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Mar 31, 2025
Ecolab Q1 2025 Earnings Report
Ecolab delivered double-digit adjusted EPS growth and solid margin expansion despite soft end-market demand.
Key Takeaways
Ecolab achieved strong EPS growth in Q1 2025, driven by value pricing, productivity improvements, and resilient segment performances, while overcoming headwinds from softer market demand and currency impacts.
Adjusted EPS grew 12% year-over-year to $1.50.
Organic sales increased by 3% despite reported sales decline due to divestitures and currency headwinds.
Operating income rose 7% on a reported basis and 17% on an organic basis.
Company maintained its 2025 full-year adjusted EPS outlook of $7.42 to $7.62.
Revenue by Segment
Forward Guidance
Ecolab reaffirmed its full-year 2025 adjusted EPS guidance of $7.42 to $7.62, expecting strong earnings growth despite a challenging macroeconomic environment.
Positive Outlook
- Strong new business wins supported by One Ecolab initiative.
- Robust margin expansion through value pricing and productivity gains.
- Solid performance in high-growth verticals like high tech and life sciences.
- Effective mitigation of tariff impacts through local-for-local production and trade surcharges.
- Continued investment in innovation and customer-centric solutions.
Challenges Ahead
- Soft end market demand affecting some segments.
- Impact of rapidly changing international trade policies.
- Currency translation headwinds reducing reported earnings.
- Higher adjusted tax rate compared to prior year.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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