MSJ-100 Index
1,036.65
Signal breadth
4 Bullish 93 Neutral 3 Bearish Avg confidence 6.16 / 10
View full MSJ-100 ↗
ECL
Ecolab Inc.
Materials · NYSE: ECL · MSJ-100
$269.75
▼ $2.10  (▼0.77%) today
After-hours: $270.00  ▲ 0.09%
Headquarters
Saint Paul, MN
Employees
48,000
Founded
1923
CEO
Mr. Christophe Beck
Incorporated
Delaware
Fiscal Year End
December
Analyst price target range Free
Avg target $319.40
$270 now
Bear $275 Avg $319 Bull $345
Price history Free
Volume
849.3K
Avg volume
1.65M
Open
$271.42
Day high / low
$273.03 / $269.49
Market cap
$75.9B
About this company
Free
Ecolab Inc. is a global leader in water, hygiene, and infection prevention solutions and services, leveraging science-based solutions, data-driven insights, and AI-technology. The company serves diverse industries such as food, healthcare, data centers, and hospitality, aiming to protect vital resources and enhance customer operational performance.
Business segments
10-K
Global Water Global Institutional & Specialty Global Pest Elimination Global Life Sciences
Recent News
Loading news...
Earnings call: Q4 2025 2025
Intel
Free
2026-02-XXConfident
● Full transcript on file
Christophe Beck (Chairman, President and Chief Executive Officer), Scott Kirkland (Chief Financial Officer)
Key metrics
In Q4 2025, adjusted EPS increased 15% year over year, with growth strengthening sequentially throughout the year. Organic sales grew 3%, driven by 3% value pricing and positive volume growth, with Food & Beverage accelerating to 5% organic growth and volume performance improving across most businesses. For the full year 2025, Ecolab delivered an o
Forward guidance
For 2026, management guided to 3%–4% organic sales growth, with growth expected to accelerate through the year driven by strengthening volumes and 2%–3% value pricing. Including the Ovivo acquisition, total reported sales are expected to grow in the upper‑single‑digit range, with operating income margin anticipated to expand 100–150 basis points to
Notable Q&A
During Q&A, analysts focused on the achievability of the 100–150 basis point operating margin expansion in 2026 and beyond; management emphasized that the margin bridge is grounded in two durable drivers—75–100 basis points of annual gross margin improvement and 25–50 basis points of SG&A leverage—s
Surprise items
Management raised their structural savings target to $325 million by 2027, up from a prior $225 million objective, signaling greater confidence in productivity initiatives and SG&A leverage. They also indicated that their growth engines, including the earlier‑than‑expected closing of Ovivo, now make
(2025-XX-XX) · Q1 2026 (Apr 28, 2026) · Confident
Fundamentals
Signal
52-week high / low
$309.27 / $243.15
Forward P/E
28.7×
Trailing 36.5×
Dividend
$2.92 / share
Yield 1.07%
Analysts covering
20
Avg target $319.40
Beta
0.90
vs. S&P 500
Short interest
1.5%
Float shorted
Buy
73%
Hold
27%
Sell
0%
Wall Street consensus — sourced weekly via public disclosures
Analyst coverage data sourced from public filings. Xavier analyst thesis summary available after weekly Perplexity scan completes.
Financial summary — Gemini analysis
Signal
Revenue
$16,081.2 million
2.16% YoY
Operating margin
17.0%
Net income
$2,075.6 million
Free cash flow
$1,904.3 million
Dividend / share
$2.68
Total debt
$8,236.3 million
Cash: $646.2 million
Earnings quality: HIGH
Recurring revenue:22%
Cash conversion:1.4x
Non-recurring items: One Ecolab initiative restructuring and special charges, Gain on sale of global surgical solutions business (in 2024, with related charges in 2025), Acquisition and integration activities (Ovivo Electronics and Purolite transactions), Other operating activities (e.g., sale of an equity method investment, prior divestiture liability, legal charges)
Source: SEC 10-K filing analyzed by Gemini 2.5 Flash · 2026-02-23
Xavier sector view:
Materials
See journal
View Materials journal ↗
Xavier's signal
NEUTRAL
Signal
Confidence 5.5 / 10  ·  100% model agreement  ·  Scheduled Jun 07, 2026
ECL trades at ~35x TTM P/E with only 0.1% revenue growth and 7.8% earnings growth (TTM), making the valuation difficult to justify near-term even with a constructive long-term story. The stock is ~17% off its 52-week high after a ~14% three-month drawdown, suggesting momentum deterioration, and while Q1 2026 showed +13% adjusted EPS growth and full-year guidance of +12-15% is encouraging, Q2 guidance of only +7-12% EPS growth signals a near-term earnings deceleration as energy surcharge benefits build slowly against rising commodity and tariff-related input costs. With no near-term catalysts (earnings not due for ~7 weeks) and a neutral macro backdrop, the risk/reward is balanced but tilted cautious.
Strongest bull case
Full-year 2026 adjusted EPS guidance of $8.43-$8.63 (+12-15%) is intact, the CoolIT Systems acquisition adds AI data-center water cooling exposure, and the stock is trading at a ~19% discount to consensus analyst fair value (~$316), offering a margin of safety for patient holders.
Strongest bear case
Q2 2026 adjusted EPS guidance of $2.02-$2.12 (+7-12%) represents a meaningful step-down from Q1's +13% print, driven by a 'short transition period' where energy surcharge benefits lag rising tariff and commodity costs — this near-term margin squeeze could disappoint the market in the next 5 days if sell-side models are revised lower following the William Blair conference commentary.
What the market may be missing
The May 2026 debt securities prospectus supplement (424B5 filing) and the pending CoolIT Systems acquisition closing in Q3 2026 introduce balance sheet leverage risk that the consensus bullish narrative (21 buys, 0 sells) may be underweighting — at a 35x TTM multiple with decelerating near-term earnings and rising debt, any macro softness could compress the multiple disproportionately.
Model breakdown
Signal
Atlas (Claude) — NEUTRAL
Meridian (GPT-4) — NEUTRAL
Grayline (Grok) — NEUTRAL
Vantage (Gemini) — NEUTRAL
msj100_ECL_20260607T023001Z
Peer comparison
Signal
ECL
current
$269.75 ▼0.8%
MLM
NEUTRAL
$577.72
FCX
NEUTRAL
$61.52
NEM
NEUTRAL
$95.29
APD
NEUTRAL
$299.53
Recent SEC filings
Signal
LOG
4 — 2026-07-02
View filing on SEC EDGAR ↗
LOG
4 — 2026-07-02
View filing on SEC EDGAR ↗
LOG
4 — 2026-07-02
View filing on SEC EDGAR ↗
LOG
4 — 2026-07-02
View filing on SEC EDGAR ↗
LOG
4 — 2026-07-02
View filing on SEC EDGAR ↗
CEO scorecard — Christophe Beck
Signal summary
Full detail Pro
CB
Christophe Beck
Chairman & Chief Executive Officer · Ecolab Inc.
CEO since 2021
Total compensation
$17,404,935 ▲ 6.2% YoY
Prior year: $16,390,924
Pay vs performance
Aligned
Board assessment
Say-on-pay approval
90%
Shareholder vote
Board independence
12/13 (92%)
Diversity: 38% (5 women)
Base salary$1,390,081
Bonus / incentive
Stock awards$7,228,101
Executive appearances
Intel
Free
Investor DayMay 11, 2026
Ecolab 2026 Annual Meeting of Stockholders Source ↗
Mr. Christophe Beck (CEO) · Virtual meeting
Christophe Beck highlighted 2025 as a record year for Ecolab, with record sales, adjusted EPS, operating margins, and free cash flow, plus 13% adjusted EPS growth and margin expansion. He emphasized the company's purpose-driven, growth-focused strate
“2025 was “another record year” for Ecolab, citing record sales, record adjusted earnings per share, record operating income margins and record free cash flow.”
Investor DayMay 07, 2026
Ecolab Performance and Impact Announcement Source ↗
Mr. Christophe Beck (CEO) · Business Wire press release
Beck discussed Ecolab's strong performance in sustainability, focusing on water stewardship and reimagining water usage. The announcement coincided with the virtual annual stockholder meeting webcast. Ecolab positioned itself as a leader in water, hy
“We cannot create more water, but we can reimagine how we use it.”
CEO letter to shareholders
Signal
Full letter Pro
Christophe Beck 2025 Annual Report OPTIMISTIC

We're winning the right way, by doing what matters most: taking care of our customers and each other. That commitment drove record sales, earnings per share, operating income margins and free cash flow.

2025 was another record year for Ecolab. Thanks to our 48,000 associates, we delivered record sales, earnings per share, operating income margins and free cash flow by staying focused on what matters most: taking care of our customers and each other. This approach continues to drive strong, consistent growth across the company.

Our team delivered strong performance across our businesses. Institutional & Specialty helped hospitality customers improve performance, address labor challenges and run efficiently. Global Water drove growth by delivering measurable value across commercial and industrial markets and advanced major opportunities in the fast-growing microelectronics and data center industries. Life Sciences delivered another strong year in biopharma as demand for high standards in contamination control and purification grew. And Pest Elimination drove strong growth as our digitally connected smart devices expanded their reach and delivered stronger outcomes for customers.

A major highlight of the year was welcoming Ovivo Electronics to the Ecolab family. Its world-leading ultrapure water technology strengthens our position across the microelectronics value chain and enables a best-in-class circular water offering for the fast-growing semiconductor market. With Ovivo, we now have the capability to serve all three industries fueling Artificial Intelligence's (Al) growth: fabs, power systems and data centers.

Innovation continued to fuel our progress. We introduced smarter, more automated, more sustainable solutions across our portfolio-from advanced liquid cooling for data centers to Al-enabled cleaning systems in food and beverage facilities and Purolite resins for life-saving drug production. These solutions combine science-based expertise, data-driven insights, Al technologies and world-class service. This unique blend is what defines Ecolab, as we help millions of customers across 40 industries in 170 countries deliver better outcomes, higher performance and minimized environmental impact. It's why we know what best-in-class looks like and how to help every customer reach it.

Our purpose-driven growth was also recognized globally. Ecolab was named one of the World's Most Admired Companies by Fortune, ranking first in our industry for the 12th year. We also earned a rare Double-A rating by CDP, the world's leading environmental rating organization, and were named on the Ethical Companies list by Ethisphere for the 19th consecutive year.

Our momentum in Al was also recognized on Fortune's AIQ ranking, which identifies companies best prepared to lead in the age of Al. Ecolab's number nine position reflects how we apply advanced analytics and Al technologies that help customers operate more efficiently, drive growth and conserve water and energy. We are helping shape the future of Al by combining deep technical expertise with purposeful innovation.

As we look ahead, the world is growing more complex, and our diverse portfolio positions us well to help customers stay ahead. We win by delivering better business outcomes, stronger operational performance and lower environmental impact, and we continue to raise the bar by investing in our people, technologies and One Ecolab growth strategy. The momentum we built this year gives us a strong foundation for the years ahead, and with a more connected organization, advanced portfolio and deeper customer partnerships, we are well positioned to keep delivering high performance for our customers and shareholders.

I'm proud of what our team accomplished in 2025 and excited for what comes next. Thank you for your belief in Ecolab and in the work we do together. The best chapters of our story are ahead.

Christophe Beck
CHAIRMAN & CEO

Xavier analysis
The letter consistently uses positive language such as 'record year,' 'strong growth,' 'accelerating momentum,' and 'well positioned' to describe the company's performance, strategic achievements, and future outlook, with no mention of significant challenges or setbacks.
Strategic themes by emphasis
#1Record Financial Performance & Growth
#2Innovation, Technology & AI Leadership
#3Customer-Centricity & Value Proposition
#4Global Recognition & Purpose-Driven Growth
#5Future Outlook & Strategic Investments
#6Team Contribution & Pride
11 named projects & initiatives
Ovivo Electronics, ultrapure water technology, digitally connected smart devices, advanced liquid cooling, AI-enabled cleaning systems, Purolite resins +5 more
4 product, 4 other, 1 acquisition, 1 technology, 1 strategic initiative
Forward-looking statements
6 total: 0 quantified, 5 directional, 1 vague
Capital allocation priority
Organic Growth (People and Technology)
Key quotes
“We're winning the right way, by doing what matters most: taking care of our customers and each other.”
This quote encapsulates the company's core philosophy and priorities, highlighting customer and employee focus as key drivers of success.
“This unique blend is what defines Ecolab, as we help millions of customers across 40 industries in 170 countries deliver better outcomes, higher performance and minimized environmental impact.”
This statement defines Ecolab's competitive advantage and value proposition through its integrated solutions and global impact.
View 2025 Annual Report (PDF) →4 letters on file (2025, 2024, 2023, 2022) · Full history with Pro
Executive compensation
Signal
NameTitleTotal compensation
Christophe BeckChairman & Chief Executive Officer$17,404,935
Scott D. KirklandChief Financial Officer$5,192,833
Darrell R. BrownPresident and Chief Operating Officer$5,647,343
Gregory B. CookExecutive Vice President and President—Institutional Group$3,355,979
Margeaux M. KingExecutive Vice President, Human Resources$4,700,435
Source: DEF 14A proxy statement · 2026-03-20
Governance
Pro
Dual-class shares: No
Poison pill: No
Clawback policy: Yes
Stock ownership req.: Yes
Shareholder proposals
Election of 13 director nominees
FOR
Pending
Advisory vote to approve named executive officer compensation
FOR
Pending
Ratification of the appointment of PricewaterhouseCoopers LLP as independent reg
FOR
Pending
Stockholder proposal regarding an independent board chair policy
AGAINST
Pending
Debt intelligence
Pro
7 debt instruments · 9 CUSIPs · 8 unique covenants
0.69x
Debt / Equity
9.0x
Interest coverage
1.5x
Net Debt / EBITDA
$6.4B
Net debt
28%
Debt / Assets
Interest coverage trend (EBITDA / Interest expense)
12.1x
24-06
12.1x
24-09
9.9x
25-03
13.6x
25-06
10.2x
25-09
10.4x
26-03
Credit facilities & debt instruments
Term Loan $4,750,000,000
TERM CREDIT AGREEMENT dated as of April 10, 2026
Matures 2026-12-31 · Filed 2026-04-15
Floating · SOFR | Prime
unsecured
Credit $2,000,000,000
FOURTH AMENDED AND RESTATED U.S. $2,000,000,000 MULTICURRENCY CREDIT AGREEMENT
Matures 2030-03-22 · Filed 2025-03-28
Floating · SOFR | EURIBOR | TIBOR | SONIA | Fed Funds | Prime
Unsecured, except for Letter of Credit Obligations which may be Cash Collateralized by a pledge and security interest in funds deposited in a Letter of Credit Collateral Account.
27887LAZ7 27887LBA1
Credit $2,000,000,000
Third Amended and Restated Multicurrency Credit Agreement
Matures 2026-04-16 · Filed 2023-05-04
Floating · SOFR | EURIBOR | CDOR | TIBOR | SONIA | Prime
Unsecured, but cash collateral is required for Extended Facility Letters of Credit and may be required for all Letter of Credit Obligations upon an Event of Default.
27887LAV6 27887LAW4
Bond $2,500,000,000
Eleventh Supplemental Indenture for 0.900% Notes due 2023, 1.650% Notes due 2027, 2.125% Notes due 2
Matures 2051-12-15 · Filed 2021-12-15
Fixed
Unsecured
278865BK5 278865BL3 278865BM1 278865BN9
Term Loan $3,000,000,000
TERM CREDIT AGREEMENT dated as of November 19, 2021
Matures · Filed 2021-11-23
Floating · SOFR | Prime
Unsecured. Section 5.02(a) limits Liens on properties (other than Margin Stock) and Section 9.15 explicitly states 'No Indirect Security'.
Credit $2,000,000,000
THIRD AMENDED AND RESTATED U.S. $2,000,000,000 MULTICURRENCY CREDIT AGREEMENT
Matures 2026-04-16 · Filed 2021-04-20
Floating · LIBOR | EURIBOR | CDOR | TIBOR | SONIA | Federal Funds | Prime
Unsecured. The agreement refers to the Company's 'non-credit-enhanced, senior unsecured long-term debt' in the context of credit ratings, and Section 5.02(a) limits the creation of Liens, implying an unsecured nature.
27887LAV6 27887LAW4
1 additional agreement on file
Financial covenants
Minimum Consolidated EBITDA to Consolidated Interest Expense Ratio
≥ 3.5:1.0
Consolidated EBITDA / Consolidated Interest Expense
TERM CREDIT AGREEMENT dated as of April 10, 2026
Ratio of Consolidated EBITDA to Consolidated Interest Expense
≥ 3.5:1.0
Consolidated EBITDA / Consolidated Interest Expense
FOURTH AMENDED AND RESTATED U.S. $2,000,000,000 MU
Ratio of Consolidated EBITDA to Consolidated Interest Expense
not less than 3.5:1.0
Consolidated EBITDA / Consolidated Interest Expense
Third Amended and Restated Multicurrency Credit Ag
Maximum Secured Debt and Attributable Debt from Sale and Leaseback Transactions
≤ 15% of Consolidated Net Tangible Assets
Aggregate amount of Debt secured by mortgage on Operating Property + Attributable Debt from Sale and Leaseback Transactions
Eleventh Supplemental Indenture for 0.900% Notes d
Restrictions on Sale and Leaseback Transactions
≤ 15% of Consolidated Net Tangible Assets
Attributable Debt from Sale and Leaseback Transactions + Secured Debt
Eleventh Supplemental Indenture for 0.900% Notes d
Restrictions on Designation of Unrestricted Subsidiaries
≤ 15% of Consolidated Net Tangible Assets
Aggregate amount of Debt secured by mortgages + Attributable Debt from Sale and Leaseback Transactions
Eleventh Supplemental Indenture for 0.900% Notes d
Maximum Secured Debt and Attributable Debt
≤ 15% of Consolidated Net Tangible Assets
Aggregate amount of Debt secured by mortgage on Operating Property or shares/Debt of Restricted Subsidiary + Attributable Debt from Sale and Leaseback Transactions
1.300% Notes due 2031 and 2.125% Notes due 2050 (N
Maximum Attributable Debt from Sale and Leaseback Transactions and Unsecured Debt
≤ 15% of Consolidated Net Tangible Assets
Attributable Debt from Sale and Leaseback Transactions (excluding certain types) + aggregate principal amount of Debt secured by mortgages on Operating Properties (excluding certain types) not equally and ratably securing the Notes
1.300% Notes due 2031 and 2.125% Notes due 2050 (N
CUSIP identifiers (9 on file)
278865BP4 278865BK5 278865BL3 278865BM1 278865BN9 27887LAW4 27887LAV6 27887LBA1 27887LAZ7
Cross-default risk
5 agreements contain cross-default provisions — a covenant breach on one facility may trigger default on others.
Xavier risk radar
Pro
Covenant headroom
Low leverage — no covenants required
Earnings quality
High quality (cash conversion 1.4x)
Risk trend
Risk increasing — Macroeconomic and geopolitical developments, including public health crises, esc
Mgmt narrative
Management tone: Cautiously optimistic
Analyst drift
Consensus Buy — targets stable
Insider sentiment
Pattern detection — 90 days needed
Signal history
Signal
DateDirectionConf.Agree.ThesisPriceType
Jun 07, 2026 NEUTRAL 5.5/10 100% ECL trades at ~35x TTM P/E with only 0.1% revenue growth and 7.8% earnings growth (TTM), making the ... $257.97 Sched.
May 31, 2026 NEUTRAL 6.1/10 100% ECL trades at ~34.6x TTM P/E with only ~0.1% revenue growth — a valuation that demands far more than... $256.00 Sched.
May 24, 2026 NEUTRAL 5.9/10 100% ECL is a high-quality compounder with confirmed 12-15% adjusted EPS growth guidance for 2025, but th... $253.32 Sched.
May 17, 2026 NEUTRAL 5.8/10 100% ECL sits ~20% below its 52-week high after an initial sell-off from the $4.75B all-debt CoolIT acqui... $247.62 Sched.
May 10, 2026 NEUTRAL 6.6/10 75% ECL delivered strong Q1 2026 results (adjusted EPS up 13%, revenue beat at $4.07B) and maintains 202... $254.22 Sched.
May 03, 2026 NEUTRAL 6.2/10 100% ECL delivered solid Q1 2026 results — 13% adjusted EPS growth, slight revenue beat, and reaffirmed f... $259.51 Sched.
May 01, 2026 NEUTRAL 6.5/10 100% ECL just reported solid Q1 2026 results — adjusted EPS up 13% and revenue of $4.07B beating estimate... $261.45 Sched.
Apr 17, 2026 NEUTRAL 5.6/10 75% ECL trades at 38x TTM P/E with only ~5% revenue growth — a valuation that requires flawless executio... $277.30 Event
Apr 17, 2026 NEUTRAL 6.3/10 75% ECL trades at 37x TTM P/E with only ~5% revenue growth — a stretched multiple that requires flawless... $269.23 Event
Apr 12, 2026 BULLISH 7.0/10 75% ECL is trading roughly 14% below its 52-week high and about 15% below the consensus price target of ... $273.29 Sched.
Showing last 10 signals
ECL Ecolab Inc.
Signal
FY2026 annual report (10-K filed 2026-02-23)
INCOME STATEMENT
? Revenue
$16,081.2 million 2.16% YoY
? Operating income
$2,737.6 million
? Net income
$2,075.6 million
? Free cash flow
$1,904.3 million
? EPS (diluted)
$1.52
? Dividend per share
$2.68
Click any row to expand the plain-English explanation. Source: SEC EDGAR XBRL filings.
Capital intelligence
Signal
Weighted Average Cost of Capital · Return on Invested Capital · Economic Value Added
ROIC
12.27%
WACC
8.35%
🟢 VALUE CREATOR — EVA Spread: 3.92%
? WACC
8.35%
? Cost of equity
9.17%
? Cost of debt (after-tax)
0.73%
? Capital structure
E: 90.21% / D: 9.79%
? ROIC
12.27%
? EVA
$695M
? NOPAT
$2.2B
Risk-free rate: 4.25% (10Y Treasury) · Equity risk premium: 5.50% · Sources: total_debt: Gemini 10-K, operating_income: XBRL TTM (4Q sum), interest_expense: XBRL, invested_capital: Equity + Debt - Cash
Xavier consensus signals are intelligence outputs, not investment advice. All signals are generated by a multi-model AI system and reflect public information at time of generation. Past signal accuracy does not guarantee future performance. Wall Street analyst consensus sourced from public disclosures, summarized weekly. Financial data sourced from SEC EDGAR and yfinance. Insider transactions sourced from SEC EDGAR Form 4 filings. Updated Jun 07, 2026.