ECOLAB (ECL) Company Report

Ecolab delivered 5% reported sales growth and 3% organic growth, led by Food & Beverage, Pest Elimination and Life Sciences; Q4 adjusted EPS was $2.08 (+15%).
Operating income margin expanded 140 bps to 18.5%, with adjusted operating income up 12% and gross margin improving 70 bps to 44.1%.
Pest Elimination and Life Sciences each achieved 7% organic growth, and Global High-Tech maintained strong double-digit expansion.
Full-year 2026 guidance includes 7–9% reported sales growth, 3–4% organic growth, and adjusted EPS of $8.43–$8.63 (+12–15%); Q1 EPS is guided at $1.67–$1.73 (+11–15%).

Feb 10, 2026, 6:00 PM

Presentation

Ecolab reports Q4 2025 results and 2026 outlook

ECL

Earnings

Guidance Update

M&A

Record 2025 performance: Q4 adjusted EPS grew 15%, organic sales rose 3%, and full-year operating income margin reached 18% (up 150 bps year-over-year).
Segment momentum: In Q4, Food & Beverage sales accelerated 5%, while Pest Elimination, Life Sciences, and Specialty each grew 7% organically.
One Ecolab cost savings: Delivered over $100 million in SG&A savings in 2025 and raised the cumulative target to $325 million by 2027.
2026 guidance: Reported sales expected to grow 7–9%, organic sales 3–4%, with operating income margin expanding 100–150 bps to over 19%, driving 14–16% OI growth and 12–15% EPS growth.

Feb 10, 2026, 6:00 PM

Transcript

Ecolab announces Q4 2025 results and 2026 outlook

ECL

Earnings

Guidance Update

M&A

Ecolab delivered 15% adjusted EPS growth, 3% organic sales growth, and expanded its organic operating income margin by 140 bps to 18.5% in Q4, lifting full-year operating margin to 18% (+150 bps).
For 2026, the company guides to 3–4% organic sales growth (7–9% reported), 100–150 bps OI margin expansion to over 19%, 14–16% operating income growth, and 12–15% EPS growth (including Ovivo amortization).
Core segments remain on strong footing: Food & Beverage up 5%, Life Sciences up 7%, Specialty up 7%, with double-digit growth in Global High Tech and Ecolab Digital; distributor inventory drag in Institutional is expected to normalize in Q1 2026.
The One Ecolab initiative achieved over $100 million SG&A savings in 2025 and raised its cost-savings target to $325 million by 2027 through global centers of excellence and AI applications.
Growth engines (≈20% of portfolio), including the Ovivo acquisition for ultra-pure water and digital Pest Elimination, are growing double-digit and enhancing margins.

Feb 10, 2026, 6:00 PM

Transcript

Ecolab reports Q4 2025 results

ECL

Earnings

Guidance Update

M&A

Ecolab delivered 15% adjusted EPS growth in Q4 2025 on 3% organic sales growth (3% value pricing, positive volumes), with Food & Beverage, Pest Elimination, Life Sciences, and Specialty accelerating and lifting underlying volume by 2%.
For 2026, the company guides 7–9% reported sales growth, 3–4% organic sales growth, 100–150 bps OI margin expansion, 14–16% operating income growth, and 12–15% EPS growth, including Ovivo impacts.
The One Ecolab program achieved over $100 million in SG&A savings by year-end 2025 and has increased its target to $325 million by 2027.
Growth engines—including the Ovivo acquisition, Global High-Tech, Life Sciences, and Ecolab Digital—now represent about 20% of sales and are expected to grow double-digit, supported by new solutions like direct-to-chip cooling and CIP-IQ.

Feb 10, 2026, 6:00 PM

Transcript

Ecolab reports Q4 fiscal 2025 profit rise

ECL

Earnings

Guidance Update

GAAP Q4 profit was $563.9 million, or $1.98 per share (up 19% YoY), on $4.196 billion in revenue.
Adjusted EPS rose to $2.08 (+15% YoY) and adjusted operating margin expanded 162 bps to 18.7%.
Fiscal 2026 guidance: double-digit EPS growth; reported sales +7–9%; organic sales +3–4%; operating margin +100–150 bps; Q1 EPS $1.67–$1.73.
One Ecolab program targets ~$325 million in annualized savings by 2027, alongside $334 million in restructuring costs and ~$425 million in one-time implementation charges.

Feb 10, 2026, 1:27 PM

Morningstar

Ecolab announces Q4 2025 results and 2026 outlook

ECL

Earnings

Guidance Update

M&A

Ecolab delivered a record fourth quarter, with reported net sales of $4.2 billion (+5%) and organic sales up 3%; reported diluted EPS was $1.98 and adjusted diluted EPS $2.08 (+15%).
Fourth quarter reported operating income margin was 17.0%, while organic operating income margin expanded 140 bps to 18.5%.
2026 outlook: full-year adjusted diluted EPS of $8.43–$8.63 (+12%–15%), including approximately $0.13 per share of non-cash amortization related to the Ovivo Electronics acquisition; Q1 2026 EPS expected at $1.67–$1.73 (+11%–15%).

Feb 10, 2026, 1:04 PM

8-K

Ecolab details growth strategy and financial targets

ECL

Guidance Update

Dividends

Share Buyback

Ecolab delivered $16 billion in sales in 2025 with 3–4% organic sales growth and an 18% adjusted operating income margin, targeting >20% OI margin by 2027.
Adjusted diluted EPS reached $7.53 in 2025 and is guided to $8.30 in 2026, supporting a 12–15% EPS growth framework.
The portfolio is diversified across end markets (Water 49%, Institutional & Specialty 38%, Life Sciences 5%, Pest 8%) and geographies (North America 56%, EMEA 24%, Asia Pacific 9%).
Ecolab is building high-margin growth engines—Pest Elimination, Life Sciences, Global High-Tech and Digital—with $370 million in digital sales in 2025 and OI margin targets of >20%.
The company has returned over $10 billion of cash to shareholders via dividends and share repurchases from 2016–2025.

Feb 9, 2026, 12:00 PM

Presentation

Ecolab outlines growth strategy and financial objectives at Baird conference

ECL

Ecolab reaffirmed its commitment to 12%–15% EPS growth, driven by a 3%–4% core revenue increase, and plans to lift its operating margin from 18% in 2025 to 20% by 2027.
The company serves 3 million customers in 172 countries within a $165 billion total available market, targeting a 10% share and a $60 billion opportunity to deepen penetration among existing clients.
It is investing in four $3 billion growth platforms—Pest Intelligence, Life Sciences, Global High Tech, and Ecolab Digital—using IoT and AI to boost margins, exemplified by a Pest Intelligence system that reduces inspection effort by 95%.
Digital and AI initiatives now connect over 100 000 devices, generating about $400 million in Q3 digital revenue and delivering $225 million in cost savings via its One Ecolab process automation.

Nov 11, 2025, 4:15 PM

Transcript

Ecolab outlines long-term growth targets at investor presentation

ECL

Guidance Update

Ecolab targets 12-15% adjusted EPS growth and 3-4% organic sales growth, aiming to expand operating income margin beyond 20% by 2027.
Long-term financial objectives include 5-7% sales growth, 90-100% free cash flow conversion, and maintaining leverage at ~2x Net Debt/Adjusted EBITDA.
Growth strategy focuses on high-margin engines: Pest Elimination (22% OI margin target), Life Sciences (30%), Global High-Tech (>20%), and Ecolab Digital (>>20%).
2024 sales reached $16 B, consisting of $11 B core businesses, $3 B growth engines, and $2 B in challenged markets.

Nov 10, 2025, 11:00 PM

Presentation

Ecolab announces Q3 2025 results

ECL

Earnings

Guidance Update

Q3 organic sales grew 4% (pricing +3%, volumes +1%), with underperforming Basic Industries and Paper down 3% and impacting volume by 1 pp.
Growth engines drove double-digit gains: Pest Elimination +6% with ~21% margins; Life Sciences +6%; Global High-Tech +25%; Ecolab Digital +25% (annualized sales > $380 million).
Achieved a record organic operating income margin of 18.7% (+110 bps); full-year 2025 margin expected at ~18%.
Raised 2025 adjusted diluted EPS midpoint to $7.53; reaffirming 12–15% EPS growth for 2026 and targeting a 20% operating income margin by 2027.

Oct 28, 2025, 5:00 PM

Transcript

Earnings Transcripts

Quarterly earnings call transcripts for ECOLAB.

Q4 2025

Feb 10, 2026

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Q3 2025

Oct 28, 2025

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Q2 2025

Jul 29, 2025

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ECOLAB (ECL)

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