Ecolab's earnings call reflected a generally positive sentiment, with strong earnings growth, resilient core business performance, and advancements in digital and high-tech segments. However, challenges remain in certain segments like basic industries and paper, as well as ongoing commodity cost pressures. Overall, the positives in growth and strategic execution outweighed the areas of concern.

Company Guidance

During Ecolab's second quarter 2025 earnings call, the company reported strong financial performance consistent with its guidance. It achieved a 3% growth in organic sales, driven by a robust 4% growth in 85% of its business, while operating income grew by 18%. Key growth drivers included a 2% increase in value pricing, which is anticipated to rise closer to 3% in subsequent quarters due to a new trade surcharge for U.S. customers. The Institutional & Specialty segment, along with Global Water, performed well, with the latter seeing 4% sales growth excluding paper and basic industries, which faced challenges. The Pest Elimination business showed a 6% organic sales increase, with operating income margins nearing 20%. Ecolab's growth engines, including Pest Elimination, Life Sciences, Global High-Tech, and Ecolab Digital, collectively grew double digits, contributing to a 170 basis points rise in operating income margin. Despite anticipated commodity cost increases, Ecolab expects its full-year 2025 operating income margin to reach 18%, with an aim for a 20% margin by 2027, supported by continued investment in high-margin growth businesses.

Strong Earnings Growth

Ecolab reported double-digit earnings growth, achieving a 13% increase in earnings for the second quarter, in line with expectations and guidance.

Resilient Business Portfolio

85% of Ecolab's business grew organic sales by 4% and operating income by 18%, demonstrating the strength and resilience of its business portfolio.

Growth in Core Segments

Global Water sales growth accelerated to 4%, and operating income grew double digits, led by food and beverage and strong execution of the One Ecolab growth strategy.

Pest Elimination and Digital Advancements

Pest Elimination's organic sales growth accelerated to 6%, driven by the shift to a digital pest intelligence model, with operating income margins increasing to nearly 20%.

Strong Balance Sheet and Cash Flow

Ecolab maintains a strong balance sheet with a low leverage ratio of 1.7, positioning the company for organic and inorganic growth opportunities.

Life Sciences and Global High-Tech Growth

Life Sciences grew mid-single digits, with strong double-digit growth in biopharma, and Global High-Tech business sales were up over 30%.

Ecolab (ECL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ECL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	2.06 / -	1.83	―	―	―
Jul 29, 2025	2025 (Q2)	1.90 / 1.89	1.68	12.50% (+0.21)
Apr 29, 2025	2025 (Q1)	1.50 / 1.50	1.34	11.94% (+0.16)
Feb 11, 2025	2024 (Q4)	1.80 / 1.81	1.55	16.77% (+0.26)
Oct 29, 2024	2024 (Q3)	1.82 / 1.83	1.54	18.83% (+0.29)
Jul 30, 2024	2024 (Q2)	1.67 / 1.68	1.24	35.48% (+0.44)
Apr 30, 2024	2024 (Q1)	1.34 / 1.34	0.88	52.27% (+0.46)
Feb 13, 2024	2023 (Q4)	1.54 / 1.55	1.27	22.05% (+0.28)
Oct 31, 2023	2023 (Q3)	1.52 / 1.54	1.3	18.46% (+0.24)
Aug 01, 2023	2023 (Q2)	1.21 / 1.24	1.1	12.73% (+0.14)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ECL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$269.99	$259.39	-3.93%
Apr 29, 2025	$238.45	$246.31	+3.30%
Feb 11, 2025	$244.71	$259.92	+6.22%
Oct 29, 2024	$254.50	$251.83	-1.05%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Ecolab Inc (ECL) report earnings?

Ecolab Inc (ECL) is schdueled to report earning on Nov 04, 2025, Before Open (Confirmed).

What is Ecolab Inc (ECL) earnings time?

Ecolab Inc (ECL) earnings time is at Nov 04, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ECL EPS forecast?

ECL EPS forecast for the fiscal quarter 2025 (Q3) is 2.07.

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