Ecolab
Logotype for Ecolab Inc

Ecolab (ECL) investor relations material

Ecolab Q4 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Ecolab Inc
Q4 2025 earnings summary10 Feb, 2026

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.

Ovivo Electronics: beyond amortization impact
One Ecolab savings: specific drivers and timing
Mitigating basic industries and Paper headwinds
How does growth engine portfolio shift impact outlook?
What drives continued One Ecolab savings target raises?
How will water's underlying growth offset cyclical drag?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Ecolab earnings date

Logotype for Ecolab Inc
Q1 202628 Apr, 2026
Ecolab
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Ecolab earnings date

Logotype for Ecolab Inc
Q1 202628 Apr, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

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.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage