Ecolab Inc.
ECLQ1 2023(ECL Q4 FY2022)Estimated1% AI
AI Revenue %
1%
AI Fair Value
$323.8M
AI Revenue (Q)
$36.7M
Total Revenue (Q)
$3.7B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Ecolab reported FY2022 annual sales of approximately $14.2B (10-K states 'annual sales of $14 billion'). Q4 implied revenue: ~$14.2B - $10,516.6M (9-month) = ~$3.7B. The 10-K describes 'data-driven insights' and '3D TRASAR technologies, which combine chemistry, remote services and monitoring and control' in the Water segment. These are the closest AI-adjacent offerings. No AI, ML, or deep learning terms appear in revenue context. The company mentions delivering 'comprehensive science-based solutions, data-driven insights and world-class service.' Conservative estimate: ~1.0%. Math: ~$3,700M x 1.0% = ~$37M.
Analyzed by claude-opus-4-6
Quoted Figures
We deliver comprehensive science-based solutions, data-driven insights and world-class service to advance food safety, maintain clean and safe environments, and optimize water and energy use
10-K filed for period ending December 31, 2022, Item 1 Business
3D TRASAR technologies, which combine chemistry, remote services and monitoring and control
10-K filed for period ending December 31, 2022, Item 1 Business, Water segment description
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 platform
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix