Ecolab's organic momentum is reaccelerating, with revenue growth of 9.7% in 2026Q2 and gross margins holding near 44%, reflecting disciplined cost control and operating leverage. The company's strategic acquisition of Ovivo Electronics has expanded its asset b...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 9.7% in 2026Q2 with gross margin stable at 44.1%, while SG&A remained flat at $1.1B for five consecutive quarters, indicating disciplined cost control and emerging operating leverage.
Ecolab is a global leader in water, hygiene, and infection prevention solutions, with a century-long history of innovation and a strong market position.
The company benefits from pricing momentum and margin expansion, as highlighted in previous bullish theses, contributing to stock appreciation.
Ecolab's recurring revenue model aligns well with steady economic growth and resilient demand, providing a stable financial foundation.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 28, 2026 | $2.09+0.5% vs $2.08 | $4.4B+0.7% vs $4.4B |
Q2 2026 Apr 28, 2026 | $1.70+0.0% vs $1.70 | $4.1B+1.0% vs $4.0B |
Q1 2026 Feb 10, 2026 | $2.08+0.5% vs $2.07 | $4.2B+0.1% vs $4.2B |
Q4 2025 Oct 28, 2025 | $2.07+0.0% vs $2.07 | $4.2B+1.1% vs $4.1B |
Nykredit A S bought a new position in shares of Ecolab Inc. (NYSE: ECL) during the undefined quarter, according to its most recent 13F filing with the SEC. The firm bought 114,612 shares of the basic materials company's stock, valued at approximately $31,932,000. Other institutional investors and hedge funds also recently made changes
Eric Mark Green acquired 3,690 shares at a weighted average price of $276.64, representing a total transaction value of ~$1.0 million on September 11, 2026. The purchase involved a share count equal to 87% of the total equity stake held before the transaction.
ECL benefits from high-tech growth, digital expansion, innovation and solid Q2 results, while cost fluctuations remain a key concern.
Allworth Financial LP decreased its position in Ecolab Inc. (NYSE: ECL) by 9.2% during the undefined quarter, according to the company in its most recent filing with the SEC. The fund owned 31,444 shares of the basic materials company's stock after selling 3,187 shares during the quarter. Allworth Financial LP's holdings in Ecolab
Benchmark ECL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Ecolab Inc. (ECL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $276.22 | $77.74B | 37.94 | 2.16% | 12.91% | 22.33% | 0.96% | |
| $328.35 | $79.71B | 31.97 | 2.06% | 11.01% | 62.12% | — | |
| $85.79 | $21.9B | -58.76 | -5.17% | 2.91% | 2.05% | — | |
| $101.03 | $12.91B | 19.54 | 6.66% | 8.41% | 20.92% | — | |
| $10.57 | $1.32B | -0.59 | -18.34% | -84.83% | -117.23% | — | |
| $96.13 | $22.78B | 31.83 | 1.57% | 11.96% | 17.78% | — |
Ecolab Inc. (ECL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Ecolab Inc. (ECL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 28, 2026·SEC
May 29, 2026·SEC
May 11, 2026·SEC
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Ecolab Inc. (ECL) stock FAQ — growth, dividends, profitability & financials explained
Ecolab Inc. (ECL) reported $16.84B in revenue for fiscal year 2025. This represents a 1030% increase from $1.49B in 1996.
Ecolab Inc. (ECL) grew revenue by 2.2% over the past year. Growth has been modest.
Yes, Ecolab Inc. (ECL) is profitable, generating $2.12B in net income for fiscal year 2025 (12.9% net margin).
Yes, Ecolab Inc. (ECL) pays a dividend with a yield of 0.96%. This makes it attractive for income-focused investors.
Ecolab Inc. (ECL) has a return on equity (ROE) of 22.3%. This is excellent, indicating efficient use of shareholder capital.
Ecolab Inc. (ECL) generated $1.87B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
