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Ecolab boasts a dominant moat in cleaning, water management, and pest control while serving diverse global industries. ECL's 33-year dividend growth streak and recent 12% hike highlight its long-term income appeal, despite a low starting dividend yield. Recent financials show modest organic growth and margin-driven EPS gains, but I'm skeptical how much more room there is for margin growth.
Ecolab Inc. (ECL) Q4 2025 Earnings Call Transcript
Ecolab posts strong Q4 earnings with margin expansion and solid segment growth, but cautious sentiment persists despite gains in water, pest and life sciences.
Although the revenue and EPS for Ecolab (ECL) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Ecolab (ECL) came out with quarterly earnings of $2.08 per share, beating the Zacks Consensus Estimate of $2.06 per share. This compares to earnings of $1.81 per share a year ago.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Ecolab (ECL), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2025.
Ecolab's Water and Pest segments show solid momentum ahead of fourth-quarter 2025 results, but Paper weakness and macro uncertainty could temper overall growth.
Ecolab (ECL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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Ecolab is transitioning from a defensive hygiene leader to a high-growth compounder, driven by AI infrastructure and data center water solutions. ECL's Global High-Tech segment posted 25% sales growth, supported by the Ovivo acquisition and rising demand for ultra-pure water in semiconductors and data centers. Operating margins reached 18.7%, with management targeting 20% by 2027, underpinned by high-margin digital and pest elimination services.