ECL · 10-Q · 2026Q3 · Full report
One Ecolab Restructuring
ECOLAB INC. · 2026-10-29 · Importance 34 · Surprise 42 · From source text
Ecolab recorded One Ecolab restructuring charges of $11.2 million in the third quarter and $62.6 million in the first nine months of 2026, primarily for severance and professional services. Cumulative restructuring charges under the initiative reached $261.4 million, with cumulative non-restructuring special charges of $72.0 million. The One Ecolab restructuring liability was $63.2 million at September 30, 2026, down from $96.1 million at December 31, 2025, and is expected to be paid over a few months to several quarters from operating activities. The initiative reorganizes work across countries into global centers of excellence using digital technologies.
Key facts
- Ecolab anticipates total One Ecolab restructuring costs of $328 million ($256 million after tax), or $0.90 per diluted share, and special charges of $97 million ($76 million after tax), or $0.26 per diluted share, by the end of 2027. source
- Ecolab expects the One Ecolab initiative to generate estimated annualized cost savings of $325 million in continuing operations by 2027; the initiative has delivered $217 million of cumulative cost savings. source
- Ecolab's net One Ecolab restructuring liability was $63.2 million at September 30, 2026, down from $96.1 million at December 31, 2025; the remaining liability is expected to be paid over a few months to several quarters from operating activities. source
- As of September 30, 2026, Ecolab had recorded cumulative One Ecolab restructuring charges of $261.4 million ($201.1 million after tax) and cumulative special charges of $72.0 million ($54.5 million after tax). source
- Ecolab recorded One Ecolab restructuring charges of $11.2 million ($8.7 million after tax) in Q3 2026 and $62.6 million ($47.6 million after tax) in the first nine months of 2026, primarily related to severance and professional services. source
- Ecolab’s One Ecolab restructuring activity in 2026 recorded $62.6 million of expense and accrual, made $95.5 million in net cash payments, and left a $63.2 million restructuring liability at September 30, 2026. source
- Ecolab recorded One Ecolab non-restructuring special charges of $7.0 million in Q3 2026 and $17.4 million in the first nine months of 2026, primarily related to professional services. source
- Ecolab recorded $1.0 million ($0.8 million after tax) in Q3 2026 and $14.8 million ($11.9 million after tax) in the first nine months of 2026 for other immaterial restructuring programs. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | positive | committed | +5.9% | Ecolab expects the One Ecolab initiative to generate estimated annualized cost savings of $325 million in continuing operations by 2027;… |
| operating_income | positive | realized | +4.6% | Ecolab expects the One Ecolab initiative to generate estimated annualized cost savings of $325 million in continuing operations by 2027;… |
| operating_income | negative | probable | -3.5% | Ecolab anticipates total One Ecolab restructuring costs of $328 million ($256 million after tax), or $0.90 per diluted share, and special… |
| operating_income | negative | probable | -1.0% | Ecolab anticipates total One Ecolab restructuring costs of $328 million ($256 million after tax), or $0.90 per diluted share, and special… |
| cash | negative | committed | -0.2% | Ecolab's net One Ecolab restructuring liability was $63.2 million at September 30, 2026, down from $96.1 million at December 31, 2025; the… |
| liability | positive | realized | +0.1% | Ecolab's net One Ecolab restructuring liability was $63.2 million at September 30, 2026, down from $96.1 million at December 31, 2025; the… |