Ecolab Inc. (ECL)

Over the past year, Ecolab's stock price has increased by 16.08%. Ecolab's shares surged after the company launched its Cooling as a Service (CaaS) program. Ecolab acquired Ovivo's electronics business for $1.8 billion, contributing to a 25% sales growth in its Global High-Tech segment. Ecolab announced a 12% increase in its cash dividend. The company reported a 2% year-over-year sales decline to $3.69 billion, but organic sales grew by 3%. Ecolab reiterated its full-year 2025 adjusted diluted Earnings Per Share (EPS) guidance to a range of $7.42-$7.62.

Specific overarching demand seasonality for all Ecolab products and services is not explicitly detailed, but the company's diverse portfolio and global operations suggest varying demand patterns across its segments and geographies. In Q2 2025, Ecolab experienced soft end-market demand in its Paper and Basic Industries segments, while there has been accelerated demand in the Life Sciences & Microelectronics and Global High-Tech businesses. The recurring nature of approximately 90% of Ecolab's sales also contributes to stable demand for many of its offerings.

Ecolab, Inc. is a global leader providing water, hygiene, and infection prevention solutions and services to commercial and industrial customers. The company's business is centered on providing science-based solutions and services that ensure food safety, maintain clean and safe environments, and optimize water and energy use. Its major products and services include water treatment, cleaning and sanitizing solutions, automated dispensing systems, food safety programs, hand hygiene and infection prevention solutions, and pest elimination services. The company's revenue model is largely driven by recurring sales of high-margin consumable chemical products and mission-critical services, with approximately 90% of its sales being recurring revenue streams.

Ecolab has an extensive global presence, operating in over 170 countries and serving nearly three million customer locations. Its net sales are distributed across various regions: the United States accounts for 42.7%, Europe for 20.5%, Asia-Pacific (excluding China) for 12.2%, Latin America for 10.4%, India/Middle East/Africa for 6.3%, China for 5.2%, and Canada for 2.7%.

Ecolab has consistently maintained a strong brand reputation. Fortune magazine recognized Ecolab as one of the "World's Most Admired Companies" for the ninth consecutive year, ranking it first in the chemicals industry. Ecolab has been named one of the "World's Most Ethical Companies®" by Ethisphere for 19 consecutive years.

Ecolab's ownership structure is primarily dominated by institutional investors. Major institutional shareholders include Cascade Investment, L.L.C., The Vanguard Group, BlackRock, Inc., State Street Investment Management (US), Geode Capital Management, Bill & Melinda Gates Foundation Trust, JPMorgan Asset Management, and Pictet Asset Management. Individual insider trades have also occurred.