DARDARLING INGREDIENTS INC.
Fats & Oils
- Revenue
- $6.1B
- 7.4% YoY
- Operating margin
- 4.5%
- 46% YoY
- EBITDA
- $782M
- 20% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 4.7×
- $3.7B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear17× net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear3% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear23% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2026 | YoY |
|---|---|---|---|---|---|
| Revenue | $6.5B | $6.8B | $5.7B | $6.1B | 7.4% |
| Operating income | $1.0B | $950M | $468M | $273M | 42% |
| Net income | $738M | $648M | $279M | $63M | 77% |
| Operating cash flow | $814M | $899M | $839M | $1.1B | 26% |
| Capex | $391M | $555M | $332M | $380M | 14% |
| Stock-based comp | $25M | $33M | $21M | $22M | 4.2% |
| Buybacks | $126M | $53M | $34M | $35M | 1.2% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $341K · 1
- Net
- −$341K
Pay vs performance
No pay-versus-performance disclosure yet.