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Ecolab (ECL) investor relations material
Ecolab Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record sales, operating income margin, EPS, and free cash flow in 2025, with strong momentum entering 2026.
Q4 adjusted diluted EPS grew 15% year-over-year, with reported diluted EPS at $1.98 and adjusted diluted EPS at $2.08.
Organic sales grew 3% in Q4, with value pricing and positive volume growth across most businesses.
Growth engines, including Ovivo, now represent 20% of the portfolio and are growing double digits.
Strong performance in Food & Beverage, Pest Elimination, Life Sciences, and Global High Tech, with robust digital growth.
Financial highlights
Q4 2025 reported sales: $4.2 billion (+5% year-over-year); organic sales up 3%.
Q4 reported operating income: $712 million (+22%); organic operating income up 12%.
Adjusted operating income margin expanded 150 bps to 18.5%; reported operating income margin reached 17.0%.
Full-year 2025 adjusted diluted EPS: $7.53 (+13% year-over-year).
Cash from operations for the year was $2,952.6 million, up from $2,813.9 million last year.
Outlook and guidance
2026 adjusted diluted EPS expected at $8.43–$8.63 (+12% to 15%), including a $0.13 per share impact from Ovivo Electronics amortization.
2026 reported sales expected to rise 7%–9%; organic sales up 3%–4%.
Q1 2026 adjusted diluted EPS guidance: $1.67–$1.73 (+11% to 15%).
Operating income margin anticipated to expand 100–150 bps to over 19%, driving 14%–16% OI growth.
Special charges in 2026 expected at $0.55–$0.60 per share, mainly for restructuring and Ovivo acquisition costs.
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Frequently asked questions
Water, Hygiene and Infection Prevention
Ecolab Inc. is an American corporation that offers a variety of services in water, hygiene, and infection prevention solutions and services. The company provides products and services to a variety of sectors, including healthcare, food service, and hospitality. Ecolab operates in more than 170 countries, offering services such as water treatment, cleaning and sanitizing solutions, pest control, and infection prevention. It is headquartered in Saint Paul, Minnesota, and its shares are listed on the NYSE.
Absorbit
Ecolab Inc.'s history dates back to 1923 when it was founded by Merritt J. Osborn as Economics Laboratory in St. Paul, Minnesota. Initially, the company focused on a single product, a carpet cleaning agent called Absorbit. During the 1930s and 1940s, the company expanded its product line and entered into the ware washing market, primarily doing business with hotels and restaurants.
The 1950s saw further growth as Ecolab ventured into the institutional sector, providing services to hospitals and schools. This period also marked the beginning of its international expansion, starting with ventures in Canada and Europe. In the subsequent decades, Ecolab diversified its portfolio and customer base through a series of strategic acquisitions. The late 20th and early 21st centuries saw Ecolab solidifying its position and today the company has operations in over 170 countries, offering a wide range of products and services in water, hygiene, and infection prevention. The company operates in the same sector as Clorox and Diversey Holdings.
Hospitality and Healthcare
In the hospitality industry, Ecolab provides comprehensive cleaning and sanitation solutions tailored to the unique needs of hotels, restaurants, and food service providers. These solutions include detergents, disinfectants, and specialized products for kitchen hygiene, as well as programs for water and energy conservation, in turn helping the customers
Ecolab provides infection prevention for healthcare facilities with a range of products designed to ensure sterile environments. This includes hand hygiene solutions, surface disinfectants, and sterilization products.
Industrial and Chemical
In industrial settings, Ecolab offers water treatment services, helping companies manage their water usage efficiently and sustainably. This is particularly useful in industries like energy production and manufacturing, where water management is a key aspect of daily operations. Lastly, Ecolab's energy services include chemical solutions and technologies designed to optimize oil and gas production processes. This includes corrosion inhibitors, scale control, and water treatment chemicals tailored to the specific needs of the energy sector.
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