Ecolab (ECL) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Ecolab reported $4.17 billion in revenue for Q3 2025, a year-over-year increase of 4.2%, with an EPS of $2.07 compared to $1.83 a year ago, exceeding both revenue and EPS consensus estimates [1][2] Financial Performance - Revenue of $4.17 billion surpassed the Zacks Consensus Estimate of $4.12 billion by +1.05% [1] - EPS of $2.07 exceeded the consensus estimate of $2.06 by +0.49% [1] Segment Performance - Global Pest Elimination (Fixed Currency): $322.6 million, +4.5% year-over-year, above the estimate of $320.81 million [4] - Global Water (Fixed Currency): $1.95 billion, -2% year-over-year, slightly above the estimate of $1.94 billion [4] - Global Life Sciences (Fixed Currency): $171 million, above the estimate of $168.71 million [4] - Global Institutional & Specialty (Fixed Currency): $1.54 billion, +10.1% year-over-year, below the estimate of $1.56 billion [4] - Global Life Sciences (Public Currency): $184.7 million, above the estimate of $179.65 million [4] - Global Pest Elimination (Public Currency): $331.8 million, +8% year-over-year, slightly below the estimate of $333.75 million [4] - Global Institutional & Specialty (Public Currency): $1.59 billion, +14.3% year-over-year, above the estimate of $1.58 billion [4] - Global Water (Public Currency): $2.05 billion, +4.5% year-over-year, slightly below the estimate of $2.06 billion [4] Operating Income - Global Life Sciences (Fixed Currency): $28.1 million, above the estimate of $27.45 million [4] - Global Pest Elimination (Fixed Currency): $67.4 million, above the estimate of $64.63 million [4] - Global Institutional & Specialty (Fixed Currency): $365 million, below the estimate of $375.71 million [4] - Corporate (Fixed Currency): -$73.7 million, worse than the estimate of -$48.73 million [4] Stock Performance - Ecolab shares returned +2.5% over the past month, compared to the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]