Ecolab Inc.
ECLQ2 2022(ECL Q1 FY2022)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$296.6M
AI Revenue (Q)
$32.7M
Total Revenue (Q)
$3.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Ecolab reported Q1 FY2022 net sales of $3,266.7M. The filings contain no mention of AI, machine learning, or deep learning as revenue contributors. Ecolab's digital offerings (3D TRASAR monitoring, smart dispensing systems) are embedded across Water and Institutional segments with no breakout. The 'Accelerate 2020' plan references 'leveraging technology and system investments' but this is internal process optimization, not AI-powered product revenue. Conservative estimate: ~1.0% of revenue from AI-adjacent digital monitoring and predictive analytics products embedded in service contracts. Math: $3,266.7M x 1.0% = ~$32.7M.
Analyzed by claude-opus-4-6
Quoted Figures
Reported GAAP net sales $3,266.7M (Q1 2022, derived from 10-Q six-month figure minus Q2)
10-Q filed for period ending June 30, 2022, MD&A
Institutional Advancement Program intended to enhance Institutional sales and service structure and allow the sales team to capture share and penetration while maximizing service effectiveness by leveraging our ongoing investments in digital technology
10-Q filed for period ending June 30, 2022, Notes: Segment Data
AI Products Identified (Ring 1)
3D TRASAR water monitoring technologySmart dispensing systems with remote monitoringDigital predictive analytics in Water segment
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
IoT-connected dispensing equipmentRemote monitoring and control servicesData-driven customer insights platform
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix