Ecolab Inc. filed an 8-K on March 27, 2026, providing supplemental unaudited reportable segment information for 2025 and 2024, reflecting changes to its segment reporting structure and international operations at fixed currency exchange rates established for 2026. This disclosure offers investors a revised view of segment performance under the new structure, which includes dividing the former Light & Heavy operating segment into three new segments.
Key takeaways
The company changed its segment reporting structure effective January 1, 2026, dividing the former Light & Heavy operating segment into three new operating segments: Heavy Water, Light Water, and High-Tech.
The company now has nine operating segments, all within the Global Water reportable segment.
Supplemental segment information is provided for the years ended December 31, 2025 and 2024, and for each quarter of 2025, using fixed currency exchange rates established at the beginning of 2026.
Total reported GAAP net sales were $16,081.2 million for 2025 and $15,741.4 million for 2024.
Total reported GAAP operating income was $2,737.6 million for 2025 and $2,802.4 million for 2024.
The financial information is supplemental and unaudited, and is not intended to replace the presentation in the company's 10-Q and 10-K filings.