Loading…
Loading…
Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| John Roberts | Mizuho Securities | 6 | 0% |
| Ashish Sabadra | RBC Capital Markets | 6 | 0% |
| Chris Parkinson | Wolfe Research | 6 | 0% |
| Jason Haas | Wells Fargo | 6 | 0% |
| Jeff Zekauskas | JPMorgan | 6 | 33% |
| John McNulty | BMO Capital Markets | 6 | 0% |
| Mike Harrison | Seaport Research Partners | 6 | 17% |
| Laurence Alexander | Jefferies | 6 | 0% |
| Vincent Andrews | Morgan Stanley | 6 | 0% |
| Dave Begleiter | Deutsche Bank | 6 | 17% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Morgan Stanley | 2 | 7 | 0% |
| Mizuho Securities | 1 | 6 | 0% |
| Jefferies | 1 | 6 | 0% |
| Barclays | 2 |
| 6 |
| 17% |
| Bank of America | 2 | 6 | 0% |
| Deutsche Bank | 1 | 6 | 17% |
| BMO Capital Markets | 1 | 6 | 0% |
| JPMorgan | 1 | 6 | 33% |
Ecolab delivered 10% revenue growth and 13% adjusted EPS growth in Q1 2026, with organic sales accelerating to 4% on 3% pricing and improving volumes. Global High-Tech surged over 20% on AI data center demand, Life Sciences accelerated to 11% growth, and operating income margin expanded 70 basis points to 16.8%. FY2026 guidance of 12-15% EPS growth was reiterated, with the company on track for 20% operating margin by 2027.
Margin | Revenue Growth | Competitive Dynamics | Innovation & R&D | Demand | Pricing | Cost Pressure | M&A | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 8 | 7 | 4 | 2 | 1 | 3 | ||
| 2025Q1 | 5 | 5 | 1 | 3 | 4 | 3 | 4 | 1 |
| 2025Q2 | 9 | 2 | 3 | 3 | 3 | 3 | 1 | 2 |
| 2025Q3 | 4 | 7 | 7 | 5 | 3 | 2 | 2 | |
| 2025Q4 | 8 | 9 | 4 | 4 | 5 | 2 | 3 | |
| 2026Q1 | 7 | 4 | 4 | 4 | 2 | 3 | 5 | 4 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Margin | 8 | 5 | 9 | 4 | 8 | 7 |
| Revenue Growth | 7 | 5 | 2 | 7 | 9 | 4 |
| Competitive Dynamics | 4 | 1 | 3 | 7 | 4 | 4 |
| Innovation & R&D | 2 | 3 | 3 | 5 | 4 | 4 |
| Demand | 4 | 3 | 3 | 5 | 2 | |
| Pricing | 1 | 3 | 3 | 2 | 2 | 3 |
| Cost Pressure | 3 | 4 | 1 | 5 | ||
| M&A | 1 | 2 | 2 | 3 | 4 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ECL Ecolab | 7 | +10.0% | |
| ALB Albemarle Corporation | 9 | +32.7% | |
| APD Air Products | 9 | +8.8% | |
| DD DuPont | 6 | -45.2% | |
| IFF International Flavors & Fragrances | 6 | -3.6% | |
| LIN Linde plc | 9 | +8.3% | |
| LYB LyondellBasell | 4 | -6.3% | |
| PPG PPG Industries | 6 | +6.7% | |
| SHW The Sherwin-Williams Company | 6 | +6.8% |