ECOLAB INC. 8-K

What Happened

• Ecolab filed a Current Report on Form 8-K dated March 27, 2026 to provide supplemental, unaudited reportable-segment information for the years ended December 31, 2025 and December 31, 2024, and for each quarter of 2025 and the full year 2025.
• The tables (Exhibits 99.1 and 99.2) restate segment results using fixed currency exchange rates set by management at the start of 2026 and reflect changes to the company’s segment reporting effective January 1, 2026. Notably, the former "Light & Heavy" operating segment was split into three new operating segments — Heavy Water, Light Water and High‑Tech — which remain part of the Global Water reportable segment. After the change, Ecolab reports nine operating segments.

Key Details

• Filing date: March 27, 2026; effective segment changes: January 1, 2026.
• Supplemental tables cover: full-year 2025 and 2024 (Exhibit 99.1) and each quarter of 2025 plus the 12 months ended Dec 31, 2025 (Exhibit 99.2).
• Segment restatement uses international results at fixed exchange rates established by management at the beginning of 2026.
• Changes include movement of certain customers and cost allocations between segments, effective Q1 2026.

Why It Matters

• For investors, the updated segment structure and restated tables improve comparability of 2025 and 2024 operating results under the company’s new reporting layout and constant-currency view. That helps analyze revenue, margins and trends by the new business groupings (including the three new Water subsegments).
• The filing is furnished (not “filed”), so the exhibits are provided for information and are not subject to Section 18 liability; they do not replace Ecolab’s official 10-Q/10-K filings but supplement how segment performance is presented.