) and a solid demand outlook for renewables through 2027.
7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits
Darling Ingredients stockholders elect 10 directors and approve all three board proposals at 2026 annual meeting.
At the May 7, 2026 annual meeting, stockholders elected all 10 director nominees, with votes ranging from 110,259,738 for Charles Adair to 130,626,175 for Randy L. Hill.
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Stockholders ratified KPMG LLP as independent auditor for fiscal year ending January 2, 2027, with 126,823,697 votes for and 10,700,222 against.
The advisory vote on executive compensation passed with 125,524,154 votes for and 5,431,099 against.
The 2026 Omnibus Incentive Plan was approved with 127,451,650 votes for and 3,637,563 against.
The report was filed under Item 5.07 to disclose the results of the matters submitted to a vote of security holders.
5.07 Submission of Matters to a Vote of Security Holders
Darling Ingredients reports Q1 2026 net income of $134.3 million, up from net loss a year ago.
Total net sales rose to $1.6 billion from $1.4 billion in the prior-year quarter.
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First quarter 2026 net income was $134.3 million, or $0.83 per diluted share, versus a net loss of $(26.2) million, or $(0.16) per share, in Q1 2025.
Combined Adjusted EBITDA increased to $406.8 million from $195.8 million in Q1 2025.
Diamond Green Diesel sold 272.4 million gallons of renewable fuels at an average of $1.11 per gallon EBITDA, with a favorable LCM inventory valuation adjustment of approximately $48.4 million attributable to Darling.
The company monetized $45.0 million in Production Tax Credit sales and estimates Q2 2026 core ingredients Adjusted EBITDA of approximately $260-275 million.
2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits
Darling Ingredients announces director Gary Mize retirement and Robert Aspell's election to board
Gary W. Mize, a board member since 2016, will retire from the board effective at the 2026 Annual Meeting of Stockholders.
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Mize will remain a director and continue as Lead Director and Chairman of the Nominating and Corporate Governance Committee until the 2026 Annual Meeting.
Robert Aspell was elected to the board effective February 25, 2026, increasing board size to eleven members.
Aspell was appointed to the Audit Committee and is deemed an independent director under NYSE standards.
Aspell will receive standard non-employee director compensation: $100,000 annual retainer and $150,000 in restricted stock units (prorated), plus an indemnification agreement.
5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 9.01 Financial Statements and Exhibits