Ecolab Inc.

NYSE:ECL Rapport sur les actions

Capitalisation boursière : US$74.2b

Ecolab Croissance future

Future contrôle des critères 2/6

Ecolab devrait augmenter ses bénéfices et son chiffre d'affaires de 12.2% et de 6.5% par an respectivement. Le BPA devrait croître de de 12.4% par an. Le rendement des capitaux propres devrait être 21.9% dans 3 ans.

Informations clés

12.2%

Taux de croissance des bénéfices

12.44%

Taux de croissance du BPA

Chemicals croissance des bénéfices17.8%
Taux de croissance des recettes6.5%
Rendement futur des capitaux propres21.88%
Couverture par les analystes

Good

Dernière mise à jour11 Jun 2026

Mises à jour récentes de la croissance future

Article d’analyse • 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...
Article d’analyse • 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...

Recent updates

Mise à jour du récit • Jun 01

ECL: Structural Pricing And AI Data Center Expansion Will Drive Future Upside

Ecolab's updated analyst price target edges slightly lower to about $316 from roughly $319, as analysts factor in modestly softer revenue growth and a lower assumed future P/E multiple, partly offset by higher projected profit margins and continued confidence in pricing initiatives and portfolio mix. Analyst Commentary Recent research on Ecolab reflects a mix of optimism about pricing power and growth initiatives, alongside some caution on valuation and execution risk.
Mise à jour du récit • 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
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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...
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

Prévisions de croissance des bénéfices et des revenus

NYSE:ECL - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202819,8763,0402,4733,8507
12/31/202718,8312,6972,4013,66114
12/31/202617,7022,2711,8723,03114
3/31/202616,4522,1061,8703,029N/A
12/31/202516,0812,0761,9042,953N/A
9/30/202515,8901,9851,5532,629N/A
6/30/202515,7242,1361,5742,625N/A
3/31/202515,6852,1031,5032,534N/A
12/31/202415,7412,1121,8192,814N/A
9/30/202415,6752,0452,0022,900N/A
6/30/202415,6341,7122,0732,901N/A
3/31/202415,5011,5512,0602,863N/A
12/31/202315,3201,3721,6372,412N/A
9/30/202315,0531,2321,7042,419N/A
6/30/202314,7641,1751,3272,068N/A
3/31/202314,4931,1531,0791,817N/A
12/31/202214,1881,0921,0761,788N/A
9/30/202213,8811,1288411,570N/A
6/30/202213,5331,1061,0411,756N/A
3/31/202213,1151,1081,2471,937N/A
12/31/202112,7331,1301,4192,062N/A
9/30/202112,4341,1291,5202,071N/A
6/30/202112,1321,0511,4161,900N/A
3/31/202111,6558691,3401,784N/A
12/31/202011,7909671,3711,860N/A
9/30/202011,9691,0621,4422,031N/A
6/30/202012,1751,2521,6202,262N/A
3/31/202012,6581,4661,7222,414N/A
12/31/201912,5621,426N/A2,421N/A
9/30/201913,0781,426N/A2,427N/A
6/30/201913,6021,426N/A2,410N/A
3/31/201914,1221,433N/A2,169N/A
12/31/201812,2221,250N/A2,278N/A
9/30/201814,5571,597N/A2,097N/A
6/30/201814,3741,554N/A2,017N/A
3/31/201814,1441,498N/A2,153N/A
12/31/201713,8361,505N/A2,091N/A
9/30/201713,5391,308N/A1,893N/A
6/30/201713,3611,289N/A1,925N/A
3/31/201713,2181,253N/A1,893N/A
12/31/201613,1521,229N/A1,940N/A
9/30/201613,2131,072N/A2,096N/A
6/30/201613,273956N/A2,238N/A
3/31/201613,3451,000N/A2,360N/A
12/31/201513,5451,002N/A2,000N/A
9/30/201513,8141,129N/A2,066N/A
6/30/201514,0621,236N/A1,920N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de ECL ( 12.2% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de ECL ( 12.2% par an) devraient croître plus lentement que le marché US ( 17.9% par an).

Croissance élevée des bénéfices: Les bénéfices de ECL devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de ECL ( 6.5% par an) devrait croître plus lentement que le marché de US ( 12.5% par an).

Croissance élevée des revenus: Le chiffre d'affaires de ECL ( 6.5% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de ECL devrait être élevé dans 3 ans ( 21.9 %)

Découvrir les entreprises en croissance

7D

1Y

7D

1Y

7D

1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/12 03:17
Cours de l'action en fin de journée2026/06/12 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Ecolab Inc. est couverte par 34 analystes. 14 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
John EadeArgus Research Company
Andrew WittmannBaird
Gary BisbeeBarclays