Ecolab Inc Stock Price, News & Analysis

Ecolab (NYSE:ECL) reported third-quarter 2025 results with reported sales $4.165B (+4%) and organic sales +3%. Adjusted diluted EPS was $2.07, +13%, while reported diluted EPS was $2.05 (down 21% due to prior-year gain). Organic operating income margin expanded to 18.7%, +110 bps. The company updated 2025 adjusted EPS guidance to $7.48–$7.58 (+12%–14%) and Q4 2025 adjusted EPS to $2.02–$2.12 (+12%–17%). Management cited accelerating value pricing, 1% volume growth, strength in Life Sciences/Pest Elimination/Global High-Tech, and ongoing soft demand in Basic Industries and Paper. Expected 2025 quantifiable special charges are about $0.34 per share.

Ecolab (NYSE:ECL) has launched Ecolab® CIP IQ™, an AI-enhanced clean-in-place digital solution, alongside announcing a strategic partnership with 4T2 Sensors. The innovation integrates 4T2's fluid sensing technology with Ecolab's 3D TRASAR™ sensors to optimize food and beverage manufacturing processes.

The solution promises to deliver 15% more efficiency and 20% water reduction in clean-in-place operations. Through this partnership, Ecolab has secured exclusive licensing rights to 4T2 Sensors' CIP optimization and fluid quality monitoring technology in the food and beverage industry.

Ecolab (NYSE:ECL) has announced it will host a live webcast to discuss its 2025 third quarter results on Tuesday, October 28, 2025, at 1:00 p.m. Eastern Time. The company plans to release its Q3 2025 earnings report before the market opens on the same day.

The one-hour webcast will be accessible through www.ecolab.com/investor. Following the live presentation, a replay of the webcast along with supplemental data will be made available on Ecolab's website.

Ecolab (NYSE:ECL) has entered into a definitive agreement to acquire Ovivo's Electronics division for CAD 2.4 billion. The transaction, expected to close in Q1 2026, represents a strategic milestone for both companies.

Ovivo, a global water and wastewater treatment equipment provider, will focus on accelerating growth across its remaining three operational pillars: Municipal/Industrial/PFAS division, Energy division, and Cembrane SiC membrane division. The deal is subject to regulatory clearance and customary closing conditions.

Ecolab, a global sustainability leader based in Saint Paul, Minnesota, operates in over 170 countries with 48,000 employees, specializing in water, hygiene, and infection prevention solutions.

Ecolab (NYSE:ECL) has announced a definitive agreement to acquire Ovivo's Electronics business for $1.8 billion in cash. Ovivo Electronics, expected to generate $500 million in sales in 2025, specializes in ultra-pure water technologies for semiconductor manufacturing.

The acquisition will more than double Ecolab's global high-tech water business to $800 million, with expected strong double-digit growth. The deal combines Ovivo's ultra-pure water technologies with Ecolab's water solutions, digital technologies, and global service capabilities to provide circular water management solutions for microelectronics customers.

The transaction is expected to close in Q1 2026, be neutral to adjusted earnings per share in the first year (excluding $45 million in non-cash amortization costs), and generate double-digit returns. Post-acquisition, Ecolab's net debt to adjusted EBITDA is expected to be approximately 2x.

Ecolab (NYSE:ECL) has announced its regular quarterly cash dividend of $0.65 per common share. The dividend will be paid on October 15, 2025, to shareholders of record as of September 16, 2025. This announcement continues Ecolab's impressive track record of 88 consecutive years of paying cash dividends on its common stock.

Ecolab (NYSE:ECL) has appointed Julie P. Whalen as an independent director to its Board of Directors, also joining the Audit and Finance Committees. Whalen brings significant financial leadership experience, having served as CFO at both Expedia Group and Williams-Sonoma.

Whalen, 54, most recently served as Expedia Group's CFO from 2022 until 2025, following her tenure as Williams-Sonoma's CFO from 2012 to 2022. She also held a director position at Expedia Group from 2019 to 2024, where she chaired the Audit Committee. A Certified Public Accountant, Whalen holds degrees from Pepperdine University.

Ecolab (NYSE:ECL) reported strong Q2 2025 results with reported diluted EPS of $1.84 (+8%) and adjusted diluted EPS of $1.89 (+13%). The company achieved $4.0 billion in reported sales (+1%) and 3% organic sales growth, driven by strong performance in Institutional & Specialty, Pest Elimination, and Life Sciences segments.

Key highlights include Ecolab Digital sales growth of 29% to $95 million and organic operating income increase of 14%. The company maintains its 2025 adjusted diluted EPS outlook of $7.42-$7.62 (+12-15%) and expects Q3 2025 adjusted diluted EPS of $2.02-$2.12 (+10-16%).

Performance was driven by value pricing, volume growth, and productivity improvements across segments, with particularly strong results in growth engines including Life Sciences, Pest Elimination, Global High-Tech, and Ecolab Digital.

Ecolab (NYSE:ECL) has launched RushReady, an AI-powered solution within its KitchenIQ platform designed to optimize restaurant operations. The technology combines real-time data analytics, AI-driven recommendations, and human coaching to help restaurant managers improve shift performance and profitability.

RushReady focuses on two critical metrics: speed of service and sales per labor hour. The solution provides AI-driven recommendations for inventory prep, staffing levels, and task prioritization. Built on Microsoft Azure, the platform integrates various data sources including point of sale, labor management, and kitchen display systems. Each subscription includes a dedicated Ecolab Performance Coach to help interpret data and enhance productivity.