ECL
Ecolab·NYSE
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ECL fundamentals
Ecolab (ECL) released its earnings on Feb 10, 2026: revenue was 4.19B (YoY +4.61%), missed estimates; EPS was 2.08 (YoY +14.92%), beat estimates.
Revenue / YoY
4.19B
+4.61%
EPS / YoY
2.08
+14.92%
Report date
Feb 10, 2026
ECL Earnings Call Summary for Q4,2025
- Record Growth: 2025 capped with 15% EPS growth, 18.5% OI margin, and $1.2B free cash flow. 2026 targets 12-15% EPS growth, 19%+ OI margin.
- High-Tech Dominance: Global High-Tech ($1B+ in 2025) poised for double-digit growth, driven by Ovivo's ultra-pure water and direct-to-chip cooling solutions.
- One Ecolab Payoff: $325M savings target by 2027, enabling 25-50bps SG&A leverage and 100-150bps OI margin expansion.
- Digital Acceleration: Ecolab Digital ($400M+ in 2025) growing >20% YoY, with AI solutions like CIP IQ and IQ Suite driving labor savings and efficiency.
- Margin Ambition: 30%+ target for Life Sciences, 20%+ for core businesses, and 100-150bps OI margin expansion across the company.
EPS
Actual | 1.13 | 0.65 | 1.15 | 1.23 | 0.81 | 1.22 | 1.38 | 1.28 | 0.82 | 1.1 | 1.3 | 1.27 | 0.88 | 1.24 | 1.54 | 1.55 | 1.34 | 1.68 | 1.83 | 1.81 | 1.5 | 1.89 | 2.07 | 2.08 | ||||||||||||||||
Forecast | 1.0634 | 0.7604 | 1.1186 | 1.248 | 0.8121 | 1.2089 | 1.2973 | 1.3082 | 0.8257 | 1.0919 | 1.3124 | 1.2519 | 0.8625 | 1.2089 | 1.5233 | 1.5393 | 1.336 | 1.6731 | 1.8213 | 1.7975 | 1.4956 | 1.8983 | 2.0708 | 2.0684 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +6.26% | -14.52% | +2.81% | -1.44% | -0.26% | +0.92% | +6.37% | -2.16% | -0.69% | +0.74% | -0.94% | +1.45% | +2.03% | +2.57% | +1.10% | +0.70% | +0.30% | +0.41% | +0.48% | +0.70% | +0.29% | -0.44% | -0.04% | +0.56% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 3.58B | 2.69B | 3.02B | 3.07B | 2.88B | 3.16B | 3.32B | 3.35B | 3.27B | 3.58B | 3.67B | 3.67B | 3.57B | 3.85B | 3.96B | 3.94B | 3.75B | 3.99B | 4.00B | 4.01B | 3.69B | 4.03B | 4.17B | 4.19B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 3.50B | 2.63B | 3.00B | 3.12B | 2.88B | 3.11B | 3.27B | 3.36B | 3.19B | 3.49B | 3.66B | 3.70B | 3.48B | 3.86B | 4.01B | 3.94B | 3.74B | 4.03B | 4.03B | 3.99B | 3.70B | 4.02B | 4.12B | 4.19B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +2.27% | +2.03% | +0.65% | -1.61% | +0.05% | +1.65% | +1.41% | -0.22% | +2.35% | +2.73% | +0.34% | -0.90% | +2.75% | -0.29% | -1.19% | +0.01% | +0.19% | -1.21% | -0.84% | +0.49% | -0.02% | +0.12% | +1.07% | -0.09% |
Earnings Call
You can ask Aime
What were the key takeaways from Ecolab’s earnings call?What guidance did Ecolab's management provide for the next earnings period?What is the market's earnings forecast for Ecolab next quarter?Did Ecolab beat or miss consensus estimates last quarter?What is Ecolab's latest dividend and current dividend yield?What were the key takeaways from Ecolab's earnings call?What does Ecolab do and what are its main business segments?What is Ecolab's gross profit margin?
