Stocks · Basic Materials · Chemicals - Specialty

Ecolab Inc. ECL

$273.70 +0.90% Close, Oct 2, 2026 · NYSE · Market cap $77.03B

Low risk

Next earnings report: Oct 27, 2026

Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.

Three things to know

  1. Revenue over the last four quarters was $16.84B, up 7.1% from a year earlier, accelerating from 4.9% a quarter earlier.
  2. Diluted EPS over the last four quarters was $7.45, down 0.5% year over year.
  3. Over the past year the stock returned +1.5%, behind the S&P 500 by 13.6 percentage points.

PromtFinance scores

Each score is a percentile within the Basic Materials sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.

Growth74Positive

How fast revenue, earnings and cash flow are growing.

  • Revenue growth (TTM, YoY)Top 44%
  • EPS growth (TTM, YoY)Bottom 48%
  • FCF growth (TTM, YoY)Top 32%
  • Revenue growth, 3-year CAGRTop 28%
  • Revenue growth accelerationTop 44%
Quality67Positive

Returns on capital, margins, earnings quality and balance-sheet strength.

  • Return on invested capitalTop 31%
  • Gross marginTop 16%
  • Operating marginTop 25%
  • Cash conversion (OCF / net income)Bottom 46%
  • Accruals (lower is better)Bottom 29%
  • Net debt / EBITDA (lower is better)Bottom 35%
  • Interest coverTop 30%
Value35Weak

How cheap the shares are relative to earnings, cash flow and their own history.

  • Earnings yieldTop 49%
  • Free-cash-flow yieldBottom 40%
  • EBITDA / enterprise valueBottom 33%
  • Sales / enterprise valueBottom 20%
  • P/E vs own 5-year history (lower is better)Top 32%
Momentum67Positive

Strength and persistence of the price trend, including versus the S&P 500.

  • 12-month return excluding last monthBottom 42%
  • 6-month returnTop 32%
  • 1-year return vs S&P 500Bottom 49%
  • Distance from 52-week highTop 11%
  • Trend checklist (0–4)Top 42%
Revisions46Neutral

Earnings surprises and analyst sentiment (estimate-revision history is being collected).

  • Average EPS surprise, last 4 quartersBottom 40%
  • Consecutive EPS beatsTop 50%
  • Share of analysts rating BuyTop 17%
  • Upside to consensus price targetBottom 25%
Stability92Exceptional

Low volatility, shallow drawdowns, low market sensitivity and modest leverage.

  • Volatility, 60 days (lower is better)Top 4%
  • Maximum drawdown, 3 yearsTop 1%
  • Beta vs S&P 500 (lower is better)Top 11%
  • Net debt / EBITDA (lower is better)Bottom 35%

What changed

Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).

MeasureBeforeNow
Revenue growth (YoY)4.9%7.1%↑
EPS growth (YoY)0.4%-0.5%↓
Gross margin44.0%44.1%↑
Operating margin17.1%17.4%↑
FCF margin10.0%11.1%↑

Fundamental momentum

MeasureNow (TTM)Year / quarter beforeSector rank
Revenue growth (TTM, YoY)7.1%4.9%↑Top 44%
EPS growth (TTM, YoY)-0.5%0.4%↓Bottom 48%
Gross margin44.1%44.0%↑Top 16%
Operating margin17.4%17.1%↑Top 25%
Net margin12.6%13.6%↓—
Free-cash-flow margin11.1%10.0%↑—
Return on invested capital9.4%—Top 31%
Revenue growth, 3-year CAGR4.3%—Top 28%

Quality of earnings and balance sheet

Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
1.44×
Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
-3.1%
Stock-based compensation / revenueA cost to shareholders through dilution.
0.8%
Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
-0.5 pp
Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
2.58×
Interest cover (operating income / interest)How many times operating profit covers interest.
9.7×

Shareholder returns

Dividend yield (dividends paid, TTM)
1.04%
Net buyback yield (TTM)
0.49%
Shareholder yield
1.52%
Share count change, 1 year
-0.9%
Share count change, 3-year CAGR
-0.4%

Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.

Based on the four quarters through Jun 30, 2026 (filed Aug 6, 2026).

Earnings and expectations

Earnings momentum

Consecutive EPS beats
1
Beats in the last 8 reports
3 of 8
Average EPS surprise, last 4
+0.2%
Average 2-day reaction, last 8
+1.0%
Positive 20 days after report
4 of 8

Analysts

Consensus price target
$326.13
Target vs current price
+19.2%
Analysts with a rating
37
Share rating Buy or Strong Buy
78%
Consensus rating
Buy

How the stock reacted to recent reports

Report dateEPS surprise2 days5 days20 days60 days
Jul 28, 2026+0.5%+4.2%+3.0%+5.7%—
Apr 28, 2026+0.0%-0.3%-4.6%-5.1%-1.8%
Feb 10, 2026+0.5%+4.0%+5.4%-2.3%-8.6%
Oct 28, 2025+0.0%-4.1%-8.0%-3.9%+0.8%
Jul 29, 2025-0.5%-3.9%-2.1%+3.1%+3.0%
Apr 29, 2025+0.0%+3.3%+6.7%+11.1%+12.9%
Feb 11, 2025+0.0%+6.2%+8.2%+5.3%+3.4%
Oct 29, 2024+0.5%-1.0%-4.7%-3.7%-4.0%

Returns from the close before each report. Past reactions do not determine future ones.

Earnings history

Report dateEPSEstimateSurpriseRevenue
Jul 28, 2026$2.09$2.08+0.5%$4.42B
Apr 28, 2026$1.70$1.70+0.0%$4.07B
Feb 10, 2026$2.08$2.07+0.5%$4.19B
Oct 28, 2025$2.07$2.07+0.0%$4.17B
Jul 29, 2025$1.89$1.90-0.5%$4.03B
Apr 29, 2025$1.50$1.50+0.0%$3.69B
Feb 11, 2025$1.81$1.81+0.0%$4.01B
Oct 29, 2024$1.83$1.82+0.5%$4.00B

Valuation in context

MultipleNow5-year median5-year percentileSector rank (cheapness)
P/E (trailing)36.7×41.5×29thTop 49%
P/E (forward)33.6×———
EV / EBITDA25.7×——Bottom 33%
EV / Sales5.09×——Bottom 20%
Free-cash-flow yield2.43%——Bottom 40%
Earnings yield2.72%——Top 49%

P/E over the past five years

Range 34.3× – 59.9× since Jun 30, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.

What moved the stock over the past year

Price return, 1 year
+1.5%
Earnings per share growth (TTM)
-0.5%
Change in P/E multiple
+5.6%

Most of the move came from a change in the valuation multiple.

Technical state

Trend checklist

  • ✗ Price above 20-day average
  • ✗ Price above 50-day average
  • ✗ Price above 200-day average
  • ✓ 50-day average above 200-day
  • ✗ MACD histogram positive

Trend quality

Days above the 50-day average
0
Days above the 200-day average
0
50-day average slope (20 days)
+0.0%
200-day average slope (20 days)
+0.4%
Distance from 50-day average
-1.9%
Distance from 200-day average
-0.0%
RSI (14)
45.7
Relative volume
1.02×

Risk and drawdowns

Volatility, 60 days (annualized)
19.6%
Volatility vs own 5-year history
34th percentile · Normal for this stock
Beta vs S&P 500 (2 years, weekly)
0.53
Correlation with S&P 500
0.38
Current drawdown from 1-year high
-11.2%
Maximum drawdown, 3 years
-20.3%

Largest declines in the past six years

From peakTo lowDeclineLengthRecovery
Nov 12, 2021Nov 3, 2022-44.3%245 days397 days (Jun 5, 2024)
Feb 27, 2026May 19, 2026-20.3%56 daysNot yet recovered
Mar 3, 2025Apr 8, 2025-16.4%26 days45 days (Jun 12, 2025)
Oct 18, 2024Jan 10, 2025-12.1%56 days22 days (Feb 12, 2025)
Aug 20, 2025Nov 6, 2025-11.3%55 days60 days (Feb 4, 2026)

Declines of 10% or more from a closing high, measured on daily closes.

Financial statements

Market cap
$77.03B
P/E (TTM)
36.7
EPS, diluted (TTM)
$7.45
Revenue (TTM)
$16.84B
Dividend yield
1.07%
52-week range
$243.15 – $309.27
FY 2021FY 2022FY 2023FY 2024FY 2025
Revenue$12.73B$14.19B$15.32B$15.74B$16.08B
Gross profit$5.22B$5.42B$6.18B$6.84B$7.16B
Operating income$1.68B$1.61B$2.16B$2.61B$2.91B
Net income$1.13B$1.09B$1.37B$2.11B$2.08B
EPS (diluted)$3.91$3.81$4.79$7.37$7.28
Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Revenue$4.00B$4.01B$3.69B$4.03B$4.17B$4.20B$4.07B$4.42B
Net income$736.5M$472.9M$402.5M$524.2M$585.0M$563.9M$432.6M$534.9M
EPS (diluted)$2.58$1.66$1.41$1.84$2.05$1.98$1.52$1.90
FY 2021FY 2022FY 2023FY 2024FY 2025
Operating cash flow$2.06B$1.79B$2.41B$2.81B$2.95B
Capital expenditure-$643.0M-$712.8M-$774.8M-$994.5M-$1.05B
Free cash flow$1.42B$1.08B$1.64B$1.82B$1.90B
Dividends paid-$566.4M-$602.8M-$617.3M-$664.3M-$753.6M
Net share buybacks-$106.6M-$518.2M-$13.7M-$986.5M-$555.6M

Cash outflows are shown as negative numbers.

Cash and short-term investments
$5.14B
Total assets
$29.93B
Total liabilities
$19.84B
Total debt
$13.75B
Net debt
$8.62B
Shareholders’ equity
$10.06B

As of Jun 30, 2026 (filed Aug 6, 2026).

Dividends

Ex-dateAmountPaid
Sep 15, 2026$0.73Oct 15, 2026
Jun 16, 2026$0.73Jul 15, 2026
Mar 17, 2026$0.73Apr 15, 2026
Dec 16, 2025$0.73Jan 15, 2026
Sep 16, 2025$0.65Oct 15, 2025
Jun 17, 2025$0.65Jul 15, 2025
Mar 18, 2025$0.65Apr 15, 2025
Dec 17, 2024$0.65Jan 15, 2025

Short interest

Shares sold short
5,259,375
Days to cover
4.49
Change vs previous report
+11.1%

FINRA short interest, settlement date Sep 15, 2026.

Stock splits

Jun 9, 2003
2-for-1
Jan 16, 1998
2-for-1
Jan 19, 1994
2-for-1
Jul 16, 1986
2-for-1