ECL · 10-Q · 2026Q2 · Full report

Geographic Revenue Shift

ECOLAB INC. · 2026-08-06 · Importance 45 · Surprise 64

The United States remained Ecolab’s largest market across all four reportable segments, with second-quarter sales of $955.3 million in Global Water, $851.6 million in Global Institutional & Specialty, $246.8 million in Global Pest Elimination and $58.8 million in Global Life Sciences. Greater China showed particularly strong demand, with second-quarter sales increasing approximately 51% in Global Water, 11% in Global Institutional & Specialty and 41% in Global Life Sciences year over year. Asia Pacific sales increased approximately 11% in Global Water and 12% in Global Institutional & Specialty, while Latin America increased approximately 16% and 23% in those segments, respectively. Europe was also strong in Global Life Sciences, where sales increased approximately 22% year over year; India, Middle East and Africa was comparatively weaker, with Global Water and Global Institutional & Specialty sales declining approximately 11% and 4%, respectively.

Key facts

• Net sales by geographic region for the second quarter ended June 30, 2026: United States total $2,223.4 million, Europe $451.2 million, Asia Pacific $256.7 million, Latin America $226.5 million, Greater China $156.9 million, India, Middle East and Africa $112.7 million, Canada $64.1 million. source
• Sales in Argentina, Turkiye and Egypt represented approximately 1% of consolidated sales in Q2 2026, and assets held in those countries represented approximately 1% of consolidated assets at quarter-end. source
• Russian and Ukraine operations represented less than 1% of consolidated net sales in Q2 2026. source