Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Loading
Start 30 days free, no card. Full Pro access for a month, then decide. Start free
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 |
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jeff Zekauskas | JPMorgan | 8 questions · 38% challenging |
| Ashish Sabadra | RBC Capital Markets | 7 questions · 0% challenging |
| John McNulty | BMO Capital Markets | 7 questions · 0% challenging |
| John Roberts | Mizuho Securities | 7 questions · 0% challenging |
| Dave Begleiter | Deutsche Bank | 7 questions · 14% challenging |
| Mike Harrison | Seaport Research Partners | 7 questions · 14% challenging |
| Laurence Alexander | Jefferies | 7 questions · 0% challenging |
| Vincent Andrews | Morgan Stanley | 7 questions · 0% challenging |
| Chris Parkinson | Wolfe Research | 7 questions · 0% challenging |
| Jason Haas | Wells Fargo | 7 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 analyst | 8 questions · 38% challenging |
| Morgan Stanley | 2 analysts | 8 questions · 0% challenging |
| Mizuho Securities | 1 analyst | 7 questions · 0% challenging |
| Barclays | 2 analysts | 7 questions · 14% challenging |
| Bank of America | 2 analysts | 7 questions · 14% challenging |
| Deutsche Bank | 1 analyst | 7 questions · 14% challenging |
| Jefferies | 1 analyst | 7 questions · 0% challenging |
| BMO Capital Markets | 1 analyst | 7 questions · 0% challenging |
No 8-K events recorded for this window.
What ECL and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“the latest NVIDIA chips, the type of temperature that they're going to have.”
Ecolab cites the operating temperatures of the latest NVIDIA chips as the driver of demand for its direct-to-chip liquid cooling technology.
“Our pending acquisition of CoolIT builds on this momentum, adding a scaled direct-to-chip liquid cooling platform”
Ecolab's pending CoolIT acquisition adds a direct-to-chip liquid cooling platform for AI data centers; CoolIT is reportedly growing near triple digits.
“Ovivo expands our ultra-pure water and end-to-end microelectronics offering in a business expected to grow at mid-teens rate this year”
Ecolab's acquired Ovivo expands its ultra-pure water and microelectronics offering, expected to grow mid-teens on fab-expansion demand.
Calendar quarter Q1 2026Earnings call Apr 28, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Ecolab (ECL), FY2026 Q1: 7/10. Scores: Ecolab’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: ECL daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +10.0% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
The table scrolls sideways. Swipe it, or select it and use the arrow keys.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $4.01B | +1.7% | $1.66 | +17.7% | 17.1% | 11.8% | $407M |
| FY2025 Q1 | $3.69B | -1.5% | $1.41 | -1.4% | 15.9% | 10.9% | $132M |
| FY2025 Q2 | $4.03B | +1.0% | $1.84 | +7.6% | 17.6% | 13.0% | $485M |
| FY2025 Q3 | $4.17B | +4.2% | $2.05 | -20.5% | 18.3% | 14.0% | $530M |
| FY2025 Q4 | $4.20B | +4.8% | $1.98 | +19.3% | 18.7% | 13.4% | $758M |
| FY2026 Q1Selected | $4.07B | +10.0% | $1.52 | +7.8% | 15.3% | 10.6% | $97M |
| FY2026 Q2 | $4.42B | +9.7% | $1.90 | +3.3% | 17.2% | 12.1% | — |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| 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% |