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Dec 31, 2025
Ecolab Q4 2025 Earnings Report
Ecolab reported strong Q4 2025 results with significant growth in sales and earnings, driven by accelerating organic sales and operating income margin expansion.
Key Takeaways
Ecolab delivered a record fourth quarter in 2025, with reported diluted EPS increasing by 19% to $1.98 and adjusted diluted EPS rising by 15% to $2.08. Net sales grew 5% to $4.2 billion, fueled by accelerating organic sales growth across most businesses and robust operating income margin expansion. The company also provided a strong outlook for 2026, anticipating continued growth in adjusted diluted EPS.
Reported diluted EPS increased by 19% to $1.98, and adjusted diluted EPS increased by 15% to $2.08.
Net sales grew 5% to $4.2 billion, with organic sales up 3%, driven by strong performance in Food & Beverage, Pest Elimination, and Life Sciences.
Reported operating income margin was 17.0%, with organic operating income margin increasing by 140 bps to 18.5%.
Ecolab expects full-year 2026 adjusted diluted EPS to be in the range of $8.43 to $8.63, representing 12% to 15% growth.
Revenue by Segment
Forward Guidance
Ecolab anticipates continued strong performance in 2026, with adjusted diluted EPS expected to grow 12% to 15%. The company projects reported sales to increase 7% to 9% and organic sales to increase 3% to 4%, with accelerating growth throughout the year. Operating income margin expansion of 100 to 150 basis points is also expected.
Positive Outlook
- Full year 2026 adjusted diluted EPS expected to be $8.43 to $8.63, rising 12% to 15%.
- Reported sales expected to increase 7% to 9% in 2026.
- Organic sales expected to increase 3% to 4% in 2026, with growth accelerating through the year.
- Operating income margin expansion of 100 to 150 basis points anticipated.
- Adjusted operating income expected to increase 14% to 16%.
Challenges Ahead
- Approximate $0.13 per share impact from non-cash amortization related to the Ovivo Electronics acquisition included in the 2026 EPS outlook.
- Quantifiable special charges in 2026 expected to be approximately $0.55 to $0.60 per share, primarily related to restructuring and Ovivo Electronics acquisition costs.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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