Ecolab Inc.

NYSE:ECL Voorraadrapport

Marktkapitalisatie: US$77.3b

Ecolab Inkomsten in het verleden

Verleden criteriumcontroles 2/6

Ecolab heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 17.5%, terwijl de Chemicals-industrie de winst zag dalen met 1.8% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 5.7%. Het rendement op eigen vermogen van Ecolab is 21.2%, en het heeft een nettomarge van 12.6%.

Belangrijke informatie

17.51%

Groei van de winst

17.76%

Groei van de winst per aandeel

Chemicals Groei van de industrie12.93%
Inkomstengroei5.74%
Rendement op eigen vermogen21.16%
Nettomarge12.57%
Laatste winstupdate30 Jun 2026

Recente prestatie-updates uit het verleden

Recent updates

Narratiefupdate Jul 30

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

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

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

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

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

Analysts have nudged their fair value estimate for Ecolab slightly higher to about $317 per share, reflecting updated assumptions around modestly stronger revenue growth, a slightly lower discount rate, and continued focus on pricing power and high-tech growth engines highlighted in recent research. Analyst Commentary Recent Street research on Ecolab highlights a mix of optimism and caution, with differing views on how much of the company’s pricing power, high-tech exposure, and margin recovery are already reflected in the current valuation.
Narratiefupdate Jun 01

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

Ecolab's updated analyst price target edges slightly lower to about $316 from roughly $319, as analysts factor in modestly softer revenue growth and a lower assumed future P/E multiple, partly offset by higher projected profit margins and continued confidence in pricing initiatives and portfolio mix. Analyst Commentary Recent research on Ecolab reflects a mix of optimism about pricing power and growth initiatives, alongside some caution on valuation and execution risk.
Narratiefupdate Apr 25

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

Analysts nudged the price target on Ecolab slightly lower to reflect a fair value adjustment of about $0.33, balancing more cautious margin and discount rate assumptions with Street research that highlights both recent target cuts and a string of upgrades and price target increases related to pricing power and the CoolIT acquisition. Analyst Commentary Street research on Ecolab has been active, with a mix of higher and lower price targets alongside several upgrades.
Narratiefupdate Apr 10

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

The updated analyst price target for Ecolab edges slightly lower to $319.29 from $320.43, as analysts factor in mixed recent research that includes several target cuts tied to valuation concerns around the $4.75b CoolIT deal, as well as upgrades and price target raises that highlight Ecolab's pricing power and positioning as a potential inflation beneficiary. Analyst Commentary Recent research on Ecolab reflects a mixed but engaged analyst community, with several firms revisiting their models after the announced US$4.75b CoolIT acquisition and recent pricing actions.
Narratiefupdate Mar 26

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

Ecolab's updated analyst price target edges down from $321.86 to $320.43 as analysts factor in higher revenue growth assumptions, slightly lower projected profit margins, and a modestly reduced future P/E multiple, following a mix of recent target increases, target cuts, and rating changes across the Street. Analyst Commentary Recent Street research on Ecolab shows a mix of optimism and caution, with several firms adjusting ratings and targets around pricing power, deal valuation, and execution.
Narratiefupdate Mar 11

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

The updated analyst price target for Ecolab reflects a modest recalibration in our model. The fair value estimate of $321.86 is supported by slightly higher revenue growth assumptions, a lower discount rate, and broadly consistent profit margin and future P/E inputs that align with a recent wave of upward price target revisions from multiple research firms.
Narratiefupdate Feb 25

ECL: Fair Outlook As Sector Catalysts Meet Elevated Execution Risk

The analyst fair value estimate for Ecolab has shifted from about $296 to around $322 as analysts collectively raise price targets. This change reflects updated views on margin potential, valuation multiples, and the broader chemicals sector backdrop.
Narratiefupdate Feb 10

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

Narrative Update The analyst price target on Ecolab has been nudged higher by about $1 to roughly $296, as analysts incorporate slightly firmer assumptions around revenue growth, profit margins, and a modestly lower future P/E, supported by recent price target increases at several firms even as some ratings have turned more cautious. Analyst Commentary Recent research on Ecolab reflects a mix of optimism on long term positioning and caution on near term risk and valuation, with several firms adjusting price targets and at least one turning more guarded on the shares.
Narratiefupdate Jan 26

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

Ecolab's analyst price target has moved slightly higher to about $295, as analysts factor in small adjustments to fair value and profitability assumptions, along with recent target increases from firms such as Citi, BofA, and UBS, partly offset by a downgrade from another research house. Analyst Commentary Recent research has been mixed, with some bullish analysts fine tuning their targets higher and one bearish analyst turning more cautious.
Narratiefupdate Jan 11

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

Analysts have inched their fair value estimate for Ecolab higher, with the price target moving by about US$2.56 to US$294.71, citing updated views on revenue growth potential, a slightly adjusted discount rate, and ongoing discussion of industry catalysts such as chemical sector oversupply, mixed agriculture trends, and possible demand support from improving PMI indicators and future rate cuts. Analyst Commentary Recent research updates around Ecolab point to a generally constructive stance, with price targets nudging higher and coverage being reinstated with a positive angle.
Narratiefupdate Dec 26

ECL: Rising Margins And Dividend Growth Will Support Resilient Returns

Analysts have nudged their price target on Ecolab slightly higher, with fair value rising about $0.40 to approximately $292 per share, citing expectations for continued operating margin expansion into 2026 and resilient above average returns on equity, despite a challenging macro backdrop for specialty chemicals. Analyst Commentary Street research remains constructive on Ecolab, with recent updates highlighting both upside drivers and lingering macro sensitivities that could influence the pace of multiple expansion and earnings growth.
Narratiefupdate Dec 11

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

Analysts have modestly raised their price target on Ecolab by $10 to $325, citing improving operating margins, above average returns on equity, and resilient prospects despite a challenging macro backdrop for specialty chemicals volumes. Analyst Commentary Bullish analysts highlight that Ecolab's medium term setup remains attractive, underpinned by structurally improving operating margins and above average returns on equity that support a higher valuation multiple.
Analyse-artikel Dec 08

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

Ecolab Inc. ( NYSE:ECL ) will increase its dividend from last year's comparable payment on the 15th of January to...
Narratiefupdate Nov 27

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

Analysts have raised their price targets for Ecolab, with the consensus forecast increasing from $315 to $325 per share. This change is driven by expectations for continued margin expansion and robust medium-term growth prospects.
Narratiefupdate Nov 13

ECL: Margin Expansion Will Drive Stronger Performance Through 2026

Ecolab’s fair value price target has been modestly increased from $290.15 to $291.75. This reflects analysts’ continued confidence in the company’s margin expansion and growth prospects, despite ongoing macroeconomic challenges.
Analyse-artikel Oct 31

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

Shareholders might have noticed that Ecolab Inc. ( NYSE:ECL ) filed its quarterly result this time last week. The early...
Narratiefupdate Oct 29

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

The fair value estimate for Ecolab has increased slightly from $286.10 to $290.15. Analysts point to improving medium-term growth prospects and higher operating margin expectations, citing several recent upward price target revisions.
Analyse-artikel Sep 21

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

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Narratiefupdate Sep 06

Digital Technologies And Life Sciences Will Open New Markets

Ecolab’s consensus analyst price target was modestly raised to $285.95, reflecting increased confidence in growth and margin expansion from the "One Ecolab" initiative and improved sector sentiment, despite valuation concerns. Analyst Commentary Bullish analysts cite the "One Ecolab" initiative as a catalyst for accelerating growth and driving margin expansion.
Analyse-artikel Sep 04

Is Ecolab (NYSE:ECL) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyse-artikel Aug 21

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

NYSE:ECL 1 Year Share Price vs Fair Value Explore Ecolab's Fair Values from the Community and select yours Today we're...
Seeking Alpha Apr 07

Ecolab: 40 Times Free Cash Flow Is Still Not Justified

Summary Despite Ecolab's 47.5% gain since my last article, I maintain a "Hold" rating due to its high valuation and uncertain growth prospects. Valuation multiples remain high, with Ecolab trading at 34.4 times earnings and 40.0 times free cash flow, similar to three years ago. Ecolab's management targets 12%-15% EPS growth, but I find this overly optimistic given historical performance and current market conditions. Even with high growth assumptions, Ecolab appears fairly valued at best, making it a risky long-term investment despite its quality. Read the full article on Seeking Alpha

Opbrengsten en kosten

Hoe Ecolab geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

NYSE:ECL Opbrengsten, kosten en inkomsten (USD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
30 Jun 2616,8432,1164,3410
31 Mar 2616,4522,1064,2630
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

Kwaliteitswinsten: ECL heeft hoge kwaliteitsinkomsten.

Groeiende winstmarge: De huidige netto winstmarges (12.6%) ECL } zijn lager dan vorig jaar (13.6%).


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: De winst van ECL is de afgelopen 5 jaar met 17.5% per jaar gegroeid.

Versnelling van de groei: De winstgroei ECL is het afgelopen jaar negatief geweest en kan daarom niet worden vergeleken met het 5-jarig gemiddelde.

Winst versus industrie: ECL had het afgelopen jaar een negatieve winstgroei ( -0.9% ), waardoor het moeilijk is om te vergelijken met het branchegemiddelde Chemicals ( -0.9% ).


Rendement op eigen vermogen

Hoge ROE: Hoewel het rendement op eigen vermogen ( 21.16% ) van ECL hoog is, is deze metriek vertekend vanwege hun hoge schuldenniveau.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/08/18 04:30
Aandelenkoers aan het einde van de dag2026/08/18 00:00
Inkomsten2026/06/30
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Ecolab Inc. wordt gevolgd door 34 analisten. 19 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
John EadeArgus Research Company
Andrew WittmannBaird
Gary BisbeeBarclays