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 25, 2024, or call 844-868-8847 (United States) or 412- 317-6593 (International) and ask for "The Darling Ingredients Call" that day. 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 ...

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IRVING, Texas, June 5, 2024 /PRNewswire/ -- Darling Ingredients Inc. (NYSE: DAR), the world's leading company turning food waste into sustainable products and producer of renewable energy, today announced that it plans to reduce emissions from its wastewater treatment plants at some of its rendering facilities by capturing biogas and converting it to renewable natural gas (RNG) in partnership with GreenGasUSA. The initial plan is to start with five Darling Ingredients plants in the United States with the op ...

IRVING, Texas, May 8, 2024 /PRNewswire/ -- Darling Ingredients Inc. (NYSE: DAR), the world's leading company turning food waste into sustainable products and producer of renewable energy, today announced that the company will participate in the following conferences:- BMO Global Farm to Market Conference in New York City, N.Y. – May 15  Chairman and Chief Executive Officer Randall C. Stuewe will participate in a fireside chat (9:30 a.m. ET) and investor meetings.- TD Cowen 2nd Annual Virtual Sustainability ...

For the quarter ended March 2024, Darling Ingredients (DAR) reported revenue of $1.42 billion, down 20.7% over the same period last year. EPS came in at $0.50, compared to $1.16 in the year-ago quarter.The reported revenue represents a surprise of +0.45% over the Zacks Consensus Estimate of $1.41 billion. With the consensus EPS estimate being $0.40, the EPS surprise was +25.00%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall St ...

财务数据和关键指标变化 - 第一季度净收入为8.12亿美元,每股收益0.50美元,较上年同期下降56% [17] - 营业收入下降20.6%至14.2亿美元,主要由于毛利下降1.206亿美元 [18] - 其中包括一次性调整格尼克斯存货的2500万美元影响 [18] - 公司在第一季度确认了2520万美元的或有对价公允价值变动收益 [19] 各条业务线数据和关键指标变化 - 饲料原料业务受到原料价格下降的影响,毛利率有所下降 [10][11][32][33] - 食品业务收入下降,但调整后毛利率达到30%,体现了公司在价格管理方面的努力 [12] - 可再生燃料业务受到LCFS和RIN价格下降的影响,但长期前景乐观 [13][14][69][70] 各个市场数据和关键指标变化 - 全球原料供应充足,动物脂肪价格缓慢回升,但仍低于植物油价格 [10] - 中国市场对高端鸡肉产品的需求有所恢复 [47] - 欧洲和南美市场的原料采购策略也在调整以应对价格下行 [46][134] 公司战略和发展方向及行业竞争 - 公司完成了米罗帕什收购,增加了3家家禽渲染厂 [11] - 可再生航空燃料项目建设进度超预期,计划2024年第四季度投产 [14][51][52] - 公司正在开发一系列有益健康的胶原蛋白肽产品,将于2024年秋季推出首款 [13] - 公司将继续关注成本管理、流动资金改善和降低债务,为2025年做好准备 [25][26][27][57][58][59] 管理层对经营环境和未来前景的评论 - 公司正在适应全球供给充足、需求放缓的新环境 [25] - 预计2024年下半年业务将逐步改善,有望实现13-14亿美元的调整后EBITDA [28][29] - 对LCFS和RIN价格的未来走强持乐观态度,DGD业务前景良好 [26][69][70] - 公司将继续优化采购和成本管理,提高运营效率 [25][57][58][59] 问答环节重要的提问和回答 问题1 **Dushyant Ailani 提问** 询问2024年EBITDA指引中是否包含了LCM调整的影响 [31][32] **Randall Stuewe 回答** 指引中不包含LCM调整,主要取决于动物脂肪价格的走势 [32][33][34] 问题2 **Tom Palmer 提问** 询问2024年EBITDA在基础业务和DGD之间的分配 [41][42] **Randall Stuewe 回答** 预计基础业务贡献9亿,DGD贡献10亿 [44] 问题3 **Adam Samuelson 提问** 询问DGD业务边际贡献与饲料原料业务边际贡献的平衡 [63][64][65] **Randall Stuewe 和 Bob Day 回答** DGD业务的边际贡献受LCFS价格影响较大,公司正在采取措施优化两个业务的协同 [69][70][71][72][73][74][75]

DAF Financial Results Q1 2024 April 25, 2024 This presentation includes "forward-looking" statements that are subject to risks and uncertairties that could cause actual results to differ materially from those expessed mplied in the statements. Statements that are not statements of historical focts are forward-looking statements and are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Wards such as "estimate," "outlook," "project," "planned," "contemplate," ...

Darling Ingredients (DAR) came out with quarterly earnings of $0.50 per share, beating the Zacks Consensus Estimate of $0.40 per share. This compares to earnings of $1.16 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 25%. A quarter ago, it was expected that this producer of natural ingredients from edible and inedible bionutrients would post earnings of $0.74 per share when it actually produced earnings of $0.62, delivering ...

净销售额和净利润 - 第一季度2024年，Darling Ingredients Inc.的净销售额为14亿美元，净利润为8120万美元[1] 可再生柴油销售情况 - 2024年第一季度，DGD以每加仑0.69美元的平均价格销售了3.315亿加仑的可再生柴油[3] 财务展望 - 公司预计2024财年的调整后EBITDA为13亿至14亿美元[4] - 公司预计2024财年的调整后EBITDA为28.0125亿美元[4] 财务状况 - 截至2024年3月30日，Darling Ingredients Inc.的现金及现金等价物为1.455亿美元，可用于承诺的循环信贷额度为8.1116亿美元[8] - 2024年第一季度，Darling Ingredients Inc.的调整后EBITDA为2.801亿美元，较去年同期的4.184亿美元有所下降[6] - 2024年第一季度，Darling Ingredients Inc.的调整后EBITDA为1.65064亿美元，较去年同期的2.8906亿美元有所下降[13] - 2024年3月30日，Darling Ingredients Inc.的总债务为45亿美元，资本支出为9,375万美元[8] DGD合资企业情况 - DGD合资企业2024年第一季度的营业收入为14.11115亿美元，净利润为1.56838亿美元[9] 公司业务和规模 - Darling Ingredients是一家在循环经济领域的先驱，将动物农业和食品行业的材料转化为有价值的成分，滋养人类，喂养动物和作物，并利用可再生能源为世界提供能源[14] - 公司在15个以上国家拥有260多家设施，处理全球约15%的动物农业副产品，生产约30%的胶原蛋白（明胶和水解胶原蛋白），是最大的可再生能源生产商之一[14] 其他财务指标 - 公司提供了非GAAP财务指标Adjusted EBITDA，用于评估公司的运营绩效，该指标包括净收入/（亏损）、折旧和摊销、重组和资产减值费用、收购和整合成本等[18] - Darling Ingredients使用Adjusted EBITDA作为衡量绩效的指标，并用于评估公司在2024年3月30日持有的Senior Secured Credit Facilities、6% Notes、5.25% Notes和3.625% Notes的某些财务契约的遵守情况[20] - 公司提供了对其合并Adjusted EBITDA展望的指导，但无法准确预测合并Adjusted EBITDA计算的所有组成部分[23] - EBITDA per gallon是一个非GAAP的财务指标，用于评估Diamond Green Diesel的运营绩效，计算方法为净收入加上利息费用、税收、折旧和摊销除以总销售加仑数[24] 风险提示 - 公司提醒读者，任何前瞻性声明都不是未来绩效的保证，实际结果可能会因多种因素而与预期结果或期望有所不同[26] - 重要因素包括公司直接和间接子公司的现金流限制、生物燃料、生物气体或可再生电力的需求或价格降低、全球粮食和油籽商品需求波动等[27]

First Quarter 2024 Net income of $81.2 million, or $0.50 per GAAP diluted share Net sales of $1.4 billion Combined adjusted EBITDA of $280.1 million IRVING, Texas, April 25, 2024 /PRNewswire/ -- Darling Ingredients Inc. (NYSE: DAR) today reported net income of $81.2 million, or $0.50 per diluted share for first quarter of 2024, compared to net income of $185.8 million, or $1.14 per diluted share, for first quarter of 2023. The decrease in net income was primarily due to a sharp year-over-year decline in f ...