Ecolab Inc.
ECLQ2 2025(ECL Q1 FY2025)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$637.0M
AI Revenue (Q)
$56.3M
Total Revenue (Q)
$3.8B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Ecolab reported Q1 FY2025 net sales of $3,695.0M (down 2% YoY due to surgical solutions divestiture and FX). Organic sales grew 3%. One Ecolab initiative has delivered $25M cumulative cost savings with $140M annualized target by 2027. Capitalized software jumped to $1,115.4M (from $1,037.8M at FY2024 year-end), a significant $78M increase in one quarter, suggesting accelerating digital investment. However, this is internal software/efficiency tooling, not customer-facing AI product revenue. No AI revenue disclosures. Estimate: 1.5%. Math: $3,695.0M x 1.5% = ~$55.4M.
Analyzed by claude-opus-4-6
Quoted Figures
Reported GAAP net sales $3,695.0M
10-Q filed for period ending March 31, 2025, MD&A Net Sales table
Capitalized software $1,115.4M
10-Q filed for period ending March 31, 2025, Notes: Balance Sheet
One Ecolab has delivered $25 million of cumulative cost savings with estimated annualized cost savings of $140 million in continuing operations by 2027
10-Q filed for period ending March 31, 2025, MD&A One Ecolab section
AI Products Identified (Ring 1)
3D TRASAR water monitoring technologySmart dispensing and monitoring equipmentECOLAB3D digital analytics platformPredictive maintenance solutions
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 platformOne Ecolab digital transformation platform
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix