ECL · 10-Q · 2026Q2 · Full report

Revenue Performance and Mix

ECOLAB INC. · 2026-08-06 · Importance 54 · Surprise 40 · No source text

Second-quarter 2026 reported net sales increased 10% year over year to $4,415.4 million, while organic sales increased 5% to $4,282.1 million at fixed currency. Product and equipment sales rose to $3,449.4 million from $3,156.8 million, and service and lease sales rose to $966.0 million from $868.4 million, increasing the service mix from 21.6% to 21.9% of reported sales. For the six months, reported net sales increased to $8,481.5 million from $7,720.2 million, including a $218.9 million negative adjustment for acquisitions and divestitures in the organic-sales calculation. Foreign currency translation reduced second-quarter fixed-currency sales by $11.0 million and six-month sales by $23.2 million.

Key facts

• Reported net sales increased 10% to $4,415.4 million in second quarter 2026 versus second quarter 2025; organic sales increased 5%. source
• Consolidated reported GAAP net sales for Q2 2026 were $4,415.4 million and for Q2 2025 were $4,025.2 million. source
• Reported GAAP net sales for the second quarter ended June 30, 2026: $4,415.4 million and for the second quarter ended June 30, 2025: $4,025.2 million. source
• Second quarter 2026 product and equipment sales: $3,449.4 million source
• Second quarter 2026 service and lease sales: $966.0 million source
• Second quarter 2026 net sales: $4,415.4 million source
• Non-GAAP organic sales for the second quarter ended June 30, 2026: $4,282.1 million compared to $4,090.0 million in 2025. source
• Inventories at June 30, 2026: finished goods $1,060.8 million, raw materials and parts $684.9 million, inventories at FIFO cost $1,745.7 million, FIFO to LIFO difference ($101.8) million, total inventories $1,643.9 million source

Impact estimates