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Ecolab

ECL · Materials

Last earnings Oct 27, 2026

Key results

Reported operating incomequarter

17.3%

Reported operating income margin 17.3%.

SEC original ↗Ecolab — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Organic operating incomequarter

19.6%

Organic operating income margin 19.6%, +70 bps.

SEC original ↗Ecolab — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Reported gross marginquarter

44.1%

Reported gross margin 44.1%.

SEC original ↗Ecolab — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Reported EPSquarter

$1.95

Reported diluted EPS $1.95.

SEC original ↗Ecolab — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Adjusted EPSquarter

$2.18

Adjusted diluted EPS $2.18, +5%, including an approximate 10% headwind from CoolIT acquisition-related amortization and financing costs.

SEC original ↗Ecolab — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Operating incomequarter

7%

Third quarter 2026 reported operating income increased 7% including the impact of special gains and charges.

SEC original ↗Ecolab — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Adjusted operating incomequarter

14%

Adjusted operating income increased 14% as strong sales growth and improved productivity more than offset growth-oriented investments in the business and higher commodity costs.

SEC original ↗Ecolab — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Reported net incomequarter

6%

Reported net income decreased 6% versus the prior year.

SEC original ↗Ecolab — Earnings release (8-K exhibit)EX-99Oct 27, 2026

AI analysis

Latest earnings event · reported Oct 27, 2026

Based on: Earnings release + Earnings deck + parent 8-K — transcript not held

Reported EPS ·
$1.95
EX-99 · Oct 27, 2026
Reported gross margin ·
44.1%
EX-99 · Oct 27, 2026
Adjusted EPS ·
$2.18
+14.7% vs prior quarter computed from stated figures
EX-99 · Oct 27, 2026

Headline figures

MetricLatest earnings eventPrior qtrYear ago
Reported operating income17.3%17.2%—
Organic operating income19.6%18.8%—
Reported gross margin44.1%44.1%—
Reported EPS$1.95$1.90—
Adjusted EPS$2.18$1.90—
Operating income7%20%—
Adjusted operating income14%——
Reported net income6%——

EX-99 · Oct 27, 2026

Guidance · company-stated

sales

“growth of 13%”

operating income

“margin 17.3%”

gross margin

“44.1%”

diluted EPS

“$1.95”

Adjusted diluted EPS

“$2.18”

Net sales

“$4,694.8 $4,165.0 13 %”

Net income

“attributable to Ecolab 551.3 585.0 (6) % 615.4 590.7 4 %”

Diluted earnings per share

“attributable to Ecolab $1.95 $2.05”

Guidance stated in the release's OUTLOOK table; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Reported gross margin44.1%

Capital allocation

EBITDA and adjusted EBITDA are used in our net debt to EBITDA and net debt to adjusted EBITDA ratios, which we view as important indicators of the operational and financial health of our organization.

Company-stated claims

Oct 27, 2026

Historical · increased 293% · revenue

“Sales +63% Fixed currency sales increased 293%, reflecting the acquisition of Ovivo Electronics and CoolIT.”

EX-99 · Oct 27, 2026
Oct 27, 2026

Forward-looking · double · revenue

“This year, we expect Ovivo Electronics to grow mid-teens and CoolIT to more than double, compared with pre-acquisition sales.”

EX-99 · Oct 27, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Ecolab — Earnings release (2026-10-27)

Based on: Earnings release + Earnings deck + parent 8-K — transcript not held

Guidance & outlook

sales: “sales growth of 13%”

operating income: “operating income margin 17.3%”

gross margin: “gross margin 44.1%”

diluted EPS: “diluted EPS $1.95”

Adjusted diluted EPS: “Adjusted diluted EPS $2.18”

Net sales: “Net sales $4,694.8 $4,165.0 13 %”

Net income: “Net income attributable to Ecolab 551.3 585.0 (6) % 615.4 590.7 4 %”

Diluted earnings per share: “Diluted earnings per share attributable to Ecolab $1.95 $2.05”

sales (“OUTLOOK”)
“sales growth of 13%”

operating income (“OUTLOOK”)
“operating income margin 17.3%”

gross margin (“OUTLOOK”)
“gross margin 44.1%”

diluted EPS (“OUTLOOK”)
“diluted EPS $1.95”

Adjusted diluted EPS (“OUTLOOK”)
“Adjusted diluted EPS $2.18”

Net sales (“OUTLOOK”)
“Net sales $4,694.8 $4,165.0 13 %”

Net income (“OUTLOOK”)
“Net income attributable to Ecolab 551.3 585.0 (6) % 615.4 590.7 4 %”

Diluted earnings per share (“OUTLOOK”)
“Diluted earnings per share attributable to Ecolab $1.95 $2.05”

Guidance stated in the release's OUTLOOK table; no direction stated — figures as stated in the table.

Capital allocation

EBITDA and adjusted EBITDA are used in our net debt to EBITDA and net debt to adjusted EBITDA ratios, which we view as important indicators of the operational and financial health of our organization.

SEC original ↗Ecolab — Presentation / slide deck (8-K exhibit)EX-99Oct 27, 2026

Strategy & priorities

Exceptional execution drove accelerating sales growth, margin expansion and double-digit adjusted operating income growth.

SEC original ↗Ecolab — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Across these core businesses, our One Ecolab growth initiative is helping deliver greater customer value and share gains for Ecolab.

SEC original ↗Ecolab — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Growth in Food Beverage accelerated to 8%, driven by attractive new business wins from our One Ecolab growth strategy.

SEC original ↗Ecolab — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Strong organic sales growth was led by robust gains in food beverage, food retail, and restaurants, which continue to benefit from our One Ecolab growth strategy.

SEC original ↗Ecolab — Earnings release (8-K exhibit)EX-99Oct 27, 2026

With more than 800,000 connected pest devices already deployed and significant expansion ahead, this transformation positions the business well to meet or exceed its 22% operating income margin target.

SEC original ↗Ecolab — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Risks & headwinds

Adjusted diluted EPS $2.18, +5%, including an approximate 10% headwind from CoolIT acquisition-related amortization and financing costs.

SEC original ↗Ecolab — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Excluding the impact of special gains and charges and discrete tax items, adjusted net income increased 4% versus the prior year, including an approximate 10% headwind from CoolIT acquisition-related amortization and financing costs.

SEC original ↗Ecolab — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Adjusted diluted earnings per share increased 5% when compared against the third quarter of 2025, including an approximate 10% headwind from CoolIT acquisition-related amortization and financing costs.

SEC original ↗Ecolab — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Importantly, the company is very well positioned to quickly mitigate the impact of these challenges.

SEC original ↗Ecolab — Earnings release (8-K exhibit)EX-99Oct 27, 2026

This range reflects strong underlying performance and an approximate 6 percentage point short-term headwind to adjusted earnings per share growth from CoolIT acquisition-related amortization and financing costs.

SEC original ↗Ecolab — Earnings release (8-K exhibit)EX-99Oct 27, 2026

This range reflects strong underlying performance and an approximate 12 percentage point short-term headwind from CoolIT acquisition-related amortization and financing costs.

SEC original ↗Ecolab — Earnings release (8-K exhibit)EX-99Oct 27, 2026

What changed vs prior quarter

Reported operating income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Ecolab — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Organic operating income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Ecolab — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Reported gross margin — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Ecolab — Earnings release (8-K exhibit)EX-99Oct 27, 2026

Documents

Earnings deck slides

0 decks with slide view

Ecolab — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Ecolab — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Ecolab — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Ecolab — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Ecolab — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Ecolab — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Ecolab — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Ecolab — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Ecolab — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Rio Tinto (RIO) MaterialsCemex Sab De Cv (CX) MaterialsWheaton Precious Metals (WPM) MaterialsNucor (NUE) MaterialsFranco-Nevada (FNV) MaterialsKinross Gold (KGC) MaterialsBarrick Mining (B) MaterialsCarpenter Technology (CRS) Materials

Filings

65 documents

Earnings releases

32 documents

Presentations

9 documents

Transcripts

0 documents

No transcripts for Ecolab are held in this edition of the library.

Mentioned by

9 companies

Other tracked companies whose held documents mention Ecolab by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.