Ecolab Inc.

NYSE:ECL 주식 리포트

시가총액: US$73.6b

Ecolab 경영진

경영진 기준 점검 4/4

Ecolab CEO는 Christophe Beck, Jan2021 에 임명되었습니다 의 임기는 5.33 년입니다. 총 연간 보상은 $17.40M, 8% 급여 및 92% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $24.49M 가치에 해당하는 회사 주식의 0.033% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.8 년과 8.9 년입니다.

핵심 정보

Christophe Beck

최고경영자

US$17.4m

총 보수

CEO 급여 비율7.99%
CEO 재임 기간5.3yrs
CEO 지분 보유율0.03%
경영진 평균 재임 기간4.8yrs
이사회 평균 재임 기간8.9yrs

최근 경영진 업데이트

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

CEO 보수 분석

Christophe Beck의 보수는 Ecolab의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$2b

Dec 31 2025US$17mUS$1m

US$2b

Sep 30 2025n/an/a

US$2b

Jun 30 2025n/an/a

US$2b

Mar 31 2025n/an/a

US$2b

Dec 31 2024US$16mUS$1m

US$2b

Sep 30 2024n/an/a

US$2b

Jun 30 2024n/an/a

US$2b

Mar 31 2024n/an/a

US$2b

Dec 31 2023US$16mUS$1m

US$1b

Sep 30 2023n/an/a

US$1b

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

US$1b

Dec 31 2022US$9mUS$1m

US$1b

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$1b

Dec 31 2021US$8mUS$1m

US$1b

Sep 30 2021n/an/a

US$1b

Jun 30 2021n/an/a

US$1b

Mar 31 2021n/an/a

US$869m

Dec 31 2020US$6mUS$700k

US$967m

Sep 30 2020n/an/a

US$1b

Jun 30 2020n/an/a

US$1b

Mar 31 2020n/an/a

US$1b

Dec 31 2019US$5mUS$671k

US$1b

보상 대 시장: Christophe의 총 보수(USD17.40M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.57M) 수준입니다.

보상과 수익: Christophe의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Christophe Beck (57 yo)

5.3yrs
재임 기간
US$17,404,935
보수

Mr. Christophe Beck serves as Independent Director at Delta Air Lines, Inc. since December 12, 2024. He serves as President of Ecolab Inc. since April 1, 2026 and has been its Chief Executive Officer since...


리더십 팀

이름직위재임 기간보수지분
Christophe Beck
CEO, President & Chairman of the Board5.3yrsUS$17.40m0.033%
$ 24.5m
Scott Kirkland
Chief Financial Officer4.3yrsUS$5.19m0.0069%
$ 5.1m
Margeaux King
Executive Vice President of Human Resources1.3yrsUS$4.70m0.00041%
$ 301.8k
Darrell Brown
Co-Chief Operating Officer of Global Marketsless than a yearUS$5.65m0.012%
$ 8.5m
Gregory Russell Cook
Co-Chief Operating Officer of Global Businessesno dataUS$3.36m0.0064%
$ 4.7m
Dan LeCloux
Executive VP & Chief Technical Officerno data데이터 없음데이터 없음
Andrew Hedberg
Director of Investor Relationsno data데이터 없음데이터 없음
Jandeen Boone
Executive VP1.9yrs데이터 없음0.00033%
$ 242.9k
Chris Leong
Executive VP and Chief Marketing & Innovation Officerno data데이터 없음데이터 없음
Nicholas Alfano
Executive VP & President of Global Industrial Group10.8yrs데이터 없음0.0026%
$ 1.9m
Emilio Tenuta
Chief Sustainability Officer & Senior VP6.3yrs데이터 없음데이터 없음
Alexander De Boo
Executive VP & President of Global Markets6.1yrs데이터 없음0.0028%
$ 2.1m
4.8yrs
평균 재임 기간
57yo
평균 나이

경험이 풍부한 관리: ECL의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.8 년).


이사회 구성원

이름직위재임 기간보수지분
Christophe Beck
CEO, President & Chairman of the Board5.6yrsUS$17.40m0.033%
$ 24.5m
Lionel Nowell
Independent Director7.4yrsUS$347.83k0.0024%
$ 1.7m
David MacLennan
Independent Lead Director10.4yrsUS$377.78k0.0069%
$ 5.1m
Michael Larson
Independent Director14.3yrsUS$337.78k0.0029%
$ 2.2m
Victoria Reich
Independent Director16.5yrsUS$343.18k0.00035%
$ 257.6k
John Zillmer
Independent Director20yrsUS$317.78k0.012%
$ 8.6m
Shari Ballard
Independent Director7.4yrsUS$327.78k0.0033%
$ 2.5m
Eric Green
Independent Director3.4yrsUS$337.78k0%
$ 0
Michel Dimitrios Doukeris
Independent Director1.3yrsUS$284.13k0%
$ 0
Judson Althoff
Independent Director2.3yrsUS$323.81k0.00040%
$ 294.4k
Tracy McKibben
Independent Director11.3yrsUS$317.78k0.0013%
$ 920.0k
Suzanne Vautrinot
Independent Director12.3yrsUS$349.38k0.00098%
$ 721.3k
8.9yrs
평균 재임 기간
62yo
평균 나이

경험이 풍부한 이사회: ECL의 이사회경험이 있음으로 간주됩니다(평균 재임 8.9 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/01 21:39
종가2026/05/01 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Ecolab Inc.는 36명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
John EadeArgus Research Company
Andrew WittmannBaird
Gary BisbeeBarclays