ECOLAB INC.(ECL)Stock Analysis
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Rank #636 of 2,961 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ECL Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for ECOLAB INC. (ECL), a Materials sector company. 13F Pro's AI-powered ranking engine scores ECL at 63.3/100 on a 32-signal composite quality model, placing it at rank #636 of 2,961 stocks — the top 25% of the AI-ranked universe. ECL scores in the top quartile across revenue scale (91.3), balance sheet strength (80.4). Areas of concern include revenue growth (37.9), 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. ECOLAB INC.'s 13F Pro composite quality score has ranged between 38 and 73 since 2021, currently 63.3 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.
What's Driving ECL's Business? Latest 10-Q Breakdown
✓ 33/33 datapoints verifiedAI-extracted from ECOLAB INC.'s 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
Fixed currency sales up 10% including a benefit from the Ovivo Electronics acquisition; organic sales +4%
Improved growth in Institutional and strong growth in Specialty
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$4.4B
Net Income
Q2 2026
$534.9M
Free Cash Flow
Q2 2026
$489.4M
Operating Margin
Q2 2026
17.2%
ROIC
Q2 2026
11.8%
D/E Ratio
Q2 2026
1.56
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+2.2% YoYNet Income
-1.7% YoYOperating Income
-2.3% YoYEPS (Diluted)
-1.2% YoYTotal Assets
+10.3% YoYTotal Debt
+19.2% YoYOp. Cash Flow
+4.9% YoYFree Cash Flow
+4.7% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $16.08B +2.2% | $15.74B +2.7% | $15.32B +8.0% | $14.19B +11.4% | $12.73B +8.0% | $11.79B |
| Net Income | $2.08B -1.7% | $2.11B +53.9% | $1.37B +25.7% | $1.09B -3.4% | $1.13B | — |
| Operating Income | $2.74B -2.3% | $2.80B +40.7% | $1.99B +27.5% | $1.56B -2.3% | $1.60B +14.5% | $1.40B |
| EPS (Diluted) | $7.28 -1.2% | $7.37 +53.9% | $4.79 +25.7% | $3.81 -2.6% | $3.91 +194.2% | $-4.15 |
| Total Assets | $24.70B +10.3% | $22.39B +2.5% | $21.85B +1.8% | $21.46B +1.2% | $21.21B +17.0% | $18.13B |
| Total Debt | $9.76B +19.2% | $8.18B -7.1% | $8.81B -3.0% | $9.08B +3.7% | $8.76B +31.0% | $6.69B |
| Operating Cash Flow | $2.95B +4.9% | $2.81B +16.7% | $2.41B +34.9% | $1.79B -13.3% | $2.06B +10.8% | $1.86B |
| Free Cash Flow | $1.90B +4.7% | $1.82B +11.1% | $1.64B +52.2% | $1.08B -24.2% | $1.42B +3.5% | $1.37B |
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Top Institutional Holders of ECL
BlackRock, Inc.
$6.4B23,051,363 shVANGUARD CAPITAL MANAGEMENT LLC
$4.6B16,537,270 shJPMORGAN CHASE & CO
$4.1B14,619,468 shSTATE STREET CORP
$3.3B11,770,714 shMORGAN STANLEY
$2.2B7,827,291 shVANGUARD PORTFOLIO MANAGEMENT LLC
$1.8B6,300,975 shGEODE CAPITAL MANAGEMENT, LLC
$1.7B5,996,032 shGATES FOUNDATION TRUST
$1.5B5,218,044 shUBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$1.0B3,617,425 shROYAL BANK OF CANADA
$1.0B3,611,647 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $6.4B | 23,051,363 |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.6B | 16,537,270 |
| JPMORGAN CHASE & CO | $4.1B | 14,619,468 |
| STATE STREET CORP | $3.3B | 11,770,714 |
| MORGAN STANLEY | $2.2B | 7,827,291 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.8B | 6,300,975 |
| GEODE CAPITAL MANAGEMENT, LLC | $1.7B | 5,996,032 |
| GATES FOUNDATION TRUST | $1.5B | 5,218,044 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $1.0B | 3,617,425 |
| ROYAL BANK OF CANADA | $1.0B | 3,611,647 |
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Popular Research
Is ECL a good stock to buy?
13F Pro's AI-powered analysis of ECOLAB INC. (ECL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ECL are available on the ECL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. ECL is classified as a large company.
Which hedge funds own ECL?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ECL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ECOLAB INC.'s investment landscape.