AI-extracted from the 10-Q filed 2026-08-06 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Reported net sales rose 10% to $4,415.4 million on 5% organic growth and 4 points of pricing, but reported gross margin slipped to 44.1% from 44.8% on higher commodity costs.
Biggest Revenue Drivers
Global Water$2,215.5M+10% YoY
Fixed currency sales up 10% including a benefit from the Ovivo Electronics acquisition; organic sales +4%
Global Institutional & Specialty$1,617.4M+4% YoY
Improved growth in Institutional and strong growth in Specialty
Biggest Revenue Drivers
Total revenue: $4,415.4M+10% YoY
Global Water$2,215.5M+10% YoY
Fixed currency sales up 10% including a benefit from the Ovivo Electronics acquisition; organic sales +4%
Within Global Water
High-Tech+29% organic YoY
New business wins across microelectronics and data centers
Global Institutional & Specialty$1,617.4M+4% YoY
Improved growth in Institutional and strong growth in Specialty
Global Pest Elimination$350.5M+9% YoY
Gains in restaurants, food retail, food & beverage and healthcare, plus 2% from North America acquisitions
Global Life Sciences$221.0M+15% YoY
Continued growth in bioprocessing and pharmaceuticals & personal care, and improved growth in purification
Largest Expense Items
Cost of sales$2,469.5M+11% YoY
Reported gross margin 44.1% vs 44.8%; accelerating pricing offset higher commodity costs on an organic basis
Selling, general and administrative$1,141.6M25.9% of sales vs 26.5%
Productivity gains and favorable impact of recent acquisitions more than offset growth-oriented investments
Special (gains) and charges$46.4Mvs $24.6M prior year
Primarily One Ecolab initiative and acquisition and integration activities
Interest expense, net$73.1M+16% YoY
Higher interest expense from the Ovivo Electronics acquisition, partly offset by lower rates; includes $6.6M special charge on CoolIT debt
Margins: Reported gross margin fell to 44.1% from 44.8% and reported operating margin to 17.2% from 17.6%; organic gross margin edged up to 44.9% as accelerating pricing offset higher commodity costs.
Watch Items from the Filing
Total debt rose to $13.2 billion from $8.2 billion after issuing $5.0 billion of senior notes to fund the $4.75 billion CoolIT Systems acquisition, closed July 2, 2026.
Global Water organic operating margin fell 0.5 points as a 2.4-point pricing benefit was offset by 3.2 points of business investment and higher commodity costs.
Energy-driven raw material, manufacturing and logistics cost increases prompted an energy surcharge implemented in the second quarter, with pricing contributing 4 points of growth.
Nalco faces TPC Group MDL claims from over 5,000 plaintiffs; a July 2026 settlement in principle covers substantially all remaining plaintiffs, against TPC's disclosed $152M-$520M liability range.
One Ecolab initiative expanded to $328 million of restructuring costs and $97 million of special charges by 2027, targeting $325 million annualized savings, with $180 million delivered.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
13 transactions in ECL reported by 6 members of Congress under the STOCK Act, most recent trade May 15, 2026. Reported transactions, not recommendations.
About ECOLAB INC. (ECL): stock profile, AI score and financials
ECOLAB INC. (ECL) stock profile, AI quality score, and SEC EDGAR financial data, a Materials sector company. 13F Pro's AI-powered ranking engine scores ECL at 62.7/100 on a composite quality score built from its SEC filings, placing it at rank #675 of 2,925 stocks — the top 25% of the AI-ranked universe. ECL scores in the top quartile across revenue scale (91.1), balance sheet strength (80.1). Areas of concern include revenue growth (38.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), ECOLAB INC. reports quarterly revenue of $4.4B, net income of $534.9M, an operating margin of 17.2%. Top institutional holders of ECL by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, JPMORGAN CHASE, based on the most recent SEC filings. ECL trades on the NYSE exchange and files with the SEC under CIK 31462. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ECL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ECOLAB INC. directly from SEC EDGAR.