Ecolab Inc.

Informe acción NYSE:ECL

Capitalización de mercado: US$69.7b

Ecolab Resultados de beneficios anteriores

Pasado controles de criterios 4/6

Ecolab ha aumentado sus beneficios a una tasa media anual de 18.4%, mientras que los beneficios de la industria de Chemicals han experimentado un descenso de 4% anual. Los ingresos han ido creciendo a una tasa media de 6.2% al año. La rentabilidad financiera de Ecolab es de 21.2%, y sus márgenes netos son de 12.8%.

Información clave

18.43%

Tasa de crecimiento de los beneficios

18.65%

Tasa de crecimiento del BPA

Crecimiento de la industria Chemicals 12.93%
Tasa de crecimiento de los ingresos6.16%
Rentabilidad financiera21.17%
Margen neto12.80%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa Apr 25

ECL: Structural Pricing Power Will Support Execution Of CoolIT Data Center Acquisition

Analysts nudged the price target on Ecolab slightly lower to reflect a fair value adjustment of about $0.33, balancing more cautious margin and discount rate assumptions with Street research that highlights both recent target cuts and a string of upgrades and price target increases related to pricing power and the CoolIT acquisition. Analyst Commentary Street research on Ecolab has been active, with a mix of higher and lower price targets alongside several upgrades.
Seeking Alpha Apr 23

Ecolab: Cool Off With Heating Up Returns

Summary Ecolab is positioned as a critical behind-the-scenes beneficiary of the AI and data center expansion, providing essential water and hygiene solutions. ECL's growth is underpinned by recurring revenue, strategic acquisitions like CoolIT Systems, and accelerating demand for water management in AI-driven industries. Shares trade at a forward P/E of 32.6, below a fair value estimate of $283, with projected 12.7% annual EPS growth through 2028. Key risks include energy/raw material inflation and geopolitical/currency headwinds, but ECL's Dividend Aristocrat status and stable model support long-term total returns. Read the full article on Seeking Alpha
Actualización de narrativa Apr 10

ECL: Structural Pricing Power Will Support Execution Of Future Data Center Acquisition

The updated analyst price target for Ecolab edges slightly lower to $319.29 from $320.43, as analysts factor in mixed recent research that includes several target cuts tied to valuation concerns around the $4.75b CoolIT deal, as well as upgrades and price target raises that highlight Ecolab's pricing power and positioning as a potential inflation beneficiary. Analyst Commentary Recent research on Ecolab reflects a mixed but engaged analyst community, with several firms revisiting their models after the announced US$4.75b CoolIT acquisition and recent pricing actions.
Actualización de narrativa Mar 26

ECL: Structural Pricing Power Will Support Execution On CoolIT Data Center Deal

Ecolab's updated analyst price target edges down from $321.86 to $320.43 as analysts factor in higher revenue growth assumptions, slightly lower projected profit margins, and a modestly reduced future P/E multiple, following a mix of recent target increases, target cuts, and rating changes across the Street. Analyst Commentary Recent Street research on Ecolab shows a mix of optimism and caution, with several firms adjusting ratings and targets around pricing power, deal valuation, and execution.
Actualización de narrativa Mar 11

ECL: Upward Sector Catalysts And Buybacks Will Support Elevated Execution Risk

The updated analyst price target for Ecolab reflects a modest recalibration in our model. The fair value estimate of $321.86 is supported by slightly higher revenue growth assumptions, a lower discount rate, and broadly consistent profit margin and future P/E inputs that align with a recent wave of upward price target revisions from multiple research firms.
Actualización de narrativa Feb 25

ECL: Fair Outlook As Sector Catalysts Meet Elevated Execution Risk

The analyst fair value estimate for Ecolab has shifted from about $296 to around $322 as analysts collectively raise price targets. This change reflects updated views on margin potential, valuation multiples, and the broader chemicals sector backdrop.
Actualización de narrativa Feb 10

ECL: Fair Outlook As Data Center Cooling Meets Sector Supply Uncertainty

Narrative Update The analyst price target on Ecolab has been nudged higher by about $1 to roughly $296, as analysts incorporate slightly firmer assumptions around revenue growth, profit margins, and a modestly lower future P/E, supported by recent price target increases at several firms even as some ratings have turned more cautious. Analyst Commentary Recent research on Ecolab reflects a mix of optimism on long term positioning and caution on near term risk and valuation, with several firms adjusting price targets and at least one turning more guarded on the shares.
Actualización de narrativa Jan 26

ECL: Fair Outlook As Cooling Demand Meets Uncertain Chemicals And Agriculture Backdrop

Ecolab's analyst price target has moved slightly higher to about $295, as analysts factor in small adjustments to fair value and profitability assumptions, along with recent target increases from firms such as Citi, BofA, and UBS, partly offset by a downgrade from another research house. Analyst Commentary Recent research has been mixed, with some bullish analysts fine tuning their targets higher and one bearish analyst turning more cautious.
Actualización de narrativa Jan 11

ECL: Fair Outlook Balances Margin Strength With Uncertain Chemical And Agriculture Backdrop

Analysts have inched their fair value estimate for Ecolab higher, with the price target moving by about US$2.56 to US$294.71, citing updated views on revenue growth potential, a slightly adjusted discount rate, and ongoing discussion of industry catalysts such as chemical sector oversupply, mixed agriculture trends, and possible demand support from improving PMI indicators and future rate cuts. Analyst Commentary Recent research updates around Ecolab point to a generally constructive stance, with price targets nudging higher and coverage being reinstated with a positive angle.
Actualización de narrativa Dec 26

ECL: Rising Margins And Dividend Growth Will Support Resilient Returns

Analysts have nudged their price target on Ecolab slightly higher, with fair value rising about $0.40 to approximately $292 per share, citing expectations for continued operating margin expansion into 2026 and resilient above average returns on equity, despite a challenging macro backdrop for specialty chemicals. Analyst Commentary Street research remains constructive on Ecolab, with recent updates highlighting both upside drivers and lingering macro sensitivities that could influence the pace of multiple expansion and earnings growth.
Actualización de narrativa Dec 11

ECL: Rising Margins And Dividend Increase Will Support Strong Returns Into 2026

Analysts have modestly raised their price target on Ecolab by $10 to $325, citing improving operating margins, above average returns on equity, and resilient prospects despite a challenging macro backdrop for specialty chemicals volumes. Analyst Commentary Bullish analysts highlight that Ecolab's medium term setup remains attractive, underpinned by structurally improving operating margins and above average returns on equity that support a higher valuation multiple.
Artículo de análisis Dec 08

Ecolab's (NYSE:ECL) Shareholders Will Receive A Bigger Dividend Than Last Year

Ecolab Inc. ( NYSE:ECL ) will increase its dividend from last year's comparable payment on the 15th of January to...
Actualización de narrativa Nov 27

ECL: Margin Expansion From One Ecolab Will Drive Steady Returns Into 2026

Analysts have raised their price targets for Ecolab, with the consensus forecast increasing from $315 to $325 per share. This change is driven by expectations for continued margin expansion and robust medium-term growth prospects.
Actualización de narrativa Nov 13

ECL: Margin Expansion Will Drive Stronger Performance Through 2026

Ecolab’s fair value price target has been modestly increased from $290.15 to $291.75. This reflects analysts’ continued confidence in the company’s margin expansion and growth prospects, despite ongoing macroeconomic challenges.
Artículo de análisis Oct 31

The Ecolab Inc. (NYSE:ECL) Third-Quarter Results Are Out And Analysts Have Published New Forecasts

Shareholders might have noticed that Ecolab Inc. ( NYSE:ECL ) filed its quarterly result this time last week. The early...
Actualización de narrativa Oct 29

Margin Expansion And Digital Solutions Will Drive Outperformance Over The Next Few Years

The fair value estimate for Ecolab has increased slightly from $286.10 to $290.15. Analysts point to improving medium-term growth prospects and higher operating margin expectations, citing several recent upward price target revisions.
Artículo de análisis Sep 21

With EPS Growth And More, Ecolab (NYSE:ECL) Makes An Interesting Case

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Actualización de narrativa Sep 06

Digital Technologies And Life Sciences Will Open New Markets

Ecolab’s consensus analyst price target was modestly raised to $285.95, reflecting increased confidence in growth and margin expansion from the "One Ecolab" initiative and improved sector sentiment, despite valuation concerns. Analyst Commentary Bullish analysts cite the "One Ecolab" initiative as a catalyst for accelerating growth and driving margin expansion.
Artículo de análisis Sep 04

Is Ecolab (NYSE:ECL) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Aug 21

Is It Too Late To Consider Buying Ecolab Inc. (NYSE:ECL)?

NYSE:ECL 1 Year Share Price vs Fair Value Explore Ecolab's Fair Values from the Community and select yours Today we're...
Artículo de análisis Aug 01

Ecolab Inc. (NYSE:ECL) Just Released Its Second-Quarter Results And Analysts Are Updating Their Estimates

Ecolab Inc. ( NYSE:ECL ) shareholders are probably feeling a little disappointed, since its shares fell 3.0% to US$262...
Artículo de análisis Jul 21

What Ecolab Inc.'s (NYSE:ECL) P/E Is Not Telling You

With a price-to-earnings (or "P/E") ratio of 36.2x Ecolab Inc. ( NYSE:ECL ) may be sending very bearish signals at the...
Artículo de análisis Jun 15

A Look At The Fair Value Of Ecolab Inc. (NYSE:ECL)

Key Insights Ecolab's estimated fair value is US$227 based on 2 Stage Free Cash Flow to Equity Current share price of...
Artículo de análisis May 28

Here's Why We Think Ecolab (NYSE:ECL) Is Well Worth Watching

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Seeking Alpha Apr 07

Ecolab: 40 Times Free Cash Flow Is Still Not Justified

Summary Despite Ecolab's 47.5% gain since my last article, I maintain a "Hold" rating due to its high valuation and uncertain growth prospects. Valuation multiples remain high, with Ecolab trading at 34.4 times earnings and 40.0 times free cash flow, similar to three years ago. Ecolab's management targets 12%-15% EPS growth, but I find this overly optimistic given historical performance and current market conditions. Even with high growth assumptions, Ecolab appears fairly valued at best, making it a risky long-term investment despite its quality. Read the full article on Seeking Alpha
Seeking Alpha Jan 25

Ecolab: Becoming A Cleaner Picture

Summary Ecolab shares remain expensive despite solid earnings growth in 2024 and anticipated growth in 2025, trading at 35 times earnings with a modest 3% earnings yield. The company has a strong long-term track record, but organic growth has been modest over the past decade. Ecolab's strategic divestments and bolt-on acquisitions, like the sale of its surgical solutions business and purchase of Barclay Water Management, aim to optimize its portfolio. I'm cautiously optimistic about Ecolab, awaiting a share price pullback or continued stagnation before considering an investment. Read the full article on Seeking Alpha
Seeking Alpha Nov 17

Ecolab Q3: Balanced Price And Volume Growth

Summary Ecolab reported strong financial results with 4% organic revenue growth and 22% adjusted operating profit growth, yet I believe the stock is overvalued. The company’s value-based pricing and innovative products are driving growth, but I assign a 'Sell' rating with a fair value of $220 per share. Ecolab’s pest control and infection prevention markets are projected to grow, but cost pressures and competition pose risks. Despite potential stock price support from share repurchases, I maintain a cautious outlook due to overvaluation concerns. Read the full article on Seeking Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero Ecolab. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:ECL Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 2616,4522,1064,2630
31 Dec 2516,0812,0764,2070
30 Sep 2515,8901,9854,1950
30 Jun 2515,7242,1364,1410
31 Mar 2515,6852,1034,1490
31 Dec 2415,7412,1124,1770
30 Sep 2415,6752,0454,1580
30 Jun 2415,6341,7124,1560
31 Mar 2415,5011,5514,0900
31 Dec 2315,3201,3724,0020
30 Sep 2315,0531,2323,8900
30 Jun 2314,7641,1753,7370
31 Mar 2314,4931,1533,6600
31 Dec 2214,1881,0923,5790
30 Sep 2213,8811,1283,5230
30 Jun 2213,5331,1063,4770
31 Mar 2213,1151,1083,3930
31 Dec 2112,7331,1303,3450
30 Sep 2112,4341,1293,2890
30 Jun 2112,1321,0513,2640
31 Mar 2111,6558693,2010
31 Dec 2011,7909673,2490
30 Sep 2011,9691,0623,3190
30 Jun 2012,1751,2523,3790
31 Mar 2012,6581,4663,4850
31 Dec 1912,5621,4263,4670
30 Sep 1913,0781,4263,5330
30 Jun 1913,6021,4263,6280
31 Mar 1914,1221,4333,7660
31 Dec 1812,2221,2503,4270
30 Sep 1814,5571,5973,9320
30 Jun 1814,3741,5543,8690
31 Mar 1814,1441,4983,8270
31 Dec 1713,8361,5053,7580
30 Sep 1713,5391,3083,8320
30 Jun 1713,3611,2894,0230
31 Mar 1713,2181,2534,1420
31 Dec 1613,1521,2293,6640
30 Sep 1613,2131,0724,3120
30 Jun 1613,2739564,3110
31 Mar 1613,3451,0004,2970
31 Dec 1513,5451,0024,3460
30 Sep 1513,8141,1294,4290
30 Jun 1514,0621,2364,5040

Ingresos de calidad: ECL tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio(12.8%) de ECL son inferiores a los del año pasado (13.4%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de ECL han crecido un 18.4% al año en los últimos 5 años.

Acelerando crecimiento: El crecimiento de los beneficios de ECL en el último año (0.1%) está por debajo de su media de 5 años (18.4% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de ECL en el último año (0.1%) superó al de la industria Chemicals -1.4%.


Rentabilidad financiera

Alta ROE: La rentabilidad financiera (21.2%) de ECL se considera alta.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/18 15:52
Precio de las acciones al final del día2026/05/18 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Ecolab Inc. está cubierta por 36 analistas. 15 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
John EadeArgus Research Company
Andrew WittmannBaird
Gary BisbeeBarclays