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Ecolab has acquired CoolIT Systems for $4.75 billion to advance liquid cooling technology, crucial for AI data centers. CoolIT provides hardware like cold plates and CDUs, while Ecolab offers fluid management and maintenance. The deal aims to integrate hardware and fluid lifecycle management, reducing deployment risks and improving efficiency. Ecolab's 3D TRASAR technology enables real-time monitoring of fluid health. The acquisition supports extending single-phase cooling capabilities for highe

Ecolab (ECL) raised its 2026 adjusted earnings guidance, highlighting growth in High-Tech, Digital, and Life Sciences. The company declared a $0.73 quarterly dividend, extending an 89-year streak. Management emphasized pricing, productivity, and share gains, despite rising debt and acquisition costs. Ecolab projects $20.9B revenue and $3.3B earnings by 2029, requiring 7.5% yearly revenue growth.

Ecolab Inc. (ECL) acquired CoolIT Systems for $4.75 billion, expanding its AI infrastructure and data-center cooling capabilities. The deal aims to grow High-Tech sales to $4 billion by 2030 but increases debt to $13.18 billion, raising financial concerns. Ecolab's management expects higher growth and margins but warns of short-term earnings offsets due to acquisition costs.

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%.