Ecolab Inc.: EPS $2.18 vs $2.18 expected; revenue $4.69B vs $4.70B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 2.18 | 2.18 | — | 2.07 |
| Revenue (USD bn) | 4.69 | 4.70 | −0.1% | 4.17 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 27, 2026 | Q3 FY2026 | 2.18 | 2.18 | — | 4.69 | 4.70 | −0.1% |
| Jul 28, 2026 | Q2 FY2026 | 2.09 | 2.08 | +0.5% | 4.42 | 4.38 | +0.7% |
| Apr 28, 2026 | Q1 FY2026 | 1.70 | 1.70 | 0.0% | 4.07 | 4.03 | +1.0% |
| Feb 10, 2026 | Q4 FY2025 | 2.08 | 2.07 | +0.5% | 4.19 | 4.19 | +0.1% |
| Oct 28, 2025 | Q3 FY2025 | 2.07 | 2.07 | 0.0% | 4.17 | 4.12 | +1.1% |
| Jul 29, 2025 | Q2 FY2025 | 1.89 | 1.90 | −0.5% | 4.03 | 4.02 | +0.1% |
| Apr 29, 2025 | Q1 FY2025 | 1.50 | 1.50 | 0.0% | 3.70 | 3.70 | 0.0% |
| Feb 11, 2025 | Q4 FY2024 | 1.81 | 1.81 | 0.0% | 4.01 | 3.99 | +0.5% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Ecolab Inc. results: EPS $2.18 vs $2.18 expected; revenue $4.69B vs $4.70B. The results cover the company's Q3 FY2026. EPS came in in line with analysts' estimate; revenue below the estimate by 0.1%.
Revenue was up 12.7% from $4.17 billion a year earlier (Q3 FY2025). EPS was up 5.3% from $2.07 a year earlier. On its record, EPS topped analysts' estimates in 2 of 7 earlier comparable reports.
What the results mean
Ecolab Inc.’s business rests on customers’ needs for water treatment, hygiene and infection prevention. Its reach across industrial facilities, hospitality and healthcare provides varied sources of demand tied to ongoing operations and cleaning and sanitizing requirements.
Understanding the company’s performance involves examining factories’ water treatment and process needs, restaurants’ and hotels’ hygiene and pest elimination needs, and pharmaceutical manufacturers’ contamination control requirements. Without the earnings release, the current results cannot be attributed to a particular business or a specific change in pricing or costs.
What to watch on the earnings call: The earnings call merits attention for management’s explanation of demand across water, hygiene, pest elimination and life sciences, and the role of product and service mix and delivery costs in margins. Clarification of how customers’ operating needs and spending on water treatment and contamination control affect business performance would also be useful.
For the full analysis of Ecolab Inc. stock — valuation, scores and financial statements — see the stock page linked with this story.