Company facts
- Headquarters
- Saint Paul, Minnesota
- Most recent report
- 10-Q, filed Oct 29, 2026
- Incorporated
- Delaware
- Filings on record
- 1,002+ filings
- On EDGAR
- CIK 31462
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 26
News 8 of 82
Prospectuses and Registrations 8 of 36
- 424B5 Prospectus supplement for an offering May 20, 2026
- FWP Free writing prospectus May 19, 2026
- 424B5 Prospectus supplement for an offering May 19, 2026
- S-3ASR Automatic shelf registration Feb 23, 2026
- 424B2 Prospectus supplement for an offering Aug 19, 2025
- FWP Free writing prospectus Aug 18, 2025
- 424B5 Prospectus supplement for an offering Aug 18, 2025
- 25-NSE Notice that a security was delisted Jul 8, 2025
Proxies 8 of 16
- DEFA14A Extra proxy material Mar 20, 2026
- DEF 14A Proxy statement for a shareholder vote Mar 20, 2026
- DEFA14A Extra proxy material Mar 24, 2025
- DEF 14A Proxy statement for a shareholder vote Mar 24, 2025
- PRE 14A Preliminary proxy statement Mar 14, 2025
- DEFA14A Extra proxy material Mar 15, 2024
- DEF 14A Proxy statement for a shareholder vote Mar 15, 2024
- DEFA14A Extra proxy material Apr 18, 2023
Ownership 8 of 801
- 4 Insider reported a trade Nov 4, 2026
- 4 Insider reported a trade Nov 4, 2026
- 4 Insider reported a trade Nov 4, 2026
- 4 Insider reported a trade Nov 4, 2026
- 4 Insider reported a trade Oct 2, 2026
- 4 Insider reported a trade Oct 2, 2026
- 4 Insider reported a trade Oct 2, 2026
- 4 Insider reported a trade Oct 2, 2026
Other 8 of 41
- 11-K Employee stock plan report Jun 25, 2026
- 11-K Employee stock plan report Jun 25, 2026
- SD Conflict minerals disclosure May 29, 2026
- ARS Annual report sent to shareholders Mar 20, 2026
- UPLOAD Comment letter from SEC staff Jul 1, 2025
- 11-K Employee stock plan report Jun 23, 2025
- 11-K Employee stock plan report Jun 23, 2025
- CORRESP Reply to SEC staff Jun 13, 2025
What to read: Sep 2026 10-Q
SECSift found 2 of 13 sections worth reading, with 4 positive, 6 notable, and 1 negative flags.
Financial Statements (Item 1)
Two large acquisitions (CoolIT $4.6B, Ovivo $1.6B) and $5B debt issuance reshape balance sheet and risk.Notable- One Ecolab restructuring expanded in Feb 2026; total expected costs now $328M ($256M after tax) through 2027.
- Ovivo Electronics acquired for $1,625M cash in Dec 2025; purchase accounting adjustments in 2026 added $152.7M to goodwill.
- Issued $5.0B in new public notes in May 2026 with coupons from 4.60% to 5.35%, used to fund CoolIT acquisition.
- TPC Group litigation: Nalco reached settlements with most plaintiffs in July 2025 and July 2026; remaining claims defended.
Management's Discussion (Item 2)
Full of KPIs: sales up 13%, adjusted EPS up 5%, net debt/EBITDA 3.1x.Positive- Organic sales growth by segment: Global Water +9%, Global Inst & Spec +3%, Global Pest +8%, Global Life Sciences +17% in Q3 2026.
- Adjusted operating income grew 14% in Q3 2026, driven by pricing and productivity.
- Adjusted EPS up 5% in Q3 2026, supported by strong underlying performance.
- One Ecolab initiative cumulative savings of $217M as of Q3 2026, targeting $325M annual savings by 2027.
Notable
What changed: Sep 2026 vs. Jun 2026
About 5% of ECL's Sep 2026 10-Q is new information. 16 paragraphs were added, 183 changed, and 16 removed. Below are the most important lines SECSift identified.
New
Changed
- One Ecolab cumulative restructuring costs rose to $261.4M from $250.2M, and cumulative special charges to $72.0M from $65.0M.
- Acquisition and integration charges in Q3 2026 were $42.2 million, up from $4.6 million in Q2 2026, driven by CoolIT Systems.
- Ovivo Electronics goodwill adjustment increased to $152.7M for nine months ended September 2026 from $108.4M for six months ended June 2026.
- Cash dropped to $722 million at Sept 30, 2026 from $5.1 billion at June 30, 2026, used to fund CoolIT Systems acquisition.
- Corporate now includes intangible amortization from CoolIT Systems alongside Nalco, Purolite, Ovivo.
- Maximum shares left to buy stayed at 3,454,001, unchanged from the end of the prior quarter.
- Signer changed from Jennifer J. Bradway to Bryce L. Mewhorter.
Everything here comes from Ecolab Inc.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 29, 2026, from the 10-Q for Sep 2026.