Q4 25 EPS
$2.08
BEAT +0.48%
Est. $2.07
Q4 25 Revenue
$4.20B
BEAT +0.56%
Est. $4.17B
vs S&P Since Q4 25
-17.3%
TRAILING MARKET
ECL -13.2% vs S&P +4.1%
Full Year 2025 Results
FY 25 EPS
$7.53
BEAT +0.00%
Est. $7.53
FY 25 Revenue
$16.08B
BEAT +0.14%
Est. $16.06B
Market Reaction
Did ECL Beat Earnings? Q4 2025 Results
Ecolab closed out fiscal 2025 on a record note, posting Q4 adjusted diluted EPS of $2.08 against a consensus estimate of $2.07, a 0.48% beat, while revenue of $4.20 billion edged past the $4.17 billion estimate and grew 4.8% year-over-year. The quart… Read more Ecolab closed out fiscal 2025 on a record note, posting Q4 adjusted diluted EPS of $2.08 against a consensus estimate of $2.07, a 0.48% beat, while revenue of $4.20 billion edged past the $4.17 billion estimate and grew 4.8% year-over-year. The quarter's performance was anchored by accelerating organic sales growth across most business segments and robust margin expansion, with organic operating income margin widening 140 basis points to 18.5%, keeping the company firmly on track toward its 2027 target of 20%. Global Pest Elimination was a particular bright spot, with organic sales growing 7% and organic operating income surging 46%, while Global Life Sciences accelerated to 7% organic growth on double-digit bioprocessing gains. The expanded One Ecolab productivity initiative, now targeting $325 million in annualized savings by 2027, helped drive the strong profitability profile, and shares recently touched a new 52-week high on the results. Looking ahead, Ecolab guided 2026 adjusted EPS of $8.43 to $8.63, representing 12% to 15% growth, with organic sales expected to accelerate through the year.
Key Takeaways
- • Accelerating organic sales growth across most businesses
- • 140 bps organic operating income margin expansion to 18.5%
- • Strong value pricing contributing 3% to organic sales growth
- • Improved productivity from One Ecolab initiative
- • Double-digit growth in Global High-Tech driven by data center cooling and microelectronics water circularity
- • Ecolab Digital sales grew 24% to $99 million
- • Strong new business wins across Food & Beverage, Pest Elimination, and Specialty
- • Currency translation had $0.05 favorable impact on EPS
ECL YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
ECL Revenue by Segment
With YoY comparisons, source: SEC Filings
“2025 was a record year for Ecolab with record sales, operating income margin, EPS, and free cash flows. We finished the year with very strong momentum, delivering adjusted diluted EPS growth of 15% in the fourth quarter. This strong performance was fueled by accelerating organic sales growth across most businesses and significant operating income margin expansion. I'm incredibly proud of our team and all they achieved this year.”
— Christophe Beck, Q4 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% |