ECL · Ecolab Q2 FY2026 earnings call record财报电话会记录

“As a result, pricing strengthened to 4% in the second quarter, and we expect the second half to be in our targeted 5%-6% range.”

“Together with Ovivo and CoolIT, our Global High-Tech platform is expected to grow more than 25% annually, reaching $4 billion in sales by 2030, with an operating income margin of 25%.”

“These targets represent an increase from our previous expectations of more than 20% growth and 20% OI margin, reflecting the acceleration we are seeing in this business.”

“As a result, we expect organic sales growth of 6%-7%, helping drive an adjusted operating income margin of 19% in the second half, keeping us on track to deliver our 20% OI margin next year.”

“This range reflects strong underlying performance and a short-term impact from non-cash amortization and financing costs from the CoolIT acquisition.”

“We've never been better positioned to deliver long-term organic sales growth of 5%-7%, expand operating income margins well beyond 20%, and continue strengthening our EPS growth algorithm.”

“Before we get there, our expectation and everything that we're doing is ultimately to drive our commitment of 5%-7% organic sales growth to 20% OI margin and a strong 12%-15% earnings per share growth.”

“For our customers and with everything that's happening right now in the AI infrastructure and data center pushback in the communities, well, as mentioned, the world needs a company that can help this industry scale fast while doing it the right way, both in terms of cost performance and in terms of impact on communities and natural resources.”

“In Europe, the core of Purolite came from Europe as well, both Eastern Europe and Wales, as you mentioned, for bioprocessing and capacity as well in North America that we've kept building and that we will keep building.”

“What's even better is that the $3 billion opens $10 billion incremental to it for applications that we haven't sold yet or customers that we haven't sold yet.”

“The 4% in Institutional & Specialty is the restaurants, hotels, and specialty retail and quick serve, well, allows us to capture consumers going to whatever segment, cheaper or more premium, depending on the economic state of the country, wherever our customers operate.”

“ROIC is sort of a point-in-time measure, and when you have a significant acquisition like this, that will have a dilutive impact in the short term.”