Ecolab Inc. provides water, hygiene, and infection prevention solutions and services in the United States and internationally. The company operates through four ...
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$2.84 per share
Est. EPS $2.17 · Revenue $4.70B · 13 analysts
$2.84 per share
Est. EPS $2.20 · Revenue $4.75B · 13 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $16.1B | +2.2% | +8.6% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $2.1B | -1.7% | +23.6% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +44.5% | +2.4% | +1.2% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +18.1% | +9.1% | +12.2% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +12.9% | -3.8% | +13.9% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $1.9B | +4.7% | +402.5% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +11.8% | +2.5% | +362.7% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 96.5% | +2.0% | +47.7% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.08x | -14.4% | +85.7% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $24.7B | +10.3% | +19.5% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 7.28 vs 7.53 | -3.3% | 1.90 vs 2.17 | -12.6% |
| Revenue Surprise | $16.1B vs $16.1B | +0.2% | $4.4B vs $4.7B | -6.0% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Dec 3, 2026 | Mewhorter Bryce L | officer: SVP & Corporate Controller | Employee Stock Option (Right to Buy) | — | 2,300 | $268.51 |
| Nov 2, 2026 | Mewhorter Bryce L | officer: SVP & Corporate Controller | Restricted Stock Units | — | 2,948 | — |
| Aug 18, 2026 | Beck Christophe | director, officer: CHAIRMAN, PRESIDENT & CEO | Common Stock | D | 17,862 | $280.14 |
| Aug 11, 2026 | Cook Gregory B | officer: Co-COO - Global Businesses | Common Stock | D | 4,567 | $285.13 |
| Aug 7, 2026 | Mewhorter Bryce L | officer: SVP & Corporate Controller | Common Stock | — | 0 | — |
Operator: Greetings, and welcome to the Ecolab Second Quarter 2026 Earnings Release Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Andrew Hedberg, Vice President, Investor Relations for Ecolab. Thank you, Mr. Hedberg. You may begin. Andrew Hedberg: Thank you, and hello, everyone. Welcome to Ecolab's second quarter conference call. With me today are Christophe Beck, Ecolab's Chairman and CEO and Scott D. Kirkland, our CFO. A discussion of our results along with our earnings release and the slides referencing the quarter results are available on Ecolab's website at ecolab.com/investor. Take a moment to read the cautionary statements in these materials, which state that this teleconference, associated supplemental materials include estimates of future performance. These are forward-looking statements and actual results could differ materially from those projected. Factors that could cause actual results to differ are described under the risk factors section in our most recent Form 10-K and in our posted material. We also refer you to the supplemental diluted earnings per share information in the release. With that, I would like to turn the call over to Christophe Beck for his comments. Christophe Beck: Thank you so much, Andrew, and welcome to everyone joining us today. Well, we delivered another strong quarter with accelerating performance, across our business, Adjusted EPS grew 11% driven by accelerating organic sales growth of 5%. Stable organic gross margin and continued strong productivity. This performance reflects the strength of our growth model and most importantly, the power of our global team to deliver for our customers every day. In any environment. Last quarter, we talked about the second quarter being a short transition period. We entered the quarter with commodity costs increasing and the expectation that they would remain high through the year. We started the quarter with very little surcharge pricing, but expected benefits from the surcharge would progressively build through the quarter. that is exactly what happened. We moved quickly to implement a global energy surcharge backed by incremental customer value as we always do. As a result, pricing strengthened to 4% in the second quarter, and we expect the second half to be in our targeted 5% to 6% range. It is allowing us to offset the impact of rising commodity costs on our margins, and EPS this year. Our global team executed extremely well through this transition period. In just one quarter, we absorbed increasing commodity costs continued to win new business, grew volumes stabilized organic gross margin and delivered double-digit EPS growth. Importantly, momentum continues to strengthen across the portfolio. Volumes grew 1% despite a nearly 1% headwind from customer operations disrupted by …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Christophe Beck | CEO, President & Chairman of the Board | USD 5,176,049 | Male | 1968 | Active |
Darrell R. Brown | Co-Chief Operating Officer of Global Markets | USD 2,416,925 | Male | 1964 | Active |
Scott D. Kirkland | Chief Financial Officer | USD 2,242,960 | Male | 1974 | Active |
Gregory Russell Cook | Co-Chief Operating Officer of Global Businesses | USD 1,604,355 | Male | 1969 | Active |
Margeaux King | Executive Vice President of Human Resources | USD 1,149,631 | Female | 1978 | Active |
Bryce L. Mewhorter | Senior Vice President, Corporate Controller & Principal Accounting Officer | — | Male | 1975 | Active |
Catherine Loh | VP & Treasurer | — | Female | — | Active |
Nicholas Alfano | Executive Vice President & President of Global Industrial Group | — | Male | 1962 | Active |
Chris Leong | Executive Vice President and Chief Marketing & Innovation Officer | — | Female | 1967 | Active |
Jandeen Boone | Executive Vice President, General Counsel, Secretary & Interim Chief Compliance Officer | — | Female | 1974 | Active |
Emilio Tenuta | Chief Sustainability Officer & Senior Vice President | — | Male | — | Active |
Dan D. LeCloux | Executive VP & Chief Technical Officer | — | — | — | Active |
Andrew Hedberg | Vice President of Investor Relations | — | Male | — | Active |
Bank of New York Mellon Corp acquired a new position in shares of Ecolab Inc. (NYSE: ECL) in the undefined quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 1,483,725 shares of the basic materials company's stock, valued at approximately $413,381,000. Bank of New York Mellon Corp
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B and T Capital Management DBA Alpha Capital Management acquired a new stake in Ecolab Inc. (NYSE: ECL) during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 12,166 shares of the basic materials company's stock, valued at approximately $3,390,000. Several other
