earnings
confidence high
sentiment positive
materiality 0.85
ECOLAB INC. (ECL): restructuring charge — Ecolab Q4 adjusted EPS $2.08 (+15%); 2026 guidance $8.43-$8.63 EPS, +12-15%
ECOLAB INC.
2025-FY EPS
reported $7.28
vs consensus $2.09
▲ beat
(+248.8%)
- Q4 reported sales $4.2B (+5%), organic +3%; adjusted diluted EPS $2.08, +15% YoY.
- Global Institutional & Specialty organic op income +16%; Pest Elimination organic op income +46%.
- One Ecolab savings target raised to $325M by 2027; restructuring costs $334M ($261M after-tax).
- 2026 adjusted EPS outlook $8.43-$8.63 (+12-15%); Q1 adj. EPS $1.67-$1.73 (+11-15%).
- Ovivo Electronics acquisition contributes $0.13 non-cash amortization headwind in 2026.