ECL
NYSE · Basic Materials · Chemicals - Specialty · US
Research · Oct 29, 2026
Ecolab (ECL) Q3 2026 Earnings: High-Tech Up 63%, Water Profit Growth Hits 9%
Ecolab Q3 2026: Global Water organic operating income rose 9% as High-Tech grew 63%; adjusted EPS of $2.18 hit guidance midpoint and CoolIT dilution matched plan.
Research · Oct 3, 2026
[ECL] Ecolab: Q3 2026 earnings preview on energy surcharge pricing vs costs
Ecolab grew Q2 2026 sales 10% to $4.42 billion with adjusted EPS up 11% to $2.09; Q3 tests whether energy-surcharge pricing of 5%-6% protects organic gross margin.
Research · Sep 3, 2026
[ECL] Ecolab Thesis 2026: Operating Leverage Drives Earnings Despite Buyback Slowdown
Ecolab FY25 (Dec 31, 2025) at $16.08B revenue (+2.2%). OpInc $2.91B (+11%); margin 18.1% (+150bp YoY). Net income $2.08B; Diluted EPS $7.28. FCF $1.90B (+5%). Capital return $1.54B (div $754M + buyback $784M). JPM upgraded N→OW Mar 24; PT range raised to $285-$352. Industrial ~50%, Institutional ~30%, Healthcare ~10%, Pest ~10%.