You might also like
Xylem Inc. is a leading global water technology company that designs, manufactures, and services highly engineered products and solutions for critical applications in the water sector . The company operates through four main segments, addressing customer needs across the water cycle, from delivery and treatment to the return of water to the environment, with a strong emphasis on innovation and sustainability . Xylem's diverse product offerings include water and wastewater pumps, smart metering, and tailored services to improve operational reliability and environmental compliance .
- Measurement and Control Solutions - Provides smart metering, networked communication devices, data analytics, and critical infrastructure services .
- Water Infrastructure - Focuses on the transportation and treatment of water, offering products such as water and wastewater pumps, filtration, disinfection, and biological treatment equipment .
- Applied Water - Serves residential, commercial, and industrial markets with products like pumps, valves, heat exchangers, and controls .
- Water Solutions and Services - Combines legacy Evoqua's Integrated Solutions and Services with Xylem's dewatering and assessment services businesses, offering tailored services and solutions to improve operational reliability and environmental compliance .
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Kelly C. O'Shea Executive | Vice President, Chief Corporate Counsel, and Corporate Secretary | None | Current Chief Corporate Counsel and Corporate Secretary. No additional details provided in documents. | |
Matthew F. Pine Executive | President and Chief Executive Officer | Board Member at Ashland Global Holdings Inc. | Joined Xylem in 2020; became CEO in January 2024. Previously COO and SVP at Xylem. Focuses on operational excellence, innovation, and sustainability. | View Report → |
Meredith Emmerich Executive | Senior Vice President and President, Applied Water | None | Joined Xylem in October 2024. Former VP at Carrier Global Corporation. Brings expertise in sustainable growth and smart building solutions. | |
William K. Grogan Executive | Senior Vice President and Chief Financial Officer | None | Joined Xylem in 2023. Previously CFO at IDEX Corporation. Brings extensive financial leadership experience. | |
Earl R. Ellis Board | Director | Board Member at Columbus McKinnon Corp. and Edison International | Joined Xylem's Board in 2023. CFO at ABM Industries. Brings over 25 years of financial expertise. | |
Jeanne Beliveau-Dunn Board | Director | Board Member at Columbus McKinnon Corp. and Edison International | Director at Xylem since 2017. CEO of Claridad, LLC. Recognized for innovation, technology, and cybersecurity expertise. | |
Jerome A. Peribere Board | Director | Board Member at Ashland Global Holdings Inc. | Director at Xylem since 2013. Former CEO of Sealed Air Corporation. Brings expertise in strategy, sustainability, and risk management. | |
Lila Tretikov Board | Director | Corporate VP & Deputy CTO at Microsoft; Board Member at Volvo Cars AB | Director at Xylem since 2020. Brings expertise in AI, cybersecurity, and climate technology. | |
Lisa Glatch Board | Director | Board Member at Hess Corporation and Fluor Corporation | Joined Xylem's Board in May 2023. Former President and CSO at Sempra Infrastructure. Brings expertise in engineering, technology, and sustainability. | |
Mark D. Morelli Board | Director | Board Member at Vontier Corporation | Director at Xylem since 2022. CEO of Vontier Corporation. Brings expertise in industrial technology and innovation. | |
Robert F. Friel Board | Board Chair | Board Member at West Pharmaceutical Services, Inc. | Director at Xylem since 2012. Former Chairman, President, and CEO of PerkinElmer, Inc. Brings expertise in governance, strategy, and sustainability. | |
Steven R. Loranger Board | Director | Board Member at Edwards Lifesciences Corporation | Director at Xylem since 2011. Former Interim CEO of Xylem and Chairman/CEO of ITT Corporation. Retiring at the 2024 Annual Meeting. | |
Uday Yadav Board | Director | CEO of TK Elevator; Board Member at Volvo Cars AB | Director at Xylem since 2020. Former President & COO of Eaton. Brings expertise in business operations and energy transition. | |
Victoria D. Harker Board | Director | Board Member at Philip Morris International and Huntington Ingalls Industries | Director at Xylem since 2011. Former CFO of TEGNA, Inc. Brings financial and governance expertise. |
-
Given that MCS orders declined by 18% in the quarter and book-to-bill came in under 1 due to project timing, how confident are you in the MCS segment's ability to sustain its current revenue growth, and what measures are you taking to address the order declines?
-
Applied Water revenues were down 4% organically, driven by softness in developed markets. Can you provide more detail on the factors contributing to this softness, and what steps are being taken to reverse this trend in the Applied Water segment?
-
You mentioned expecting a margin headwind from mix in the second half as energy meters account for a larger portion of sales in the MCS segment. How significant do you anticipate this margin compression will be, and how are you planning to mitigate its impact on overall profitability?
-
With the Supreme Court's decision to strike down the Chevron Doctrine introducing uncertainty around PFAS regulations, how might potential delays or reversals in federal regulation affect your growth projections, especially considering that PFAS remediation was not baked into your long-term framework?
-
Despite robust treatment demand leading to an 8% increase in Water Infrastructure orders, adjusted EBITDA margin for the segment was down 60 basis points due to inflation and acquisition headwinds. What strategies are in place to improve margins in this segment, and how do you plan to offset these ongoing challenges?
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
KSB Inc. | Our key competitors in the Water Infrastructure segment include this company, which is part of a highly fragmented industry where no single business competes across all markets served by Water Infrastructure. |
Sulzer Ltd. | Our key competitors in the Water Infrastructure segment include this company, which is part of a highly fragmented industry where no single business competes across all markets served by Water Infrastructure. |
Grundfos | Our key competitors in the Water Infrastructure segment include this company, which is part of a highly fragmented industry where no single business competes across all markets served by Water Infrastructure. |
Our key competitors in the Water Infrastructure segment include this company, which is part of a highly fragmented industry where no single business competes across all markets served by Water Infrastructure. | |
Our key competitors in the Water Infrastructure segment include this company, which is part of a highly fragmented industry where no single business competes across all markets served by Water Infrastructure. | |
Veolia | Our key competitors in the Water Infrastructure segment include this company, which is part of a highly fragmented industry where no single business competes across all markets served by Water Infrastructure. |
De Nora | Our key competitors in the Water Infrastructure segment include this company, which is part of a highly fragmented industry where no single business competes across all markets served by Water Infrastructure. |
ProMinent | Our key competitors in the Water Infrastructure segment include this company, which is part of a highly fragmented industry where no single business competes across all markets served by Water Infrastructure. |
Our key competitors in the Measurement and Control Solutions segment include this company, which operates in the smart metering sector, the fastest growing sector of the global meter industry. | |
Our key competitors in the Measurement and Control Solutions segment include this company, which operates in the smart metering sector, the fastest growing sector of the global meter industry. | |
Landis+Gyr | Our key competitors in the Measurement and Control Solutions segment include this company, which operates in the smart metering sector, the fastest growing sector of the global meter industry. |
Our key competitors in the Measurement and Control Solutions segment include this company, which operates in the smart metering sector, the fastest growing sector of the global meter industry. | |
Kamstrup | Our key competitors in the Measurement and Control Solutions segment include this company, which operates in the smart metering sector, the fastest growing sector of the global meter industry. |
Echologics (Mueller Water Products) | Our key competitors in the Measurement and Control Solutions segment include this company, which operates in the smart metering sector, the fastest growing sector of the global meter industry. |
Hach (Veralto Corporation) | Our key competitors in the Measurement and Control Solutions segment include this company, which operates in the smart metering sector, the fastest growing sector of the global meter industry. |
Our key competitors in the Measurement and Control Solutions segment include this company, which operates in the smart metering sector, the fastest growing sector of the global meter industry. | |
Our key competitors in the Integrated Solutions and Services segment include this company, which provides application-specific solutions and full lifecycle services to treat process water, utility water, and wastewater. | |
MPW Industrial Services | Our key competitors in the Integrated Solutions and Services segment include this company, which provides application-specific solutions and full lifecycle services to treat process water, utility water, and wastewater. |
Ovivo | Our key competitors in the Integrated Solutions and Services segment include this company, which provides application-specific solutions and full lifecycle services to treat process water, utility water, and wastewater. |
Wilo SE | Our key competitors in the Applied Water segment include this company, which focuses on brand reputation, application expertise, product delivery, performance and energy efficiency, quality and reliability, and price. |
Our key competitors in the Applied Water segment include this company, which focuses on brand reputation, application expertise, product delivery, performance and energy efficiency, quality and reliability, and price. | |
Our key competitors in the Applied Water segment include this company, which focuses on brand reputation, application expertise, product delivery, performance and energy efficiency, quality and reliability, and price. |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Evoqua Water Technologies Corp. | 2023 |
Recent press releases and 8-K filings for XYL.
- Robust Q1 performance with resilient demand, revenue growth across all segments, and a 120 basis point EBITDA margin expansion driving double-digit EPS growth despite tariff and mix pressures .
- Q1 financials: Revenue reached $2,069M with order levels of $2,158M (up 2% reported and 3% organic), while EPS improved to $0.69 (reported) and $1.03 (adjusted) with net income of $169M .
- Full-year guidance reaffirmed with expected revenue of $8.7–$8.8 billion, EPS of $4.50–$4.70, and an EBITDA margin target of 21.3%–21.8%, bolstered by strategic pricing and robust operations .
- Segment insights highlight that MCS faced mix challenges while water and applied water segments delivered significant margin improvements, with adjusted EBITDA margin at 20.4% .