Q3 25 EPS
$2.07
MISS 0.09%
Est. $2.07
Q3 25 Revenue
$4.17B
BEAT +1.07%
Est. $4.12B
vs S&P Since Q3 25
-7.8%
TRAILING MARKET
ECL -3.0% vs S&P +4.8%
Market Reaction
Did ECL Beat Earnings? Q3 2025 Results
Ecolab posted a broadly solid third quarter for fiscal 2025, with revenue clearing expectations even as adjusted earnings came in just a hair below the consensus. The water, hygiene, and infection prevention giant reported Q3 revenue of $4.17 billion… Read more Ecolab posted a broadly solid third quarter for fiscal 2025, with revenue clearing expectations even as adjusted earnings came in just a hair below the consensus. The water, hygiene, and infection prevention giant reported Q3 revenue of $4.17 billion, up 4.2% year-over-year and ahead of the $4.12 billion analysts had forecast, while adjusted diluted EPS of $2.07 landed fractionally below the $2.07 consensus estimate, a miss of just 0.09%. The headline earnings comparison looked stark on a reported basis, as the prior-year period included a $364 million gain from the divestiture of the global surgical solutions business, but the underlying story was one of consistent execution: organic sales grew 3%, driven by accelerating value pricing and steady volume gains, while organic operating income margin expanded 110 basis points to 18.7%. Growth engines including Life Sciences, Pest Elimination, and Ecolab Digital, which grew sales 25% to $96 million, continued to lead. Despite a post-earnings share pullback, management tightened full-year 2025 adjusted EPS guidance to $7.48 to $7.58, representing 12% to 14% growth, and expressed confidence in sustaining 12% to 15% EPS growth into 2026.
Key Takeaways
- • Value pricing accelerating from 2% to 3%
- • Continued 1% volume growth driven by new business wins and breakthrough innovation
- • Strong organic operating income margin expansion of 110 bps to 18.7%
- • Growth engines (Life Sciences, Pest Elimination, Global High-Tech, Ecolab Digital) collectively grew double digits
- • Improved supply chain operations and productivity
- • One Ecolab enterprise growth strategy driving cross-selling
ECL YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
ECL Revenue by Segment
With YoY comparisons, source: SEC Filings
“Our team once again delivered a strong and consistent quarter of double-digit earnings growth, driven by value pricing accelerating from 2% to 3%, volume growth of 1%, and strong operating income margin expansion. Ecolab's growth engines, which include Life Sciences, Pest Elimination, Global High-Tech and Ecolab Digital, collectively grew double digits. Performance in our core businesses was led by mid-single digit growth in Institutional & Specialty and accelerating Food & Beverage growth, as we leveraged our breakthrough innovations and the power of our One Ecolab enterprise growth strategy.”
— Christophe Beck, Q3 2025 Earnings Press Release
ECL Earnings Trends
ECL vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
ECL EPS Trend
Earnings per share: estimate vs actual
ECL Revenue Trend
Quarterly revenue: estimate vs actual
ECL Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $1.70 | $1.70 | +0.15% | $4.07B | +0.93% |
| Q4 25 BEAT FY | $2.07 | $2.08 | +0.48% | $4.20B | +0.56% |
| FY Full Year | $7.53 | $7.53 | +0.00% | $16.08B | +0.14% |
| Q3 25 MISS | $2.07 | $2.07 | -0.09% | $4.17B | +1.07% |
| Q2 25 MISS | $1.90 | $1.89 | -0.29% | $4.03B | -0.17% |
| Q1 25 BEAT | $1.50 | $1.50 | +0.05% | $3.70B | -0.02% |