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Sep 30
Ecolab Q3 2025 Earnings Report
Ecolab reported solid earnings growth in Q3 2025, with strong performance across core and high-margin segments.
Key Takeaways
Ecolab delivered a strong third quarter driven by pricing acceleration, volume growth, and expanded operating margins. Life Sciences, Pest Elimination, and Institutional & Specialty led the growth, while softness persisted in Basic Industries and Paper.
Adjusted EPS rose to $2.07, with reported EPS at $2.05.
Revenue reached $4.165 billion, growing 4% YoY.
Net income was $585 million, down 21% due to prior-year one-time gains.
Organic operating income margin expanded by 110 bps to 18.7%.
Ecolab
Ecolab
Ecolab Revenue by Segment
Revenue by Segment
Global Water Revenue
CapyFin.comInstitutional & Spec. Revenue
CapyFin.comPest Elimination Revenue
CapyFin.comLife Sciences Revenue
CapyFin.com Forward Guidance
Ecolab raised its 2025 adjusted EPS guidance and expects strong double-digit growth to continue into 2026, led by high-margin segments and digital innovation.
Positive Outlook
- 2025 adjusted EPS guided to $7.48–$7.58, up 12–14%
- Strong growth expected in Life Sciences, Pest Elimination, and Digital
- Q4 2025 adjusted EPS expected between $2.02 and $2.12
- Continued momentum from new business wins
- Improving operating margin trends into 2026
Challenges Ahead
- Basic Industries and Paper segments remain weak
- Global macroeconomic conditions remain unpredictable
- Ongoing geopolitical and trade policy uncertainties
- Potential restructuring charges of $0.34 per share in 2025
- Higher adjusted tax rate driven by geographic income mix changes
Revenue & Expenses
Visualization of income flow from segment revenue to net income