Ecolab Inc. ECL reported second-quarter 2025 adjusted earnings per share (EPS) of $1.89, up 12.5% year over year. However, the bottom line missed the Zacks Consensus Estimate by a penny.
GAAP EPS for the quarter was $1.84, up 7.6% year over year.
Revenues grossed $4.03 billion in the reported quarter, up 0.9% year over year. The metric topped the Zacks Consensus Estimate by 0.4%.
Ecolab’s organic sales were $3.88 billion, up 2.8% from the prior-year period’s level.
The year-over-year uptick in the second quarter of 2025 organic sales was driven by continued strong growth in the Institutional & Specialty, Pest Elimination and Life Sciences segments.
Shares of this company lost nearly 2.9% in today’s pre-market trading.
The Global Water segment’s fixed currency sales of $1.91 billion reflect 2.4% reported growth year over year. Organic sales were $1.89 billion, up 1.7% year over year, reflecting accelerating Food & Beverage sales growth and continued solid growth in Light & Heavy, which was partially offset by lower Paper sales.
The Global Institutional & Specialty arm’s fixed currency sales of $1.51 billion reflect a decline of 2.4% on a reported basis year over year. This resulted from the sale of the global surgical solutions business last year. Organic sales were $1.51 billion, up 3.5% year over year.
The Global Pest Elimination segment’s fixed currency sales of $311.3 million improved 7.3% year over year on a reported basis. Organic sales were $308.1 million, up 6.2% year over year. Improved organic sales growth was led by good gains in food & beverage, restaurants, healthcare and food retail, which continue to benefit from the One Ecolab growth strategy.
The Global Life Sciences arm’s fixed currency sales and organic sales were $176.7 million each, reflecting growth of 4.1% year over year, both on a reported and organic basis. Per management, year-over-year fixed currency sales and organic sales reflected double-digit growth in bioprocessing and pharmaceutical & personal care, which offset softer industrial water purification sales that were constrained by production limitations.
Ecolab Inc. price-consensus-eps-surprise-chart | Ecolab Inc. Quote
In the quarter under review, Ecolab’s gross profit improved 3.3% year over year to $1.80 billion. The gross margin expanded 100 basis points (bps) to 44.8%.
Selling, general and administrative expenses declined 0.7% to $1.07 billion year over year.
