Ecolab, Inc.

Ecolab, Inc.

ECL

Get informed when a big investor buys or sells

+ Follow
Market Cap$78.14B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Ecolab, Inc.Ecolab, Inc.371.02%21%4.71.4

Earnings Call Q2 2026

July 28, 2026 - AI Summary

Strong Q2 momentum: accelerating EPS + organic growth + stable gross margin - Adjusted EPS +11% YoY, driven by accelerating organic sales growth of 5% and stable organic gross margin. - Productivity remained strong; management emphasized execution “in any environment.” - Volumes +1% despite an almost 1% headwind from Middle East customer operations disruption; excluding that, underlying volume growth accelerated vs Q1.
Pricing/commodities transition: energy surcharge ramping to offset margin pressure - Entered Q2 with commodity costs rising and expected to stay high through the year; started with little surcharge pricing. - Implemented a global energy surcharge quickly, with pricing strengthening to ~4% in Q2. - Expectation: second half surcharge benefits progress into a targeted 5%–6% pricing range, aimed at offsetting rising commodity costs and supporting margin/EPS.
Outlook upgraded/maintained with specific targets for H2 2026 and full-year EPS - Management expects organic sales growth of 6%–7% in H2 2026. - Adjusted operating income margin in H2: 19%, supporting the broader plan to reach ~20% OI margin next year. - 2026 EPS forecast raised to $8.05–$8.25, implying +7% to +10% vs. last year. - EPS range reflects strong underlying performance but also short-term headwinds from noncash amortization and financing costs related to the CoolIT acquisition.

Exclusive for Stockcircle Pro members

Sign upSign Up
$322.70

Target Price by Analysts

16.2% upsideEcolab Target Price DetailsTarget Price
$174.68

Current Fair Value

37.1% downside

Overvalued by 37.1% based on the discounted cash flow analysis.

Share Statistics

Market cap$78.14 Billion
Enterprise Value$86.85 Billion
Dividend Yield$2.84 (1.02%)
Earnings per Share$7.33
Beta0.9
Outstanding Shares281,300,000

Return

Return on Equity21.05%ROE
Return on Assets7.07%
Return on Invested Capital12.02%

Valuation & Multiples

P/E Ratio37.02P/E Ratio
PEG1813.5PEG
Price to Sales4.71Price to Sales
Price to Book Ratio7.93Price to Book Ratio
Enterprise Value to Revenue5.16
Enterprise Value to EBIT30.18
Enterprise Value to Net Income41
Total Debt to Enterprise0.16
Debt to Equity1.38Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 28, 2026
EPS Estimate
$2.08
Average shareholder expectation
Revenue Estimate
$4.38 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 4, 2026
EPS Estimate
$2.09
Average shareholder expectation
Revenue Estimate
$4.39 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.0000 21.51%
Total Calls- 100.00%
Total Puts- 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %7.06% 71.39%
Total Invested$9.56B 83.76%
Investors Holding738 987.00%

ESG Score

No data

About Ecolab, Inc.

CEO: Douglas Baker

Relevant Senate Committees

Joint Committee on Taxation

This committee directly assists in crafting and analyzing tax legislation, providing crucial 'revenue estimates' that shape tax policy. Its work directly influences corporate tax burdens and investment incentives, fundamentally impacting Ecolab's financial structure.

Finance

This powerful committee controls taxation and trade. Its decisions on corporate tax policy, tariffs, and international trade agreements have a direct and significant impact on Ecolab's profitability, supply chain costs, and global competitiveness.

Health, Education, Labor, and Pensions

This committee regulates the FDA, which is highly relevant to Ecolab's food safety and healthcare infection prevention products. Labor laws also directly impact Ecolab's operational costs and workforce management.

Environment and Public Works

This committee regulates the EPA, which has direct oversight over chemical manufacturing, use, and disposal, as well as water quality standards—all central to Ecolab's chemical products and water treatment solutions.