Ecolab restates segment data; splits Light & Heavy into three segments effective Q1 2026

ECOLAB INC.

Effective Jan 1, 2026, former Light & Heavy segment split into Heavy Water, Light Water, High-Tech; operating segments increase to nine.
No new financial results; GAAP net sales $16,081.2M (2025) vs $15,741.4M (2024); operating income $2,737.6M vs $2,802.4M.
Provides restated 2025 quarterly and annual segment data at 2026 fixed currency rates for comparability.
Fixed currency operating income at 2026 rates for 2025: Water $1,357.5M, I&S $1,398.1M, Pest $244.6M, Life Sci $144.1M.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

ECOLAB INC. reported the years ended December 31, 2025 and December 31, 2024 results: revenue $16,081.2.

Period: the years ended December 31, 2025 and December 31, 2024
Revenue: $16,081.2
Result: preliminary results

Exact text from the filing

16,298.4 15,273.4 - 725.4 15,998.8 Effect of foreign currency translation 514.0 - (731.2) (217.2) 468.0 - (725.4) (257.4) Total reported GAAP net sales $16,081.2 $ - $ - $16,081.2 $15,741.4 $ - $ - $15,741.4 Cost of Sales Global Water $4,585.9 ($2.3)

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Source: SEC EDGAR

accession 0001104659-26-035705

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