Citable filing context
ECL's research view summarizes recent SEC filing context, starting with earnings from Jul 28, 2026.
| Filed | Item | Context |
|---|---|---|
| Jul 28, 2026 | earnings | Ecolab reported Q2 2026 adjusted diluted EPS of $2.09, up 11%, and raised its full-year 2026 outlook. |
| May 29, 2026 | debt_offering | Ecolab Inc. completed a $5 billion offering of notes across four different maturities. |
| May 11, 2026 | management_change | Ecolab elected Bryce L. Mewhorter as Senior Vice President and Corporate Controller on May 7, 2026. |
| Jul 28, 2026 | Guidance: adjusted_diluted_eps | 2.13 to 2.23 |
| Jul 28, 2026 | Guidance: adjusted_diluted_eps | 8.05 to 8.25 |
| Mar 20, 2026 | Guidance: adjusted_diluted_eps | 1.69 to 1.71 |
| Aug 6, 2026 | mda_quarterly | Ecolab reported strong second-quarter 2026 results, with net sales rising 10% to $4.4 billion and organic sales increasing 5%. Adjusted diluted EPS grew 11% to $2.09, reflecting effective pricing strategies that offset rising commodity and supply chain costs. The company’s performance was bolstered by double-digit organic growth in the Global Life Sciences segment (15%) and strong momentum in the High-Tech water business. Global Institutional & Specialty and Global Pest Elimination also contributed, with organic sales growth of 4% and 7%, respectively. Management is currently executing the "One Ecolab" restructuring initiative, which has delivered $180 million in cumulative savings toward a $325 million annualized target by 2027. To support growth and strategic expansion, the company issued $5.1 billion in long-term debt during the first half of 2026, primarily to fund the acquisition of CoolIT Systems. Despite geopolitical volatility and energy market price fluctuations, Ecolab maintains a stable net debt-to-EBITDA ratio of 2.0. The company has implemented energy surcharges to mitigate inflationary pressures and remains focused on productivity gains to protect margins. Looking ahead, management expects to fund ongoing operations and capital investments through robust operating cash flows and existing liquidity, including a $2.0 billion revolving credit facility. |
| May 7, 2026 | mda_quarterly | Ecolab’s first-quarter 2026 reported net sales increased 10% to $4,066.1 million, with organic sales up 4%, driven by pricing gains of 3% and volume growth of 1%. Adjusted diluted EPS rose 13% to $1.70. Segment performance was led by Global Life Sciences, which grew 11% organically, and Global Pest Elimination, up 7%. Global Water organic sales grew 2%, led by a 25% surge in High-Tech (microelectronics and data centers), while total segment sales benefited from the Ovivo Electronics acquisition. Global Institutional & Specialty organic sales rose 4%. Adjusted gross margin contracted to 43.8% due to acquisitions, while underlying margins remained stable as value pricing offset rising commodity costs. To counter Middle East war-related energy and logistics inflation, Ecolab is implementing a Q2 energy surcharge. The "One Ecolab" restructuring program incurred $57.7 million in quarterly charges and is projected to deliver $325 million in annualized savings by 2027. Net debt to EBITDA stood at 2.1x, with interest expense rising to $72.7 million following the Ovivo transaction. Notably, Ecolab secured a $4.75 billion credit facility in April 2026 to fund its pending acquisition of CoolIT Systems. |
Source: SEC EDGAR filing text and events; period Jul 28, 2026; filed Jul 28, 2026.
ECL company research is available with Aerarium Pro (CAD $10/mo). The five showcase tickers (TSLA, NVDA, AAPL, AMZN, PLTR) and the macro dashboard stay free. Already a subscriber? Sign in to pick up where you left off.