DAR

In recent days, Darling Ingredients has drawn attention as analysts highlighted the company’s history of outperforming earnings estimates and flagged a positive setup for its upcoming quarterly report. An interesting angle is how this earnings momentum, reflected in a favorable Earnings ESP and Zacks Rank #3, may be shaping expectations for the business heading into 2026 and beyond. With optimism building around another potential earnings beat, we’ll explore how this renewed confidence interacts with Darling Ingredients’ existing investment narrative. The future of work is here. Discover the 33 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. To own Darling Ingredients, you need to believe in a long term case for renewable fuels and value added ingredients, supported by policy tailwinds and better execution at DGD and Nextida. The recent focus on its track record of beating earnings estimates may reinforce the key short term catalyst, which is improving profitability and margins, but it does not meaningfully change the biggest near term risk around policy and margin volatility in renewable diesel. One recent development that ties closely to this earnings focused optimism is the Q1 2026 result, where Darling delivered US$1,550.82 million in sales and US$134.31 million in net income, reversing a loss a year earlier. That step up in profitability sits right beside the current discussion around earnings surprises and could be important for how investors judge the company’s ability to handle regulatory uncertainty, feedstock costs and higher leverage. Yet beneath the optimism around earnings surprises, there is a less discussed risk that investors should be aware of related to... Read the full narrative on Darling Ingredients (it's free!) Darling Ingredients’ narrative projects $7.2 billion revenue and $676.3 million earnings by 2029. This requires 5.4% yearly revenue growth and a $613.5 million earnings increase from $62.8 million today. Uncover how Darling Ingredients' forecasts yield a $72.17 fair value, a 17% upside to its current price. Some of the lowest ranked analysts paint a much tougher picture, even before this news, assuming revenue grows only about 2.5% a year and earnings reach roughly US$750.7 million by 2029, which is a far more cautious view that you may want to weigh against the recent...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Darling Ingredients (DAR). This company, which is in the Zacks Food - Miscellaneous industry, shows potential for another earnings beat. This producer of natural ingredients from edible and inedible bionutrients has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 48.53%. For the most recent quarter, Darling was expected to post earnings of $0.56 per share, but it reported $0.83 per share instead, representing a surprise of 48.21%. For the previous quarter, the consensus estimate was $0.43 per share, while it actually produced $0.64 per share, a surprise of 48.84%. For Darling, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Darling has an Earnings ESP of +17.65% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on July 30, 2026. Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, bu...

IRVING, Texas, July 09, 2026--(BUSINESS WIRE)--Darling Ingredients Inc. (NYSE: DAR) announced today that it will host a conference call on Thursday, July 30, 2026, at 9 a.m. Eastern Time (8 a.m. Central Time) to discuss second quarter 2026 financial results, which will be released earlier that day, and provide an update on company operations. A presentation with accompanying supplemental financial data will also be available at darlingii.com/investors. To access the call as a listener, please register for the audio-only webcast. To join the call as a participant to ask a question, please register in advance to receive a confirmation email with the dial-in number and PIN for immediate access on July 30 or call 833-461-5787 (United States) or 626-884-3620 (international) using access code 745365725. A replay of the call will be available online via the webcast registration link two hours after the call ends. A transcript will be posted at darlingii.com/investors within 24 hours. About Darling Ingredients A pioneer in circularity, Darling Ingredients Inc. (NYSE: DAR) takes material from the animal agriculture and food industries, and transforms them into valuable ingredients that nourish people, feed animals and crops, and fuel the world with renewable energy. The company operates over 260 facilities in more than 15 countries and processes about 15% of the world’s animal agricultural by-products, produces about 30% of the world’s collagen (both gelatin and hydrolyzed collagen), and is one of the largest producers of renewable energy. To learn more, visit darlingii.com. Follow us on LinkedIn. View source version on businesswire.com: https://www.businesswire.com/news/home/20260709425464/en/ Contacts Darling Ingredients Contacts Investors: Suann GuthrieSenior VP, Investor Relations and Global Affairs(469) 214-8202; [email protected] Media:Jillian FlemingDirector, Global Communications(972) 541-7115; [email protected]

General Mills, Inc. GIS reported fourth-quarter fiscal 2026 results, wherein both top and bottom lines beat the Zacks Consensus Estimate and increased year over year. The company posted adjusted earnings of 95 cents per share, which beat the Zacks Consensus Estimate of 82 cents. The bottom line also increased 27% year over year on a constant-currency (cc) basis, driven by elevated adjusted operating profit, a reduced adjusted effective tax rate and fewer shares outstanding, partially offset by higher net interest expense. General Mills, Inc. price-consensus-eps-surprise-chart | General Mills, Inc. Quote Net sales increased 1% to $4,609.6 million, benefiting from a 7-point contribution from the 53rd week and a 1-point benefit from foreign currency exchange, partially offset by a 7-point headwind from the net impact of divestitures and acquisitions. On an organic basis, sales were broadly unchanged, including a 1-point benefit from favorable trade expense timing. The top line also beat the Zacks Consensus Estimate of $4,604 million. The adjusted gross margin increased 150 basis points (bps), reaching 34.2% of net sales, supported by favorable pricing and mix, with higher input costs partially offsetting these gains. Favorable trade expense timing contributed a 60 bps benefit to adjusted gross margin. We expected an adjusted gross margin expansion of 50 bps.General Mills’ adjusted operating profit increased 13% in constant currency to $705 million, driven by elevated adjusted gross profit dollars, including a 7-point benefit from favorable trade expense timing. Adjusted operating margin improved 160 bps to 15.3%. We expected an adjusted operating margin of 14.3% for the quarter. North America Retail: Revenues in the segment were $2,466.6 million, down 4% year over year, including a 10-point headwind from the divestiture and a 7-point benefit from the 53rd week. Organic net sales were essentially unchanged from the prior year, while Nielsen-measured retail sales declined 4%. The difference was primarily cused by a previously anticipated 2-point benefit from trade expense timing and favorable changes in retailer inventory levels.Segment operating profit of $506.4 million increased 7% for both reported and in constant currency. Growth was driven by favorable net price realization and product mix, along with lower selling, general and administrative (SG&A) expenses...

McCormick & Company, Incorporated MKC reported second-quarter fiscal 2026 results, wherein both top and bottom lines beat the Zacks Consensus Estimate and increased year over year.Adjusted earnings rose 15.9% to 80 cents per share from 69 cents in the year-ago quarter. The metric beats the Zacks Consensus Estimate of 69 cents per share. The increase was driven by elevated adjusted operating income and a reduced adjusted effective tax rate, partially offset by weaker unconsolidated income and increased interest expense.The global flavor leader generated net sales of $1,936.6 million, up 16.7% year over year, including a 2.7% positive currency impact and a 12% contribution from McCormick de Mexico. The top line beats the consensus mark of $1,899 million. Organic sales edged up 1.7%. McCormick & Company, Incorporated price-consensus-eps-surprise-chart | McCormick & Company, Incorporated Quote The gross margin expanded 270 basis points, driven by contributions from the McCormick de Mexico acquisition, the IEEPA tariff refund, pricing actions and productivity savings generated through the company's Comprehensive Continuous Improvement (“CCI”) program. These benefits were partially offset by higher commodity costs and costs associated with the Middle East conflict.Adjusted operating income increased to $336 million from $259 million, reflecting a 30% year-over-year rise, including a 3% favorable currency impact. On a constant currency basis, adjusted operating income grew 27%, supported by elevated gross profit and CCI-driven cost savings, including SG&A efficiencies. These gains were partially offset by higher SG&A expenses, primarily due to acquisition-related costs, elevated brand marketing investments and technology spending. Consumer: The segment’s sales surged 23% year over year to $1,143 million, supported by a 20% contribution from McCormick de Mexico and a 2% positive currency impact. Organic sales rose 1%, as a 3% increase in pricing more than offset a 2% decline in volume and mix. Adjusted operating income rose 33% year over year to $217 million or 31% in constant currency, driven by elevated gross profit, partially offset by higher SG&A investments in marketing and technology.Flavor Solutions: Sales grew 9% year over year to $794 million, including a 3% favorable currency impact and a 3% contribution from McCormick de Mexico. Organic sales in the segme...

In recent months, Darling Ingredients reported quarterly revenues that matched analyst expectations but significantly missed adjusted operating income estimates, even as management described the quarter as an inflection point for earnings power in its core business and Diamond Green Diesel. At the same time, a new U.S. patent for its Nextida GC collagen peptide and heightened focus on margin improvement and debt reduction have sharpened investor attention on how efficiently Darling Ingredients can convert diverse growth initiatives into more resilient profitability. Next, we’ll examine how the earnings inflection commentary and renewed emphasis on margin improvement may influence Darling Ingredients’ investment narrative. The future of work is here. Discover the 33 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. To own Darling Ingredients, you have to believe that its mix of renewable fuels, rendering, and specialty ingredients can translate into steadier, higher quality earnings over time. The latest quarter’s revenue in line but operating income shortfall, alongside “inflection point” commentary, puts near term margin recovery at the center of the story, while high leverage and interest coverage remain the most immediate risk. The recent news does not fundamentally change that risk balance, but it sharpens focus on execution. The new U.S. patent for Nextida GC looks most relevant here because it ties directly into the key catalyst of building a higher margin health and wellness platform. By protecting both process and use, it strengthens Darling’s ability to scale branded collagen peptides as analysts increasingly focus on margin improvement and debt reduction. How effectively Nextida and the broader collagen portfolio contribute to Food segment profitability will be critical to validating that margin inflection narrative. Yet beneath the optimism around new products and policy support, investors should be aware that rising compliance and capital needs could still materially affect... Read the full narrative on Darling Ingredients (it's free!) Darling Ingredients' narrative projects $7.2 billion revenue and $676.3 million earnings by 2029. This requires 5.4% yearly revenue growth and about a $613.5 million earnings increase from $62.8 million today. Uncover how Darling Ingredients' forecasts yiel...

Mama's Creations, Inc. MAMA is likely to witness top-line growth when it reports first-quarter fiscal 2027 earnings on June 8, 2026. The Zacks Consensus Estimate for revenues is pegged at $51.8 million, indicating an increase of 46.9% from the prior-year quarter’s reported figure.The consensus mark for earnings has remained unchanged over the past 30 days at 3 cents a share, which is in line with the year-ago period. MAMA has a trailing four-quarter earnings surprise of 125%, on average. Mama's Creations, Inc. price-consensus-eps-surprise-chart | Mama's Creations, Inc. Quote Mama’s Creations is likely to have benefited from continued distribution gains and deeper penetration across key retail accounts in the first quarter of fiscal 2027. The company entered the quarter with recent placement wins at major national retailers, including Walmart, Target and Food Lion, while management remained focused on expanding products carried by existing customers. Growing shelf presence, broader geographic reach and increasing branded placements are expected to have supported sales momentum.Another key driver is expected to be the ongoing integration of the Crown 1 acquisition. Management has highlighted progress in centralizing procurement and logistics, optimizing production across its manufacturing network and realizing operational synergies. Cross-selling opportunities between MAMA’s legacy customer base and Crown 1’s premium accounts have also started to gain traction, creating additional avenues for growth. These efforts support the company’s strategy of becoming a one-stop-shop provider of fresh prepared foods.Mama’s Creations is also benefiting from favorable consumer trends, with shoppers increasingly seeking fresh, convenient and protein-focused meal solutions. Product innovation, including new prepared-food offerings and No Antibiotics Ever chicken products, along with expanded marketing and promotional initiatives, is likely to have supported customer acquisition and product velocities.On the downside, the quarter may have been affected by inflationary pressures in key commodity and freight markets. Although management has implemented pricing actions, commodity contracts and operational initiatives to offset these headwinds, cost inflation and ongoing optimization efforts related to the Crown 1 integration may have created some near-term pressure on profitabili...

The Campbell's Company CPB is likely to witness a top and bottom-line decline when it reports third-quarter fiscal 2026 earnings on June 8. The Zacks Consensus Estimate for revenues is pegged at $2.39 billion, indicating a decrease of 3.6% from the prior-year quarter’s reported figure. The consensus mark for earnings has fallen by a penny over the past 30 days to 48 cents a share, which suggests a decline of 34.3% from the figure reported in the year-ago period. CPB has a trailing four-quarter negative earnings surprise of about 4%, on average. The Campbell's Company price-consensus-eps-surprise-chart | The Campbell's Company Quote Campbell’s third-quarter performance is likely to have remained under pressure, reflecting continued weakness in its Snacks business. During the second-quarter earnings discussion, management highlighted challenged demand trends across the segment, particularly in chips and pretzels, where increased competitive activity and share pressures weighed on performance.The company has been focused on restoring competitiveness through sharper value offerings, promotional support and improved in-market execution. However, management indicated that the Snacks recovery would take time, suggesting that category headwinds and competitive pressures likely continued to weigh on volumes and sales during the quarter. Our model suggests a 4.8% volume decline and a 3.9% revenue decline for the Snacks segment for the third quarter. Another factor likely to hurt third-quarter results is the continued disruption within the Fresh Bakery business. On its last earnings call, management noted that manufacturing and distribution execution challenges had emerged before the winter storms and were expected to remain a third-quarter headwind as the company worked to improve service levels and on-shelf availability. Management also indicated that certain promotional activities would be scaled back while operational improvements were implemented, with normalization not anticipated until the fourth quarter. Execution challenges and reduced promotional support may have constrained sales and profitability in the reported quarter. Margin performance is also likely to have remained pressured. Campbell’s continues to face cost inflation, tariff-related expenses and broader supply-chain cost headwinds, which weighed on profitability in the first half of fiscal 2026. Man...

Download the Complete Report Here Key Takeaways: 1Q FY26 delivered a record first quarter, with EPS materially ahead of expectations driven by 45Z credits and lower corn costs. REX reported 1Q FY26 net sales and revenue of $156.5 million, down modestly from $158.3 million in 1Q FY25, primarily reflecting lower ethanol pricing. However, earnings power improved sharply, with gross profit increasing to $29.1 million from $14.3 million y/y, primarily driven by the benefit of 45Z tax credits and lower corn pricing. Income before taxes rose to $26.1 million from $13.6 million. Net income came in at $18.5 million, or $0.56 per share, compared with $8.7 million, or $0.26 per share, in the prior-year quarter. EPS was also well above consensus of $0.14, representing a $0.42 beat, and marked the strongest first quarter (on an EPS basis) in REX’s public-company history. The quarter also extended REX’s profitability streak to 23 consecutive quarters, reinforcing the company’s ability to generate earnings through commodity cycles while layering in policy-linked earnings streams. Operating KPIs showed stable ethanol volumes, lower ethanol pricing, stronger distillers grain pricing, and continued support from corn oil. Consolidated ethanol sales volumes were 71.1 million gallons in 1Q FY26 versus 70.9 million gallons in 1Q FY25, indicating essentially flat y/y volume despite the ongoing One Earth expansion still not fully contributing. Ethanol ASP declined to $1.66/gallon from $1.76/gallon y/y, which pressured reported sales, but the earnings impact was more than offset by lower corn pricing and the new 45Z production tax credit income. Dry distillers grain volumes were approximately 155,000 tons, with ASP increasing to $155.86/ton from $145.65/ton y/y, while modified distillers grain volumes totaled 13,427 tons at an ASP of $76.94/ton. Corn oil volumes were approximately 23.9 million pounds, with ASP increasing to $0.54/lb from $0.46/lb y/y. The mix of stable ethanol volumes, stronger DDG and corn oil pricing, lower corn costs, and 45Z income drove a much stronger gross profit outcome even though headline revenue was down 1.2% y/y. 45Z has shifted from a potential catalyst to a visible operating earnings contributo REX recorded $7.5 million of 45Z production tax credit income in 1Q FY26, maintaining the credit at approximately $0.10/gallon across its consolidated plants wh...

Flowers Foods, Inc. FLO reported first-quarter fiscal 2026 results, wherein both top and bottom lines beat the Zacks Consensus Estimate. While net sales increased, earnings decreased from the year-ago period’s actuals. Flowers Foods posted adjusted earnings of 29 cents per share, beating the Zacks Consensus Estimate of 28 cents. However, the bottom line deteriorated 17.1% from 35 cents reported in the year-ago quarter. Flowers Foods, Inc. price-consensus-eps-surprise-chart | Flowers Foods, Inc. Quote Net sales increased 1.1% year over year to $1,571.6 million, surpassing the Zacks Consensus Estimate of $1,563 million. The year-over-year growth was driven by a 2.1% increase in pricing/mix and a 2.3% contribution from the Simple Mills acquisition, partially offset by lower volumes. Volume declined 3.3%, primarily reflecting weakness in branded traditional loaf and store-branded cake and loaf categories, partially offset by growth in snacking, branded keto and vending.Branded retail sales rose 3.4% to $1,045 million, supported by favorable pricing/mix and contribution from acquisition, partially offset by lower volumes. Pricing/mix increased 4%, volume declined 4.2% and the acquisition contributed 3.6%.Other net sales decreased 3.1% to $526.2 million, reflecting inflationary pressure on consumer spending and the execution of margin optimization strategies. Pricing/mix declined 1.2%, while volume decreased 1.9%. Gross margin, excluding depreciation and amortization as a percentage of net sales, was 49.4%, a decrease of 50 basis points compared with the prior year. The decline was primarily caused by reduced operating leverage resulting from lower volumes and higher outside product purchases associated with Simple Mills, partially offset by lower ingredient costs related to the acquisition.Selling, distribution and administrative expenses were 40.9% of net sales, up 10 basis points from the prior-year period. Excluding matters affecting comparability, adjusted SD&A decreased 20 basis points to 39.3% of sales, due to lower marketing expenses and reduced distributor fees as a percentage of sales, reflecting the addition of Simple Mills and its warehouse distribution model.Adjusted EBITDA decreased 1.8% year over year to $159 million, representing 10.1% of net sales, a decrease of 30 basis points. FLO ended its fiscal first quarter with cash and cash equivalents of...

Download the Complete Report Here Key Takeaways: Revenue growth remained positive in 1Q26, though the quarter primarily reflected continued early-scale execution rather than a step-function inflection. BOIL reported revenue of $1.26 million in 1Q26, up 24% y/y from $1.01 million and modestly above $1.24 million in 4Q25, implying an annualized run-rate of ~$5.0 million. The sequential increase of ~1% was limited, but the y/y growth confirms that commercial revenue is sustaining at a materially higher level than the prior-year base. The revenue increase reflected distributor revenue, additional revenue-generating agreements, and increased marketing efforts intended to expand global exposure, suggesting BOIL remains in the early phase of converting channel and customer development into recurring product demand. Strategic direction is now more clearly centered on revenue execution, customer rollout, and direct account-based selling. BOIL’s May strategic update reframes the next phase of commercialization around large strategic end customers, typically multi-location operators where the product can be deployed across dozens, hundreds, or thousands of sites. Target verticals include QSR, casual dining, other chain restaurants, hotels and hospitality groups, catering and institutional foodservice, supermarkets, and convenience-store operators. We believe this is a meaningful shift because it moves the commercial focus toward account-level penetration, operational integration, and repeat usage across high-value customers, while retaining targeted distribution support. The new U.S. fast-food chain rollout adds another important validation point for the direct-sales strategy. BOIL commenced commercial sales with a medium-sized American fast-food chain after a pilot validation program that began in late 2025 and expanded into a multi-location pilot in 1Q26. Initial commercial deployment has started with three franchisees across three U.S. states, while the broader chain has hundreds of locations across the U.S. and international markets. Although still early, the structure is attractive because it shows a clear progression from pilot validation to paid commercial sales, which is the key conversion point for BOIL’s refined go-to-market strategy. The announcement also came shortly after BOIL outlined its shift toward direct engagement with large multi-location operators,...

Sysco Corporation SYY entered fiscal 2026 facing a difficult operating backdrop, but its fiscal third-quarter local case performance showed a clear shift in momentum. U.S. local case volume increased 3.3%, the company’s strongest quarterly local growth rate in more than three years, and improved 210 basis points sequentially from the prior quarter. The key question now is whether that acceleration can continue in fiscal 2027. Restaurant traffic remained pressured across the industry, making the improvement more notable. Black Box data referenced during the quarter showed restaurant traffic declining nearly 1.9%, underscoring that Sysco’s gains were largely company-specific. The improvement appears tied to operational execution rather than pricing or macro tailwinds. Sysco highlighted stronger sales productivity, improved retention among sales colleagues, better customer penetration and continued gains in new customer wins. The company also pointed to tools like AI360, which is helping improve onboarding and selling effectiveness, along with customer-focused initiatives such as Sysco Your Way and Perks 2.0. Image Source: Zacks Investment Research Importantly, the local business is becoming a larger growth engine within the broader portfolio. Local customers typically carry better profitability characteristics than national chain accounts, making sustained local momentum particularly meaningful from a margin perspective. The dynamic became increasingly visible in the third quarter as Sysco delivered gross margin expansion despite soft restaurant traffic conditions. The near-term outlook also suggests confidence in continued momentum. Sysco expects local volume growth of at least 2.5% in the fourth quarter, which would represent another improvement on a two-year stacked basis. The company also indicated that local trends are expected to remain strong in fiscal 2027. While the broader restaurant environment remains uneven, Sysco’s recent performance suggests its local business recovery is being supported by internal execution, productivity gains and customer acquisition efforts. Shares of this Zacks Rank #3 (Hold) company have risen 1.2% over the past three months against the industry’s decline of 26%. The Chef's Warehouse, Inc. CHEF, a specialty food distributor serving restaurants, hotels and hospitality customers, sports a Zacks Rank #1 (Strong Buy) at presen...