Ecolab Inc. · ECL · Next earnings

Ecolab Inc. reports Tuesday, Oct 27, 2026

ECL reports before market open with consensus EPS at $2.18 and revenue at $4.70B. Last quarter: Ecolab Q1 FY2026: 13% EPS Growth, CoolIT Beats, Margin Path to 20% On Track

Reports Before market open37 days awayDate estimated Basic Materials

What the street expects

Consensus for the coming report
Consensus EPS $2.18 Calendar consensus
Consensus revenue $4.70B Calendar consensus
Report date Oct 27, 2026 Tuesday, date estimated
Session Before market open 37 days away

Where ECL left off: FY2026 Q1

Full report

Ecolab Q1 FY2026: 13% EPS Growth, CoolIT Beats, Margin Path to 20% On Track

EPS surprise 0.0% Reported $1.70 vs $1.70
Revenue surprise +1.0% Reported $4.07B vs $4.03B
Stock move -0.3% Event window
Subsequent drift -1.6% Up to 20 sessions

Full-year FY2026 EPS growth guidance of 12-15% was maintained, not raised, despite a strong Q1. The operating-income margin target of 20% by 2027 was reaffirmed, with organic margin expansion expected to accelerate in H2. Capex outlook remains stable. Prior quarter guidance was raised; this quarter's maintenance signals management is preserving cushion for commodity cost absorption and integration spending.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Continued commodity-price inflation and energy cost volatility.
  • Geopolitical risk from the Middle East conflict affecting regional operations.
  • Integration risk and timing of CoolIT and Ovivo acquisitions.
  • Potential slowdown in under-performing Paper and Heavy Water businesses.
  • Regulatory approval timing for the CoolIT acquisition.

Questions analysts left open

  • Gross-margin stabilization timeline and surcharge effectiveness.
  • Impact of CoolIT acquisition on EPS dilution and amortization.
  • Macro assumptions for commodity costs and volume growth.
  • Performance outlook for Paper and Heavy Water segments.
  • Sustainability of SG&A leverage improvements.

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Recent ECL quarters

All ECL earnings
-0.3%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

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.