Ecolab Releases Q2 2026 Financial Results

Ecolab said it has spent $7 billion in the past six months to address water use from AI data centers, citing water as a key constraint. The company’s main move was a $4.75 billion acquisition of Calgary-based CoolIT Systems, which uses closed-loop liquid cooling to capture chip heat without misting or evaporating water. Ecolab reported $16 billion in annual revenue and targets 2030 sustainability goals.

Ecolab reported Q2 2026 earnings call updates, citing value-based pricing and energy surcharges offsetting rising commodity costs. Global High-Tech growth accelerated after the CoolIT acquisition, and Life Sciences grew 15%. Management raised the 2030 High-Tech sales target to $4B and guided H2 organic sales growth of 6% to 7% with adjusted operating margin of 19%.

Ecolab reported Q2 2026 adjusted EPS of $2.09 (vs $2.08 expected) and revenue of $4.41B (vs $4.39B). Organic sales grew 5%, pricing improved to 4%, and organic gross margin held at 44.4%. The company raised full-year 2026 EPS guidance to $8.05-$8.25 and said H2 pricing should reach 5%-6%.

Ecolab (NYSE: ECL) held its Q2 2026 earnings call. The company reported adjusted EPS up 11%, driven by 5% organic sales growth, stable organic gross margin, and productivity. It said pricing strengthened to 4% in Q2, targeting 5% to 6% in the second half, while volumes rose 1%. Ecolab also cited Life Sciences growth (15%) and Global High-Tech growth (29%) after the July 2 acquisition of Coolite Systems.

Ecolab (ECL) reported Q2 2026 adjusted EPS of $2.09, up 10.6% year over year and 0.4% above the Zacks Consensus. GAAP EPS was $1.90. Revenue rose 9.7% to $4.42 billion, beating consensus. Organic sales grew 5%. Ecolab raised 2026 adjusted earnings guidance to $8.05-$8.25 per share.

Ecolab (ECL) raised its full-year 2026 adjusted EPS guidance to $8.05 to $8.25, about 7% to 10% higher than last year, according to the company. The article also notes Ecolab reported Q2 earnings of $534.9 million, or $1.90 per share.