---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-012358"
form_type: "8-K"
ticker: "ECL"
cik: "0000031462"
company_name: "ECOLAB INC."
filed_at: "2026-02-10T23:59:59+00:00"
generated_at: "2026-05-16T03:42:43.224047+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001104659-26-012358
- form_type: 8-K
- ticker: ECL
- cik: 0000031462
- company_name: ECOLAB INC.
- filed_at: 2026-02-10T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 2.05, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/31462/000110465926012358/0001104659-26-012358-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/31462/000110465926012358/ecl-20260210x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-012358
- JSON: https://secwatch.observer/filing/0001104659-26-012358.json
- Plain text: https://secwatch.observer/filing/0001104659-26-012358.txt

## Source-grounded claims
- claim_id: b3c72c786b2c63916500be6ac2396cd58c83ba18
  claim: ECOLAB INC. announced a restructuring with charges of total restructuring costs of $334 million ($261 million after tax) and special charges of $91 million ($71 million after tax) affecting global centers of excellence.
  evidence_excerpt: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/31462/000110465926012358/0001104659-26-012358-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.