ECL · 10-Q · 2026Q3 · Full report

Operating Income and Margins

ECOLAB INC. · 2026-10-29 · Importance 49 · Surprise 32

Third-quarter operating income increased 6.6% to $810.5 million from $760.2 million, while the operating margin declined to approximately 17.3% from 18.3%. Nine-month operating income increased 8.1% to $2,190.4 million from $2,025.6 million, with operating margin at approximately 16.6% versus 17.0%. Special gains and charges were $82.9 million in the third quarter and $198.3 million in the first nine months of 2026, compared with $26.5 million and $87.9 million, respectively, in 2025.

Key facts

• Ecolab's reported third-quarter 2026 operating income increased 7% to $810.5 million, and adjusted operating income increased 14% versus third-quarter 2025. source
• Ecolab's reported operating income increased 7% in Q3 2026 and 8% in the first nine months of 2026 versus the comparable 2025 periods. source
• Ecolab's adjusted operating income increased 14% in Q3 2026 and 13% in the first nine months of 2026, excluding special gains and charges. source
• Ecolab's reported net income attributable to Ecolab decreased 6% to $551.3 million in Q3 2026. source
• Ecolab's adjusted net income attributable to Ecolab increased 4% in Q3 2026, excluding special gains and charges and discrete tax items from both years. source
• Ecolab's reported diluted EPS decreased 5% to $1.95 in Q3 2026; adjusted diluted EPS increased 5% to $2.18. source