Ecolab Q4 adjusted EPS $2.08 (+15%); 2026 guidance $8.43-$8.63 EPS, +12-15%

This filing

On February 10, 2026, the Company announced the expansion of the One Ecolab initiative and anticipates total restructuring costs of $334 million ($261 million after tax) and special charges of $91 million ($71 million after tax) by the end of 2027.

Comparable filing

On May 1, 2026, management of the Company elected to wind down and discontinue its butter product offerings to focus on its core egg product categories, with such discontinuation expected to be substantially completed by the end of fiscal 2026.

This filing

On February 10, 2026, the Company announced the expansion of the One Ecolab initiative and anticipates total restructuring costs of $334 million ($261 million after tax) and special charges of $91 million ($71 million after tax) by the end of 2027.

Comparable filing

On May 7, 2026, the Company announced a plan (the “Plan”) designed to further accelerate its evolution to an agentic AI-first operating model. As part of the Plan, the Company expects to reduce its current workforce by approximately 20%. The Company currently estimates that it will incur charges of between $140 million and $150 million in connection with the Plan

This filing

On February 10, 2026, the Company announced the expansion of the One Ecolab initiative and anticipates total restructuring costs of $334 million ($261 million after tax) and special charges of $91 million ($71 million after tax) by the end of 2027.

Comparable filing

of the Restructuring Plan to be substantially complete in the fourth quarter of 2026. In connection with these actions, the Company estimates that it will incur approximately $16 million to $23 million in pre-tax restructuring charges to its GAAP financial results, consisting primarily of severance and other one-time termination costs for the Company’s impacted

This filing

On February 10, 2026, the Company announced the expansion of the One Ecolab initiative and anticipates total restructuring costs of $334 million ($261 million after tax) and special charges of $91 million ($71 million after tax) by the end of 2027.

Comparable filing

On May 7, 2026, the Company additionally announced that it will reduce its workforce by up to 30% (the “Restructuring”). The Restructuring is part of the Company’s ongoing efforts to improve organizational agility and efficiency, while also seeking to drive greater profitability. The Company currently estimates that it will incur charges of approximately $30 million to $60 million in connection with the Restructuring, consisting primarily of cash expenditures for severance payments, employee benefits, and related costs as well as non-cash charges related to stock-based compensation expense.

This filing

On February 10, 2026, the Company announced the expansion of the One Ecolab initiative and anticipates total restructuring costs of $334 million ($261 million after tax) and special charges of $91 million ($71 million after tax) by the end of 2027.

Comparable filing

On May 5, 2026, the Company announced a restructuring plan (the “Plan”) to streamline the Company’s organizational efforts and product development process, as well as increase leverage of AI and automation across the business. The Plan is expected to affect approximately 500 employees globally, representing approximately 11% of the Company’s global workforce. In connection with the Plan, the Company currently estimates it will incur a charge of between approximately $7 million and $9 million in the second quarter of 2026, which consists primarily of cash expenditures for severance payments, employee benefits, and related costs.

This filing

On February 10, 2026, the Company announced the expansion of the One Ecolab initiative and anticipates total restructuring costs of $334 million ($261 million after tax) and special charges of $91 million ($71 million after tax) by the end of 2027.

Comparable filing

Building on the successful implementation of the Strategic Growth and Productivity Program to date, on April 30, 2026, the Company’s Board approved an expansion of the program to continue to align the Company’s operations to drive future growth and support the Company’s 2030 strategy. The Strategic Growth and Productivity Program is now estimated to result in cumulative pre-tax charges, once all initiatives are approved and implemented, totaling between $350 million and $550 million, increased from $200 million to $300 million. These pretax charges are currently estimated to be comprised of the following: employee-related costs, including severance and other termination benefits (70% to 80%) and asset-related costs and other charges (20% to 30%), which include accelerated depreciation, asset write-offs, contract termination and other exit costs. It is estimated that approximately 80% to 90% of the charges will result in cash expenditures and substantially all charges resulting from the

This filing

On February 10, 2026, the Company announced the expansion of the One Ecolab initiative and anticipates total restructuring costs of $334 million ($261 million after tax) and special charges of $91 million ($71 million after tax) by the end of 2027.

Comparable filing

In connection with these additional actions related to the Company’s strategic realignment, the Company expects to incur pre-tax restructuring charges of approximately $36 million to $46 million, primarily for severance payments and related costs. The majority of these costs are expected to be incurred beginning in the second quarter of 2026 through the fourth quarter of 2026. The Company anticipates annualized pre-tax cost savings related to these additional actions related to the Company’s strategic realignment of approximately $40 million to $50 million and anticipates realizing $20 million to $25 million of savings in 2026. The actions associated with the elimination of positions are subject to local law and consultation requirements in certain countries, which may extend this process beyond the end of 2026. When these additional strategic realignment actions are combined with the Company’s earlier actions to sell, wind down, and optimize certain businesses, the Company expects to

This filing

On February 10, 2026, the Company announced the expansion of the One Ecolab initiative and anticipates total restructuring costs of $334 million ($261 million after tax) and special charges of $91 million ($71 million after tax) by the end of 2027.

Comparable filing

On March 10, 2026, the Company initiated an internal reorganization plan (the “Plan”) which is intended to enhance efficiency and reduce operating expenses. The Plan includes a reduction of the Company’s current total global workforce by approximately 27 percent. The Company expects to substantially complete the personnel reduction by the end of the second quarter of fiscal year 2026, but the timing of certain reductions will vary based on job function and location, including local legal requirements. The Company currently estimates that it will incur approximately $4.5 million to $7 million in charges in connection with the Plan, which will be substantially incurred in the first quarter of fiscal year 2026. These charges primarily relate to employee transition, severance payments, employee benefits, stock-based compensation, and lease termination and other facility-related costs.