ECL · 10-Q · 2026Q2 · Full report
Segment Revenue Performance
ECOLAB INC. · 2026-08-06 · Importance 59 · Surprise 48 · No source text
Second-quarter 2026 reported net sales increased to $4.415 billion from $4.025 billion, while first-half sales rose to $8.482 billion from $7.720 billion. Global Water generated $2.216 billion of second-quarter fixed-currency sales and benefited from 29% organic High-Tech growth driven by microelectronics and data-center wins, although Heavy Water declined 1%. Global Institutional & Specialty sales increased 4% organically in both periods, with hospitality growth offsetting softer hospital demand and Specialty growth of 6% in the quarter. Global Pest Elimination organic sales increased 7% in both periods, while Global Life Sciences organic sales increased 15% in the quarter and 13% year to date on bioprocessing, pharmaceuticals and personal care growth.
Key facts
- Fixed currency net sales for Global Life Sciences in Q2 2026 were $221.0 million and in Q2 2025 were $191.4 million. source
- Organic sales for Global Life Sciences accelerated 15% to $221.0 million in second quarter 2026. source
- Fixed currency net sales for Global Water in Q2 2026 were $2,215.5 million and in Q2 2025 were $2,014.9 million. source
- Fixed currency net sales for Global Pest Elimination in Q2 2026 were $350.5 million and in Q2 2025 were $321.2 million. source
- Reported net sales by reportable segment — Global Water product and sold equipment for the second quarter ended June 30, 2026: $1,926.5 million and service and lease equipment: $296.9 million. source
- For the quarter ended June 30, 2026, Global Water operating income was $347.7 million on net sales $2,215.5 million. source
- For the six months ended June 30, 2026, Global Water net sales $4,250.7 million and operating income $645.5 million. source
- Organic sales for Global Water increased 4% to $2,098.5 million in second quarter 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +4.5% | Fixed currency net sales for Global Water in Q2 2026 were $2,215.5 million and in Q2 2025 were $2,014.9 million. |
| revenue | positive | realized | +0.7% | Fixed currency net sales for Global Life Sciences in Q2 2026 were $221.0 million and in Q2 2025 were $191.4 million. |
| revenue | positive | realized | — | Organic sales for Global Life Sciences accelerated 15% to $221.0 million in second quarter 2026. |