Ecolab Inc（NYSE:ECL）的股票在公司公佈第四季度銷售額同比增長2%至40.05億美元后上漲，超出市場預期的39.9億美元。 有機銷售額增長4%，主要得益於工業部門、醫療和生命科學部門以及病蟲害消除和機構及專業部門的強勁增長。 在固定貨幣條件下，全球工業銷售額增長4%至20.67億美元，全球機構及專業部門增至13.67億美元，全球醫療和生命科學部門下降23%至3.221億美元，全球病蟲害消除部門增加8%至2.952億美元。 銷售、一般和行政費用增加1%至11億美元。經調整後的營業收入本季度增長10%至6.882億美元，經調整後的營業利潤率爲17.3%，相比去年同期的15.9%有所提升。 調整後的每股收益（EPS）爲1.81美元，同比增長17%，超出分析師預期的1.79美元。 截至12月底，公司持有現金和等價物12.6億美元。 展望：Ecolab預計第一季度調整後的每股盈利爲1.47至1.53美元，相比預期的1.48美元，；2025年調整後的每股盈利預計爲7.42至7.62美元，相比預期的7.40美元。 Ecolab董事長兼首席執行官Christophe Beck表示： “我們對2025年在充滿動態變化的環境中繼續實現強勁表現充滿信心。美國作爲我們規模最大、盈利最高的地區，其增長繼續非常強勁，並且隨着我們抵消宏觀經濟趨勢的波動，全球其他地區的增長也很穩固。” “此外，我們將實施反映Ecolab向客戶提供的增值服務的價值定價。因此，我們預計在未來三年內達到20%的利潤率目標的信心不斷增強。” 投資者可以通過VanEck Environmental Services ETF（NYSE:EVX）和Invesco Water Resources ETF（NASDAQ:PHO）來投資該公司股票。 股價變動：截至週二最後一次檢查，ECL的股價上漲6.76%，至262.57美元。

以上內容來自Benzinga Earnings專欄，原文如下：

Ecolab Inc (NYSE:ECL) shares are trading higher after the company reported fourth-quarter sales growth of 2% year-on-year to $4.005 billion, beating the consensus estimate of $3.99 billion.

Organic sales grew 4%, led by strong growth in the Industrial and Healthcare & Life Sciences segments and the Pest Elimination and Institutional & Specialty segments.

In fixed currency, Global Industrial sales grew 4% to $2.067 billion, Global Institutional & Specialty climbed 6% to $1.367 billion, Global Healthcare & Life Sciences fell 23% to $322.1 million and Global Pest Elimination increased 8% to $295.2 million.

Selling, general and administrative expenses rose 1% to $1.1 billion. Adjusted operating income for the quarter increased 10% to $688.2 million, with an adjusted operating margin of 17.3% vs. 15.9% a year ago.

Adjusted EPS of $1.81 (+17% Y/Y) beat the analyst consensus estimate of $1.79.

The company held $1.26 billion in cash and equivalents as of December end.

Outlook: Ecolab expects first-quarter adjusted EPS of $1.47 – $1.53, vs. the $1.48 estimate, and 2025 adjusted EPS of $7.42 – $7.62, compared to the $7.40 estimate.

Christophe Beck, Ecolab’s chairman and chief executive officer, said,

“We enter 2025 confident in our ability to deliver continued strong performance in a dynamic environment. Growth in the United States, our largest and most profitable region, continues to be very strong, and growth across the rest of the world is solid as we more than offset uneven macroeconomic trends.”

“Additionally, we will implement value pricing that reflects the increasing value Ecolab delivers to customers. As a result, we expect to deliver attractive organic operating income margin expansion, as our confidence in reaching our 20% margin target over the next three years continues to strengthen.”

Investors can gain exposure to the stock via VanEck Environmental Services ETF (NYSE:EVX) and Invesco Water Resources ETF (NASDAQ:PHO)

Price Action: ECL shares are up 6.76% at $262.57 at the last check Tuesday.

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