EarningsQ2 2026 Earnings Report
CH:ECJ Q2 2026 EPS Results
Actual EPSCHF1.74
Consensus EPSCHF1.73
Beat/MissBeat by +<CHF0.01
One Year Ago EPSCHF1.57
CH:ECJ Q2 2026 Revenue Results
Actual RevenueCHF3.67B
Expected RevenueCHF3.64B
Beat/MissBeat by +CHF27.22M
YoY Revenue Growth+9.69%
Earnings Announcement Details
QuarterQ2 2026
Date07/28/2026
TimeBefore Open
Conference CallTuesday, July 28, 2026
CH:ECJ Upcoming Earnings
Ecolab's next earnings date is estimated for October 27, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
CH:ECJ Q2 2026 Earnings Call
0:00 / 0:00
Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive outlook: the company reported strong Q2 operational performance with double‑digit EPS growth, accelerating organic sales, robust growth across multiple high‑margin businesses (Life Sciences, Digital, Pest, Global High‑Tech), increased 2026 EPS guidance, and an upgraded long‑term opportunity for high‑tech following CoolIT and Ovivo. Near‑term challenges include elevated commodity inflation, short‑term acquisition-related amortization and financing costs, margin drag from recent M&A, and regional disruptions (Middle East). Management emphasized the ability to recover costs via value-based pricing and affirmed targets (20% OI margin by 2027), suggesting confidence that highlights materially outweigh the manageable lowlights.Company Guidance
Adjusted EPS and Organic Sales Growth
Adjusted EPS grew 11% in Q2, driven by accelerating organic sales growth of 5% year-over-year.
Stronger Pricing Implementation
Pricing strengthened to +4% in Q2 after rapid implementation of a global energy surcharge; company expects pricing of 5%–6% in the second half of 2026.
Volume Resilience
Volumes grew +1% in Q2 despite an approximate 1 percentage-point headwind from customer disruptions related to the Middle East conflict (implying underlying volume acceleration versus Q1).
Food & Beverage and Institutional Performance
Food & Beverage accelerated to +7% growth and Institutional & Specialty grew +4%, driven by One Ecolab cross-selling and integrated food-safety/water capabilities.
Life Sciences Momentum and Margin Expansion
Life Sciences accelerated to +15% growth, with a reported operating income margin in the mid-20% range this quarter (company expects underlying mid-20s margin profile over time).
Digital Business Growth
Ecolab Digital grew +27% with strong adoption of software/connected solutions (DishIQ, AquaIQ, KitchenIQ, CIPIQ) and long-term digital growth target of >20%.
Pest Elimination Scale-Up
Pest Elimination grew +7% and has deployed nearly 800,000 connected devices at customer sites, with a target of ~1 million devices by year-end and improved operating margins (~20%).
Global High‑Tech Acceleration and Strategic M&A
Global high‑tech grew +29% in Q2; CoolIT acquisition (closed July 2) had >100% YTD sales growth pre-acquisition. Pro forma (including Ovivo and CoolIT) company sales growth would have been roughly +7% in Q2. Company now targets >25% annual growth for global high‑tech to $4B by 2030 with a ~25% operating income margin.
Raised 2026 EPS Outlook and H2 Expectations
Company raised 2026 adjusted EPS guidance to $8.05–$8.25 (up ~7%–10% vs prior year). Management expects 2H organic sales growth of 6%–7% and an adjusted operating income margin of ~19% in 2H, on track for a 20% OI margin in 2027.
CH:ECJ Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed