Ecolab Delivers Strong and Accelerating Operating Performance; Reported Diluted EPS $1.95; Adjusted Diluted EPS $2.18, +5%; 2026 Adjusted Diluted EPS Outlook: $8.10 - $8.20, +8% - 9%
Key Highlights
- ➤Adjusted diluted EPS $2.18, up 5%, despite CoolIT-related headwinds
- ➤Organic sales growth accelerated to 7%; reported sales increased 13%
- ➤2026 adjusted diluted EPS outlook $8.10-$8.20, up 8%-9%
- ➤Global High-Tech organic sales surged 63%, led by microelectronics and data centers
- ➤Ovivo Electronics and CoolIT expected to add approximately two percentage points to annual organic growth
Expert Statements
Christophe Beck, Chairman, president and chief executive officer of Ecolab
“Third quarter results marked an inflection point in Ecolab's performance. Exceptional execution drove accelerating sales growth, margin expansion and double-digit adjusted operating income growth.”
Christophe Beck, Chairman, president and chief executive officer of Ecolab
“Volume growth accelerated to 2% despite ongoing disruptions in the Middle East.”
Christophe Beck, Chairman, president and chief executive officer of Ecolab
“As expected, pricing strengthened to 5% as we leveraged total value delivered to mitigate higher commodity costs while improving customer performance.”
Christophe Beck, Chairman, president and chief executive officer of Ecolab
“This disciplined execution allowed us to stabilize our organic gross margin.”
Christophe Beck, Chairman, president and chief executive officer of Ecolab
“The breadth of our performance makes these results even more encouraging.”
Christophe Beck, Chairman, president and chief executive officer of Ecolab
“Our growth engines continued to rapidly accelerate, with very strong performance across all businesses.”
Christophe Beck, Chairman, president and chief executive officer of Ecolab
“Our differentiated water circularity solutions for microelectronics and next-gen liquid cooling technologies for AI data centers position Ecolab extremely well to capitalize on significant long-term growth opportunities.”
Christophe Beck, Chairman, president and chief executive officer of Ecolab
“We are entering 2027 with momentum and confidence in our ability to deliver another very strong year.”
Christophe Beck, Chairman, president and chief executive officer of Ecolab
“We have never been better positioned to deliver exceptional value for customers and shareholders.”
Ecolab Delivers Strong and Accelerating Operating Performance; Reported Diluted EPS $1.95; Adjusted Diluted EPS $2.18, +5%; 2026 Adjusted Diluted EPS Outlook: $8.10 - $8.20, +8% - 9%
* Strong execution drove broad-based acceleration, with reported sales growth of 13% and organic sales growth accelerating to 7%. Volume growth improved to 2% despite ongoing Middle East disruptions, while pricing accelerated to 5%.
Get started
Create a free account to read the full story.