Ecolab Inc. (ECL) M&A Call Transcript

Ecolab Inc. (ECL) M&A Call Transcript

Seeking Alpha • Mar 23, 2026

ECL to Boost Data Center AI Cooling Platform With CoolIT Acquisition

Ecolab's $4.75B CoolIT deal boosts its AI data center cooling push, expanding into high-growth liquid cooling and unlocking recurring revenue opportunities.

Zacks Investment Research • Mar 23, 2026

Best Dividend Aristocrats As Of March 20, 2026

Dividend Aristocrats, tracked via NOBL, outperformed SPY YTD despite a sharp March pullback, with 44 Aristocrats beating SPY and 17 posting double-digit gains. Momentum, valuation (via dividend yield theory), and projected long-term total return now guide Aristocrat selection, with 39 currently screening as undervalued and offering ≥10% expected annualized returns. Recent dividend increases from CL, GD, LIN, and O bring the 2026 average Aristocrat dividend growth rate to 3.40%, with Realty Income expected to announce further hikes throughout the year.

Seeking Alpha • Mar 21, 2026

Ecolab to acquire CoolIT Systems for $4.75 billion

Water solutions ​company Ecolab ‌said on Friday ​it ​has agreed ⁠to ​acquire CoolIT ​Systems, a liquid ​cooling ​technology provider for ‌AI ⁠data centers, from ​KKR ​for $4.75 ⁠billion in ​cash.

Reuters • Mar 20, 2026

Ecolab to Acquire CoolIT Systems, a Global Leader in Advanced Liquid Cooling for Next-Gen AI Data Centers

ST. PAUL, Minn.--(BUSINESS WIRE)--Ecolab announced today that it has entered into a definitive agreement to acquire CoolIT Systems, a high-growth, high-margin leader in liquid cooling technology for next-gen AI data centers. CoolIT is expected to generate approximately $550 million in sales over the next 12 months. With CoolIT's rapid sales growth, the acquisition is expected to significantly strengthen the company's Global High-Tech growth engine and accelerate Global Water's organic sales gro.

Business Wire • Mar 20, 2026

Ecolab Buys a Liquid Cooling Company for $4.75 Billion. It's All About AI.

Ecolab agrees to buy CoolIT Systems in an all-cash deal for $4.75 billion.

Barrons • Mar 20, 2026

Ecolab nearing deal to acquire KKR's data-center cooling company for up to $5 billion, WSJ reports

Ecolab is ​nearing a ‌deal to acquire ​data-center ​cooling company CoolIT ⁠Systems ​from ​KKR for between $4.5 billion ​and $5 ​billion, the Wall ‌Street ⁠Journal reported on Thursday, ​citing ​people ⁠familiar with ​the ​matter.

Reuters • Mar 19, 2026

Ecolab Near Deal for KKR's Data-Center Cooling Company

Ecolab is nearing a deal to acquire data-center cooling company CoolIT Systems from KKR KKR -0.97%decrease; red down pointing triangle for between $4.5 billion and $5 billion, according to people familiar with the matter.

WSJ • Mar 19, 2026

Ecolab Named One of the World's Most Ethical Companies for 20th Consecutive Year

ST. PAUL, Minn.--(BUSINESS WIRE)--Ecolab Inc., a global leader in water, hygiene and infection prevention solutions and services that protect people and the resources vital to life, today announced it has been named one of the 2026 World's Most Ethical Companies® by Ethisphere, a global leader in defining and advancing the standards of ethical business practices. This marks Ecolab's 20th consecutive year receiving the recognition—an achievement only a small number of companies worldwide can cla.

Business Wire • Mar 18, 2026

Ecolab Schedules Webcast and Conference Call on April 28, 2026

ST. PAUL, Minn.--(BUSINESS WIRE)--Ecolab will host a live webcast to discuss its first quarter 2026 results. A news release containing first quarter results is expected to be issued before market open on April 28, 2026. Details for the public webcast are as follows: TIME: 1:00 p.m. Eastern Time DATE: Tuesday, April 28, 2026 DURATION: One hour LOCATION: www.ecolab.com/investor ARCHIVE: A replay of the webcast and supplemental data will be available on Ecolab's website. About Ecolab A trusted par.

Business Wire • Mar 17, 2026