Ecolab Inc.
ECLQ4 2023(ECL Q3 FY2023)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$344.5M
AI Revenue (Q)
$39.6M
Total Revenue (Q)
$4.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Ecolab reported Q3 FY2023 net sales of $3,958.1M. No AI revenue disclosures. Growth drivers cited are pricing and volume recovery. The filing makes no reference to AI, ML, or deep learning in any revenue context. Conservative estimate: ~1.0%. Math: $3,958.1M x 1.0% = ~$39.6M.
Analyzed by claude-opus-4-6
Quoted Figures
Reported GAAP net sales $3,958.1M
10-Q filed for period ending September 30, 2023, MD&A Net Sales table
Organic sales increased 7%... Volume 0%, Price changes 7%
10-Q filed for period ending September 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