Ecolab Inc Stock Price, News & Analysis

Ecolab has appointed Michel Doukeris, CEO of AB InBev, as an independent director to its board, effective February 20, 2025. Doukeris, 51, brings extensive global executive experience in the beverage industry, having served as AB InBev's CEO since 2021. His appointment is expected to enhance Ecolab's strategic capabilities through his expertise in complex operations, world-class branding, and success in both developed and developing markets.

The appointment aligns with Ecolab's mission, particularly given Doukeris's commitment to food safety and addressing water scarcity challenges. His background includes leadership roles across AB InBev in the United States, Asia, and South America, providing valuable insights into global business operations, talent development, and water and energy utilization. Doukeris holds degrees from the Federal University of Santa Catarina and Fundação Getulio Vargas, with additional studies at Kellogg School of Management and Wharton Business School.

Ecolab (ECL) has announced a scheduled webcast presentation at the Bank of America 2025 Global Agriculture and Materials Conference. Scott Kirkland, the company's Chief Financial Officer, will address financial analysts on Wednesday, February 26, 2025, at 9:45 AM EST.

The approximately 40-minute presentation will be accessible through Ecolab's investor website at www.ecolab.com/investor. Interested parties can find the webcast details in the News and Events section. For those unable to attend live, a replay will remain available for one year through February 26, 2026.

Ecolab (NYSE: ECL) reported strong Q4 2024 results with sales of $4.0 billion (+2% YoY) and organic sales growth of 4%. The company achieved reported diluted EPS of $1.66 (+18%) and adjusted diluted EPS of $1.81 (+17%).

Key highlights include record full-year 2024 free cash flow of $1.8 billion and operating cash flow of $2.8 billion. The company showed strong performance across segments, with accelerated growth in Industrial and Healthcare & Life Sciences, and continued robust growth in Pest Elimination and Institutional & Specialty segments.

For 2025, Ecolab expects adjusted diluted EPS of $7.42-$7.62, representing 12-15% growth, despite an anticipated 4% unfavorable currency impact. Q1 2025 adjusted EPS is forecasted at $1.47-$1.53 (+10-14%). The company also announced a new segment alignment effective Q1 2025, including the elevation of Global Life Sciences to a standalone segment.

Ecolab has announced it will host a live webcast to discuss its 2024 fourth quarter results. The company plans to release its Q4 results before market open on February 11, 2025.

The webcast is scheduled for 1:00 p.m. Eastern Time on Tuesday, February 11, 2025, and will run for one hour. Investors and interested parties can access the webcast through www.ecolab.com/investor. Following the live event, a replay of the webcast and supplemental data will be made available on Ecolab's website.

Delta Air Lines (NYSE:DAL) has appointed Christophe Beck to its board of directors. Beck, currently serving as Chairman and CEO of Ecolab, brings 30 years of global management experience across Europe, Asia, and North America. He has held leadership positions at Ecolab since 2007, becoming CEO in 2021 and Chairman in 2022. Prior to Ecolab, Beck worked at Nestle from 1991 to 2006.

Delta's non-executive Chair David Taylor highlighted Beck's extensive leadership experience in complex global businesses and his technological background as valuable additions to Delta's board. Beck holds a master's degree in mechanical engineering and aerodynamics from the Swiss Federal Institute of Technology.

Ecolab has announced a 14% increase in its quarterly cash dividend to $0.65 per common share, payable January 15, 2025, to shareholders of record as of December 17, 2024. This marks the company's 33rd consecutive annual dividend increase, bringing the indicated annual cash dividend to $2.60 per share in 2025. The company has maintained cash dividend payments for 88 consecutive years.

Chairman and CEO Christophe Beck attributes this increase to excellent cash flows, robust balance sheet, and strong business momentum. The company projects 12-15% growth in adjusted diluted earnings per share in 2025 and beyond.

Ecolab (ECL) has announced a scheduled webcast presentation at the Baird 2024 Global Industrial Conference. Chairman and CEO Christophe Beck will address financial analysts on Wednesday, November 13, 2024, at 12:35pm CST. The presentation will last approximately 30 minutes and will be accessible through Ecolab's investor website. A replay of the webcast will remain available until February 13, 2025, through the News and Events section at www.ecolab.com/investor.

Ecolab has acquired Barclay Water Management, a northeastern U.S.-based provider of water safety and digital monitoring solutions. Barclay's key offering includes the proprietary iChlor® Monochloramine System for Legionella bacteria treatment in drinking water systems. The acquisition, which closed on November 1, 2024, brings Barclay's 2023 sales of approximately $50 million to Ecolab's portfolio. The integration aims to combine Barclay's water safety solutions with Ecolab's ECOLAB3D™ digital platform and circular water solutions to create a new growth platform focused on improving water safety and operational efficiency.

Ecolab announced that its climate targets have received approval from the Science-Based Targets initiative (SBTi). The company has made significant progress in its sustainability efforts, having sourced over 80% of its electricity globally from renewable sources and achieved a 25% reduction in absolute Scope 1 and 2 carbon emissions through 2023. Through collaboration with customers, Ecolab helped avoid 3.8 million metric tons of greenhouse gas emissions in 2023. The company is pursuing net-zero emissions across its value chain by 2050, with a goal to be halfway there by 2030.