Ecolab (ECL)
NYSEMaterialsSpecialty ChemicalsSnapshot 2026-07-07
$283.15-0.20%
Close 2026-07-07 · 1-day change
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Track ECL free→Ecolab grows earnings about 12% to 15% in 2026. Quarterly EPS targets near $2.07 are achievable. The company benefits from strong demand in water treatment and AI data center cooling. Share buybacks and internal promotions support execution.
Ecolab struggles to meet its EPS growth target of 12% to 15%. Quarterly EPS results remain mixed and below expectations. Rising costs or weak demand could pressure margins and slow growth.
The market expects about 10% revenue growth and prices shares roughly 31% above our valuation model. Our view is more cautious on growth and valuation compared to the Street's higher price targets.
Breaks if: significant reduction or suspension of share buybacks in 2026
Breaks if: adjusted diluted EPS falls below $8.43 in FY26
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Ecolab aims to maintain its EPS growth trajectory, targeting a 12% to 15% increase for 2026.
Stated in 4 of last 4 quarters. Ecolab maintains 2026 adjusted diluted EPS outlook: $8.43 - $8.63, +12% - 15%. The guidance reflects a consistent focus on EPS growth, with the trajectory showing limited progress as the company remains behind its EPS targets.
“Ecolab continues to expect adjusted diluted earnings per share in the $8.43 to $8.63 range.”
“Ecolab is sharpening its 2025 adjusted EPS range to between $7.48 and $7.58, +12% to 14%.”
“Continue to expect 2025 adjusted diluted EPS in the $7.42 to $7.62 range, +12% to 15%.”
“Ecolab continues to expect full year 2025 adjusted diluted earnings per share in the $7.42 to $7.62 range.”
Breaks if: quarterly EPS falls below $2.02 in Q2 2026
Ecolab aims to achieve its quarterly EPS targets, with a focus on consistent performance.
Stated in 3 of last 3 quarters. Ecolab expects adjusted diluted EPS in the $2.02 to $2.12 range, +7% to 12%. The company has shown mixed results in achieving its quarterly EPS targets, with limited progress in meeting expectations.
“Expect adjusted diluted EPS in the $2.02 to $2.12 range, +7% to 12%.”
“Expect third quarter 2025 adjusted diluted EPS in the $2.02 to $2.12 range, +10% to 16%.”
“Expect second quarter 2025 adjusted diluted EPS in the $1.84 to $1.94 range, +10% to 15%.”
Breaks if: revenue growth falls below 7% YoY next 12 months
Ecolab aims to maintain its EPS growth trajectory, targeting a 12% to 15% increase for 2026.
Stated in 4 of last 4 quarters. Ecolab maintains 2026 adjusted diluted EPS outlook: $8.43 - $8.63, +12% - 15%. The guidance reflects a consistent focus on EPS growth, with the trajectory showing limited progress as the company remains behind its EPS targets.
“Ecolab continues to expect adjusted diluted earnings per share in the $8.43 to $8.63 range.”
“Ecolab is sharpening its 2025 adjusted EPS range to between $7.48 and $7.58, +12% to 14%.”
“Continue to expect 2025 adjusted diluted EPS in the $7.42 to $7.62 range, +12% to 15%.”
“Ecolab continues to expect full year 2025 adjusted diluted earnings per share in the $7.42 to $7.62 range.”