DARNYSEFats & Oils

Darling Ingredients Inc. (DAR) earnings date, market-implied expected move, and options open interest by expiry

55.74

+0.59 · +1.07%

post 54.62 −2.01%

Closed16:30 ET

Open55.25Volume2.3MMkt cap$8.8BP/E14.49EPS3.77

Day54.06 – 55.7433%52-wk31.48 – 69.9860%

DAR

Darling Ingredients Inc.

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

No implied move.

Expected move

Inputs

Next report

Jan 28

after close · in 89 days

est.Q4 FY26

Calendar

Next report

Last report

−0.56%

vs ±8.8% implied · ×0.06

shaded = implied · ▲▼ = realized

Oct 28 '26 · confirmed

Implied vs realized

Linked news

1dVLO · supplierValero to buy former Houston refinery for $320.5 million, restart 165,000 BPD

News

Largest filed tie

13F top-10 QoQ

+4.90%

shares held · 10 largest managers

13F · Jun 30 '26123d lag

614 managers

Top fund weight

0.24%

DAR weight · MDY

N-PORTJun 30 '26

3 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Darling Ingredients (DAR) is expected to report on Jan 28 after close (estimated date).

Implied vs realized

3 reports

—≥ implied

Q2 FY26Jul 30 '26confirmed—▲+4.06%—

Oct 22 '26Oct 22 '26confirmed±9.7%▼−5.84%×0.60

Oct 28 '26Oct 28 '26confirmed±8.8%▼−0.56%×0.06

quarterimplied−10%0+10%realized×

Oct '26±8.8%▼−0.56%×0.06

Oct '26±9.7%

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 4 expiries · Oct 26 close

0.50OI · 4 expiries · Oct 26 closeP/C open interest · Apr 16 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

987+9%Nov 2020d0.681,450+34%0.68

13+550%Dec 1848d0.2553+783%0.25

13,5830%Jan 1576d0.6022,564+1%0.60

report · Jan 28 · after close · est.

5,032+2041%Apr 16167d10,125+1983%

ExpiryPutsCallsP/C

Nov 2020d987+9%1,450+34%0.68

Dec 1848d13+550%53+783%0.25

Jan 1576d13,5830%22,564+1%0.60

report · Jan 28 · after close · est.

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

No implied move.

Linked exposure

Revenue flow

as filedQ2 FY26

22.58%as filednet margin · revenue +11.17% QoQ · +16.37% YoY

Revenue

$1.7B+11.17% QoQ

Gross profit

$503M+24.31% QoQ

29.20% margin

Operating income

$555M+144.85% QoQ

32.20% margin

Pre-tax income

$500M+184.55% QoQ

Net income

$389M+184.02% QoQ

22.58% margin

Cost of revenue

$1.2B+6.53% QoQ

Other expense

$55M

Tax

$111M+186.43% QoQ

Revenue$1.7B+11.17%

Gross profit

$503M+24.31%

29.20% margin

Operating income

$555M+144.85%

32.20% margin

Pre-tax income

$500M+184.55%

Net income

$389M+184.02%

22.58% margin

Cost of revenue

$1.2B+6.53%

Other expense

$55M

Tax$111M+186.43%

flow · deduction · signed % = QoQSource: SEC filings · standardized · QE Jul 4 '26 · width = $

Revenue flow

Intraday

15m bars

Hatch = extended hours · ▯ up · ▮ downSource: market data · 16:30 ET

Intraday

Event sensitivity

PPI ×0.95· ±1.8% vs ±1.9% · 11 releases

eventrelease day|move|up · n×base

PPIproducer prices±1.8%2 of 11×0.95

FOMCrate decision±1.7%10 of 24×0.93

GDPgross domestic product±1.6%12 of 19×0.88

NFPjobs report±1.6%4 of 10×0.87

CPROFcorporate profits±1.5%8 of 12×0.80

CPIconsumer prices±1.3%6 of 11×0.73

PCEpersonal income & outlays±1.3%9 of 19×0.72

Bar = avg |move| to ±2% · tick = ±1.9% avg day · ×base = |move| ÷ ±1.9% · min 6 releases

Earnings history

EPS 2.41 · consensus —

Quarter	Reported	EPS	Consensus
Q2 FY26	Jul 30 '26 · confirmed	2.41	—
Q1 FY26	—	0.83	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod