Ecolab Inc.
ECLQ3 2025(ECL Q2 FY2025)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$637.0M
AI Revenue (Q)
$116.1M
Total Revenue (Q)
$7.7B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Ecolab reported Q2 FY2025 net sales of $4,025.2M (up 1% YoY). Organic sales grew 3%. One Ecolab has delivered $49M cumulative cost savings. No AI-specific revenue disclosures. The filing describes the same growth drivers: volume (1%), pricing (2%). No mention of AI/ML product revenue. Estimate: 1.5%. Math: $4,025.2M x 1.5% = ~$60.4M.
Analyzed by claude-opus-4-6
Quoted Figures
Reported GAAP net sales $4,025.2M
10-Q filed for period ending June 30, 2025, MD&A Net Sales table
One Ecolab has delivered $49 million of cumulative cost savings with estimated annualized cost savings of $140 million in continuing operations by 2027
10-Q filed for period ending June 30, 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