ECLEcolab Inc.

“By bringing CoolIT and Ovivo together with our global high-tech water business, we're building a $1.5 billion powerhouse that will help fuel Ecolab's next phase of growth and margin expansion.”

“the true growth, you haven't even mentioned it in all the numbers that you listed. So it's even higher than that. To be honest, it's close to the triple-digit range, which is pretty cool.”

“you bring everything together, our legacy business, Ovivo, CoolIT, you get to a business of $1.5 billion that's growing 20%, 25% or more at high margin as well at the same time.”

“CoolIT has shared with us that they are off to a very strong start in 2026, with first quarter sales growing well ahead of the 30% plus we discussed on the acquisition call as demand for the leading liquid cooling technologies continues to rapidly accelerate.”

“Together, these two businesses have the potential to add a couple of points of high-margin organic sales growth to Ecolab's total growth as they scale and capture more of this huge and fast-growing high-tech market.”

“Global High-Tech and digital both grew more than 20%, driven by strong demand tied to digital adoption and the ongoing AI build-out.”

“what we are offering to the data centers is ultimately a higher uptime at a lower water usage and lower or better power performance. This is the outcome that we're promising to them. The fact that we can go from low to 0 net water usage is game changing for them. Jeff, you're familiar with the upward that's happening around data centers in our country and around the world. Well, what we do here is solving that problem.”

“through agentic technology, and we're really at the forefront of any industry in how we're using that. Well, our savings in terms of performance have been remarkable while making sure that our teams remain confident that ultimately, so we will really focus most of our attention on growth while we drive performance as well at the same time.”

“on both fronts, customers coming to us because they know there's not enough capacity to supply everyone, and we have the two best technologies for microelectronics and data centers out there and customers want to jump the queue in order to be able on their side, obviously, to gain share in their own respective industry.”

“every time that the new generation of chips coming, well, you change all the system for the direct-to-chip cooling, which means new cold plates, new coolant and as the power demand goes up, you change the CDUs as well at the same time. So it's inherently a recurring business.”

“Our pending acquisition of CoolIT builds on this momentum, adding a scaled direct-to-chip liquid cooling platform and positioning Global Hi-Tech with an integrated service-led cooling solution for high-density AI data centers.”

“we are getting the benefit of what we're doing for the One Ecolab program as we're launching digital and AI programs.”

“As AI accelerates the build-out of global digital infrastructure, customers are prioritizing uptime, cooling performance and reliable water management while driving massive increases in compute power with lower energy use and net near zero water footprint.”

“we're clearly at the forefront of all agentic in our organization, and it's delivering great results.”