Ecolab (ECL)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-11-04
$315.01+3.39%
Close 2026-11-04 · 1-day change
NYSEMaterialsChemicals - SpecialtySnapshot 2026-11-04
QuarterlyIQ Insights · ECL
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within materials on a research-validated quality screen. As of 2026-11-04.
The screen ranks ECL against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Materials names rated strong grew net income 63% of the time over the next year (vs 47% for the rest of the cohort, n=1960).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 8 guided quarters · 0.6% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We expect organic sales to grow at the upper end of our 5% to 7% target and Ecolab's adjusted operating income margin to reach 20%.
Stated in 8 of 8 supplied quarters. Management reported: “We expect organic sales to grow at the upper end of our 5% to 7% target and Ecolab's adjusted operating income margin to reach 20%.” “We have never been better positioned to deliver long-term organic sales growth of 5% to 7%, expand operating income margins well beyond 20%, and continue strengthening our EPS growth algorithm.”” Revenue was $4.695 billion in 2026-Q3.
“We expect organic sales to grow at the upper end of our 5% to 7% target and Ecolab's adjusted operating income margin to reach 20%.”
“We have never been better positioned to deliver long-term organic sales growth of 5% to 7%, expand operating income margins well beyond 20%, and continue strengthening our EPS growth algorithm.””
“Organic sales growth is expected to accelerate to the 6% to 7% range in the second half of the year as pricing strengthens and volumes continue to grow.”
“Including the acquisition of Ovivo Electronics, we expect reported sales to increase 7% to 9% and organic sales to increase 3% to 4% in 2026, with organic growth accelerating through the year.”
“We will also continue to build our growth engines, which are compounding at double-digit rates with attractive long-term operating income margins.”
“Our focus remains on driving further share gains, value pricing, and fueling our growth engines, which are accretive to our growth and margin profile.”
Our Global High-Tech platform is now approaching $1.5 billion in annualized sales, and we expect it to grow to $4 billion in sales by 2030, with operating income margins of 25%.
Stated in 7 of 8 supplied quarters. Management reported: “Our Global High-Tech platform is now approaching $1.5 billion in annualized sales, and we expect it to grow to $4 billion in sales by 2030, with operating income margins of 25%.” “2 “The pending acquisition of CoolIT is an important strategic step for Ecolab, further strengthening our Global High-Tech growth engine and extending our leadership in high-performance cooling for data centers.”
We are driving better-than-expected savings from our One Ecolab productivity initiatives and now anticipate annualized savings to increase from $225 million to $325 million by 2027.
Stated in 3 of 8 supplied quarters. Management reported: “We are driving better-than-expected savings from our One Ecolab productivity initiatives and now anticipate annualized savings to increase from $225 million to $325 million by 2027.” “ In February 2026, Ecolab expanded the One Ecolab initiative and now expect to realize total annualized savings of approximately $325 million by 2027 as the leverage of AI and digital technologies drive stronger benefits.”
Pricing is expected to accelerate in the second half of the year, reflecting the full benefit from the energy surcharge implementation.
Stated in 6 of 8 supplied quarters. Management reported: “Ecolab expects to quickly offset rising commodity costs through accelerating pricing, record new business wins and improved productivity.” “Pricing is expected to accelerate in the second half of the year, reflecting the full benefit from the energy surcharge implementation.”
“Pricing is expected to accelerate in the second half of the year, reflecting the full benefit from the energy surcharge implementation.”
Continue organic sales growth and operating margin expansion through share gains, value pricing, new business, and productivity improvements.
Over the trailing year it converted 1.40x of net income into operating cash flow. Historically, Materials names rated neutral grew net income 50% of the time over the next year (vs 51% for the rest of the cohort, n=1899).
Most sensitive to the broad stock market and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
16 material management or governance events in the past 24 months, led by executive changes. Historically, Materials names rated neutral grew net income 50% of the time over the next year (vs 55% for the rest of the cohort, n=2453).
Not investment advice. As of 2026-11-04.
“We look to continue to outperform our end markets as we work to convert our strong new business wins, which all leverage our One Ecolab growth initiative and our record innovation pipeline.”
“We expect to continue this good momentum by generating further market share gains through our One Ecolab initiative and accelerating performance in our growth engines, specifically in data centers, m…”
“Our Global High-Tech platform is now approaching $1.5 billion in annualized sales, and we expect it to grow to $4 billion in sales by 2030, with operating income margins of 25%.”
“2 “The pending acquisition of CoolIT is an important strategic step for Ecolab, further strengthening our Global High-Tech growth engine and extending our leadership in high-performance cooling for d…”
“Strong momentum in Ecolab’s growth engines, which include Life Sciences, Pest Elimination, Global High-Tech and Ecolab Digital, is expected to continue.”
“Strong momentum in Ecolab’s growth engines, which include Life Sciences, Pest Elimination, Global High-Tech and Ecolab Digital, is expected to continue.”
“Strong momentum in Ecolab’s growth engines, which include Life Sciences, Pest Elimination, Global High-Tech and Ecolab Digital, is expected to continue.”
“Momentum in new growth verticals across digital, data centers, microelectronics, and life sciences is expected to continue.”
“ Momentum in new growth verticals across digital, data centers, microelectronics, and life sciences are expected to continue to accelerate.”
“We are driving better-than-expected savings from our One Ecolab productivity initiatives and now anticipate annualized savings to increase from $225 million to $325 million by 2027.”
“We look to continue to outperform our end markets as we work to convert our strong new business wins, which all leverage our One Ecolab growth initiative and our record innovation pipeline.”
“The company expects to mitigate the impact on earnings through both stronger value pricing, which is expected to be slightly higher than 2024’s pricing as Ecolab’s total value delivered 6 to customer…”
“Ecolab expects to quickly offset rising commodity costs through accelerating pricing, record new business wins and improved productivity.”
“Our strategic focus remains on delivering best-in-class customer performance to drive improved core growth and sustainable value pricing.”
“The company expects to overcome the unpredictable operating environment through strong new business wins, value and surcharge pricing, and improved productivity.”
“The company expects to overcome the unpredictable operating environment through strong new business wins, value and surcharge pricing, and improved productivity.”
“Additionally, we will implement value pricing that reflects the increasing value Ecolab delivers to customers.”