ECL · 10-Q · 2026Q2 · Full report
One Ecolab Restructuring
ECOLAB INC. · 2026-08-06 · Importance 37 · Surprise 42 · In source text
Ecolab expanded its One Ecolab initiative in February 2026 to realign work performed in multiple countries into global centers of excellence using digital technologies. The company expects to incur total restructuring costs and special charges through the end of 2027, primarily cash severance costs related to team reorganization, although the filing’s total estimate fields are not populated in the provided text. One Ecolab restructuring charges totaled $51.4 million in the first six months of 2026, compared with $56.8 million in the prior-year period, and cumulative restructuring and special charges reached $250.2 million and $65.0 million, respectively. The related net restructuring liability was $83.4 million at June 30, 2026, and is expected to be paid over several months to several quarters from operating activities.
Key facts
- One Ecolab total anticipated restructuring costs are $328 million ($256 million after tax) or $0.90 per diluted share by the end of 2027. source
- One Ecolab anticipated special charges are $97 million ($76 million after tax) or $0.26 per diluted share by the end of 2027. source
- One Ecolab is expected to generate estimated annualized cost savings of $325 million in continuing operations by 2027. source
- Total special (gains) and charges were $57.7 million in Q2 2026 and $115.4 million in the first six months of 2026. source
- Recorded One Ecolab cumulative restructuring charges: $250.2 million ($192.4 million after tax) source
- Total special (gains) and charges were $27.1 million in Q2 2025 and $61.4 million in the first six months of 2025. source
- Special (gains) and charges after tax in the first six months of 2026 were $96.0 million or $0.34 per diluted share. source
- Special (gains) and charges after tax in Q2 2026 were $50.5 million or $0.18 per diluted share. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | negative | probable | -3.7% | One Ecolab total anticipated restructuring costs are $328 million ($256 million after tax) or $0.90 per diluted share by the end of 2027. |
| operating_income | positive | probable | +3.7% | One Ecolab is expected to generate estimated annualized cost savings of $325 million in continuing operations by 2027. |
| net_income | negative | probable | -2.9% | One Ecolab total anticipated restructuring costs are $328 million ($256 million after tax) or $0.90 per diluted share by the end of 2027. |
| operating_income | negative | realized | -2.6% | Total special (gains) and charges were $57.7 million in Q2 2026 and $115.4 million in the first six months of 2026. |
| net_income | negative | realized | -2.2% | Special (gains) and charges after tax in the first six months of 2026 were $96.0 million or $0.34 per diluted share. |
| operating_income | negative | probable | -1.1% | One Ecolab anticipated special charges are $97 million ($76 million after tax) or $0.26 per diluted share by the end of 2027. |
| net_income | negative | probable | -0.9% | One Ecolab anticipated special charges are $97 million ($76 million after tax) or $0.26 per diluted share by the end of 2027. |
| operating_income | negative | realized | — | Recorded One Ecolab cumulative restructuring charges: $250.2 million ($192.4 million after tax) |
| operating_income | negative | probable | — | One Ecolab initiative announced July 30, 2024 and expanded February 2026 with anticipated total restructuring costs and special charges by… |