Ecolab is a defensive water-and-hygiene compounder with steady pricing power. Data centre water management is an emerging growth vector. Healthcare and life-sciences segment growing on biomanufacturing buildout. Limited direct geopolitical catalysts.
Thesis reviewed May 29, 2026
Ecolab Inc. is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States59NEUTRALView United States risk detail →🧱Materials17WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| APD | Air Products and Chemicals, Inc. | 24 | -9% | ↓7% | AVOID |
| DOW | Dow Inc. | 24 | +1% | ↓7% | NEUTRAL |
| DD | DuPont de Nemours, Inc. | 24 | +6% | ↓7% | EARLY |
| NUE | Nucor Corporation | 24 | +11% | ↓7% | EARLY |
| ECL | Ecolab Inc. | 24 | +2% | ↓7% | NEUTRAL |
| LIN | Linde plc | 24 | +10% | ↓7% | EARLY |
| SHW | The Sherwin-Williams Company | 24 | +2% | ↓7% | NEUTRAL |
Investors who hold ECL may also have indirect exposure through these country funds.
Ecolab data centre cooling water revenue +35% YoY
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| John Boozman | Sell | $1k–$15k | May 15, 26 | ||
| John Boozman | Buy | $1k–$15k | Feb 26, 25 | -2.6% |