Ecolab backs 2025 adjusted EPS view of $7.42-$7.62, consensus $7.49

Chairman and CEO Christophe Beck said, “We expect to deliver continued 12-15% earnings growth this year, even as we face a very unpredictable operating environment with soft end market demand and rapidly changing international trade policy. We are making proactive and strategically consistent adjustments to our delivery path due to these external conditions. Importantly, our overall expectations for earnings this year remain unchanged. We look to continue to outperform our end markets as we work to convert our strong new business wins, which all leverage our One Ecolab (ECL) growth initiative and our record innovation pipeline. To overcome the impact from tariffs, we are leveraging the strength of Ecolab’s world class supply chain, our ‘local for local’ production model, and our recently announced trade surcharge. Overall, Ecolab’s business fundamentals are strong, and we expect the actions we are taking today, along with our continued long-term investments in our team and businesses, will deliver exceptional total value to customers and superior returns for shareholders in 2025 and beyond.” As a result, Ecolab continues to expect full year 2025 adjusted diluted earnings per share in the $7.42 to $7.62 range, rising 12% to 15% compared with adjusted diluted earnings per share of $6.65 in 2024. Consistent with prior expectations, the company currently anticipates quantifiable special charges in 2025 to be approximately 25c-30c per share, principally related to restructuring charges. “Other than the special gains and charges noted above, other such amounts are not currently quantifiable,” the company added.