Xylem Inc. (XYL) Research | Aerarium Research

Forward Estimates

EPS Estimates

Current Qtr

$1.34

$1.30$1.37

vs $1.26+6.1%

19 analysts

Next Qtr

$1.46

$1.40$1.49

vs $1.37+6.4%

19 analysts

Current Yr

$5.53

$5.40$5.60

vs $5.08+8.9%

21 analysts

Next Yr

$6.09

$5.69$6.50

vs $5.53+10.2%

21 analysts

Revenue Estimates

Current Qtr

$2.35B

$2.32B$2.37B

vs $2.30B+2.0%

19 analysts

Next Qtr

$2.31B

$2.25B$2.34B

vs $2.27B+2.1%

19 analysts

Current Yr

$9.25B

$9.11B$9.32B

vs $9.04B+2.4%

21 analysts

Next Yr

$9.61B

$9.09B$9.79B

vs $9.25B+3.9%

21 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for XYL on EDGAR.

XYL filing events and research context
Filed	Item	Context
Apr 28, 2026	mda_quarterly	Xylem reported first-quarter 2026 revenue of $2,125 million, a 2.7% increase driven by $65 million in favorable foreign currency impacts, which offset a 0.4% organic decline. Orders rose 3.2% to $2,228 million. Adjusted EBITDA margin expanded 20 basis points to 20.6%, and gross margin increased to 37.8%, supported by productivity savings and price realization despite inflationary pressures. Segment performance was mixed: Measurement and Control Solutions achieved 1.4% organic growth fueled by U.S. energy smart metering, while Water Solutions and Services saw a 1.8% organic decline due to reduced U.S. capital project revenue. Water Infrastructure and Applied Water both experienced organic declines, particularly in Western Europe and emerging markets. The company maintains $1.8 billion in liquidity and expects full-year restructuring costs between $40 million and $55 million. Key risks include geopolitical volatility, supply chain constraints for semiconductors, and macroeconomic uncertainty. Xylem raised its 2026 total revenue growth outlook to 2%–3% and maintained its organic revenue growth target of 2%–4%.
Feb 25, 2026	business	Xylem is a global water technology leader with 2025 revenues of $9.0 billion, providing engineered products and solutions across the entire water cycle. The company addresses critical macro trends including water scarcity, aging infrastructure, and rising pollution within an estimated $800 billion total addressable market. Xylem operates through four primary segments: Water Infrastructure, focusing on transport and treatment (e.g., Flygt); Applied Water, serving building and industrial markets with pumps and valves (e.g., Bell & Gossett); Measurement and Control Solutions, which integrates smart metering, analytics, and digital software like Xylem Vue; and Water Solutions and Services, providing specialized dewatering and emergency response. The United States represents the largest geographic market at 58% of revenue. Growth is driven by increasing environmental regulations, the need to mitigate non-revenue water loss, and the global transition toward smart water management and automation. Financial performance is underpinned by a $4.6 billion backlog, with 60% slated for recognition in 2026. Key risks include exposure to commodity price volatility for materials such as steel and copper, supply chain constraints, and evolving environmental and data privacy regulations.
Feb 25, 2026	mda	Xylem reported 2025 revenue of $9,035 million, a 5.5% year-over-year increase driven by 4.9% organic growth. Operating income rose 21.2% to $1,223 million, with operating margins expanding 170 basis points to 13.5%. This margin expansion was primarily fueled by productivity savings and price realization, which offset inflationary pressures and unfavorable product mix. The Measurement and Control Solutions segment led organic growth at 9.2%, driven by smart metering demand in North America and Western Europe. Water Infrastructure and Applied Water segments saw growth largely in the U.S., though organic declines in emerging markets and reduced capital project activity in Western Europe provided headwinds. Water Solutions and Services grew 5.2%, supported by rental price realization in North America. While orders increased 2.0% to $8,904 million, total backlog declined 9.0% to $4,615 million. Management is currently executing a restructuring program based on 80/20 principles, targeting annual net savings of $80 million to $120 million starting in 2026. For the 2026 fiscal year, Xylem projects total revenue growth of 1% to 3%, with organic revenue growth anticipated between 2% and 4%.

Filed

Item

Context

Apr 28, 2026

mda_quarterly

Xylem reported first-quarter 2026 revenue of $2,125 million, a 2.7% increase driven by $65 million in favorable foreign currency impacts, which offset a 0.4% organic decline. Orders rose 3.2% to $2,228 million. Adjusted EBITDA margin expanded 20 basis points to 20.6%, and gross margin increased to 37.8%, supported by productivity savings and price realization despite inflationary pressures. Segment performance was mixed: Measurement and Control Solutions achieved 1.4% organic growth fueled by U.S. energy smart metering, while Water Solutions and Services saw a 1.8% organic decline due to reduced U.S. capital project revenue. Water Infrastructure and Applied Water both experienced organic declines, particularly in Western Europe and emerging markets. The company maintains $1.8 billion in liquidity and expects full-year restructuring costs between $40 million and $55 million. Key risks include geopolitical volatility, supply chain constraints for semiconductors, and macroeconomic uncertainty. Xylem raised its 2026 total revenue growth outlook to 2%–3% and maintained its organic revenue growth target of 2%–4%.

Feb 25, 2026

business

Xylem is a global water technology leader with 2025 revenues of $9.0 billion, providing engineered products and solutions across the entire water cycle. The company addresses critical macro trends including water scarcity, aging infrastructure, and rising pollution within an estimated $800 billion total addressable market. Xylem operates through four primary segments: Water Infrastructure, focusing on transport and treatment (e.g., Flygt); Applied Water, serving building and industrial markets with pumps and valves (e.g., Bell & Gossett); Measurement and Control Solutions, which integrates smart metering, analytics, and digital software like Xylem Vue; and Water Solutions and Services, providing specialized dewatering and emergency response. The United States represents the largest geographic market at 58% of revenue. Growth is driven by increasing environmental regulations, the need to mitigate non-revenue water loss, and the global transition toward smart water management and automation. Financial performance is underpinned by a $4.6 billion backlog, with 60% slated for recognition in 2026. Key risks include exposure to commodity price volatility for materials such as steel and copper, supply chain constraints, and evolving environmental and data privacy regulations.

Feb 25, 2026

mda

Xylem reported 2025 revenue of $9,035 million, a 5.5% year-over-year increase driven by 4.9% organic growth. Operating income rose 21.2% to $1,223 million, with operating margins expanding 170 basis points to 13.5%. This margin expansion was primarily fueled by productivity savings and price realization, which offset inflationary pressures and unfavorable product mix. The Measurement and Control Solutions segment led organic growth at 9.2%, driven by smart metering demand in North America and Western Europe. Water Infrastructure and Applied Water segments saw growth largely in the U.S., though organic declines in emerging markets and reduced capital project activity in Western Europe provided headwinds. Water Solutions and Services grew 5.2%, supported by rental price realization in North America. While orders increased 2.0% to $8,904 million, total backlog declined 9.0% to $4,615 million. Management is currently executing a restructuring program based on 80/20 principles, targeting annual net savings of $80 million to $120 million starting in 2026. For the 2026 fiscal year, Xylem projects total revenue growth of 1% to 3%, with organic revenue growth anticipated between 2% and 4%.

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XYL filing events and research context

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