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Edge29 May 2026
Who You Gonna Call? The Story of Rollins
How Rollins built one of America's most consistent businesses through recurring pest control, trusted local brands, and decades of acquisitions.
Ecolab
Ecolab (ECL) investor relations material
Ecolab Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary27 Oct, 2026
Executive summary
Q3 reported sales rose 13% to $4.695B; organic sales grew 7%, with volume up 2% and pricing up 5%.
Adjusted operating income increased 14%; organic operating income grew 11%. Adjusted diluted EPS rose 5% to $2.18, including a ~10% CoolIT-related amortization and financing headwind.
Growth engines accelerated, led by 63% organic growth in Global High-Tech; growth also strengthened in Life Sciences, Digital, and Pest.
Integrated water, hygiene, pest, and digital offerings supported customer wins; One Ecolab generated over $400M in sales growth with its 35 largest customers.
Financial highlights
Q3 net sales were $4,694.8M versus $4,165.0M; adjusted operating income was $893.4M, up 14%, and reported operating income was $810.5M, up 7%.
Reported net income was $551.3M versus $585.0M; adjusted net income was $615.4M versus $590.7M.
Reported diluted EPS was $1.95 versus $2.05; adjusted diluted EPS was $2.18 versus $2.07.
Digital sales grew 34% to $129M, with growth in hardware subscriptions and software.
Outlook and guidance
FY2026 adjusted diluted EPS guidance is $8.10–$8.20, growth of 8%–9%, including a ~6-point CoolIT-related headwind.
Q4 reported sales growth is expected at 12%–14%, organic sales growth at 6%–7%, and adjusted diluted EPS at $2.13–$2.23, up 2%–7%.
Q4 adjusted operating margin is expected at ~19% and organic operating margin at ~20%; CoolIT-related costs are expected to create a ~12-point EPS headwind.
For 2027, organic sales growth is expected at the upper end of the 5%–7% target and adjusted operating income margin at 20%; underlying earnings growth is expected in the mid-teens, with transaction effects shifting from a 5-point H1 headwind to a 5-point H2 tailwind.
2027 top-line assumptions include 1%–2% pricing and volume growth; volume is expected to rise from 1%–2% in H1 to 2%–3% in H2 as pricing moderates.
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Latest events from Ecolab
- Pricing and reopening-driven growth lifted Q2 earnings despite higher costs and freeze impacts.ECL
Q2 2021 - Double-digit EPS growth and raised 2026 outlook, driven by strong sales and acquisitions.ECLQ2 2026
- Strong growth, high margins, and innovation drive robust financial and shareholder returns.ECLInvestor presentation
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- Board elections, record financials, and AI-driven growth strategy highlighted; governance proposal rejected.ECLAGM 2026
- Double-digit adjusted EPS and sales growth, with strong 2026 outlook and major acquisitions.ECLQ1 2026
- 2026 outlook projects double-digit EPS growth, margin expansion, and strong organic sales.ECLQ4 2025
- Q3 organic sales up 4%, adjusted EPS up 19%, and guidance raised 27–29% for the year.ECLQ3 2024
- Record sales, margin gains, and double-digit 2025 EPS growth expected despite FX headwinds.ECLQ4 2024
Next Ecolab earnings date
Investor Day 202617 Nov, 2026
Ecolab
Next Ecolab earnings date
Investor Day 202617 Nov, 2026
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Frequently asked questions
Water, Hygiene and Infection Prevention
Ecolab Inc. is an American corporation that offers a variety of services in water, hygiene, and infection prevention solutions and services. The company provides products and services to a variety of sectors, including healthcare, food service, and hospitality. Ecolab operates in more than 170 countries, offering services such as water treatment, cleaning and sanitizing solutions, pest control, and infection prevention. It is headquartered in Saint Paul, Minnesota, and its shares are listed on the NYSE.
Absorbit
Ecolab Inc.'s history dates back to 1923 when it was founded by Merritt J. Osborn as Economics Laboratory in St. Paul, Minnesota. Initially, the company focused on a single product, a carpet cleaning agent called Absorbit. During the 1930s and 1940s, the company expanded its product line and entered into the ware washing market, primarily doing business with hotels and restaurants.
The 1950s saw further growth as Ecolab ventured into the institutional sector, providing services to hospitals and schools. This period also marked the beginning of its international expansion, starting with ventures in Canada and Europe. In the subsequent decades, Ecolab diversified its portfolio and customer base through a series of strategic acquisitions. The late 20th and early 21st centuries saw Ecolab solidifying its position and today the company has operations in over 170 countries, offering a wide range of products and services in water, hygiene, and infection prevention. The company operates in the same sector as Clorox and Diversey Holdings.
Hospitality and Healthcare
In the hospitality industry, Ecolab provides comprehensive cleaning and sanitation solutions tailored to the unique needs of hotels, restaurants, and food service providers. These solutions include detergents, disinfectants, and specialized products for kitchen hygiene, as well as programs for water and energy conservation, in turn helping the customers
Ecolab provides infection prevention for healthcare facilities with a range of products designed to ensure sterile environments. This includes hand hygiene solutions, surface disinfectants, and sterilization products.
Industrial and Chemical
In industrial settings, Ecolab offers water treatment services, helping companies manage their water usage efficiently and sustainably. This is particularly useful in industries like energy production and manufacturing, where water management is a key aspect of daily operations. Lastly, Ecolab's energy services include chemical solutions and technologies designed to optimize oil and gas production processes. This includes corrosion inhibitors, scale control, and water treatment chemicals tailored to the specific needs of the energy sector.