Ecolab Delivers Strong and Accelerating Operating Performance; Reported Diluted EPS $1.95; Adjusted Diluted EPS $2.18, +5%; 2026 Adjusted Diluted EPS Outlook: $8.10 - $8.20, +8% - 9%
Ecolab delivered Q3 2026 revenue of $4.69 billion, up 13% reported with organic growth accelerating to 7%, and adjusted diluted EPS of $2.18, up 5% despite a ~10% headwind from CoolIT acquisition amortization and financing costs. Growth engines drove the quarter, with Global High-Tech up 63% organically on microelectronics and AI data-center demand, and Life Sciences up 17%; pricing accelerated to 5% and stabilized organic gross margin against rising commodity costs.
Key figures
- Eps
- 1.95
- Guidance
- FY2026 adjusted diluted EPS $8.10-$8.20 (+8-9%); Q4 2026 adjusted diluted EPS $2.13-$2.23 (+2-7%)
- Revenue Yoy
- 13%
- Adjusted eps
- 2.18
- Volume growth
- 2%
- Adjusted eps yoy
- +5%
- Organic sales growth
- 7%
- Pricing contribution
- 5%
- High tech organic growth
- 63%
- Life sciences organic growth
- 17%
- Organic operating income growth
- +11%
- Organic operating income margin
- 19.6%
- Reported operating income margin
- 17.3%
AI analysis
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