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Ecolab Inc 8-K Filings

ECL NYSE

Every 8-K that Ecolab Inc (ECL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow ECL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ECL filings page.

Rhea-AI Summary

Ecolab Inc. reported strong second‑quarter 2026 results, with net sales of $4,415.4 million, up 10% from $4,025.2 million in 2025, and organic sales growth accelerating to 5%. Reported operating income rose 7% to $757.9 million and adjusted operating income increased 10% to $809.0 million. Reported diluted EPS was $1.90, while adjusted diluted EPS was $2.09, 11% above $1.89 a year earlier.

Performance was broad-based: at fixed currency, Global Water sales grew 10%, Global Institutional & Specialty 4%, Global Pest Elimination 9% and Global Life Sciences 15%, with Life Sciences achieving a 26.5% operating margin. Reported gross margin was 44.1% and organic gross margin 44.9% as stronger pricing and productivity offset higher commodity costs and growth investments. Ecolab Digital sales increased 27% to $121 million. Cash from operating activities for the first half of 2026 was $1,175.4 million, and net debt to adjusted EBITDA was 1.9; the company repurchased about 1.2 million shares in the quarter.

Looking ahead, Ecolab raised its full‑year 2026 adjusted diluted EPS outlook to $8.05–$8.25, implying 7%–10% growth versus last year, and guided third‑quarter adjusted EPS to $2.13–$2.23. Management expects second‑half reported sales to increase 12%–14%, organic sales to grow 6%–7% and adjusted and organic operating income margins of about 19% and 20%, respectively, supported by pricing, acquisitions such as Ovivo Electronics and CoolIT, and continued expansion of its Global High‑Tech and Life Sciences growth engines.

Rhea-AI Summary

Ecolab Inc. completed a multi-tranche debt offering, issuing new senior notes due 2029, 2031, 2033 and 2036 with fixed interest rates ranging from 4.600% to 5.350%. Each series pays interest semi-annually starting on December 15, 2026.

The company plans to use the net proceeds primarily to fund the acquisition of Frigeo Holdings LLC (CoolIT Systems) and for general corporate purposes, which may include repaying commercial paper or other debt. The notes include special mandatory redemption tied to completion of the CoolIT Systems acquisition and a 101% change-of-control repurchase feature.

Rhea-AI Summary

Ecolab Inc. reported leadership and governance updates. The board elected Bryce L. Mewhorter as Senior Vice President and Corporate Controller and designated him as principal accounting officer, effective the day after Ecolab files its Form 10-Q for the second quarter of 2026. He will move into this role from his current position leading finance for Global Water, and will participate in the company’s regular executive compensation programs.

Ecolab also released results from its 2026 Annual Meeting of Stockholders. At the record date of March 10, 2026, the company had 282,423,768 common shares outstanding, and 254,343,064 shares were represented at the meeting. Stockholders elected 13 directors for one-year terms, approved on an advisory basis the compensation of named executive officers, and ratified PricewaterhouseCoopers LLP as independent registered public accounting firm for 2026. A stockholder proposal for an independent board chair policy did not receive approval.

Rhea-AI Summary

Ecolab Inc. reported solid first-quarter 2026 results with faster growth and higher profitability. Net sales rose to $4,066.1 million, up 10% from 2025, while organic sales grew 4%. Reported diluted EPS was $1.52, up 8%, and adjusted diluted EPS reached $1.70, an increase of 13%.

Adjusted operating income climbed 15% to $679.7 million, supported by strong pricing, volume growth and productivity, partly offset by higher commodity costs and growth investments. Global Life Sciences, Pest Elimination and Institutional & Specialty all delivered solid double‑digit adjusted or organic operating income growth.

Ecolab reaffirmed its full‑year 2026 adjusted diluted EPS outlook of $8.43–$8.63, implying 12%–15% growth over 2025. For second quarter 2026, it expects adjusted diluted EPS of $2.02–$2.12, up 7%–12%, while implementing an energy surcharge to offset rising energy‑driven commodity costs.

Rhea-AI Summary

Ecolab Inc. entered into a new term credit agreement providing a $4.75 billion unsecured committed delayed draw term loan facility. The company may use borrowings only to fund its previously announced acquisition of Frigeo Holdings LLC, repay certain Frigeo debt, and pay related fees and expenses.

The facility offers Term SOFR, Daily Simple SOFR, or Base Rate borrowing options, with SOFR-based loans priced at SOFR plus a margin of 0.75% to 0.875%, depending on Ecolab’s credit ratings. Ecolab will also pay a ticking fee of 0.06% to 0.08% per year on undrawn commitments during the specified accrual period. The agreement includes a minimum interest expense coverage covenant and customary restrictions on liens and subsidiary indebtedness.

Rhea-AI Summary

Ecolab Inc. furnished supplemental segment data that reorganizes how it reports its business and shows results at fixed currency exchange rates. Effective January 1, 2026, the former Light & Heavy operating segment was divided into three new operating segments—Heavy Water, Light Water and High-Tech—within the Global Water reportable segment, bringing the total to nine operating segments.

The company provided unaudited tables for 2025 and 2024, and for each quarter of 2025, that restate net sales, costs and operating income using 2026 fixed exchange rates. For 2025, reported GAAP net sales were $16,081.2 million and GAAP operating income was $2,737.6 million. The fixed-currency metrics are non-GAAP measures intended to help compare performance across periods by removing foreign exchange effects and reflecting minor customer and cost allocation movements between segments.

Rhea-AI Summary

Ecolab Inc. has agreed to acquire CoolIT Systems, a global leader in liquid cooling for AI data centers, for approximately $4.75 billion in cash, subject to customary adjustments and approvals, with closing targeted for the third quarter of 2026. CoolIT is expected to generate about $550 million in sales over the next 12 months, and the deal is projected to accelerate Global Water’s organic sales growth by 2 percentage points and Ecolab’s total organic sales growth by 1 point beginning one year after closing. Excluding non-cash amortization, the transaction is expected to be accretive to adjusted diluted EPS in 2028, financed with new debt that should take pro forma net debt to adjusted EBITDA to roughly 3x at closing, declining to about 2x by the end of the second year. Separately, Ecolab now expects first quarter 2026 adjusted diluted EPS of $1.69–$1.71 and full-year 2026 adjusted diluted EPS of $8.43–$8.63, each representing low- to mid-teens percentage growth versus the prior year and excluding CoolIT’s impact.

Rhea-AI Summary

Ecolab Inc. is reshaping its senior leadership by splitting the chief operating officer role into two positions. Effective April 1, 2026, Chairman and CEO Christophe Beck also becomes President, while Darrell R. Brown is appointed Co-COO, Global Markets, and Gregory B. Cook becomes Co-COO, Global Businesses.

Brown will relocate to Sydney and receive an annualized base salary of AU$1,300,000 (about $876,200), a target cash incentive equal to 105% of salary, and a $2,500,000 long-term incentive opportunity. Cook’s new role includes a $750,000 base salary, a 105% target incentive, and $2,200,000 in long-term incentives.

Rhea-AI Summary

Ecolab Inc. reported that director Victoria J. Reich informed the Board on February 18, 2026 that she will not stand for re-election at the company’s annual meeting scheduled for May 7, 2026. The company stated that her decision was not due to any disagreement with Ecolab.

The Board recognized Ms. Reich as a valued colleague and expressed appreciation for her many years of service.

Rhea-AI Summary

Ecolab Inc. reported a record fourth quarter and full year 2025, with Q4 net sales of $4.20 billion, up 5%, and reported diluted EPS of $1.98. Adjusted diluted EPS was $2.08, up 15% from $1.81, driven by organic sales growth, margin expansion and productivity gains.

For 2025, net sales reached $16.08 billion and adjusted diluted EPS was $7.53, up from $6.65. All major segments grew sales, with particularly strong operating income growth in Global Institutional & Specialty, Pest Elimination and Life Sciences.

Ecolab expanded its One Ecolab productivity and restructuring initiative, now expecting annualized savings of about $325 million by 2027, alongside anticipated pre-tax charges of approximately $425 million, mainly severance. For 2026, the company targets adjusted diluted EPS of $8.43–$8.63, an increase of 12%–15%, on reported sales growth of 7%–9% and 100–150 basis points of operating margin expansion.

Rhea-AI Summary

Ecolab Inc. reported that it announced earnings for the third quarter ended September 30, 2025, via a Form 8-K under Item 2.02. The company furnished a News Release as Exhibit 99.1 and Supplemental Data as Exhibit 99.2, and noted these materials will also be available on its website.

The exhibits are furnished, not filed, under the Exchange Act. Ecolab’s common stock (par value $1.00) trades on the New York Stock Exchange under the symbol ECL.

Rhea-AI Summary

Ecolab Inc. reported that it issued and sold $500 million aggregate principal amount of 5.000% Notes due 2035 under an underwriting agreement with Citigroup, J.P. Morgan, and Wells Fargo. The notes were issued on August 27, 2025 as a new series under Ecolab’s existing indenture with Computershare Trust Company, N.A. as trustee.

The notes bear interest at 5.000% per year, payable semi-annually in arrears on March 1 and September 1, starting March 1, 2026, and mature on September 1, 2035. Ecolab may redeem them, in whole or in part, at its option before June 1, 2035 at the redemption prices specified in the indenture. If certain change of control events occur, Ecolab must offer to repurchase the notes at 101% of principal plus accrued interest. Ecolab intends to use the net proceeds for general corporate purposes, which may include partially funding its previously announced acquisition of Ovivo Inc.’s Electronics business and repaying commercial paper or other debt. The indenture includes covenants limiting certain liens, sale-leaseback transactions, and transfers involving restricted subsidiaries.