Ecolab Inc.

Report azionario NYSE:ECL

Capitalizzazione di mercato: US$77.4b

Ecolab Crescita futura

Criteri Future verificati 2/6

Ecolab prevede che gli utili e i ricavi cresceranno rispettivamente di 15.2% e 6.9% all'anno. Si prevede che l'EPS crescerà di 15.7% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 23.5% in 3 anni.

Informazioni chiave

15.2%

Tasso di crescita degli utili

15.67%

Tasso di crescita dell'EPS

Chemicals crescita degli utili21.7%
Tasso di crescita dei ricavi6.9%
Rendimento futuro del capitale proprio23.48%
Copertura analitica

Good

Ultimo aggiornamento04 Sep 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi • 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...

Recent updates

Aggiornamento narrativa • Jul 30

ECL: High Tech And AI Data Center Demand Will Drive Future Upside

Ecolab’s updated analyst price target edges higher to about $324 from about $317. This reflects analyst views that rising organic sales, stronger contributions from high tech and bio processing, and ongoing pricing and digital initiatives support slightly higher expected growth and margin assumptions, despite a modestly higher discount rate and a lower future P/E multiple.
Seeking Alpha • Jul 09

Ecolab: Data Center Growth Insufficient To Support 33x P/E Ratio

Summary Ecolab remains a hold as the current valuation of 33x forward earnings fully prices in near-term growth prospects. ECL's high-tech/data center vertical offers long-term potential, but current contributions are modest and could require substantial M&A capital deployment. Recent acquisitions like CoolIT Systems, at 8.6x forward revenues, are initially dilutive and highlight Ecolab's aggressive strategy to scale high-tech exposure. Organic growth in various Ecolab markets remains slow, making sustained EPS growth reliant on successful, accretive M&A execution. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jun 17

ECL: Pricing Power And AI Data Center Cooling Will Drive Future Upside

Analysts have nudged their fair value estimate for Ecolab slightly higher to about $317 per share, reflecting updated assumptions around modestly stronger revenue growth, a slightly lower discount rate, and continued focus on pricing power and high-tech growth engines highlighted in recent research. Analyst Commentary Recent Street research on Ecolab highlights a mix of optimism and caution, with differing views on how much of the company’s pricing power, high-tech exposure, and margin recovery are already reflected in the current valuation.
Aggiornamento narrativa • 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Articolo di analisi • 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...
Aggiornamento 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.
Aggiornamento 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.
Articolo di analisi • 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...
Aggiornamento 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.
Articolo di analisi • 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...
Aggiornamento 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.
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

Previsioni di crescita degli utili e dei ricavi

NYSE:ECL - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202820,5963,0252,5703,71811
12/31/202719,3562,6312,2923,54918
12/31/202617,9252,1691,8533,04618
6/30/202616,8432,1161,8753,057N/A
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
3/31/202012,6581,466N/A2,414N/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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di ECL ( 15.2% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di ECL ( 15.2% all'anno) cresceranno più lentamente rispetto al mercato US ( 17.2% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di ECL cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di ECL ( 6.9% all'anno) crescerà più lentamente rispetto al mercato US ( 13.4% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di ECL ( 6.9% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di ECL sarà elevato tra 3 anni ( 23.5 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/13 04:29
Prezzo dell'azione a fine giornata2026/09/11 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Ecolab Inc. è coperta da 35 analisti. 18 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
John EadeArgus Research Company
Andrew WittmannBaird
Manav PatnaikBarclays