Ecolab Inc.
ECLQ3 2022(ECL Q2 FY2022)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$304.9M
AI Revenue (Q)
$35.8M
Total Revenue (Q)
$3.6B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Ecolab reported Q2 FY2022 net sales of $3,580.6M. No AI or ML revenue disclosures in the filing. The company mentions 'innovation' driving Institutional growth but does not attribute any specific revenue to AI-powered products. The 3D TRASAR and smart monitoring technologies remain the primary AI-adjacent offerings but are not broken out. Conservative estimate: ~1.0% of revenue from embedded digital/AI analytics. Math: $3,580.6M x 1.0% = ~$35.8M.
Analyzed by claude-opus-4-6
Quoted Figures
Reported GAAP net sales $3,580.6M
10-Q filed for period ending June 30, 2022, MD&A Net Sales table
Service and lease sales $693.8M
10-Q filed for period ending June 30, 2022, MD&A Net Sales table
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