Ecolab Inc.
ECLQ3 2024(ECL Q2 FY2024)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$577.4M
AI Revenue (Q)
$59.8M
Total Revenue (Q)
$4.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Ecolab reported Q2 FY2024 net sales of $3,985.8M. The One Ecolab initiative was announced July 30, 2024 (just after quarter-end), described as a plan to 'leverage its digital technologies to realign the functional work done in many countries into global centers of excellence.' This is primarily internal restructuring, not AI product revenue. Growth is attributed to volume (1%) and pricing (3%). No AI revenue disclosures. Estimate: 1.5%. Math: $3,985.8M x 1.5% = ~$59.8M.
Analyzed by claude-opus-4-6
Quoted Figures
Reported GAAP net sales $3,985.8M
10-Q filed for period ending June 30, 2024, MD&A Net Sales table
One Ecolab initiative, which will enhance our growth and margin expansion journey... commenced a restructuring plan to leverage our digital technologies to realign the functional work done in many countries into global centers of excellence
10-Q filed for period ending June 30, 2024, MD&A Special Charges
AI Products Identified (Ring 1)
3D TRASAR water monitoring technologySmart dispensing systems with remote monitoringECOLAB3D 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