ECL · 10-Q · 2026Q2 · Full report
Operating Income and Margins
ECOLAB INC. · 2026-08-06 · Importance 49 · Surprise 32 · No source text
Second-quarter reported operating income increased 7% to $757.9 million, while adjusted operating income increased 10%. Six-month reported operating income increased to $1,379.9 million from $1,265.4 million, a 9% increase. Second-quarter operating income increased to $389.9 million in Global Institutional & Specialty, $347.7 million in Global Water, $70.5 million in Global Pest Elimination and $58.5 million in Global Life Sciences. Corporate reported an operating loss of $110.0 million in the second quarter, including $47.4 million of special gains and charges.
Key facts
- Non-GAAP adjusted operating income for the first six months of 2026 was $1,488.7 million and for the first six months of 2025 was $1,326.8 million. source
- Non-GAAP adjusted net income attributable to Ecolab was $1,072.1 million in the first six months of 2026 and $966.9 million in the first six months of 2025. source
- Reported GAAP operating income for the first six months of 2026 was $1,379.9 million and for the first six months of 2025 was $1,265.4 million. source
- Non-GAAP adjusted operating income for Q2 2026 was $809.0 million and for Q2 2025 was $737.2 million. source
- Non-GAAP organic operating income for the first six months of 2026 was $1,469.2 million and for the first six months of 2025 was $1,367.5 million. source
- Non-GAAP adjusted net income attributable to Ecolab was $589.6 million in Q2 2026 and $539.8 million in Q2 2025. source
- Reported operating income increased 7% to $757.9 million in second quarter 2026 versus second quarter 2025; adjusted operating income increased 10%. source
- Reported GAAP operating income for Q2 2026 was $757.9 million and for Q2 2025 was $710.1 million. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | positive | realized | +3.7% | Non-GAAP adjusted operating income for the first six months of 2026 was $1,488.7 million and for the first six months of 2025 was $1,326.8… |
| operating_income | positive | realized | +2.6% | Reported GAAP operating income for the first six months of 2026 was $1,379.9 million and for the first six months of 2025 was $1,265.4… |
| net_income | positive | realized | +2.4% | Non-GAAP adjusted net income attributable to Ecolab was $1,072.1 million in the first six months of 2026 and $966.9 million in the first… |
| operating_income | positive | realized | +2.3% | Non-GAAP organic operating income for the first six months of 2026 was $1,469.2 million and for the first six months of 2025 was $1,367.5… |
| operating_income | positive | realized | +1.6% | Non-GAAP adjusted operating income for Q2 2026 was $809.0 million and for Q2 2025 was $737.2 million. |
| operating_income | positive | realized | +1.2% | Non-GAAP organic operating income for Q2 2026 was $804.3 million and for Q2 2025 was $751.3 million. |
| net_income | positive | realized | +1.1% | Non-GAAP adjusted net income attributable to Ecolab was $589.6 million in Q2 2026 and $539.8 million in Q2 2025. |
| operating_income | positive | realized | +1.1% | Reported operating income increased 7% to $757.9 million in second quarter 2026 versus second quarter 2025; adjusted operating income… |
| operating_income | positive | realized | +1.1% | Reported GAAP operating income for Q2 2026 was $757.9 million and for Q2 2025 was $710.1 million. |
| net_income | positive | realized | +0.9% | Reported GAAP net income attributable to Ecolab was $967.5 million in the first six months of 2026 and $926.7 million in the first six… |
| net_income | positive | realized | +0.2% | Reported GAAP net income attributable to Ecolab was $534.9 million in Q2 2026 and $524.2 million in Q2 2025. |
| operating_income | positive | realized | — | Second quarter 2026 operating income: $757.9 million |