Ecolab Inc. (NYSE:ECL ) Investor Day 2025 Conference September 4, 2025 9:00 AM EDT Company Participants Christophe Beck - CEO & Chairman of the Board Darrell Brown - President & COO Greg Cook - Executive VP & President of Institutional Group Soraya Hlila - Executive VP & GM of Global Pest Elimination Joshua Magnuson - Executive VP & GM of Global Light Water Sector Hayley Crowe - Executive VP & GM of Global Life Sciences Scott Kirkland - Chief Financial Officer Conference Call Participants David Begleiter - Deutsche Bank AG, Research Division Christopher Parkinson - Wolfe Research, LLC Kevin McCarthy - Vertical Research Partners, LLC Justin Hauke - Robert W. Baird & Co. Incorporated, Research Division John McNulty - BMO Capital Markets Equity Research James Cannon - UBS Investment Bank, Research Division John Ezekiel Roberts - Mizuho Securities USA LLC, Research Division David Paige Papadogonas - RBC Capital Markets, Research Division Matthew DeYoe Vincent Andrews - Morgan Stanley, Research Division Jason Haas - Wells Fargo Securities, LLC, Research Division Presentation Christophe Beck CEO & Chairman of the Board [Audio Gap] from anywhere around the world remotely.
ECL's strong Q2 results, innovation pipeline, and high-tech growth drivers support its long-term expansion despite macro headwinds.
I reiterate a Sell rating on Ecolab Inc., due to ongoing weak demand in heavy industrial and paper markets despite management's effective margin expansion strategies. Q2 FY25 results showed modest 3% organic revenue growth and 13% adj. EPS growth, driven by value pricing and cost optimization amid soft end-market demand. My DCF analysis yields a fair value of $218 per share, indicating overvaluation at current levels, even as management targets higher margins and EPS growth.
Ecolab, Inc. (NYSE:ECL ) Q2 2025 Earnings Conference Call July 29, 2025 1:00 PM ET Company Participants Andrew Hedberg - Director of Investor Relations Christophe Beck - CEO & Chairman of the Board Scott D. Kirkland - Chief Financial Officer Conference Call Participants Andrew John Wittmann - Robert W.
ECL stock dips in pre-market despite second-quarter 2025 earnings growth and margin expansion, as EPS misses estimates by a penny.
Although the revenue and EPS for Ecolab (ECL) give a sense of how its business performed in the quarter ended June 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 $1.89 per share, missing the Zacks Consensus Estimate of $1.9 per share. This compares to earnings of $1.68 per share a year ago.
Ecolab rides momentum in Global Water and Pest Elimination, but macroeconomic headwinds may test its second-quarter 2025 earnings strength.
Besides Wall Street's top-and-bottom-line estimates for Ecolab (ECL), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
Ecolab rolls out ReadyDose, a tablet-based cleaning solution to help Southeast Asian restaurants cut waste and boost hygiene.
The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
ECL continues to gain from its robust product portfolio and strong segmental performance.