Ecolab(US:ECL)2025-09-04 13:00Financial Performance and Targets - The company is committed to reaching 5-7% organic sales growth[25, 54, 59, 92, 339, 404] - The company has confidence in achieving a 20% operating income (OI) margin by 2027[25, 54, 95, 103, 335, 342, 405] and is aiming to move beyond this target[99, 336, 395] - The company projects adjusted EPS growth of 12-15%[54, 103, 376, 403] - The company's 2025 adjusted EPS is projected to be $752[53] - The company's 2024 sales reached $16 billion[51, 66, 78, 116, 384] with a compound annual growth rate (CAGR) of 6%[51, 60, 93, 400] Growth Drivers and Opportunities - The company has a $60 billion growth opportunity with existing customers[37, 78, 113, 116, 152, 384] - The company identifies a $35 billion opportunity with its top 35 customers[79, 117, 119, 124, 385] - The company's growth engines, including Pest Elimination, Life Sciences, Global High-Tech, and Ecolab Digital, are expected to drive growth[60, 63, 67, 84, 351, 387] - The company's Ecolab Digital is projected to have $380 million in sales in 2025[85, 90, 351, 387] Strategic Initiatives - The company is focused on "One Ecolab" to drive faster growth and best-in-class performance[39, 65, 68, 76, 77, 112, 118, 125, 154, 182, 214, 356] - The company is leveraging AI to fuel growth and improve productivity, with projected savings of $140 million through Agentic AI[39, 119, 357] - The company is acquiring Ovivo Electronics to strengthen its Global High-Tech growth engine[86]