Ecolab: Not Enough Organic Growth To Merit An Upgrade

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.

Seeking Alpha • 8 hours ago

Ecolab forecasts 2026 profit above estimates on strong demand

Ecolab on Tuesday forecast current-year profit above Wall Street estimates, as it expects growth in its business segments to drive demand for its technologies and services that include cleaning, sanitization and cooling.

Reuters • Feb 10, 2026

Ecolab Inc. (ECL) Q4 2025 Earnings Call Transcript

Ecolab Inc. (ECL) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 10, 2026

Ecolab Announces Record Fourth Quarter and Strong 2026 Outlook; Reported Diluted EPS $1.98; Adjusted Diluted EPS $2.08, +15%; 2026 Adjusted Diluted EPS Outlook: $8.43 - $8.63, +12% - 15%

ST. PAUL, Minn.--(BUSINESS WIRE)--Ecolab Inc. (NYSE: ECL): FOURTH QUARTER HIGHLIGHTS Ecolab delivered another quarter of strong double-digit EPS growth, driven by accelerating organic sales growth across most businesses and robust operating income margin expansion. Reported sales $4.2 billion, +5%. Organic sales +3%, led by accelerating growth in Food & Beverage, Pest Elimination and Life Sciences, and continued strong growth in Specialty and Global High-Tech. This accelerating performance.

Business Wire • Feb 10, 2026

Ecolab (ECL) Tops Q4 Earnings and Revenue Estimates

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.

Zacks Investment Research • Feb 10, 2026

Ecolab (ECL) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

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.

Zacks Investment Research • Feb 10, 2026

ECL Stock Falls in Pre-Market Despite Q4 Earnings Beat, Margins Expand

Ecolab posts strong Q4 earnings with margin expansion and solid segment growth, but cautious sentiment persists despite gains in water, pest and life sciences.

Zacks Investment Research • Feb 10, 2026

Countdown to Ecolab (ECL) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS

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.

Zacks Investment Research • Feb 5, 2026

Can Sustained Strength in Water Drive ECL Stock Before Q4 Earnings?

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.

Zacks Investment Research • Feb 4, 2026

Ecolab (ECL) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

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.

Zacks Investment Research • Feb 3, 2026