更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 USA | Chemicals Ecolab Thematic Opportunities Offset F/X Headwinds & Macro Uncertainty To reflect adverse F/X and policy uncertainty, we trim 2024E EPS by 0.5%, 2025E EPS by 0.7% and 2026E EPS by 2.2%. An initial range of $7.35-$7.60 (vs $7.48 consensus) appears plausible for 2025, in our view, with roughly half of EPS growth driven by net pricing, productivity and buybacks. Thematically, clarity on earnings leverage to digital initiatives will likely drive relative valuation th ...

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