Ecolab Inc.
ECLQ4 2024(ECL Q3 FY2024)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$628.9M
AI Revenue (Q)
$170.7M
Total Revenue (Q)
$11.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Ecolab reported Q3 FY2024 net sales of $3,998.5M. One Ecolab initiative is underway with $8M cumulative cost savings and $225M annualized target by 2027. The initiative focuses on 'leveraging digital technologies' for internal efficiency, not customer-facing AI products. The filing also references the sale of the global surgical solutions business (gain of $365.3M). No new AI-specific product revenue disclosed. Estimate: 1.5%. Math: $3,998.5M x 1.5% = ~$60.0M.
Analyzed by claude-opus-4-6
Quoted Figures
Reported GAAP net sales $3,998.5M
10-Q filed for period ending September 30, 2024, MD&A Net Sales table
One Ecolab has delivered $8 million of cumulative cost savings with estimated annualized cost savings of $225 million in continuing operations by 2027
10-Q filed for period ending September 30, 2024, MD&A One Ecolab section
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