ECL · 10-Q · 2026Q3 · Full report
Revenue Performance and Mix
ECOLAB INC. · 2026-10-29 · Importance 54 · Surprise 40 · In source text
Third-quarter 2026 GAAP net sales increased 13% to $4,694.8 million from $4,165.0 million, while nine-month sales increased to $13,176.3 million from $11,885.2 million. Third-quarter organic sales were $4,452.3 million, excluding $244.9 million of acquisition and divestiture effects; nine-month organic sales were $12,691.7 million, excluding $463.8 million. Product and equipment sales were $3,697.4 million in the quarter and $10,321.4 million for nine months, while service and lease sales were $997.4 million and $2,854.9 million, respectively.
Key facts
- Ecolab's 2026 third-quarter reported net sales increased 13% to $4,694.8 million, and organic sales increased 7%, compared with third-quarter 2025. source
- Ecolab will limit its Russian business to operations essential to life, providing minimal support for healthcare, life sciences, food and beverage, and certain water businesses; it may further narrow its presence depending on future developments. source
- Ecolab's Russian and Ukraine operations represented less than 1% of consolidated net sales in Q3 2026. source
- Ecolab's Q3 2026 reported GAAP sales were $4,694.8 million versus $4,165.0 million in Q3 2025; nine-month sales were $13,176.3 million versus $11,885.2 million. source
- Ecolab's Q3 2026 organic sales were $4,452.3 million versus $4,174.9 million in Q3 2025; nine-month organic sales were $12,691.7 million versus $12,088.0 million. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +11.5% | Ecolab's 2026 third-quarter reported net sales increased 13% to $4,694.8 million, and organic sales increased 7%, compared with… |
| revenue | negative | committed | — | Ecolab will limit its Russian business to operations essential to life, providing minimal support for healthcare, life sciences, food and… |