Ecolab Inc. · ECL · Next earnings

Ecolab Inc. reports Tuesday, Feb 9, 2027

ECL reports before market open with consensus EPS at $2.19 and revenue at $4.75B. Last quarter: Ecolab Q3: Growth Engines Accelerate, 2027 Targets Reaffirmed

Reports Before market open96 days awayDate estimated Basic Materials

What the street expects

Consensus for the coming report
Consensus EPS $2.19 Calendar consensus
Consensus revenue $4.75B Calendar consensus
Report date Feb 9, 2027 Tuesday, date estimated
Session Before market open 96 days away

Where ECL left off: FY2026 Q3

Full report

Ecolab Q3: Growth Engines Accelerate, 2027 Targets Reaffirmed

EPS surprise 0.0% Reported $2.18 vs $2.18
Revenue surprise -0.1% Reported $4.69B vs $4.70B
Stock move +0.8% Event window
Subsequent drift 0.0% Up to 20 sessions

2027 guidance was maintained, with management targeting the upper end of 5–7% organic sales growth, a 20% operating income margin and 12–15% EPS growth.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Sustained commodity-cost inflation could pressure water margins.
  • Customer push-back could limit the timing or magnitude of pricing increases.
  • High-Tech growth, including CoolIT sales, may be difficult to sustain into 2027.
  • Capacity, lead-time and supply-chain constraints could limit CDU and cold-plate expansion.
  • Middle East geopolitical conditions and recent-acquisition integration remain potential headwinds.

Questions analysts left open

  • Whether 63% Global High-Tech growth is sustainable.
  • Visibility into CoolIT sales performance in 2027.
  • Capacity and lead-time for CDU and cold-plate manufacturing.
  • The effect of commodity inflation on water margins.
  • The timing and magnitude of pricing increases.

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Recent ECL quarters

All ECL earnings
+0.8%FY2026 Q3+4.2%FY2026 Q2-0.3%FY2026 Q1+4.0%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.