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ECL

EcolabC
NYSE / Materials
Last Price
Quote time unavailable
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Current thesis
The earnings print supports a constructive view: organic growth accelerated, adjusted EPS grew double digits, pricing improved, and full-year guidance was raised. The stronger company-specific upside hook is the planned AI-cooling platform launch and Global High-Tech scaling plan.
Posture
Mixed
Lead driver
Sentiment
What changed
Next scheduled catalyst: earnings 2026-10-27 · BMO.
What can break
CoolIT-related amortization and financing costs may pressure Q3 EPS.
Momentum
84
Value
47
Sentiment
58
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $300.00 · Bull $330.00 · Bear $245.00Analysis 2026-07-31; returns require an exact persisted reference.
Earnings
0 · Disqualified
Next 2026-10-27 · BMO
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-26 • Vendor: Data Vendor v1
Scores
As of 2026-10-26 • Model: HYBRID_IC_RP
AI Memo
As of 2026-07-31 • Model: RankAlpha Sentiment Codex
Earnings Setup
As of 2026-10-27 • RankAlpha AI
Investment thesis
As of 2026-10-26

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-26. Definitions

Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $326.24
Why
Momentum84 · Δ7d +2.0
Value47 · Δ7d -0.3
Sentiment58 · Δ7d -1.8
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Earnings surprise screen
0Disqualified2026-10-27 bmo
View setup

Disqualified for this pre-event screen: ECL reported Q3 results before the market on October 27, before this research run, so it is no longer a pre-earnings opportunity. A pre-event source listed consensus EPS and revenue, but no positive revision or qualifying tape signal was verified.

Screen as of 2026-10-27. Window 2026-10-27 to 2026-11-02.

Confirming evidence

  • • Next scheduled catalyst: earnings 2026-10-27 · BMO.
  • • Pre-earnings setup: 0 / disqualified.
  • • Sentiment remains the lead driver in the composite, 7D delta -1.8.

Contradictions & invalidation

  • • CoolIT-related amortization and financing costs may pressure Q3 EPS.
  • • Middle East disruption and softer industrial end markets could constrain volume growth.
  • • The outlook still embeds acquisition-related amortization and financing costs, while commodity inflation, geopolitical disruption, and execution risk around pricing could limit near-term earnings conversion.

Catalyst clock

2026-10-27 · BMO

Q2 beat and outlook raise

Lead driver: Sentiment · See AI snapshot
Momentum
84
8% active weight
Current posture
7d trendFlat
Δ7d
+2.0
Δ21d
+23.1
Value
47
47% active weight
Current posture
7d trendFlat
Δ7d
-0.3
Δ21d
-0.5
Sentiment
58
45% active weight
Current posture
7d trendSoftening
Δ7d
-1.8
Δ21d
-16.1
Why this grade

Composite grade C. Momentum 84.0 / Value 46.9 / Sentiment 58.1

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-07-31. Scenario method

B+
Bull case
25%
Probability
Target price
$330.00
Analysis reference price unavailable
Analysis 2026-07-31 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$300.00
Analysis reference price unavailable
Analysis 2026-07-31 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$245.00
Analysis reference price unavailable
Analysis 2026-07-31 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-10-26
Market Cap
$80.98B
Beta
0.99
Shares Out
280.33M
P/E (TTM)
37.9
P/S (TTM)
4.69
P/FCF (TTM)
90.08
Rev YoY
+9.7%
EPS YoY
+3.2%
Gross Margin
+44.2%
Op Margin
+18.2%
Net Debt
$8.35B
Current Ratio
1.84
As of 2026-10-26 • Updated nightlySource: Internal modelMethods & Data