Ecolab Inc.
ECLQ2 2023(ECL Q1 FY2023)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$337.3M
AI Revenue (Q)
$35.7M
Total Revenue (Q)
$3.6B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Ecolab reported Q1 FY2023 net sales of $3,571.6M. No AI revenue disclosures. The filing describes organic sales growth driven by 'pricing' (13%) offset by slight volume declines (-1%). Digital products are not cited as growth drivers. The Combined Program restructuring mentions leveraging digital technology for cost savings but not revenue generation. Conservative estimate: ~1.0%. Math: $3,571.6M x 1.0% = ~$35.7M.
Analyzed by claude-opus-4-6
Quoted Figures
Reported GAAP net sales $3,571.6M
10-Q filed for period ending March 31, 2023, MD&A Net Sales table
Organic sales increased 13%... Volume (1)%, Price changes 13%
10-Q filed for period ending March 31, 2023, MD&A sales change components
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