For the quarter ended December 2025, Ecolab (ECL) reported revenue of $4.2 billion, up 4.8% over the same period last year. EPS came in at $2.08, compared to $1.81 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $4.19 billion, representing a surprise of +0.07%. The company delivered an EPS surprise of +0.8%, with the consensus EPS estimate being $2.06.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Ecolab performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Sales- Fixed Currency Rates- Global Pest Elimination: $307.2 million versus the three-analyst average estimate of $308.05 million. The reported number represents a year-over-year change of +4.1%.
- Net Sales- Fixed Currency Rates- Global Water: $2.02 billion versus $2.02 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -2.4% change.
- Net Sales- Fixed Currency Rates- Global Life Sciences: $191.4 million versus $186.29 million estimated by three analysts on average.
- Net Sales- Fixed Currency Rates- Global Institutional & Specialty: $1.5 billion compared to the $1.52 billion average estimate based on three analysts. The reported number represents a change of +9.6% year over year.
- Net Sales- Public Currency Rates- Global Life Sciences: $207.3 million versus the two-analyst average estimate of $197.5 million.
- Net Sales- Public Currency Rates- Global Pest Elimination: $316.5 million compared to the $320.4 million average estimate based on two analysts. The reported number represents a change of +7.7% year over year.
- Net Sales- Public Currency Rates- Global Institutional & Specialty: $1.55 billion versus $1.54 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +14% change.
- Net Sales- Public Currency Rates- Global Water: $2.12 billion compared to the $2.15 billion average estimate based on two analysts. The reported number represents a change of +4.4% year over year.
- Operating Income (loss)- Fixed Currency Rates- Global Life Sciences: $32.6 million versus the three-analyst average estimate of $32.86 million.
- Operating Income (loss)- Fixed Currency Rates- Global Pest Elimination: $62.4 million versus the three-analyst average estimate of $62.72 million.
- Operating Income (loss)- Fixed Currency Rates- Global Institutional & Specialty: $334.8 million compared to the $337.21 million average estimate based on three analysts.
- Operating Income (loss)- Fixed Currency Rates- Corporate: $-122 million compared to the $-48.09 million average estimate based on three analysts.
View all Key Company Metrics for Ecolab here>>>
Shares of Ecolab have returned +6.3% over the past month versus the Zacks S&P 500 composite's no change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Ecolab Inc. (ECL): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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