Ecolab Inc（NYSE:ECL）的股票在公司公布第四季度销售额同比增长2%至40.05亿美元后上涨，超出市场预期的39.9亿美元。 有机销售额增长4%，主要得益于工业部门、医疗和生命科学部门以及病虫害消除和机构及专业部门的强劲增长。
在固定货币条件下，全球工业销售额增长4%至20.67亿美元，全球机构及专业部门增至13.67亿美元，全球医疗和生命科学部门下降23%至3.221亿美元，全球病虫害消除部门增加8%至2.952亿美元。
销售、一般和行政费用增加1%至11亿美元。经调整后的营业收入本季度增长10%至6.882亿美元，经调整后的营业利润率为17.3%，相比去年同期的15.9%有所提升。
调整后的每股收益（EPS）为1.81美元，同比增长17%，超出分析师预期的1.79美元。 截至12月底，公司持有现金和等价物12.6亿美元。
展望：Ecolab预计第一季度调整后的每股盈利为1.47至1.53美元，相比预期的1.48美元，；2025年调整后的每股盈利预计为7.42至7.62美元，相比预期的7.40美元。
Ecolab董事长兼首席执行官Christophe Beck表示：
“我们对2025年在充满动态变化的环境中继续实现强劲表现充满信心。美国作为我们规模最大、盈利最高的地区，其增长继续非常强劲，并且随着我们抵消宏观经济趋势的波动，全球其他地区的增长也很稳固。”
“此外，我们将实施反映Ecolab向客户提供的增值服务的价值定价。因此，我们预计在未来三年内达到20%的利润率目标的信心不断增强。”
投资者可以通过VanEck Environmental Services ETF（NYSE:EVX）和Invesco Water Resources ETF（NASDAQ:PHO）来投资该公司股票。
股价变动：截至周二最后一次检查，ECL的股价上涨6.76%，至262.57美元。
以上内容来自Benzinga Earnings专栏，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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