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Darling Ingredients sees sustainable near-term margins amid strong renewable diesel mandates.

Market News
09 Sep 2026
Seeking Alpha
View Source
Bullish
Darling Ingredients sees sustainable near-term margins amid strong renewable diesel mandates.

Darling Ingredients' CEO and CFO discussed at Barclays' conference that the company's renewable diesel margins are expected to remain strong in the near term. This outlook is supported by high Renewable Volume Obligations (RVOs) through 2027, limited renewable diesel imports, and elevated petroleum fuel prices. Although some details like small refinery exemptions for 2025 are still being clarified, the overall supply and demand balance for Renewable Identification Numbers (RINs) remains positive, underpinning a favorable margin environment for the company.

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American Eagle Outfitters beats Q2 earnings estimates with strong Aerie brand growth.

American Eagle Outfitters beats Q2 earnings estimates with strong Aerie brand growth.

American Eagle Outfitters reported strong Q2 results with earnings per share of $0.79, far exceeding the $0.22 estimate, and revenue of $1.38 billion, slightly above expectations. The growth was driven by a 25% revenue increase from its Aerie and OFF...

Company Fundamentals
Bullish
51 minutes ago
AeroVironment beats EPS expectations but misses revenue estimates amid stock decline.

AeroVironment beats EPS expectations but misses revenue estimates amid stock decline.

AeroVironment reported a strong quarterly earnings per share (EPS) of $0.59, well above analyst expectations of $0.22, showing solid profitability. However, its revenue of $329.06 million fell short of the estimated $451.95 million, reflecting mixed ...

Company Fundamentals
Neutral
1 hour ago
Caleres beats EPS estimates with $0.47 but misses revenue targets in Q3 2026.

Caleres beats EPS estimates with $0.47 but misses revenue targets in Q3 2026.

Caleres reported a strong Q3 2026 earnings per share (EPS) of $0.47, surpassing analyst expectations by 27%, signaling improved profitability. However, its revenue of $695.45 million slightly missed estimates despite a 5.6% year-over-year increase, d...

Company Fundamentals
Neutral
2 hours ago
Macy's Q2 earnings expected to beat guidance with $0.37 EPS and $4.81B sales forecast

Macy's Q2 earnings expected to beat guidance with $0.37 EPS and $4.81B sales forecast

Macy's will report its Q2 fiscal 2026 earnings on September 10, with analysts expecting adjusted EPS of $0.37 and net sales of $4.81 billion, both above company guidance. The retailer's turnaround strategy focuses on strengthening its core stores, gr...

Company Fundamentals
Bullish
2 hours ago
Wells Fargo cuts Casey's General Stores price target after Q1 sales miss

Wells Fargo cuts Casey's General Stores price target after Q1 sales miss

Wells Fargo lowered its price target for Casey's General Stores to $750 from $960 after the company reported a 3.2% same-store sales growth in Q1, missing analyst expectations. Despite the sales miss, Casey's posted revenue of $5.68 billion and EPS o...

Analyst Insights
Bearish
3 hours ago
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