Ecolab Inc.
ECLQ3 2023(ECL Q2 FY2023)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$344.3M
AI Revenue (Q)
$38.5M
Total Revenue (Q)
$3.9B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Ecolab reported Q2 FY2023 net sales of $3,852.1M. No AI-specific revenue disclosures. Growth driven by pricing and institutional/specialty growth, no mention of digital or AI products as revenue drivers. Conservative estimate: ~1.0%. Math: $3,852.1M x 1.0% = ~$38.5M.
Analyzed by claude-opus-4-6
Quoted Figures
Reported GAAP net sales $3,852.1M
10-Q filed for period ending June 30, 2023, MD&A Net Sales table
Organic sales increased 9%... Volume (1)%, Price changes 10%
10-Q filed for period ending June 30, 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