Ecolab Inc.
ECLQ4 2025(ECL Q3 FY2025)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$849.4M
AI Revenue (Q)
$234.7M
Total Revenue (Q)
$11.7B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Ecolab reported Q3 FY2025 net sales of $4,165.0M (up 4% YoY). Organic sales grew 3%. The One Ecolab initiative was expanded in September 2025: restructuring costs raised to $240M (from $175M) and annualized cost savings target raised to $225M (from $140M). Cumulative savings now $79M. The company also announced the pending acquisition of Ovivo Electronics (ultra-pure water for semiconductor manufacturing) for CAD 2.4B ($1.8B). While Ovivo serves the semiconductor/tech industry, this is water treatment technology, not AI. However, the expanded One Ecolab digital initiative and growing capitalized software investments suggest increasing digital/AI penetration in Ecolab's service delivery model. Slightly higher estimate at 2.0% to reflect the accelerating digital transformation. Math: $4,165.0M x 2.0% = ~$83.3M.
Analyzed by claude-opus-4-6
Quoted Figures
Reported GAAP net sales $4,165.0M
10-Q filed for period ending September 30, 2025, MD&A Net Sales table
In September 2025, we expanded the One Ecolab initiative and anticipate restructuring costs of $240 million ($187 million after tax) and special charges of $60 million ($47 million after tax) by the end of 2027... We also expanded the estimated annualized cost savings to $225 million in continuing operations by 2027. One Ecolab has delivered $79 million of cumulative cost savings.
10-Q filed for period ending September 30, 2025, MD&A One Ecolab section
the Company entered into an agreement to acquire Ovivo Electronics for 2.4 billion Canadian dollars (CAD) ($1.8 billion)... Ovivo Electronics is a leading and fast-growing global provider of breakthrough ultra-pure water technologies for semiconductor manufacturing
10-Q filed for period ending September 30, 2025, Notes: Acquisitions
AI Products Identified (Ring 1)
3D TRASAR water monitoring technologySmart dispensing and monitoring equipmentECOLAB3D digital analytics platformPredictive maintenance solutionsAdvanced digital sensing and automation
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 platformOvivo Electronics ultra-pure water (pending acquisition)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix