Ecolab(US:ECL)2025-04-29 16:17Financial Performance - Reported diluted EPS was $1.41, while adjusted diluted EPS reached $1.50, a 12% increase[6,12] - Organic sales grew by 3%, driven by strong performance in Institutional & Specialty, Pest Elimination, and Life Sciences segments[7,11] - The company anticipates full-year 2025 adjusted diluted earnings per share to be in the range of $7.42 to $7.62, representing a 12% to 15% increase compared to 2024[7,16] - For the second quarter of 2025, adjusted diluted earnings per share are expected to be between $1.84 and $1.94, a 10% to 15% increase[7,16] Segment Performance - Global Water segment sales increased by 3% in Light & Heavy and 2% in Food & Beverage[19,25] - Global Institutional & Specialty segment sales grew by 4%, with 5% growth in the legacy Institutional business[13,31] - Global Pest Elimination and Life Sciences segments both experienced a 5% increase in sales[13,38,44] Margin Expansion - Reported operating income (OI) increased by 7%, while organic OI rose by 17%[7] - Organic OI margin expanded by 190 bps to 16%, driven by value pricing and improved productivity[7] - Adjusted gross margin improved to 44.4%, up from 43.3%[51,56] Strategic Outlook - The company expects to deliver continued 12-15% EPS growth in 2025 and beyond[6] - Secular growth trends in water, hygiene, and infection prevention are expected to fuel long-term demand[16] - Ecolab is making proactive adjustments to overcome the unpredictable operating environment through new business wins, value and surcharge pricing, and improved productivity[7,16]