NYSEMaterialsChemicals - SpecialtySnapshot 2026-08-31
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Create your account →Broken: Primary pillar broken — Achieve adjusted diluted EPS of about $8.53 in 2026: FY26 EPS guidance $8.05-$8.25 vs target $8.43.
Ecolab grows earnings about 12% to 15% in 2026. Quarterly EPS targets near $2.07 are achievable. The company benefits from strong demand in water treatment and AI data center cooling. Share buybacks and internal promotions support execution.
Ecolab struggles to meet its EPS growth target of 12% to 15%. Quarterly EPS results remain mixed and below expectations. Rising costs or weak demand could pressure margins and slow growth.
The market expects about 10% revenue growth and prices shares roughly 31% above our valuation model. Our view is more cautious on growth and valuation compared to the Street's higher price targets.
Breaks if: significant reduction or suspension of share buybacks in 2026
Breaks if: adjusted diluted EPS falls below $8.43 in FY26
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
ECL represents a durable compounder with a focus on organic sales growth and earnings per share (EPS) expansion. The current thesis state is intact, supported by strong recent financial performance, but confidence has shifted to medium due to recent changes in management and market conditions.
The market currently prices ECL at a premium compared to its peers, indicating that investors expect strong performance. However, there is an expectations gap, suggesting that the market may be anticipating more robust results than what is currently being delivered.
Management is focused on driving organic sales growth and expanding EPS, which has shown strong results recently. However, there is a moderate risk of missing earnings expectations, as the company has faced challenges in the past.
The long-term thesis hinges on management's ability to maintain guidance and deliver on growth strategies. Additionally, external factors such as inflation trends and performance from sector leaders will play a crucial role in shaping ECL's trajectory.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. Ecolab raised its 2026 profit forecast after strong quarterly EPS growth. Strong growth in Life Sciences supports organic sales growth and EPS expansion. The overall outlook for EPS growth remains intact.
as of 2026-08-31
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Ecolab aims to maintain its EPS growth trajectory, targeting a 12% to 15% increase for 2026.
Breaks if: quarterly EPS falls below $2.02 in Q2 2026
Breaks if: revenue growth falls below 7% YoY next 12 months
Ecolab aims to maintain its EPS growth trajectory, targeting a 12% to 15% increase for 2026.
Overall, ECL's fundamentals are strong, but the company faces some risks that could impact its performance. Not investment advice.
