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Operating Income by Segment
Shows profitability across different business units, highlighting which segments drive earnings and where there might be challenges or opportunities for growth.Ecolab’s operating-income mix is shifting toward Institutional & Specialty — that segment has become the primary growth engine, consistently outpacing legacy Industrial and Healthcare (which appear reclassified after 2024), reflecting the company’s deliberate tilt into higher‑margin, high‑growth markets like Global High Tech and Life Sciences. Corporate costs remain a drag, but management’s value pricing, surcharge rollout and SG&A productivity should offset near‑term commodity headwinds; CoolIT/OVIVO add short‑term EPS noise while accelerating the high‑margin platform, keeping the 20% operating‑margin goal within reach.
Date | Other | Corporate | Industrial | Institutional and Specialty | Healthcare and Lifesciences |
|---|---|---|---|---|---|
Jun 30, 2026 | $0.00 | -$110.10M | $0.00 | $390.30M | $0.00 |
Mar 31, 2026 | $0.00 | -$114.80M | $0.00 | $347.50M | $0.00 |
Dec 31, 2025 | $0.00 | -$122.00M | $0.00 | $334.80M | $0.00 |
Sep 30, 2025 | $0.00 | -$73.70M | $0.00 | $365.00M | $0.00 |
Jun 30, 2025 | $0.00 | -$48.30M | $0.00 | $359.60M | $0.00 |
Mar 31, 2025 | $0.00 | -$48.50M | $0.00 | $298.60M | $0.00 |
Dec 31, 2024 | $46.30M | -$49.20M | $374.60M | $288.40M | $40.70M |
Sep 30, 2024 | $63.10M | $281.50M | $349.10M | $325.60M | $35.80M |
Jun 30, 2024 | $62.80M | -$50.00M | $310.80M | $319.70M | $33.70M |
Mar 31, 2024 | $48.80M | -$79.80M | $265.00M | $248.00M | $37.00M |