earnings
confidence high
sentiment positive
materiality 0.70
Ecolab Q1 adj. EPS $1.70, +13% YoY; maintains FY adj. EPS outlook $8.43-$8.63
ECOLAB INC.
2026-Q1 EPS
reported $1.52
vs consensus $1.71
▼ miss
(-11.2%)
- Reported sales $4,066M (+10%), organic sales +4%; Life Sciences organic +11% led by bioprocessing.
- Adjusted operating income margin expanded 70 bps to 16.7%; adjusted net income +13%.
- Q2 FY2026 adj. EPS guidance $2.02-$2.12 (+7% to 12%), reflecting energy surcharge transition.
- Full-year 2026 adj. EPS maintained at $8.43-$8.63 (+12% to 15%), excluding pending CoolIT Systems acquisition.
- Repurchased ~1.3M shares in Q1; energy surcharge announced to offset rising commodity costs.