Ecolab（0IFA）株式概要エコラボは、水、衛生、感染予防に関するソリューションとサービスを米国内外で提供しています。 詳細0IFA ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長4/6過去の実績4/6財務の健全性3/6配当金0/6報酬収益は年間11.96%増加すると予測されています 過去1年間で収益は0.1%増加しました アナリストらは、株価が24.7%上昇するだろうとほぼ一致している。 リスク分析多額の負債を抱えている すべてのリスクチェックを見る0IFA Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$252.900.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture022b2016201920222025202620282031Revenue US$22.5bEarnings US$2.9bAdvancedSet Fair ValueView all narrativesEcolab Inc. 競合他社Croda InternationalSymbol: LSE:CRDAMarket cap: UK£4.2bElementisSymbol: LSE:ELMMarket cap: UK£863.5mAntofagastaSymbol: LSE:ANTOMarket cap: UK£38.8bRio Tinto GroupSymbol: LSE:RIOMarket cap: UK£134.0b価格と性能株価の高値、安値、推移の概要Ecolab過去の株価現在の株価US$252.5652週高値US$315.9052週安値US$239.09ベータ0.931ヶ月の変化-6.03%3ヶ月変化-16.76%1年変化-3.09%3年間の変化51.68%5年間の変化15.98%IPOからの変化82.82%最新ニュースBuy Or Sell Opportunity • May 21Now 20% overvaluedOver the last 90 days, the stock has fallen 18% to US$250. The fair value is estimated to be US$208, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.お知らせ • May 16Craig Leipold, Jim Kelly, Carl Kaeding, and David Williams., Ecolab Inc. (NYSE:ECL) and Securian Financial Group, Inc. acquired Saint Paul Hotel from The Travelers Companies, Inc. (NYSE:TRV).Craig Leipold, Jim Kelly, Carl Kaeding, David Williams., Ecolab Inc. (NYSE:ECL) and Securian Financial Group, Inc. acquired Saint Paul Hotel from The Travelers Companies, Inc. (NYSE:TRV) on May 14, 2026. Craig Leipold will now become majority owner of the hotel. Beck and Hilger serve on the board of the Saint Paul Downtown Alliance. Craig Leipold, Jim Kelly, Carl Kaeding, and David Williams., Ecolab Inc. (NYSE:ECL) and Securian Financial Group, Inc. completed the acquisition of Saint Paul Hotel from The Travelers Companies, Inc. (NYSE:TRV) on May 14, 2026.Declared Dividend • May 10First quarter dividend of US$0.73 announcedShareholders will receive a dividend of US$0.73. Ex-date: 16th June 2026 Payment date: 15th July 2026 Dividend yield will be 1.1%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 37%. Cash payout ratio: 44%.お知らせ • May 09Ecolab Inc. announces Quarterly dividend, payable on July 15, 2026Ecolab Inc. announced Quarterly dividend of USD 0.7300 per share payable on July 15, 2026, ex-date on June 16, 2026 and record date on June 16, 2026.お知らせ • Apr 30Ecolab Inc. Provides Earnings Guidance for the Year 2026Ecolab Inc. provided earnings guidance for the year 2026. For the year, the company expects reported sales to increase 9% to 11%.Reported Earnings • Apr 28First quarter 2026 earnings released: EPS: US$1.53 (vs US$1.42 in 1Q 2025)First quarter 2026 results: EPS: US$1.53 (up from US$1.42 in 1Q 2025). Revenue: US$4.07b (up 10.0% from 1Q 2025). Net income: US$432.6m (up 7.5% from 1Q 2025). Profit margin: 11% (in line with 1Q 2025). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.1% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • May 21Now 20% overvaluedOver the last 90 days, the stock has fallen 18% to US$250. The fair value is estimated to be US$208, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.お知らせ • May 16Craig Leipold, Jim Kelly, Carl Kaeding, and David Williams., Ecolab Inc. (NYSE:ECL) and Securian Financial Group, Inc. acquired Saint Paul Hotel from The Travelers Companies, Inc. (NYSE:TRV).Craig Leipold, Jim Kelly, Carl Kaeding, David Williams., Ecolab Inc. (NYSE:ECL) and Securian Financial Group, Inc. acquired Saint Paul Hotel from The Travelers Companies, Inc. (NYSE:TRV) on May 14, 2026. Craig Leipold will now become majority owner of the hotel. Beck and Hilger serve on the board of the Saint Paul Downtown Alliance. Craig Leipold, Jim Kelly, Carl Kaeding, and David Williams., Ecolab Inc. (NYSE:ECL) and Securian Financial Group, Inc. completed the acquisition of Saint Paul Hotel from The Travelers Companies, Inc. (NYSE:TRV) on May 14, 2026.Declared Dividend • May 10First quarter dividend of US$0.73 announcedShareholders will receive a dividend of US$0.73. Ex-date: 16th June 2026 Payment date: 15th July 2026 Dividend yield will be 1.1%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 37%. Cash payout ratio: 44%.お知らせ • May 09Ecolab Inc. announces Quarterly dividend, payable on July 15, 2026Ecolab Inc. announced Quarterly dividend of USD 0.7300 per share payable on July 15, 2026, ex-date on June 16, 2026 and record date on June 16, 2026.お知らせ • Apr 30Ecolab Inc. Provides Earnings Guidance for the Year 2026Ecolab Inc. provided earnings guidance for the year 2026. For the year, the company expects reported sales to increase 9% to 11%.Reported Earnings • Apr 28First quarter 2026 earnings released: EPS: US$1.53 (vs US$1.42 in 1Q 2025)First quarter 2026 results: EPS: US$1.53 (up from US$1.42 in 1Q 2025). Revenue: US$4.07b (up 10.0% from 1Q 2025). Net income: US$432.6m (up 7.5% from 1Q 2025). Profit margin: 11% (in line with 1Q 2025). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.1% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 23Ecolab Inc. Announces Ecolab Water Navigator IQEcolab, a global leader in water, hygiene and infection prevention, delivers an expansive portfolio of cutting-edge water solutions that help customers unlock peak performance across more than 40 industries and 170 countries. This Earth Day, Ecolab announced Ecolab Water Navigator IQ, a new AI-enabled platform that gives companies an enterprise-wide view of water performance and turns data into action. Built for the growing need for water intelligence, Water Navigator IQ brings together site-level insights and predictive analytics in one powerful platform. It enables leaders to understand water use, benchmark performance, improve efficiency and align decisions with business outcomes. By identifying potential constraints earlier, prioritizing action across sites and connecting local decisions to a coordinated global strategy, the platform helps organizations scale at the speed of AI. By integrating monitoring, insights and global expertise, Ecolab’s scalable solutions enable businesses to do more with less in an increasingly water-constrained world. Ecolab Water Navigator IQ further strengthens the company’s portfolio of advanced technologies and services and demonstrates how Ecolab helps customers achieve operational excellence while turning water into one of the most powerful drivers of business growth, performance and resilience.お知らせ • Mar 23Ecolab Inc., Annual General Meeting, May 07, 2026Ecolab Inc., Annual General Meeting, May 07, 2026.お知らせ • Mar 20Ecolab Inc. (NYSE:ECL) entered into a definitive agreement to acquire CoolIT Systems, Inc. from unknown funds managed by KKR & Co. Inc. (NYSE:KKR) and Mubadala Investment Company PJSC for approximately $4.8 billion.Ecolab Inc. (NYSE:ECL) entered into a definitive agreement to acquire CoolIT Systems, Inc. from unknown funds managed by KKR & Co. Inc. (NYSE:KKR) and Mubadala Investment Company PJSC for approximately $4.8 billion on March 20, 2026. Under the terms of the agreement, Ecolab will pay approximately $4.75 billion in cash at the closing of the transaction, subject to customary adjustments. This represents 29x and 24x estimated next 12-month and 2027 adjusted EBITDA for CoolIT. The acquisition will be financed with new transaction debt. As a result, pro forma net debt to adjusted EBITDA is anticipated to be approximately 3x at transaction close, returning to 2x leverage by the end of the second year after closing. The acquisition is expected to close in the third quarter of 2026, subject to regulatory approvals and other customary closing conditions. The acquisition is expected to be accretive to Ecolab’s sales growth, accelerating Global Water’s organic sales growth rate by 2% and Ecolab’s organic sales growth rate by 1%, beginning one year after closing. Excluding non-cash amortization costs, the transaction is expected to be accretive to adjusted diluted earnings per share in 2028, with the contribution building significantly thereafter. Returns are expected to be significantly above Ecolab’s weighted average cost of capital. Citi acted as exclusive financial advisor to Ecolab in connection with the transaction and Covington & Burling LLP acted as legal counsel. Morgan Stanley act as financial advisor for CoolIT Systems, Inc.お知らせ • Mar 18Ecolab Inc. to Report Q1, 2026 Results on Apr 28, 2026Ecolab Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Apr 28, 2026Upcoming Dividend • Mar 10Upcoming dividend of US$0.73 per shareEligible shareholders must have bought the stock before 17 March 2026. Payment date: 15 April 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (4.0%).お知らせ • Feb 26Ecolab Announces Executive Changes, Effective April 1, 2026On February 20, 2026, the Board of Directors (the “Board”) of Ecolab Inc. (the “Company”) appointed Christophe Beck to the position of President, Darrell R. Brown to the position of Co-Chief Operating Officer – Global Markets, and Gregory B. Cook to the position of Co-Chief Operating Officer – Global Businesses, each effective April 1, 2026. Mr. Beck, age 58, currently serves as Chairman and Chief Executive Officer of the Company, positions he has held since 2022 and 2021, respectively, and will continue to serve in these positions in addition to his new role. Over the past five years, Mr. Beck has served in senior executive leadership roles at the Company, including as Chief Executive Officer and President and, previously, as President and Chief Operating Officer. Mr. Brown, age 62, currently serves as President and Chief Operating Officer of the Company, positions he has held since 2022. Previously, he served as Executive Vice President and President – Global Industrial from 2019 to 2022 and as Executive Vice President and President of Ecolab’s Energy Services Division from 2018 to 2019. During his 24-year tenure at Ecolab, Mr. Brown has held several leadership positions within the Company. Mr. Cook, age 57, has served as Executive Vice President and President – Institutional Group since 2023. Previously, he served as Executive Vice President and General Manager – Global Institutional from 2021 to 2023 and as Senior Vice President and General Manager – Global Pest from 2020 to 2021. During his 28-year tenure at Ecolab, Mr. Cook has held key finance, sales and general management roles across Food & Beverage, Textile Care and Institutional.お知らせ • Feb 24Ecolab Inc. Announces Victoria J. Reich Will Not Standing for Re-Election from BoardEcolab Inc. announced On February 18, 2026, Victoria J. Reich informed the Board that she would not stand for re-election at the Company's annual meeting to be held on May 7, 2026. Ms. Reich’s decision not to stand for re-election was not the result of any disagreement with the Company.Declared Dividend • Feb 22Fourth quarter dividend of US$0.73 announcedShareholders will receive a dividend of US$0.73. Ex-date: 17th March 2026 Payment date: 15th April 2026 Dividend yield will be 0.9%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 37%. Cash payout ratio: 53%.お知らせ • Feb 20Ecolab Inc. Declares a Regular Quarterly Cash Dividend, Payable on April 15, 2026The board of directors of Ecolab Inc. declared a regular quarterly cash dividend of $0.73 per common share, to be paid April 15, 2026, to shareholders of record at the close of business on March 17, 2026.Reported Earnings • Feb 11Full year 2025 earnings released: EPS: US$7.33 (vs US$7.43 in FY 2024)Full year 2025 results: EPS: US$7.33 (down from US$7.43 in FY 2024). Revenue: US$16.1b (up 2.2% from FY 2024). Net income: US$2.08b (down 1.7% from FY 2024). Profit margin: 13% (in line with FY 2024). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 13% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 25% per year and the company’s share price has also increased by 25% per year.お知らせ • Jan 06Ecolab Inc. to Report Q4, 2025 Results on Feb 10, 2026Ecolab Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 10, 2026Buy Or Sell Opportunity • Dec 22Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at US$266. The fair value is estimated to be US$220, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.2% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.お知らせ • Dec 17Ecolab Inc. (NYSE:ECL) completed the acquisition of Electronics division of Ovivo Inc.Ecolab Inc. (NYSE:ECL) agreed to acquire Electronics division of Ovivo Inc. for $1.8 billion on August 12, 2025. A cash consideration of $1.8 billion will be paid by Ecolab Inc. As part of consideration, $1.8 billion is paid towards assets of Electronics division of Ovivo Inc. The acquisition is expected to generate double-digit returns and is anticipated to be immediately accretive to Ecolab’s sales growth. Ecolab expects the acquisition will be neutral to adjusted earnings per share. As part of the transaction, Electronics division team of Ovivo Inc. will join Ecolab Inc. The transaction is subject to approval by regulatory board / committee. The acquisition is expected to close in the first quarter of 2026. Patrick Boucher, Hadrien Montagne, Vincent Laurin, Maxine Ethier, Véronique Wattiez Larose, Charles S. Morgan, Vincent Yip, Dominic Thérien, Gideon Kwinter, Michael Caldecott, Martha Harrison, Robert A. Glasgow, Marie-Soleil Landry, Christian Meighen, Marc-Philippe Gagnon, Erica M. Hennessey, Richard O'Doherty, Tim Lawson, Cindy Vaillancourt and Marie-Josée Marcoux of McCarthy Tétrault LLP acted as legal advisor to Ovivo Inc. Ecolab Inc. (NYSE:ECL) completed the acquisition of Electronics division of Ovivo Inc. on December 16, 2025. The business will remain headquartered near Basel, Switzerland and use the brand Ovivo, Ultrapure Water+ by Ecolab.Declared Dividend • Dec 07Third quarter dividend increased to US$0.73Dividend of US$0.73 is 12% higher than last year. Ex-date: 16th December 2025 Payment date: 15th January 2026 Dividend yield will be 1.0%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 37%. Cash payout ratio: 53%.お知らせ • Dec 05Ecolab Inc. Increases Quarterly Cash Dividend, Payable on January 15, 2026The board of directors of Ecolab Inc. declared a 12% increase in the company’s quarterly cash dividend to $0.73 per common share, to be paid January 15, 2026, to shareholders of record at the close of business on December 16, 2025. This increase results in a new indicated annual cash dividend of $2.92 per share in 2026 and represents Ecolab’s 34th consecutive annual dividend rate increase.お知らせ • Nov 14Ecolab Strengthens Integrated Cooling Program for Data CentersEcolab Inc. announced the launch of a fully integrated, cutting-edge cooling program to optimize cooling performance at global scale. Ecolab's Cooling as a Service (CaaS) program brings together a full suite of cooling management solutions that unlock peak cooling performance all the way from the data center facility environment to the high-performance data computing servers. By integrating Ecolab's 3D TRASAR™? Technology for Direct-to-Chip Liquid Cooling into smart Coolant Distribution Unit (CDU), and leveraging 102-years of cooling management expertise, the company are advancing the data center industry with this groundbreaking, holistic cooling solution. Ecolab's innovative CaaS program launch comes at a time when the rise of artificial intelligence (AI) is creating exponential growth for data centers. This growth is driving an industry-wide need for next-generation cooling management solutions to enable crucial performance. As the industry's infrastructure footprint expands, so does the demand for new technologies that reduce the power needed for cooling and lower the impact on vital natural resources and local communities. Ecolab's expanded program circles the entire data center to deliver seamless cooling management from site to chip, enabling operators to drive performance while navigating the pressure of reliably doing more with less. CaaS incorporates high-performance water management technology, smart coolant distribution units, connected coolant, and 3D TRASAR®? monitoring technology, all delivered through expert service.お知らせ • Oct 29Ecolab Life Sciences Introduces Klercide Rapid Sporicide for Cleanroom ApplicationsEcolab Life Sciences announced the launch of its Klercide™? Rapid Sporicide, a new sporicidal disinfectant designed to elevate pharmaceutical cleanroom safety and performance, while reducing overall production turnover time. This new pharma cleanroom product is milder on equipment and surfaces and helps improve user experience along with work conditions. Ecolab's latest pharma cleanroom sporicide addresses long-standing challenges in pharma microbial control, like strong odors, corrosiveness, and full surface coverage, all of which contribute to a reduced lifetime of equipment and a less desirable work environment for operators. This new formula is a market-changing innovation, delivering efficacy while minimizing residue, reducing re-application time and enhancing the overall user experience. This leads to shorter changeover times and overall savings for pharmaceutical manufacturers, helping deliver safely made medicines to patients faster. The new sporicide will be available in a variety of formulas to meet the entire lifecycle of pharma production. Klercide Rapid Sporicide is registered with the Environmental Protection Agency (EPA Reg. No. 1677-288) for use against bacterial spores, fungi, and other hard-to-kill microorganisms. State registrations are in process.Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: US$2.06 (vs US$2.60 in 3Q 2024)Third quarter 2025 results: EPS: US$2.06 (down from US$2.60 in 3Q 2024). Revenue: US$4.17b (up 4.2% from 3Q 2024). Net income: US$585.0m (down 21% from 3Q 2024). Profit margin: 14% (down from 18% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 15% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 23% per year.Buy Or Sell Opportunity • Sep 26Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 2.9% to US$273. The fair value is estimated to be US$224, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 9.5% per annum over the same time period.お知らせ • Sep 26Ecolab Launches Ecolab CIP IQ, Smart, AI-Enhanced Clean-In-Place Digital SolutionEcolab introduced Ecolab CIP IQ, a smart, AI-enhanced clean-in-place (CIP) digital solution designed to help food and beverage companies maximize product quality and food safety, while reducing water usage and increasing production capacity. By delivering real-time, actionable insights, this innovative solution allows dairy and beverage manufacturers to unlock the full potential of every drop by transforming productivity into a competitive edge. As part of Ecolab®? CIP IQ, Ecolab is partnering with 4T2 Sensors and their fluid sensing technology. By integrating this technology into 3D TRASAR™? sensors, Ecolab is unlocking new levels of operational efficiency and resource optimization to a water-intensive industry: food and beverage production. CIP IQ transforms traditional CIP, a time-intensive but essential process for ensuring quality and food safety, into a smart, data-driven system that can drive 15% more efficiency and higher capacity with 20% water reduction. Dedicated to helping industries gain deeper insights into their fluid processes to reduce waste, improve efficiency, and support sustainable manufacturing, 4T2 Sensors has developed patented impedance sensing technology that electrically fingerprints fluids in real time. When this is paired with the power of CIP IQ, this means manufacturers can dynamically optimize the duration of each individual CIP process based on the type of fluid present in the system. For 4T2 Sensors, partnering with Ecolab means both companies can support one another with their mutual goal of increasing sustainability worldwide. With this strategic partnership, Ecolab holds an exclusive license in the food and beverage industry for 4T2 Sensors' innovative CIP optimization and fluid quality monitoring technology. Based on simplified average results from customer sites, which are specific to those individual customers when full Ecolab recommendations were implemented. Results will vary for other customers based on factors and circumstances in their operations.お知らせ • Sep 17Ecolab Inc. to Report Q3, 2025 Results on Oct 28, 2025Ecolab Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 28, 2025Upcoming Dividend • Sep 09Upcoming dividend of US$0.65 per shareEligible shareholders must have bought the stock before 16 September 2025. Payment date: 15 October 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (4.2%).Declared Dividend • Aug 09Second quarter dividend of US$0.65 announcedShareholders will receive a dividend of US$0.65. Ex-date: 16th September 2025 Payment date: 15th October 2025 Dividend yield will be 1.0%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 33%. Cash payout ratio: 49%.Buy Or Sell Opportunity • Aug 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.6% to US$272. The fair value is estimated to be US$226, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.お知らせ • Aug 07+ 1 more updateEcolab Inc. Declares Quarterly Cash Dividend, Payable on October 15, 2025Ecolab Inc. declared a regular quarterly cash dividend of $0.65 per common share, to be paid October 15, 2025, to shareholders of record at the close of business on September 16, 2025.Reported Earnings • Jul 29Second quarter 2025 earnings released: EPS: US$1.85 (vs US$1.73 in 2Q 2024)Second quarter 2025 results: EPS: US$1.85 (up from US$1.73 in 2Q 2024). Revenue: US$4.03b (up 1.0% from 2Q 2024). Net income: US$524.2m (up 6.8% from 2Q 2024). Profit margin: 13% (in line with 2Q 2024). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 15% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 23Ecolab Inc. Launches AI-Powered Solution Designed to Optimize Restaurant Operations and Improve Guest SatisfactionEcolab Inc. announced the launch of Ecolab®? RushReady™?, a new AI-powered program within its Ecolab®? KitchenIQ™? platform. Designed to help restaurant leaders improve shift performance and profitability, RushReady combines real-time data, intelligent recommendations, and human coaching to tackle the complexities of daily operations and elevate the overall experience for guests. The engagement begins with a connection into each restaurant's unique data sources, enabling the platform to work on transforming back-of-house operations through: RushReady AI-driven recommendations that help general managers (GMs) meet their goals against the two critical metrics of speed of service and sales per labor hour by optimizing prep inventory, adjusting staffing levels, and prioritizing tasks. RushReady streamlined processes made possible by the AI-insights derived from analyzing disparate data sources, including point of sale, labor management, and kitchen display systems. RushReady operational performance grounded in enhanced analytics and proactive alerts, helping managers anticipate issues and maintain smooth operations. RushReady reports that summarize performance and insights against speed of service and sales per Labor hour, which enable optimization across dayparts and dine-in, drive-thru, and takeout channels. To drive adoption and execution, the program also includes a dedicated Ecolab Performance Coach to provide in-person expertise on interpreting the data and insights to motivate staff and enhance productivity. This collaborative partnership enables restaurant leaders to refine their strategies for improved performance and sales. This innovation combines Ecolab's industry expertise and Microsoft's advanced AI capabilities, enabling restaurant leaders to seamlessly integrate disparate systems and easily uncover insights that were previously out of reach. RushReady is the newest module in the KitchenIQ portfolio. KitchenIQ is Ecolab's powerful digital operations platform that combines back-of-house technologies into one cohesive solution for restaurant operators--designed to help every restaurant leader achieve exceptional outcomes. Now, with the launch of RushReady, KitchenIQ expands its capabilities to deliver even greater value through AI-driven insights and human coaching. Monthly subscriptions for RushReady are now available to restaurant operators across the United States.お知らせ • Jun 18+ 1 more updateEcolab Life Sciences Launches New Bioprocessing Purification Resin to Drive Manufacturing ProductivityEcolab Life Sciences announced it has launched an innovative new resin to help achieve cost savings and optimize operations throughout the antibody manufacturing process. Purolite AP+50 is an affinity chromatography resin with a 50-micron bead size offering the highest dynamic binding capacity of the AP resin platform while providing excellent durability for monoclonal antibody capture. It also leverages Ecolab's patented Jetted resin bead manufacturing technology, an innovative approach that enables lot-to-lot consistency and shorter lead times. It is the latest addition to Ecolab's robust Purolite Resin affinity toolbox which helps biopharmaceutical companies and Contract Development and Manufacturing Organizations solve complex purification challenges. Purolite AP+ 50 resin joins Ecolab's full suite of purification resins including the recently launched Purolite DurA Cycle™? A50 for longer lifetimes and Purolite 70 CH1 which targets complex antibody fragments. Together, they support process intensification strategies and cost of goods reduction, which are critical in late-phase, large-scale manufacturing. Ecolab's newest innovation is being formally introduced at the 2025 BIO International Convention in Boston, Massachusetts from June 16 - 19, 2025. Attendees are invited to learn more about Purolite AP+50 resin at the Ecolab booth (# 1971) and via a technical presentation at the BPI Theatre on June 17 at 2:40 p.m. EDT.Upcoming Dividend • Jun 10Upcoming dividend of US$0.65 per shareEligible shareholders must have bought the stock before 17 June 2025. Payment date: 15 July 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (4.0%).お知らせ • Jun 03Ecolab Launches New Solution to Revolutionize Data Center Performance Amidst AI BoomEcolab Inc. has announced the launch of a transformative technology to drive high-performance data center cooling. Ecolab's new solution, 3D TRASAR Technology for Direct-to-Chip Liquid Cooling, helps protect data center servers by monitoring coolant health indicators in real time such as temperature, pH and flow rates. With this offering, Ecolab now covers the entire data center cooling landscape and uses AI-powered proprietary technology and powerful insights to deliver growth while reducing demand on vital natural resources. As data centers expand to support the acceleration of AI technology, so does their need for reliable water and power to cool high performance computing systems. By 2030, AI-driven growth could demand as much power as India represents annually and enough water to meet the annual drinking needs of the entire United States. Data centers play a critical role in enabling industries to thrive in today's digital world, which underscores the importance of optimizing water use while driving business growth. The new technology was developed with critical feedback from data center operators and IT equipment manufacturers to meet the unique demands of data centers. Ecolab's full portfolio of cooling management solutions now equips operators to optimize performance at every stage from cooling towers to direct-to-chip infrastructure. This integrated system supports water and energy savings and enables better performance.Declared Dividend • May 12First quarter dividend of US$0.65 announcedShareholders will receive a dividend of US$0.65. Ex-date: 17th June 2025 Payment date: 15th July 2025 Dividend yield will be 1.0%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 33%. Cash payout ratio: 49%.お知らせ • May 10Ecolab Inc. Appoints Marion K. Gross to Board and Committees, Effective May 7, 2025Ecolab Inc. appointed Marion K. Gross as a member of the Board on May 7, 2025. Ms. Gross was also appointed to the Compensation & Human Capital Management Committee and the Safety, Health & Environment Committee of the Board. Ms. Gross was previously nominated by the Board for election at the Company’s Annual Meeting of Stockholders held on May 8, 2025, and was subsequently elected to the Board by the Company’s stockholders at the Annual Meeting. Ms. Gross served as the Executive Vice President, Global Chief Supply Chain Officer of McDonald’s Corporation from 2022 until her retirement in April 2025. Previously, she served as Senior Vice President, North America Supply Chain and US Sustainability of McDonald’s from 2013 to 2022, as well as in various leadership positions in supply chain and business affairs at McDonald’s from 2003 to 2013.お知らせ • May 09Ecolab Inc. Declares Quarterly Cash Dividend, Payable on July 15, 2025The board of directors of Ecolab Inc. declared a regular quarterly cash dividend of $0.65 per common share, to be paid July 15, 2025, to shareholders of record at the close of business on June 17, 2025.Reported Earnings • Apr 30First quarter 2025 earnings released: EPS: US$1.42 (vs US$1.44 in 1Q 2024)First quarter 2025 results: EPS: US$1.42 (down from US$1.44 in 1Q 2024). Revenue: US$3.70b (down 1.5% from 1Q 2024). Net income: US$402.5m (down 2.3% from 1Q 2024). Profit margin: 11% (in line with 1Q 2024). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 4.2% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 19Ecolab Inc. to Report Q1, 2025 Results on Apr 29, 2025Ecolab Inc. announced that they will report Q1, 2025 results Pre-Market on Apr 29, 2025Upcoming Dividend • Mar 11Upcoming dividend of US$0.65 per shareEligible shareholders must have bought the stock before 18 March 2025. Payment date: 15 April 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (4.0%).Declared Dividend • Feb 24Fourth quarter dividend of US$0.65 announcedShareholders will receive a dividend of US$0.65. Ex-date: 18th March 2025 Payment date: 15th April 2025 Dividend yield will be 0.9%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 32%. Cash payout ratio: 40%.お知らせ • Feb 24Ecolab Inc., Annual General Meeting, May 08, 2025Ecolab Inc., Annual General Meeting, May 08, 2025.お知らせ • Feb 22Ecolab Inc. Announces Arthur J. Higgins Will Not to Stand for Re-ElectionEcolab Inc. announced on February 18, 2025, director Arthur J. Higgins informed the Board that he would not stand for re-election at the Company's annual meeting to be held on May 8, 2025. Mr. Higgins’ decision not to stand for re-election was not the result of any disagreement with the Company. Mr. Higgins has been a valued colleague of the Board.お知らせ • Feb 21+ 1 more updateEcolab Inc. Appoints Michel Doukeris as Independent DirectorThe board of directors of Ecolab Inc. has appointed Michel Doukeris, Chief Executive Officer of AB InBev, to the Ecolab board as an independent director, effective February 20, 2025. Mr. Doukeris, age 51, is a prominent leader with deep global executive experience in the beverage industry. He has served as Chief Executive Officer of AB InBev since 2021, where he leads the world's larger brewer in its purpose to create a future with more cheers. His leadership roles across AB InBev in the United States, Asia and South America have equipped him with significant insights into global business operations, talent development, and the challenges of water and energy utilization. Under his leadership, the company has implemented various sustainability initiatives aimed at reducing environmental impact while meeting consumer demands. Mr. Doukeris earned a Bachelor of Science (Chemical Engineering) from the Federal University of Santa Catarina (Brazil) and a Master’s Degree in Marketing from Fundação Getulio Vargas (Brazil). He has also completed post-graduate programs in Marketing and Marketing Strategy at the Kellogg School of Management (USA) and Wharton Business School (USA).Recent Insider Transactions • Feb 19Insider recently sold US$1.5m worth of stockOn the 13th of February, Machiel Duijser sold around 6k shares on-market at roughly US$264 per share. This transaction amounted to 60% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.1m more than they bought in the last 12 months.Reported Earnings • Feb 11Full year 2024 earnings released: EPS: US$7.43 (vs US$4.82 in FY 2023)Full year 2024 results: EPS: US$7.43 (up from US$4.82 in FY 2023). Revenue: US$15.7b (up 2.7% from FY 2023). Net income: US$2.11b (up 54% from FY 2023). Profit margin: 13% (up from 9.0% in FY 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.9% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 08Ecolab Inc. to Report Q4, 2024 Results on Feb 11, 2025Ecolab Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 11, 2025Declared Dividend • Dec 09Third quarter dividend increased to US$0.65Dividend of US$0.65 is 14% higher than last year. Ex-date: 17th December 2024 Payment date: 15th January 2025 Dividend yield will be 0.9%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 32%. Cash payout ratio: 32%.お知らせ • Dec 06Ecolab Inc. Increases Quarterly Cash Dividend, Payable on January 15, 2025The board of directors of Ecolab Inc. declared a 14% increase in the company’s quarterly cash dividend to $0.65 per common share, to be paid January 15, 2025, to shareholders of record at the close of business on December 17, 2024. This increase results in a new indicated annual cash dividend of $2.60 per share in 2025 and represents Ecolab’s 33rd consecutive annual dividend rate increase.お知らせ • Nov 06Ecolab Inc. (NYSE:ECL) acquired Barclay Water Management, Inc.Ecolab Inc. (NYSE:ECL) acquired Barclay Water Management, Inc. on November 1, 2024. In 2023, Barclay Water Management’s sales were approximately $50 million. Ecolab Inc. (NYSE:ECL) completed the acquisition of Barclay Water Management, Inc. on November 1, 2024.Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: US$2.60 (vs US$1.42 in 3Q 2023)Third quarter 2024 results: EPS: US$2.60 (up from US$1.42 in 3Q 2023). Revenue: US$4.00b (up 1.0% from 3Q 2023). Net income: US$736.5m (up 82% from 3Q 2023). Profit margin: 18% (up from 10% in 3Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 6.5% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 10Upcoming dividend of US$0.57 per shareEligible shareholders must have bought the stock before 17 September 2024. Payment date: 15 October 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (3.3%).New Risk • Sep 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 13% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 13% per year for the foreseeable future. Minor Risk High level of debt (86% net debt to equity).Declared Dividend • Aug 04Second quarter dividend of US$0.57 announcedShareholders will receive a dividend of US$0.57. Ex-date: 17th September 2024 Payment date: 15th October 2024 Dividend yield will be 1.0%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 37%. Cash payout ratio: 31%.お知らせ • Aug 03Medline Industries, Inc. completed the acquisition of Global Surgical Solutions Business from Ecolab Inc. (NYSE:ECL).Medline Industries, Inc. entered into a definitive agreement to acquire Global Surgical Solutions Business from Ecolab Inc. (NYSE:ECL) for approximately $950 million on April 30, 2024. Transaction is subject to regulatory clearances and other customary closing conditions. Transaction is expected to close on Q2, 2024. As for the year ended December 31, 2023, Global Surgical Solutions Business of Ecolab Inc. reported a revenue of approximately $400 million. Alan Levine, Brian Byrne, Chase Kaniecki, Kimberly Spoerri, Marcela Robledo, Maureen Linch and Meyer Fedida of Cleary Gottlieb Steen & Hamilton acted as legal advisors to Ecolab Inc. Reinier Kleipool and Barbara Kloppert of De Brauw acted as legal advisor to Ecolab Inc. Elizabeth Cooper, Michael Chao, Jonathan Goldstein, Sophie Staples, Greg Grogan, Gary Tashjian, Lori Lesser, Nicholas Westbrook, Vanessa Burrows, Karen Kazmerzak, Krista McManus, Dennis Loiacono, Toby Chun and Steven DeLott of Simpson Thacher & Bartlett LLP acted as legal advisor to Medline Industries, Inc. Medline Industries, Inc. completed the acquisition of Global Surgical Solutions Business from Ecolab Inc. (NYSE:ECL) on August 1, 2024.お知らせ • Aug 02Ecolab Inc. Declares Regular Quarterly Cash Dividend, Payable on October 15, 2024The board of directors of Ecolab Inc. declared a regular quarterly cash dividend of $0.57 per common share, to be paid October 15, 2024, to shareholders of record at the close of business on September 17, 2024.Reported Earnings • Jul 31Second quarter 2024 earnings released: EPS: US$1.73 (vs US$1.16 in 2Q 2023)Second quarter 2024 results: EPS: US$1.73 (up from US$1.16 in 2Q 2023). Revenue: US$3.99b (up 3.5% from 2Q 2023). Net income: US$490.9m (up 49% from 2Q 2023). Profit margin: 12% (up from 8.6% in 2Q 2023). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 6.6% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 19Ecolab Inc. to Report Q2, 2024 Results on Jul 30, 2024Ecolab Inc. announced that they will report Q2, 2024 results Pre-Market on Jul 30, 2024Upcoming Dividend • Jun 11Upcoming dividend of US$0.57 per shareEligible shareholders must have bought the stock before 18 June 2024. Payment date: 15 July 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (3.1%).お知らせ • Jun 05Ecolab Life Sciences and Repligen Announce the Commercial Launch of DurA Cycle Affinity Resin for Large-Scale Biologic ManufacturingEcolab announced that its Purolite resin business, together with Repligen Corporation announced the commercial launch of Purolite's DurA Cycle, a protein A chromatography resin for large-scale purification processes. This new affinity resin is being introduced at the BIO International Convention (BIO 2024), being held June 3-6 in San Diego. This latest innovation marks a significant milestone in Purolite's long-term strategic partnership with Repligen, further solidifying Ecolab's dedication to driving advancements in the bioprocessing industry. DurA Cycle is designed for large-scale commercial manufacturing of monoclonal antibodies, where cost of goods is critical for biologic drug developers. This new resin represents the latest addition to Purolite's toolbox, following two new resins launched in the last eighteen months to address purification challenges associated with ever-increasingly complex drugs. The announcement of Purolite's latest resin follows news of its investment in a new bioprocessing production facility based in Landenberg, PA, which complements its UK-based facility, providing dual continent manufacturing capabilities to address growing customer demand.お知らせ • May 15Ecolab and HeiQ Introduces Synbiotic Cleaning Products at IntercleanEcolab and HeiQ Chrisal have teamed up to launch the revolutionary Maxx Synbiotic cleaning range at Interclean in Amsterdam, The Netherlands. Ecolab, a global sustainability leader offering water, hygiene, and infection prevention solutions and services, and HeiQ Chrisal, a leading biotech innovator, are proudly collaborating to introduce advanced synbiotic cleaning products to the European cleaning industry. At Interclean in Amsterdam, May 14-17, the Maxx Synbiotic range will be introduced to the professional cleaning industry throughout Europe. Harnessing the power of pre- and probiotics, the 50 billion probiotics per liter of Maxx Synbiotic deliver immediate, continuous, and microscopic-level cleaning, highly efficient odor reduction, long-lasting efficacy, and support for a well-balanced microbiome on surfaces. HeiQ's synbiotic cleaning technology was validated in several scientific studies, e.g. the landmark study published in May 2023 in The Lancet by renowned Charité University Hospital Berlin.Declared Dividend • May 06First quarter dividend of US$0.57 announcedShareholders will receive a dividend of US$0.57. Ex-date: 18th June 2024 Payment date: 15th July 2024 Dividend yield will be 1.0%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 40%. Cash payout ratio: 32%.お知らせ • May 03Ecolab Inc. Declares Regular Quarterly Cash Dividend, Payable on July 15, 2024The board of directors of Ecolab Inc. declared a regular quarterly cash dividend of $0.57 per common share, to be paid July 15, 2024, to shareholders of record at the close of business on June 18, 2024.Reported Earnings • May 01First quarter 2024 earnings released: EPS: US$1.44 (vs US$0.82 in 1Q 2023)First quarter 2024 results: EPS: US$1.44 (up from US$0.82 in 1Q 2023). Revenue: US$3.75b (up 5.0% from 1Q 2023). Net income: US$412.1m (up 77% from 1Q 2023). Profit margin: 11% (up from 6.5% in 1Q 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 2.7% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Mar 20Ecolab Inc. to Report Q1, 2024 Results on Apr 30, 2024Ecolab Inc. announced that they will report Q1, 2024 results Pre-Market on Apr 30, 2024Upcoming Dividend • Mar 11Upcoming dividend of US$0.57 per shareEligible shareholders must have bought the stock before 18 March 2024. Payment date: 15 April 2024. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of British dividend payers (6.1%). Lower than average of industry peers (2.9%).Declared Dividend • Feb 26Fourth quarter dividend of US$0.57 announcedShareholders will receive a dividend of US$0.57. Ex-date: 18th March 2024 Payment date: 15th April 2024 Dividend yield will be 1.0%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 45%. Cash payout ratio: 40%.Reported Earnings • Feb 25Full year 2023 earnings released: EPS: US$4.82 (vs US$3.83 in FY 2022)Full year 2023 results: EPS: US$4.82 (up from US$3.83 in FY 2022). Revenue: US$15.3b (up 8.0% from FY 2022). Net income: US$1.37b (up 26% from FY 2022). Profit margin: 9.0% (up from 7.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 4.1% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 23Ecolab Inc. Appoints Judson Althoff to Board of DirectorsThe board of directors of Ecolab Inc. has appointed Judson Althoff, Microsoft’s chief commercial officer, to the Ecolab board, effective February 21, 2024. Mr. Althoff will serve as an independent director and a member of the Audit and Finance Committees. Mr. Althoff, age 51, is a seasoned leader with extensive global executive and technology experience. He currently serves as executive vice president and chief commercial officer at Microsoft Corp., where he is responsible for the sales strategy, execution and revenue growth of the company’s commercial business, which spans enterprise, public sector, small and medium businesses, services, developer and partner communities in more than 120 regional and national subsidiaries globally. Under his leadership, Microsoft has posted uninterrupted growth in commercial cloud revenue and has consistently partnered with customers to deliver new technology innovations. Prior to joining Microsoft in 2013, Mr. Althoff held senior executive and sales roles at Oracle and EMC. He is a graduate of the Illinois Institute of Technology, where he earned a Bachelor of Science (Mechanical Engineering).Reported Earnings • Feb 13Full year 2023 earnings released: EPS: US$4.82 (vs US$3.83 in FY 2022)Full year 2023 results: EPS: US$4.82 (up from US$3.83 in FY 2022). Revenue: US$15.3b (up 8.0% from FY 2022). Net income: US$1.37b (up 26% from FY 2022). Profit margin: 9.0% (up from 7.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.3% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Feb 13Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to US$221. The fair value is estimated to be US$170, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 9.6%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.お知らせ • Jan 11Ecolab Inc. to Report Q4, 2023 Results on Feb 13, 2024Ecolab Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 13, 2024お知らせ • Dec 08Ecolab Inc. Declares Quarterly Cash Dividend, Payable on January 16, 2024The board of directors of Ecolab Inc. declared an 8% increase in the company’s quarterly cash dividend to $0.57 per common share, to be paid January 16, 2024, to shareholders of record at the close of business on December 19, 2023. This increase results in a new indicated annual cash dividend of $2.28 per share in 2024 and represents Ecolab’s 32nd consecutive annual dividend rate increase.Recent Insider Transactions • Nov 17Insider recently sold US$1.0m worth of stockOn the 14th of November, Angela Busch sold around 5k shares on-market at roughly US$184 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.1m more than they bought in the last 12 months.お知らせ • Nov 01Ecolab Inc. Provides Earnings Guidance for the Year 2024Ecolab Inc. provided earnings guidance for the year 2024. For the year, the company expects good sales growth, driven by new business gains and continued pricing actions, improved SG&A productivity, and attractive operating income margin expansion.Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 7 highly experienced directors. Independent Director Eric Green was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: US$1.42 (vs US$1.22 in 3Q 2022)Third quarter 2023 results: EPS: US$1.42 (up from US$1.22 in 3Q 2022). Revenue: US$3.96b (up 7.9% from 3Q 2022). Net income: US$404.0m (up 16% from 3Q 2022). Profit margin: 10% (in line with 3Q 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 5.9% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Sep 21Ecolab Inc. to Report Q3, 2023 Results on Oct 31, 2023Ecolab Inc. announced that they will report Q3, 2023 results Pre-Market on Oct 31, 2023Upcoming Dividend • Sep 11Upcoming dividend of US$0.53 per share at 1.2% yieldEligible shareholders must have bought the stock before 18 September 2023. Payment date: 16 October 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (2.8%).Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: US$1.16 (vs US$1.08 in 2Q 2022)Second quarter 2023 results: EPS: US$1.16 (up from US$1.08 in 2Q 2022). Revenue: US$3.85b (up 7.6% from 2Q 2022). Net income: US$329.7m (up 6.9% from 2Q 2022). Profit margin: 8.6% (in line with 2Q 2022). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.9% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 2% per year.お知らせ • Jun 15Ecolab Inc. to Report Q2, 2023 Results on Aug 01, 2023Ecolab Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 01, 2023Upcoming Dividend • Jun 09Upcoming dividend of US$0.53 per share at 1.2% yieldEligible shareholders must have bought the stock before 16 June 2023. Payment date: 17 July 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (2.5%).お知らせ • May 26Jeffrey M. Ettinger Resigned from the Board of Directors of Ecolab IncEcolab Inc. announced following his appointment as the Interim President of the University of Minnesota, Jeffrey M. Ettinger resigned from the Board of Directors (the “Board”) of Ecolab Inc. (the “Company”), including his roles on the Company’s Compensation & Human Capital Management and Governance Committees, effective as of May 23, 2023. Mr. Ettinger’s resignation was not due to any disagreement with the Company.Recent Insider Transactions • May 19Insider recently sold US$163k worth of stockOn the 18th of May, Gail Peterson sold around 934 shares on-market at roughly US$175 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$1.5m. Insiders have been net sellers, collectively disposing of US$2.8m more than they bought in the last 12 months.Recent Insider Transactions • May 07CEO & Chairman of the Board recently sold US$1.5m worth of stockOn the 5th of May, Christophe Beck sold around 9k shares on-market at roughly US$174 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Christophe's only on-market trade for the last 12 months.お知らせ • May 05Ecolab Inc. Declares Regular Quarterly Cash Dividend, Payable on July 17, 2023The board of directors of Ecolab Inc. declared a regular quarterly cash dividend of $0.53 per common share, to be paid July 17, 2023, to shareholders of record at the close of business on June 20, 2023.Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$0.82 (vs US$0.60 in 1Q 2022)First quarter 2023 results: EPS: US$0.82 (up from US$0.60 in 1Q 2022). Revenue: US$3.57b (up 9.3% from 1Q 2022). Net income: US$233.4m (up 36% from 1Q 2022). Profit margin: 6.5% (up from 5.3% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.Upcoming Dividend • Mar 13Upcoming dividend of US$0.53 per share at 1.3% yieldEligible shareholders must have bought the stock before 20 March 2023. Payment date: 17 April 2023. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (3.1%).Recent Insider Transactions • Mar 04Executive VP & CTO recently sold US$718k worth of stockOn the 3rd of March, Larry Berger sold around 4k shares on-market at roughly US$163 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$756k more than they bought in the last 12 months.Reported Earnings • Feb 14Full year 2022 earnings released: EPS: US$3.83 (vs US$3.95 in FY 2021)Full year 2022 results: EPS: US$3.83 (down from US$3.95 in FY 2021). Revenue: US$14.2b (up 11% from FY 2021). Net income: US$1.09b (down 3.4% from FY 2021). Profit margin: 7.7% (down from 8.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 9% per year.お知らせ • Jan 06Ecolab Inc. to Report Q4, 2022 Results on Feb 14, 2023Ecolab Inc. announced that they will report Q4, 2022 results Pre-Market on Feb 14, 2023Upcoming Dividend • Dec 12Upcoming dividend of US$0.53 per shareEligible shareholders must have bought the stock before 19 December 2022. Payment date: 17 January 2023. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.9%).Buying Opportunity • Nov 29Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be US$183, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.5% over the last 3 years. Earnings per share has declined by 9.0%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings is also forecast to grow by 18% per annum over the same time period.株主還元0IFAGB ChemicalsGB 市場7D1.3%1.3%0.3%1Y-3.1%3.1%18.8%株主還元を見る業界別リターン: 0IFA過去 1 年間で3.1 % の収益を上げたUK Chemicals業界を下回りました。リターン対市場: 0IFAは、過去 1 年間で18.8 % のリターンを上げたUK市場を下回りました。価格変動Is 0IFA's price volatile compared to industry and market?0IFA volatility0IFA Average Weekly Movement3.6%Chemicals Industry Average Movement8.0%Market Average Movement5.7%10% most volatile stocks in GB Market11.9%10% least volatile stocks in GB Market3.1%安定した株価: 0IFA 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 0IFAの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト192348,000Christophe Beckwww.ecolab.comエコラボは、水、衛生、感染予防に関するソリューションとサービスを米国内外で提供しています。同社は 4 つのセグメントを通じて事業を展開しています：グローバルウォーター事業、グローバルインスティテューショナル & スペシャリティ事業、グローバル有害生物防除事業、グローバルライフサイエンス事業です。グローバル・ウォーター部門は、製造、食品・飲料加工、運輸、化学、一次金属・鉱業、発電、グローバル精製、石油化学、パルプ・製紙業界向けに、水処理、プロセス用途、洗浄・除菌ソリューションを提供している。グローバル・インスティテューショナル＆スペシャリティ部門は、外食産業、ヘルスケア、ホスピタリティ、宿泊施設、政府、教育、小売業界向けに洗浄・除菌製品を提供している。グローバル害虫駆除事業では、フルサービス・クイックサービス・レストラン、食品・飲料加工業者、ホテル、食料品店、その他教育、ライフサイエンス、ヘルスケアなどの商業分野において、ネズミや昆虫などの害虫を発見、予防、駆除する害虫駆除サービスを提供している。グローバル・ライフサイエンス部門は、製薬・パーソナルケアメーカーに洗浄・汚染防止ソリューションを提供している。エコラボ、ケイ、ピューロライト、バイオクエルのブランド名で製品を提供している。同社はフィールドセールスや企業アカウント担当者、ディストリビューター、ディーラーを通じて製品を販売している。エコラボは 1923 年に設立され、ミネソタ州セントポールに本社を置いています。もっと見るEcolab Inc. 基礎のまとめEcolab の収益と売上を時価総額と比較するとどうか。0IFA 基礎統計学時価総額US$70.41b収益（TTM）US$2.11b売上高(TTM)US$16.45b33.4xPER（株価収益率4.3xP/Sレシオ0IFA は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計0IFA 損益計算書（TTM）収益US$16.45b売上原価US$9.15b売上総利益US$7.30bその他の費用US$5.19b収益US$2.11b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）7.48グロス・マージン44.37%純利益率12.80%有利子負債／自己資本比率82.8%0IFA の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.2%現在の配当利回り37%配当性向0IFA 配当は確実ですか？0IFA 配当履歴とベンチマークを見る0IFA 、いつまでに購入すれば配当金を受け取れますか？Ecolab 配当日配当落ち日Jun 16 2026配当支払日Jul 15 2026配当落ちまでの日数24 days配当支払日までの日数53 days0IFA 配当は確実ですか？0IFA 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 20:35終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Ecolab Inc. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。36 アナリスト機関John EadeArgus Research CompanyAndrew WittmannBairdGary BisbeeBarclays33 その他のアナリストを表示
Buy Or Sell Opportunity • May 21Now 20% overvaluedOver the last 90 days, the stock has fallen 18% to US$250. The fair value is estimated to be US$208, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
お知らせ • May 16Craig Leipold, Jim Kelly, Carl Kaeding, and David Williams., Ecolab Inc. (NYSE:ECL) and Securian Financial Group, Inc. acquired Saint Paul Hotel from The Travelers Companies, Inc. (NYSE:TRV).Craig Leipold, Jim Kelly, Carl Kaeding, David Williams., Ecolab Inc. (NYSE:ECL) and Securian Financial Group, Inc. acquired Saint Paul Hotel from The Travelers Companies, Inc. (NYSE:TRV) on May 14, 2026. Craig Leipold will now become majority owner of the hotel. Beck and Hilger serve on the board of the Saint Paul Downtown Alliance. Craig Leipold, Jim Kelly, Carl Kaeding, and David Williams., Ecolab Inc. (NYSE:ECL) and Securian Financial Group, Inc. completed the acquisition of Saint Paul Hotel from The Travelers Companies, Inc. (NYSE:TRV) on May 14, 2026.
Declared Dividend • May 10First quarter dividend of US$0.73 announcedShareholders will receive a dividend of US$0.73. Ex-date: 16th June 2026 Payment date: 15th July 2026 Dividend yield will be 1.1%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 37%. Cash payout ratio: 44%.
お知らせ • May 09Ecolab Inc. announces Quarterly dividend, payable on July 15, 2026Ecolab Inc. announced Quarterly dividend of USD 0.7300 per share payable on July 15, 2026, ex-date on June 16, 2026 and record date on June 16, 2026.
お知らせ • Apr 30Ecolab Inc. Provides Earnings Guidance for the Year 2026Ecolab Inc. provided earnings guidance for the year 2026. For the year, the company expects reported sales to increase 9% to 11%.
Reported Earnings • Apr 28First quarter 2026 earnings released: EPS: US$1.53 (vs US$1.42 in 1Q 2025)First quarter 2026 results: EPS: US$1.53 (up from US$1.42 in 1Q 2025). Revenue: US$4.07b (up 10.0% from 1Q 2025). Net income: US$432.6m (up 7.5% from 1Q 2025). Profit margin: 11% (in line with 1Q 2025). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.1% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • May 21Now 20% overvaluedOver the last 90 days, the stock has fallen 18% to US$250. The fair value is estimated to be US$208, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
お知らせ • May 16Craig Leipold, Jim Kelly, Carl Kaeding, and David Williams., Ecolab Inc. (NYSE:ECL) and Securian Financial Group, Inc. acquired Saint Paul Hotel from The Travelers Companies, Inc. (NYSE:TRV).Craig Leipold, Jim Kelly, Carl Kaeding, David Williams., Ecolab Inc. (NYSE:ECL) and Securian Financial Group, Inc. acquired Saint Paul Hotel from The Travelers Companies, Inc. (NYSE:TRV) on May 14, 2026. Craig Leipold will now become majority owner of the hotel. Beck and Hilger serve on the board of the Saint Paul Downtown Alliance. Craig Leipold, Jim Kelly, Carl Kaeding, and David Williams., Ecolab Inc. (NYSE:ECL) and Securian Financial Group, Inc. completed the acquisition of Saint Paul Hotel from The Travelers Companies, Inc. (NYSE:TRV) on May 14, 2026.
Declared Dividend • May 10First quarter dividend of US$0.73 announcedShareholders will receive a dividend of US$0.73. Ex-date: 16th June 2026 Payment date: 15th July 2026 Dividend yield will be 1.1%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 37%. Cash payout ratio: 44%.
お知らせ • May 09Ecolab Inc. announces Quarterly dividend, payable on July 15, 2026Ecolab Inc. announced Quarterly dividend of USD 0.7300 per share payable on July 15, 2026, ex-date on June 16, 2026 and record date on June 16, 2026.
お知らせ • Apr 30Ecolab Inc. Provides Earnings Guidance for the Year 2026Ecolab Inc. provided earnings guidance for the year 2026. For the year, the company expects reported sales to increase 9% to 11%.
Reported Earnings • Apr 28First quarter 2026 earnings released: EPS: US$1.53 (vs US$1.42 in 1Q 2025)First quarter 2026 results: EPS: US$1.53 (up from US$1.42 in 1Q 2025). Revenue: US$4.07b (up 10.0% from 1Q 2025). Net income: US$432.6m (up 7.5% from 1Q 2025). Profit margin: 11% (in line with 1Q 2025). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.1% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 23Ecolab Inc. Announces Ecolab Water Navigator IQEcolab, a global leader in water, hygiene and infection prevention, delivers an expansive portfolio of cutting-edge water solutions that help customers unlock peak performance across more than 40 industries and 170 countries. This Earth Day, Ecolab announced Ecolab Water Navigator IQ, a new AI-enabled platform that gives companies an enterprise-wide view of water performance and turns data into action. Built for the growing need for water intelligence, Water Navigator IQ brings together site-level insights and predictive analytics in one powerful platform. It enables leaders to understand water use, benchmark performance, improve efficiency and align decisions with business outcomes. By identifying potential constraints earlier, prioritizing action across sites and connecting local decisions to a coordinated global strategy, the platform helps organizations scale at the speed of AI. By integrating monitoring, insights and global expertise, Ecolab’s scalable solutions enable businesses to do more with less in an increasingly water-constrained world. Ecolab Water Navigator IQ further strengthens the company’s portfolio of advanced technologies and services and demonstrates how Ecolab helps customers achieve operational excellence while turning water into one of the most powerful drivers of business growth, performance and resilience.
お知らせ • Mar 23Ecolab Inc., Annual General Meeting, May 07, 2026Ecolab Inc., Annual General Meeting, May 07, 2026.
お知らせ • Mar 20Ecolab Inc. (NYSE:ECL) entered into a definitive agreement to acquire CoolIT Systems, Inc. from unknown funds managed by KKR & Co. Inc. (NYSE:KKR) and Mubadala Investment Company PJSC for approximately $4.8 billion.Ecolab Inc. (NYSE:ECL) entered into a definitive agreement to acquire CoolIT Systems, Inc. from unknown funds managed by KKR & Co. Inc. (NYSE:KKR) and Mubadala Investment Company PJSC for approximately $4.8 billion on March 20, 2026. Under the terms of the agreement, Ecolab will pay approximately $4.75 billion in cash at the closing of the transaction, subject to customary adjustments. This represents 29x and 24x estimated next 12-month and 2027 adjusted EBITDA for CoolIT. The acquisition will be financed with new transaction debt. As a result, pro forma net debt to adjusted EBITDA is anticipated to be approximately 3x at transaction close, returning to 2x leverage by the end of the second year after closing. The acquisition is expected to close in the third quarter of 2026, subject to regulatory approvals and other customary closing conditions. The acquisition is expected to be accretive to Ecolab’s sales growth, accelerating Global Water’s organic sales growth rate by 2% and Ecolab’s organic sales growth rate by 1%, beginning one year after closing. Excluding non-cash amortization costs, the transaction is expected to be accretive to adjusted diluted earnings per share in 2028, with the contribution building significantly thereafter. Returns are expected to be significantly above Ecolab’s weighted average cost of capital. Citi acted as exclusive financial advisor to Ecolab in connection with the transaction and Covington & Burling LLP acted as legal counsel. Morgan Stanley act as financial advisor for CoolIT Systems, Inc.
お知らせ • Mar 18Ecolab Inc. to Report Q1, 2026 Results on Apr 28, 2026Ecolab Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Apr 28, 2026
Upcoming Dividend • Mar 10Upcoming dividend of US$0.73 per shareEligible shareholders must have bought the stock before 17 March 2026. Payment date: 15 April 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (4.0%).
お知らせ • Feb 26Ecolab Announces Executive Changes, Effective April 1, 2026On February 20, 2026, the Board of Directors (the “Board”) of Ecolab Inc. (the “Company”) appointed Christophe Beck to the position of President, Darrell R. Brown to the position of Co-Chief Operating Officer – Global Markets, and Gregory B. Cook to the position of Co-Chief Operating Officer – Global Businesses, each effective April 1, 2026. Mr. Beck, age 58, currently serves as Chairman and Chief Executive Officer of the Company, positions he has held since 2022 and 2021, respectively, and will continue to serve in these positions in addition to his new role. Over the past five years, Mr. Beck has served in senior executive leadership roles at the Company, including as Chief Executive Officer and President and, previously, as President and Chief Operating Officer. Mr. Brown, age 62, currently serves as President and Chief Operating Officer of the Company, positions he has held since 2022. Previously, he served as Executive Vice President and President – Global Industrial from 2019 to 2022 and as Executive Vice President and President of Ecolab’s Energy Services Division from 2018 to 2019. During his 24-year tenure at Ecolab, Mr. Brown has held several leadership positions within the Company. Mr. Cook, age 57, has served as Executive Vice President and President – Institutional Group since 2023. Previously, he served as Executive Vice President and General Manager – Global Institutional from 2021 to 2023 and as Senior Vice President and General Manager – Global Pest from 2020 to 2021. During his 28-year tenure at Ecolab, Mr. Cook has held key finance, sales and general management roles across Food & Beverage, Textile Care and Institutional.
お知らせ • Feb 24Ecolab Inc. Announces Victoria J. Reich Will Not Standing for Re-Election from BoardEcolab Inc. announced On February 18, 2026, Victoria J. Reich informed the Board that she would not stand for re-election at the Company's annual meeting to be held on May 7, 2026. Ms. Reich’s decision not to stand for re-election was not the result of any disagreement with the Company.
Declared Dividend • Feb 22Fourth quarter dividend of US$0.73 announcedShareholders will receive a dividend of US$0.73. Ex-date: 17th March 2026 Payment date: 15th April 2026 Dividend yield will be 0.9%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 37%. Cash payout ratio: 53%.
お知らせ • Feb 20Ecolab Inc. Declares a Regular Quarterly Cash Dividend, Payable on April 15, 2026The board of directors of Ecolab Inc. declared a regular quarterly cash dividend of $0.73 per common share, to be paid April 15, 2026, to shareholders of record at the close of business on March 17, 2026.
Reported Earnings • Feb 11Full year 2025 earnings released: EPS: US$7.33 (vs US$7.43 in FY 2024)Full year 2025 results: EPS: US$7.33 (down from US$7.43 in FY 2024). Revenue: US$16.1b (up 2.2% from FY 2024). Net income: US$2.08b (down 1.7% from FY 2024). Profit margin: 13% (in line with FY 2024). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 13% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 25% per year and the company’s share price has also increased by 25% per year.
お知らせ • Jan 06Ecolab Inc. to Report Q4, 2025 Results on Feb 10, 2026Ecolab Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 10, 2026
Buy Or Sell Opportunity • Dec 22Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at US$266. The fair value is estimated to be US$220, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.2% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 5.2% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
お知らせ • Dec 17Ecolab Inc. (NYSE:ECL) completed the acquisition of Electronics division of Ovivo Inc.Ecolab Inc. (NYSE:ECL) agreed to acquire Electronics division of Ovivo Inc. for $1.8 billion on August 12, 2025. A cash consideration of $1.8 billion will be paid by Ecolab Inc. As part of consideration, $1.8 billion is paid towards assets of Electronics division of Ovivo Inc. The acquisition is expected to generate double-digit returns and is anticipated to be immediately accretive to Ecolab’s sales growth. Ecolab expects the acquisition will be neutral to adjusted earnings per share. As part of the transaction, Electronics division team of Ovivo Inc. will join Ecolab Inc. The transaction is subject to approval by regulatory board / committee. The acquisition is expected to close in the first quarter of 2026. Patrick Boucher, Hadrien Montagne, Vincent Laurin, Maxine Ethier, Véronique Wattiez Larose, Charles S. Morgan, Vincent Yip, Dominic Thérien, Gideon Kwinter, Michael Caldecott, Martha Harrison, Robert A. Glasgow, Marie-Soleil Landry, Christian Meighen, Marc-Philippe Gagnon, Erica M. Hennessey, Richard O'Doherty, Tim Lawson, Cindy Vaillancourt and Marie-Josée Marcoux of McCarthy Tétrault LLP acted as legal advisor to Ovivo Inc. Ecolab Inc. (NYSE:ECL) completed the acquisition of Electronics division of Ovivo Inc. on December 16, 2025. The business will remain headquartered near Basel, Switzerland and use the brand Ovivo, Ultrapure Water+ by Ecolab.
Declared Dividend • Dec 07Third quarter dividend increased to US$0.73Dividend of US$0.73 is 12% higher than last year. Ex-date: 16th December 2025 Payment date: 15th January 2026 Dividend yield will be 1.0%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 37%. Cash payout ratio: 53%.
お知らせ • Dec 05Ecolab Inc. Increases Quarterly Cash Dividend, Payable on January 15, 2026The board of directors of Ecolab Inc. declared a 12% increase in the company’s quarterly cash dividend to $0.73 per common share, to be paid January 15, 2026, to shareholders of record at the close of business on December 16, 2025. This increase results in a new indicated annual cash dividend of $2.92 per share in 2026 and represents Ecolab’s 34th consecutive annual dividend rate increase.
お知らせ • Nov 14Ecolab Strengthens Integrated Cooling Program for Data CentersEcolab Inc. announced the launch of a fully integrated, cutting-edge cooling program to optimize cooling performance at global scale. Ecolab's Cooling as a Service (CaaS) program brings together a full suite of cooling management solutions that unlock peak cooling performance all the way from the data center facility environment to the high-performance data computing servers. By integrating Ecolab's 3D TRASAR™? Technology for Direct-to-Chip Liquid Cooling into smart Coolant Distribution Unit (CDU), and leveraging 102-years of cooling management expertise, the company are advancing the data center industry with this groundbreaking, holistic cooling solution. Ecolab's innovative CaaS program launch comes at a time when the rise of artificial intelligence (AI) is creating exponential growth for data centers. This growth is driving an industry-wide need for next-generation cooling management solutions to enable crucial performance. As the industry's infrastructure footprint expands, so does the demand for new technologies that reduce the power needed for cooling and lower the impact on vital natural resources and local communities. Ecolab's expanded program circles the entire data center to deliver seamless cooling management from site to chip, enabling operators to drive performance while navigating the pressure of reliably doing more with less. CaaS incorporates high-performance water management technology, smart coolant distribution units, connected coolant, and 3D TRASAR®? monitoring technology, all delivered through expert service.
お知らせ • Oct 29Ecolab Life Sciences Introduces Klercide Rapid Sporicide for Cleanroom ApplicationsEcolab Life Sciences announced the launch of its Klercide™? Rapid Sporicide, a new sporicidal disinfectant designed to elevate pharmaceutical cleanroom safety and performance, while reducing overall production turnover time. This new pharma cleanroom product is milder on equipment and surfaces and helps improve user experience along with work conditions. Ecolab's latest pharma cleanroom sporicide addresses long-standing challenges in pharma microbial control, like strong odors, corrosiveness, and full surface coverage, all of which contribute to a reduced lifetime of equipment and a less desirable work environment for operators. This new formula is a market-changing innovation, delivering efficacy while minimizing residue, reducing re-application time and enhancing the overall user experience. This leads to shorter changeover times and overall savings for pharmaceutical manufacturers, helping deliver safely made medicines to patients faster. The new sporicide will be available in a variety of formulas to meet the entire lifecycle of pharma production. Klercide Rapid Sporicide is registered with the Environmental Protection Agency (EPA Reg. No. 1677-288) for use against bacterial spores, fungi, and other hard-to-kill microorganisms. State registrations are in process.
Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: US$2.06 (vs US$2.60 in 3Q 2024)Third quarter 2025 results: EPS: US$2.06 (down from US$2.60 in 3Q 2024). Revenue: US$4.17b (up 4.2% from 3Q 2024). Net income: US$585.0m (down 21% from 3Q 2024). Profit margin: 14% (down from 18% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 15% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 23% per year.
Buy Or Sell Opportunity • Sep 26Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 2.9% to US$273. The fair value is estimated to be US$224, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 9.5% per annum over the same time period.
お知らせ • Sep 26Ecolab Launches Ecolab CIP IQ, Smart, AI-Enhanced Clean-In-Place Digital SolutionEcolab introduced Ecolab CIP IQ, a smart, AI-enhanced clean-in-place (CIP) digital solution designed to help food and beverage companies maximize product quality and food safety, while reducing water usage and increasing production capacity. By delivering real-time, actionable insights, this innovative solution allows dairy and beverage manufacturers to unlock the full potential of every drop by transforming productivity into a competitive edge. As part of Ecolab®? CIP IQ, Ecolab is partnering with 4T2 Sensors and their fluid sensing technology. By integrating this technology into 3D TRASAR™? sensors, Ecolab is unlocking new levels of operational efficiency and resource optimization to a water-intensive industry: food and beverage production. CIP IQ transforms traditional CIP, a time-intensive but essential process for ensuring quality and food safety, into a smart, data-driven system that can drive 15% more efficiency and higher capacity with 20% water reduction. Dedicated to helping industries gain deeper insights into their fluid processes to reduce waste, improve efficiency, and support sustainable manufacturing, 4T2 Sensors has developed patented impedance sensing technology that electrically fingerprints fluids in real time. When this is paired with the power of CIP IQ, this means manufacturers can dynamically optimize the duration of each individual CIP process based on the type of fluid present in the system. For 4T2 Sensors, partnering with Ecolab means both companies can support one another with their mutual goal of increasing sustainability worldwide. With this strategic partnership, Ecolab holds an exclusive license in the food and beverage industry for 4T2 Sensors' innovative CIP optimization and fluid quality monitoring technology. Based on simplified average results from customer sites, which are specific to those individual customers when full Ecolab recommendations were implemented. Results will vary for other customers based on factors and circumstances in their operations.
お知らせ • Sep 17Ecolab Inc. to Report Q3, 2025 Results on Oct 28, 2025Ecolab Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 28, 2025
Upcoming Dividend • Sep 09Upcoming dividend of US$0.65 per shareEligible shareholders must have bought the stock before 16 September 2025. Payment date: 15 October 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (4.2%).
Declared Dividend • Aug 09Second quarter dividend of US$0.65 announcedShareholders will receive a dividend of US$0.65. Ex-date: 16th September 2025 Payment date: 15th October 2025 Dividend yield will be 1.0%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 33%. Cash payout ratio: 49%.
Buy Or Sell Opportunity • Aug 08Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.6% to US$272. The fair value is estimated to be US$226, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.
お知らせ • Aug 07+ 1 more updateEcolab Inc. Declares Quarterly Cash Dividend, Payable on October 15, 2025Ecolab Inc. declared a regular quarterly cash dividend of $0.65 per common share, to be paid October 15, 2025, to shareholders of record at the close of business on September 16, 2025.
Reported Earnings • Jul 29Second quarter 2025 earnings released: EPS: US$1.85 (vs US$1.73 in 2Q 2024)Second quarter 2025 results: EPS: US$1.85 (up from US$1.73 in 2Q 2024). Revenue: US$4.03b (up 1.0% from 2Q 2024). Net income: US$524.2m (up 6.8% from 2Q 2024). Profit margin: 13% (in line with 2Q 2024). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 15% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 23Ecolab Inc. Launches AI-Powered Solution Designed to Optimize Restaurant Operations and Improve Guest SatisfactionEcolab Inc. announced the launch of Ecolab®? RushReady™?, a new AI-powered program within its Ecolab®? KitchenIQ™? platform. Designed to help restaurant leaders improve shift performance and profitability, RushReady combines real-time data, intelligent recommendations, and human coaching to tackle the complexities of daily operations and elevate the overall experience for guests. The engagement begins with a connection into each restaurant's unique data sources, enabling the platform to work on transforming back-of-house operations through: RushReady AI-driven recommendations that help general managers (GMs) meet their goals against the two critical metrics of speed of service and sales per labor hour by optimizing prep inventory, adjusting staffing levels, and prioritizing tasks. RushReady streamlined processes made possible by the AI-insights derived from analyzing disparate data sources, including point of sale, labor management, and kitchen display systems. RushReady operational performance grounded in enhanced analytics and proactive alerts, helping managers anticipate issues and maintain smooth operations. RushReady reports that summarize performance and insights against speed of service and sales per Labor hour, which enable optimization across dayparts and dine-in, drive-thru, and takeout channels. To drive adoption and execution, the program also includes a dedicated Ecolab Performance Coach to provide in-person expertise on interpreting the data and insights to motivate staff and enhance productivity. This collaborative partnership enables restaurant leaders to refine their strategies for improved performance and sales. This innovation combines Ecolab's industry expertise and Microsoft's advanced AI capabilities, enabling restaurant leaders to seamlessly integrate disparate systems and easily uncover insights that were previously out of reach. RushReady is the newest module in the KitchenIQ portfolio. KitchenIQ is Ecolab's powerful digital operations platform that combines back-of-house technologies into one cohesive solution for restaurant operators--designed to help every restaurant leader achieve exceptional outcomes. Now, with the launch of RushReady, KitchenIQ expands its capabilities to deliver even greater value through AI-driven insights and human coaching. Monthly subscriptions for RushReady are now available to restaurant operators across the United States.
お知らせ • Jun 18+ 1 more updateEcolab Life Sciences Launches New Bioprocessing Purification Resin to Drive Manufacturing ProductivityEcolab Life Sciences announced it has launched an innovative new resin to help achieve cost savings and optimize operations throughout the antibody manufacturing process. Purolite AP+50 is an affinity chromatography resin with a 50-micron bead size offering the highest dynamic binding capacity of the AP resin platform while providing excellent durability for monoclonal antibody capture. It also leverages Ecolab's patented Jetted resin bead manufacturing technology, an innovative approach that enables lot-to-lot consistency and shorter lead times. It is the latest addition to Ecolab's robust Purolite Resin affinity toolbox which helps biopharmaceutical companies and Contract Development and Manufacturing Organizations solve complex purification challenges. Purolite AP+ 50 resin joins Ecolab's full suite of purification resins including the recently launched Purolite DurA Cycle™? A50 for longer lifetimes and Purolite 70 CH1 which targets complex antibody fragments. Together, they support process intensification strategies and cost of goods reduction, which are critical in late-phase, large-scale manufacturing. Ecolab's newest innovation is being formally introduced at the 2025 BIO International Convention in Boston, Massachusetts from June 16 - 19, 2025. Attendees are invited to learn more about Purolite AP+50 resin at the Ecolab booth (# 1971) and via a technical presentation at the BPI Theatre on June 17 at 2:40 p.m. EDT.
Upcoming Dividend • Jun 10Upcoming dividend of US$0.65 per shareEligible shareholders must have bought the stock before 17 June 2025. Payment date: 15 July 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (4.0%).
お知らせ • Jun 03Ecolab Launches New Solution to Revolutionize Data Center Performance Amidst AI BoomEcolab Inc. has announced the launch of a transformative technology to drive high-performance data center cooling. Ecolab's new solution, 3D TRASAR Technology for Direct-to-Chip Liquid Cooling, helps protect data center servers by monitoring coolant health indicators in real time such as temperature, pH and flow rates. With this offering, Ecolab now covers the entire data center cooling landscape and uses AI-powered proprietary technology and powerful insights to deliver growth while reducing demand on vital natural resources. As data centers expand to support the acceleration of AI technology, so does their need for reliable water and power to cool high performance computing systems. By 2030, AI-driven growth could demand as much power as India represents annually and enough water to meet the annual drinking needs of the entire United States. Data centers play a critical role in enabling industries to thrive in today's digital world, which underscores the importance of optimizing water use while driving business growth. The new technology was developed with critical feedback from data center operators and IT equipment manufacturers to meet the unique demands of data centers. Ecolab's full portfolio of cooling management solutions now equips operators to optimize performance at every stage from cooling towers to direct-to-chip infrastructure. This integrated system supports water and energy savings and enables better performance.
Declared Dividend • May 12First quarter dividend of US$0.65 announcedShareholders will receive a dividend of US$0.65. Ex-date: 17th June 2025 Payment date: 15th July 2025 Dividend yield will be 1.0%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 33%. Cash payout ratio: 49%.
お知らせ • May 10Ecolab Inc. Appoints Marion K. Gross to Board and Committees, Effective May 7, 2025Ecolab Inc. appointed Marion K. Gross as a member of the Board on May 7, 2025. Ms. Gross was also appointed to the Compensation & Human Capital Management Committee and the Safety, Health & Environment Committee of the Board. Ms. Gross was previously nominated by the Board for election at the Company’s Annual Meeting of Stockholders held on May 8, 2025, and was subsequently elected to the Board by the Company’s stockholders at the Annual Meeting. Ms. Gross served as the Executive Vice President, Global Chief Supply Chain Officer of McDonald’s Corporation from 2022 until her retirement in April 2025. Previously, she served as Senior Vice President, North America Supply Chain and US Sustainability of McDonald’s from 2013 to 2022, as well as in various leadership positions in supply chain and business affairs at McDonald’s from 2003 to 2013.
お知らせ • May 09Ecolab Inc. Declares Quarterly Cash Dividend, Payable on July 15, 2025The board of directors of Ecolab Inc. declared a regular quarterly cash dividend of $0.65 per common share, to be paid July 15, 2025, to shareholders of record at the close of business on June 17, 2025.
Reported Earnings • Apr 30First quarter 2025 earnings released: EPS: US$1.42 (vs US$1.44 in 1Q 2024)First quarter 2025 results: EPS: US$1.42 (down from US$1.44 in 1Q 2024). Revenue: US$3.70b (down 1.5% from 1Q 2024). Net income: US$402.5m (down 2.3% from 1Q 2024). Profit margin: 11% (in line with 1Q 2024). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 4.2% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 19Ecolab Inc. to Report Q1, 2025 Results on Apr 29, 2025Ecolab Inc. announced that they will report Q1, 2025 results Pre-Market on Apr 29, 2025
Upcoming Dividend • Mar 11Upcoming dividend of US$0.65 per shareEligible shareholders must have bought the stock before 18 March 2025. Payment date: 15 April 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of British dividend payers (6.0%). Lower than average of industry peers (4.0%).
Declared Dividend • Feb 24Fourth quarter dividend of US$0.65 announcedShareholders will receive a dividend of US$0.65. Ex-date: 18th March 2025 Payment date: 15th April 2025 Dividend yield will be 0.9%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 32%. Cash payout ratio: 40%.
お知らせ • Feb 24Ecolab Inc., Annual General Meeting, May 08, 2025Ecolab Inc., Annual General Meeting, May 08, 2025.
お知らせ • Feb 22Ecolab Inc. Announces Arthur J. Higgins Will Not to Stand for Re-ElectionEcolab Inc. announced on February 18, 2025, director Arthur J. Higgins informed the Board that he would not stand for re-election at the Company's annual meeting to be held on May 8, 2025. Mr. Higgins’ decision not to stand for re-election was not the result of any disagreement with the Company. Mr. Higgins has been a valued colleague of the Board.
お知らせ • Feb 21+ 1 more updateEcolab Inc. Appoints Michel Doukeris as Independent DirectorThe board of directors of Ecolab Inc. has appointed Michel Doukeris, Chief Executive Officer of AB InBev, to the Ecolab board as an independent director, effective February 20, 2025. Mr. Doukeris, age 51, is a prominent leader with deep global executive experience in the beverage industry. He has served as Chief Executive Officer of AB InBev since 2021, where he leads the world's larger brewer in its purpose to create a future with more cheers. His leadership roles across AB InBev in the United States, Asia and South America have equipped him with significant insights into global business operations, talent development, and the challenges of water and energy utilization. Under his leadership, the company has implemented various sustainability initiatives aimed at reducing environmental impact while meeting consumer demands. Mr. Doukeris earned a Bachelor of Science (Chemical Engineering) from the Federal University of Santa Catarina (Brazil) and a Master’s Degree in Marketing from Fundação Getulio Vargas (Brazil). He has also completed post-graduate programs in Marketing and Marketing Strategy at the Kellogg School of Management (USA) and Wharton Business School (USA).
Recent Insider Transactions • Feb 19Insider recently sold US$1.5m worth of stockOn the 13th of February, Machiel Duijser sold around 6k shares on-market at roughly US$264 per share. This transaction amounted to 60% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.1m more than they bought in the last 12 months.
Reported Earnings • Feb 11Full year 2024 earnings released: EPS: US$7.43 (vs US$4.82 in FY 2023)Full year 2024 results: EPS: US$7.43 (up from US$4.82 in FY 2023). Revenue: US$15.7b (up 2.7% from FY 2023). Net income: US$2.11b (up 54% from FY 2023). Profit margin: 13% (up from 9.0% in FY 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.9% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 08Ecolab Inc. to Report Q4, 2024 Results on Feb 11, 2025Ecolab Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 11, 2025
Declared Dividend • Dec 09Third quarter dividend increased to US$0.65Dividend of US$0.65 is 14% higher than last year. Ex-date: 17th December 2024 Payment date: 15th January 2025 Dividend yield will be 0.9%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 32%. Cash payout ratio: 32%.
お知らせ • Dec 06Ecolab Inc. Increases Quarterly Cash Dividend, Payable on January 15, 2025The board of directors of Ecolab Inc. declared a 14% increase in the company’s quarterly cash dividend to $0.65 per common share, to be paid January 15, 2025, to shareholders of record at the close of business on December 17, 2024. This increase results in a new indicated annual cash dividend of $2.60 per share in 2025 and represents Ecolab’s 33rd consecutive annual dividend rate increase.
お知らせ • Nov 06Ecolab Inc. (NYSE:ECL) acquired Barclay Water Management, Inc.Ecolab Inc. (NYSE:ECL) acquired Barclay Water Management, Inc. on November 1, 2024. In 2023, Barclay Water Management’s sales were approximately $50 million. Ecolab Inc. (NYSE:ECL) completed the acquisition of Barclay Water Management, Inc. on November 1, 2024.
Reported Earnings • Oct 30Third quarter 2024 earnings released: EPS: US$2.60 (vs US$1.42 in 3Q 2023)Third quarter 2024 results: EPS: US$2.60 (up from US$1.42 in 3Q 2023). Revenue: US$4.00b (up 1.0% from 3Q 2023). Net income: US$736.5m (up 82% from 3Q 2023). Profit margin: 18% (up from 10% in 3Q 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 6.5% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 10Upcoming dividend of US$0.57 per shareEligible shareholders must have bought the stock before 17 September 2024. Payment date: 15 October 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of British dividend payers (5.5%). Lower than average of industry peers (3.3%).
New Risk • Sep 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 13% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 13% per year for the foreseeable future. Minor Risk High level of debt (86% net debt to equity).
Declared Dividend • Aug 04Second quarter dividend of US$0.57 announcedShareholders will receive a dividend of US$0.57. Ex-date: 17th September 2024 Payment date: 15th October 2024 Dividend yield will be 1.0%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 37%. Cash payout ratio: 31%.
お知らせ • Aug 03Medline Industries, Inc. completed the acquisition of Global Surgical Solutions Business from Ecolab Inc. (NYSE:ECL).Medline Industries, Inc. entered into a definitive agreement to acquire Global Surgical Solutions Business from Ecolab Inc. (NYSE:ECL) for approximately $950 million on April 30, 2024. Transaction is subject to regulatory clearances and other customary closing conditions. Transaction is expected to close on Q2, 2024. As for the year ended December 31, 2023, Global Surgical Solutions Business of Ecolab Inc. reported a revenue of approximately $400 million. Alan Levine, Brian Byrne, Chase Kaniecki, Kimberly Spoerri, Marcela Robledo, Maureen Linch and Meyer Fedida of Cleary Gottlieb Steen & Hamilton acted as legal advisors to Ecolab Inc. Reinier Kleipool and Barbara Kloppert of De Brauw acted as legal advisor to Ecolab Inc. Elizabeth Cooper, Michael Chao, Jonathan Goldstein, Sophie Staples, Greg Grogan, Gary Tashjian, Lori Lesser, Nicholas Westbrook, Vanessa Burrows, Karen Kazmerzak, Krista McManus, Dennis Loiacono, Toby Chun and Steven DeLott of Simpson Thacher & Bartlett LLP acted as legal advisor to Medline Industries, Inc. Medline Industries, Inc. completed the acquisition of Global Surgical Solutions Business from Ecolab Inc. (NYSE:ECL) on August 1, 2024.
お知らせ • Aug 02Ecolab Inc. Declares Regular Quarterly Cash Dividend, Payable on October 15, 2024The board of directors of Ecolab Inc. declared a regular quarterly cash dividend of $0.57 per common share, to be paid October 15, 2024, to shareholders of record at the close of business on September 17, 2024.
Reported Earnings • Jul 31Second quarter 2024 earnings released: EPS: US$1.73 (vs US$1.16 in 2Q 2023)Second quarter 2024 results: EPS: US$1.73 (up from US$1.16 in 2Q 2023). Revenue: US$3.99b (up 3.5% from 2Q 2023). Net income: US$490.9m (up 49% from 2Q 2023). Profit margin: 12% (up from 8.6% in 2Q 2023). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 6.6% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 19Ecolab Inc. to Report Q2, 2024 Results on Jul 30, 2024Ecolab Inc. announced that they will report Q2, 2024 results Pre-Market on Jul 30, 2024
Upcoming Dividend • Jun 11Upcoming dividend of US$0.57 per shareEligible shareholders must have bought the stock before 18 June 2024. Payment date: 15 July 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (3.1%).
お知らせ • Jun 05Ecolab Life Sciences and Repligen Announce the Commercial Launch of DurA Cycle Affinity Resin for Large-Scale Biologic ManufacturingEcolab announced that its Purolite resin business, together with Repligen Corporation announced the commercial launch of Purolite's DurA Cycle, a protein A chromatography resin for large-scale purification processes. This new affinity resin is being introduced at the BIO International Convention (BIO 2024), being held June 3-6 in San Diego. This latest innovation marks a significant milestone in Purolite's long-term strategic partnership with Repligen, further solidifying Ecolab's dedication to driving advancements in the bioprocessing industry. DurA Cycle is designed for large-scale commercial manufacturing of monoclonal antibodies, where cost of goods is critical for biologic drug developers. This new resin represents the latest addition to Purolite's toolbox, following two new resins launched in the last eighteen months to address purification challenges associated with ever-increasingly complex drugs. The announcement of Purolite's latest resin follows news of its investment in a new bioprocessing production facility based in Landenberg, PA, which complements its UK-based facility, providing dual continent manufacturing capabilities to address growing customer demand.
お知らせ • May 15Ecolab and HeiQ Introduces Synbiotic Cleaning Products at IntercleanEcolab and HeiQ Chrisal have teamed up to launch the revolutionary Maxx Synbiotic cleaning range at Interclean in Amsterdam, The Netherlands. Ecolab, a global sustainability leader offering water, hygiene, and infection prevention solutions and services, and HeiQ Chrisal, a leading biotech innovator, are proudly collaborating to introduce advanced synbiotic cleaning products to the European cleaning industry. At Interclean in Amsterdam, May 14-17, the Maxx Synbiotic range will be introduced to the professional cleaning industry throughout Europe. Harnessing the power of pre- and probiotics, the 50 billion probiotics per liter of Maxx Synbiotic deliver immediate, continuous, and microscopic-level cleaning, highly efficient odor reduction, long-lasting efficacy, and support for a well-balanced microbiome on surfaces. HeiQ's synbiotic cleaning technology was validated in several scientific studies, e.g. the landmark study published in May 2023 in The Lancet by renowned Charité University Hospital Berlin.
Declared Dividend • May 06First quarter dividend of US$0.57 announcedShareholders will receive a dividend of US$0.57. Ex-date: 18th June 2024 Payment date: 15th July 2024 Dividend yield will be 1.0%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 40%. Cash payout ratio: 32%.
お知らせ • May 03Ecolab Inc. Declares Regular Quarterly Cash Dividend, Payable on July 15, 2024The board of directors of Ecolab Inc. declared a regular quarterly cash dividend of $0.57 per common share, to be paid July 15, 2024, to shareholders of record at the close of business on June 18, 2024.
Reported Earnings • May 01First quarter 2024 earnings released: EPS: US$1.44 (vs US$0.82 in 1Q 2023)First quarter 2024 results: EPS: US$1.44 (up from US$0.82 in 1Q 2023). Revenue: US$3.75b (up 5.0% from 1Q 2023). Net income: US$412.1m (up 77% from 1Q 2023). Profit margin: 11% (up from 6.5% in 1Q 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 2.7% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Mar 20Ecolab Inc. to Report Q1, 2024 Results on Apr 30, 2024Ecolab Inc. announced that they will report Q1, 2024 results Pre-Market on Apr 30, 2024
Upcoming Dividend • Mar 11Upcoming dividend of US$0.57 per shareEligible shareholders must have bought the stock before 18 March 2024. Payment date: 15 April 2024. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of British dividend payers (6.1%). Lower than average of industry peers (2.9%).
Declared Dividend • Feb 26Fourth quarter dividend of US$0.57 announcedShareholders will receive a dividend of US$0.57. Ex-date: 18th March 2024 Payment date: 15th April 2024 Dividend yield will be 1.0%, which is lower than the industry average of 3.0%. Payout Ratios Payout ratio: 45%. Cash payout ratio: 40%.
Reported Earnings • Feb 25Full year 2023 earnings released: EPS: US$4.82 (vs US$3.83 in FY 2022)Full year 2023 results: EPS: US$4.82 (up from US$3.83 in FY 2022). Revenue: US$15.3b (up 8.0% from FY 2022). Net income: US$1.37b (up 26% from FY 2022). Profit margin: 9.0% (up from 7.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 4.1% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 23Ecolab Inc. Appoints Judson Althoff to Board of DirectorsThe board of directors of Ecolab Inc. has appointed Judson Althoff, Microsoft’s chief commercial officer, to the Ecolab board, effective February 21, 2024. Mr. Althoff will serve as an independent director and a member of the Audit and Finance Committees. Mr. Althoff, age 51, is a seasoned leader with extensive global executive and technology experience. He currently serves as executive vice president and chief commercial officer at Microsoft Corp., where he is responsible for the sales strategy, execution and revenue growth of the company’s commercial business, which spans enterprise, public sector, small and medium businesses, services, developer and partner communities in more than 120 regional and national subsidiaries globally. Under his leadership, Microsoft has posted uninterrupted growth in commercial cloud revenue and has consistently partnered with customers to deliver new technology innovations. Prior to joining Microsoft in 2013, Mr. Althoff held senior executive and sales roles at Oracle and EMC. He is a graduate of the Illinois Institute of Technology, where he earned a Bachelor of Science (Mechanical Engineering).
Reported Earnings • Feb 13Full year 2023 earnings released: EPS: US$4.82 (vs US$3.83 in FY 2022)Full year 2023 results: EPS: US$4.82 (up from US$3.83 in FY 2022). Revenue: US$15.3b (up 8.0% from FY 2022). Net income: US$1.37b (up 26% from FY 2022). Profit margin: 9.0% (up from 7.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.3% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Feb 13Now 30% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to US$221. The fair value is estimated to be US$170, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 9.6%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
お知らせ • Jan 11Ecolab Inc. to Report Q4, 2023 Results on Feb 13, 2024Ecolab Inc. announced that they will report Q4, 2023 results Pre-Market on Feb 13, 2024
お知らせ • Dec 08Ecolab Inc. Declares Quarterly Cash Dividend, Payable on January 16, 2024The board of directors of Ecolab Inc. declared an 8% increase in the company’s quarterly cash dividend to $0.57 per common share, to be paid January 16, 2024, to shareholders of record at the close of business on December 19, 2023. This increase results in a new indicated annual cash dividend of $2.28 per share in 2024 and represents Ecolab’s 32nd consecutive annual dividend rate increase.
Recent Insider Transactions • Nov 17Insider recently sold US$1.0m worth of stockOn the 14th of November, Angela Busch sold around 5k shares on-market at roughly US$184 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.1m more than they bought in the last 12 months.
お知らせ • Nov 01Ecolab Inc. Provides Earnings Guidance for the Year 2024Ecolab Inc. provided earnings guidance for the year 2024. For the year, the company expects good sales growth, driven by new business gains and continued pricing actions, improved SG&A productivity, and attractive operating income margin expansion.
Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 7 highly experienced directors. Independent Director Eric Green was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: US$1.42 (vs US$1.22 in 3Q 2022)Third quarter 2023 results: EPS: US$1.42 (up from US$1.22 in 3Q 2022). Revenue: US$3.96b (up 7.9% from 3Q 2022). Net income: US$404.0m (up 16% from 3Q 2022). Profit margin: 10% (in line with 3Q 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 5.9% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Sep 21Ecolab Inc. to Report Q3, 2023 Results on Oct 31, 2023Ecolab Inc. announced that they will report Q3, 2023 results Pre-Market on Oct 31, 2023
Upcoming Dividend • Sep 11Upcoming dividend of US$0.53 per share at 1.2% yieldEligible shareholders must have bought the stock before 18 September 2023. Payment date: 16 October 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (2.8%).
Reported Earnings • Aug 02Second quarter 2023 earnings released: EPS: US$1.16 (vs US$1.08 in 2Q 2022)Second quarter 2023 results: EPS: US$1.16 (up from US$1.08 in 2Q 2022). Revenue: US$3.85b (up 7.6% from 2Q 2022). Net income: US$329.7m (up 6.9% from 2Q 2022). Profit margin: 8.6% (in line with 2Q 2022). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.9% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 2% per year.
お知らせ • Jun 15Ecolab Inc. to Report Q2, 2023 Results on Aug 01, 2023Ecolab Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 01, 2023
Upcoming Dividend • Jun 09Upcoming dividend of US$0.53 per share at 1.2% yieldEligible shareholders must have bought the stock before 16 June 2023. Payment date: 17 July 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (2.5%).
お知らせ • May 26Jeffrey M. Ettinger Resigned from the Board of Directors of Ecolab IncEcolab Inc. announced following his appointment as the Interim President of the University of Minnesota, Jeffrey M. Ettinger resigned from the Board of Directors (the “Board”) of Ecolab Inc. (the “Company”), including his roles on the Company’s Compensation & Human Capital Management and Governance Committees, effective as of May 23, 2023. Mr. Ettinger’s resignation was not due to any disagreement with the Company.
Recent Insider Transactions • May 19Insider recently sold US$163k worth of stockOn the 18th of May, Gail Peterson sold around 934 shares on-market at roughly US$175 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$1.5m. Insiders have been net sellers, collectively disposing of US$2.8m more than they bought in the last 12 months.
Recent Insider Transactions • May 07CEO & Chairman of the Board recently sold US$1.5m worth of stockOn the 5th of May, Christophe Beck sold around 9k shares on-market at roughly US$174 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Christophe's only on-market trade for the last 12 months.
お知らせ • May 05Ecolab Inc. Declares Regular Quarterly Cash Dividend, Payable on July 17, 2023The board of directors of Ecolab Inc. declared a regular quarterly cash dividend of $0.53 per common share, to be paid July 17, 2023, to shareholders of record at the close of business on June 20, 2023.
Reported Earnings • May 03First quarter 2023 earnings released: EPS: US$0.82 (vs US$0.60 in 1Q 2022)First quarter 2023 results: EPS: US$0.82 (up from US$0.60 in 1Q 2022). Revenue: US$3.57b (up 9.3% from 1Q 2022). Net income: US$233.4m (up 36% from 1Q 2022). Profit margin: 6.5% (up from 5.3% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year.
Upcoming Dividend • Mar 13Upcoming dividend of US$0.53 per share at 1.3% yieldEligible shareholders must have bought the stock before 20 March 2023. Payment date: 17 April 2023. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (3.1%).
Recent Insider Transactions • Mar 04Executive VP & CTO recently sold US$718k worth of stockOn the 3rd of March, Larry Berger sold around 4k shares on-market at roughly US$163 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$756k more than they bought in the last 12 months.
Reported Earnings • Feb 14Full year 2022 earnings released: EPS: US$3.83 (vs US$3.95 in FY 2021)Full year 2022 results: EPS: US$3.83 (down from US$3.95 in FY 2021). Revenue: US$14.2b (up 11% from FY 2021). Net income: US$1.09b (down 3.4% from FY 2021). Profit margin: 7.7% (down from 8.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 9% per year.
お知らせ • Jan 06Ecolab Inc. to Report Q4, 2022 Results on Feb 14, 2023Ecolab Inc. announced that they will report Q4, 2022 results Pre-Market on Feb 14, 2023
Upcoming Dividend • Dec 12Upcoming dividend of US$0.53 per shareEligible shareholders must have bought the stock before 19 December 2022. Payment date: 17 January 2023. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.9%).
Buying Opportunity • Nov 29Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be US$183, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.5% over the last 3 years. Earnings per share has declined by 9.0%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings is also forecast to grow by 18% per annum over the same time period.
