Ecolab Inc.

NYSE:ECL 株式レポート

時価総額：US$75.4b

Ecolab 過去の業績

過去 基準チェック /36

Ecolabは、平均年間18.4%の収益成長を遂げていますが、 Chemicals業界の収益は、年間 成長しています。収益は、平均年間3.7% 6.2%収益成長率で 成長しています。 Ecolabの自己資本利益率は21.2%であり、純利益率は12.8%です。

主要情報

18.43%

収益成長率

18.65%

EPS成長率

Chemicals 業界の成長12.93%
収益成長率6.16%
株主資本利益率21.17%
ネット・マージン12.80%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

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

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

Ecolab: Cool Off With Heating Up Returns

Apr 23

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

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

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

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

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

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

ECL: Fair Outlook As Sector Catalysts Meet Elevated Execution Risk

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

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

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

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

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

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

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

ECL: Rising Margins And Dividend Growth Will Support Resilient Returns

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

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

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

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

Dec 08
Ecolab's (NYSE:ECL) Shareholders Will Receive A Bigger Dividend Than Last Year

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

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

ECL: Margin Expansion Will Drive Stronger Performance Through 2026

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

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

Oct 31
The Ecolab Inc. (NYSE:ECL) Third-Quarter Results Are Out And Analysts Have Published New Forecasts

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

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

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

Sep 21
With EPS Growth And More, Ecolab (NYSE:ECL) Makes An Interesting Case

Digital Technologies And Life Sciences Will Open New Markets

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

Is Ecolab (NYSE:ECL) A Risky Investment?

Sep 04
Is Ecolab (NYSE:ECL) A Risky Investment?

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

Aug 21
Is It Too Late To Consider Buying Ecolab Inc. (NYSE:ECL)?

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

Aug 01
Ecolab Inc. (NYSE:ECL) Just Released Its Second-Quarter Results And Analysts Are Updating Their Estimates

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

Jul 21
What Ecolab Inc.'s (NYSE:ECL) P/E Is Not Telling You

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

Jun 15
A Look At The Fair Value Of Ecolab Inc. (NYSE:ECL)

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

May 28
Here's Why We Think Ecolab (NYSE:ECL) Is Well Worth Watching

Ecolab: 40 Times Free Cash Flow Is Still Not Justified

Apr 07

Ecolab: Becoming A Cleaner Picture

Jan 25

Ecolab Q3: Balanced Price And Volume Growth

Nov 17

収支内訳

Ecolab の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:ECL 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 2616,4522,1064,2590
31 Dec 2516,0812,0764,2070
30 Sep 2515,8901,9854,1950
30 Jun 2515,7242,1364,1410
31 Mar 2515,6852,1034,1490
31 Dec 2415,7412,1124,1770
30 Sep 2415,6752,0454,1580
30 Jun 2415,6341,7124,1560
31 Mar 2415,5011,5514,0900
31 Dec 2315,3201,3724,0020
30 Sep 2315,0531,2323,8900
30 Jun 2314,7641,1753,7370
31 Mar 2314,4931,1533,6600
31 Dec 2214,1881,0923,5790
30 Sep 2213,8811,1283,5230
30 Jun 2213,5331,1063,4770
31 Mar 2213,1151,1083,3930
31 Dec 2112,7331,1303,3450
30 Sep 2112,4341,1293,2890
30 Jun 2112,1321,0513,2640
31 Mar 2111,6558693,2010
31 Dec 2011,7909673,2490
30 Sep 2011,9691,0623,3190
30 Jun 2012,1751,2523,3790
31 Mar 2012,6581,4663,4850
31 Dec 1912,5621,4263,4670
30 Sep 1913,0781,4263,5330
30 Jun 1913,6021,4263,6280
31 Mar 1914,1221,4333,7660
31 Dec 1812,2221,2503,4270
30 Sep 1814,5571,5973,9320
30 Jun 1814,3741,5543,8690
31 Mar 1814,1441,4983,8270
31 Dec 1713,8361,5053,7580
30 Sep 1713,5391,3083,8320
30 Jun 1713,3611,2894,0230
31 Mar 1713,2181,2534,1420
31 Dec 1613,1521,2293,6640
30 Sep 1613,2131,0724,3120
30 Jun 1613,2739564,3110
31 Mar 1613,3451,0004,2970
31 Dec 1513,5451,0024,3460
30 Sep 1513,8141,1294,4290
30 Jun 1514,0621,2364,5040

質の高い収益: ECLは 高品質の収益 を持っています。

利益率の向上: ECLの現在の純利益率 (12.8%)は、昨年(13.4%)よりも低くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: ECLの収益は過去 5 年間で年間18.4%増加しました。

成長の加速: ECLの過去 1 年間の収益成長率 ( 0.1% ) は、5 年間の平均 ( 年間18.4%を下回っています。

収益対業界: ECLの過去 1 年間の収益成長率 ( 0.1% ) Chemicals業界0.1%を上回りませんでした。

株主資本利益率

高いROE: ECLの 自己資本利益率 ( 21.2% ) は 高い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/04/29 13:32
終値2026/04/29 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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。

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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. 20 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 Company
Andrew WittmannBaird
Gary BisbeeBarclays