Chemicals
Ecolab delivered 5% organic sales growth in Q2 FY2026, with High-Tech surging 29% and adjusted EPS up 11%, while special charges masked underlying profitability gains.
Key risk: Commodity cost inflation
Cost of revenue increased 11.1% year-over-year, outpacing revenue growth of 9.7%, which indicates persistent commodity cost inflation that could erode margins if pricing actions are unable to offset further increases.
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