Ecolab (ECOL) Forecasts 2026 EPS Above Estimates Amid Data Center and Semiconductor Demand

Ecolab (ECOL) on February 10, 2026, forecast 2026 adjusted EPS of $8.43 to $8.63 per share, above the average estimate of $8.46. The outlook reflects strong demand in data centers and semiconductor manufacturing, where cooling and ultra-pure water solutions drive growth. For Q4 2026, the company expects adjusted earnings of $1.67 to $1.73 per share, versus $1.69 expected by analysts. Sales are forecast to rise 7% to 9% year-over-year and 3% to 4% organically as distributor inventory impacts normalize and industry pressures ease, supported by its $1.8 billion acquisition of Ovivo’s electronics unit last year.