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Xylem (XYL)

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Earnings summaries and quarterly performance for Xylem.

Research analysts who have asked questions during Xylem earnings calls.

Deane Dray

Deane Dray

RBC Capital Markets

6 questions for XYL

Also covers: AME, ATKR, CARR +20 more
SD

Scott Davis

Melius Research

5 questions for XYL

Also covers: CARR, DD, DHR +16 more
MH

Michael Halloran

Baird

4 questions for XYL

Also covers: AOS, CXT, DOV +19 more
NJ

Nathan Jones

Stifel, Nicolaus & Company, Incorporated

4 questions for XYL

Also covers: AOS, BMI, CR +20 more
AB

Andrew Buscaglia

BNP Paribas

3 questions for XYL

Also covers: AME, APH, CGNX +11 more
Andrew Kaplowitz

Andrew Kaplowitz

Citigroup

2 questions for XYL

Also covers: ACM, AOS, APG +29 more
Andy Kaplowitz

Andy Kaplowitz

Citigroup Inc.

2 questions for XYL

Also covers: ACM, APG, ATKR +9 more
MH

Mike Halloran

Robert W. Baird & Co. Incorporated

2 questions for XYL

Also covers: ALH, AOS, CXT +10 more
Nathan Jones

Nathan Jones

Stifel

2 questions for XYL

Also covers: CR, ESAB, FLS +4 more
WG

William Grippin

UBS Group AG

2 questions for XYL

Also covers: AMRC, AY, BEP +7 more
BL

Brett Linzey

Mizuho Securities

1 question for XYL

Also covers: AIRO, AIT, ALLE +15 more
BL

Brian Lee

Goldman Sachs Group, Inc.

1 question for XYL

Also covers: ARRY, AYI, CCJ +19 more
Bryan Blair

Bryan Blair

Oppenheimer

1 question for XYL

Also covers: AOS, CSL, DCI +12 more
JL

Jake Levinson

Melius Research LLC

1 question for XYL

Also covers: GWW
JG

Joseph Giordano

TD Cowen

1 question for XYL

Also covers: ABLZF, AME, APH +21 more
Mark W. Strouse

Mark W. Strouse

J.P. Morgan Chase & Co.

1 question for XYL

Also covers: ARRY, BE, BEP +15 more
SB

Saree Boroditsky

Jefferies

1 question for XYL

Also covers: AOS, APH, CSL +15 more
TB

Tyler Bisset

Goldman Sachs

1 question for XYL

Also covers: HASI, JKS, OKLO +2 more

Recent press releases and 8-K filings for XYL.

Xylem invests in Flocean’s Series A extension to $22.5 M for subsea desalination plant
XYL
New Projects/Investments
Product Launch
  • Flocean extended its Series A to $22.5 million, with Xylem Inc. joining as a strategic investor to scale its subsea desalination solutions worldwide.
  • The funding will launch Flocean One, the first commercial subsea desalination plant at Mongstad Industrial Park, Norway, starting operations in 2026 with an initial capacity of 1,000 m³/day, scalable to 5,000–50,000 m³/day.
  • Flocean’s subsea system leverages 400–600 m depth ocean pressure to cut capital costs by up to 8×, halve energy use, eliminate toxic brine discharge and coastal land needs, and operates under a Build Own Operate water-as-a-service model via 15–25 year offtake agreements.
Nov 18, 2025, 8:57 AM
Xylem reports Q3 2025 results
XYL
Earnings
Guidance Update
M&A
  • Xylem delivered 7% revenue growth and $1.37 EPS in Q3, with a robust backlog of $5 billion, book-to-bill near one and net debt/EBITDA at 0.4×.
  • Strong segment performance: MCS orders +11%, revenue +11%, backlog $1.5 billion and 21.8% EBITDA margin; Water Infrastructure revenue +5% and 24.4% margin; Applied Water revenue +1% and 21.7% margin; Water Solutions & Services revenue +10% and 26.3% margin.
  • Raised full-year guidance to ~$9 billion revenue (5–6% growth), 22–22.3% EBITDA margin and $5.03–$5.08 EPS; Q4 outlook set at $2.4 billion revenue, ~23% margin and $1.37–$1.42 EPS.
  • Announced divesting international metering business (2024 revenue $250 million) for $125 million in early 2026 to boost MCS margins by ~100 bps, and initiated ~40% workforce cuts in China amid market softness.
Oct 28, 2025, 1:00 PM
Xylem reports Q3 2025 results
XYL
Earnings
Guidance Update
  • Q3 revenue reached $2.27 billion, up 8% YoY with 7% organic growth, driven by price, volume, and backlog execution.
  • Adjusted EBITDA margin expanded by 200 bps to a record 23.2%, reflecting productivity gains and price improvements.
  • Adjusted EPS rose 23% YoY to $1.37, benefiting from operational leverage and simplification efforts.
  • Orders totaled $2.18 billion, down 1% overall and 2% organically, with strength in smart metering partially offset by tough comps in Water Solutions and Services.
  • Raised FY 2025 revenue guidance to ~$9.0 billion (5–6% growth) and organic growth to 4–5%, alongside a 22.0–22.3% adjusted EBITDA margin outlook.
Oct 28, 2025, 1:00 PM
Xylem reports Q3 2025 results
XYL
Earnings
Guidance Update
M&A
  • Xylem delivered 7% revenue growth, achieved a record adjusted EBITDA margin of 23%, and reported Q3 EPS of $1.37 (up 23% YoY).
  • Orders declined 2%, with backlog remaining robust at approximately $5 billion, driven by strength in North America offsetting softness in China.
  • Full-year 2025 guidance was raised to ~$9 billion in revenue (5–6% growth), 22–22.3% EBITDA margin, and $5.03–$5.08 in EPS; Q4 EPS is expected at $1.37–$1.42.
  • Announced sale of the international metering business (FY 2024 revenue ~$250 million; adj. EBITDA <10%) for $125 million, closing in early 2026, which will improve MCS margin by 100 bps on a run-rate basis.
  • Maintained a strong balance sheet with net debt/adjusted EBITDA at 0.4x, while ongoing 80/20 simplification efforts and operating model transformation continue to drive margin expansion and operational agility.
Oct 28, 2025, 1:00 PM
Xylem reports Q3 2025 results
XYL
Earnings
Guidance Update
M&A
  • Q3 revenue grew 7% year-over-year, orders were down 2%, backlog was $5 billion, and book-to-bill remained near one.
  • Record quarterly adjusted EBITDA margin exceeded 23%, expanding 200 bps versus Q3 2024, and Q3 EPS was $1.37, up 23%.
  • Segment performance: Measurement & Control Solutions revenue +11% (EBITDA margin 21.8%, +60 bps); Water Infrastructure revenue +5% (margin 24.4%, +400 bps); Applied Water revenue +1% (margin 21.7%, +310 bps); Water Solutions & Services revenue +10% (margin 26.3%, +160 bps).
  • Raised full-year 2025 guidance to revenue of ~$9 billion (5–6% growth), EBITDA margin 22.0–22.3%, and EPS $5.03–5.08; Q4 2025 outlook: revenue ~$2.4 billion (2–3% growth), EBITDA margin ~23%, EPS $1.37–1.42.
  • Agreed to sell the international metering business (FY 2024 revenue ~$250 million) for $125 million, expected to close in early 2026 and to improve MCS segment margins by ~100 bps on a run-rate basis.
Oct 28, 2025, 1:00 PM
Xylem reports Q3 2025 results
XYL
Earnings
Guidance Update
  • Revenue of $2.3 billion, up 8% on a reported basis and 7% organically.
  • Reported EPS of $0.93, up 4%, and adjusted EPS of $1.37, up 23%.
  • Third-quarter adjusted EBITDA margin expanded 200 basis points to 23.2%.
  • Net income of $227 million, representing a 10.0% net margin.
  • Raised full-year 2025 guidance to approximately $9.0 billion in revenue (5–6% growth) and $5.03–$5.08 adjusted EPS.
Oct 28, 2025, 11:03 AM
Xylem reports Q3 2025 results
XYL
Earnings
Guidance Update
  • Xylem delivered Q3 revenue of $2.3 billion, up 8% on a reported basis and 7% organically.
  • Reported EPS of $0.93, up 4%, and adjusted EPS of $1.37, up 23% year-over-year.
  • Adjusted EBITDA margin expanded by 200 bps to 23.2%, driven by productivity savings and price realization.
  • Raised full-year 2025 guidance: revenue now expected at ~$9.0 billion (up 5–6% reported) and adjusted EPS of $5.03–$5.08.
Oct 28, 2025, 10:55 AM
Tacton acquires Variantum and Serenytics
XYL
M&A
  • Tacton, a global leader in CPQ buyer-engagement solutions, has acquired Variantum and Serenytics to build the industry’s most comprehensive end-to-end platform for complex product manufacturers.
  • Variantum adds Configuration Lifecycle Management (CLM), Configurable Order Fulfillment (COF) and Configured Installed Base (CIB) capabilities, unifying sales, engineering and production on a single source of truth.
  • Serenytics brings embedded, near real-time analytics on buyer behaviour, product performance and lifecycle profitability directly into the platform, removing the need for external BI tools.
  • CEO Klaus Andersen says these acquisitions enable a “buyer-centric Smart Factory,” coordinating sales, manufacturing and aftermarket to ensure precision, speed and profitability across the entire product lifecycle.
Oct 7, 2025, 7:32 PM
Tacton acquires Variantum and Serenytics
XYL
M&A
  • Tacton has acquired Variantum, a Finnish software company specializing in Configuration Lifecycle Management, Configurable Order Fulfillment, and Installed Base management.
  • The company also purchased Serenytics, a French analytics provider, embedding near real-time enterprise insights directly into its platform.
  • These moves expand Tacton’s CPQ Buyer Engagement solution into engineering, order fulfillment, and service, creating an end-to-end platform for complex manufacturers.
  • The combined capabilities support Tacton’s Buyer-Centric Smart Factory vision, uniting sales, engineering, production, and aftermarket with embedded analytics for data-driven decision-making.
Oct 7, 2025, 6:00 AM
Xylem sells international water measurement business
XYL
M&A
  • Xylem has signed a definitive agreement to sell its non-North America water consumption measurement division to AURELIUS, aiming to simplify operations and optimize its portfolio.
  • The divested unit, part of Xylem’s Measurement and Control Solutions segment, serves customers in Europe and select international markets.
  • In 2024, the division generated approximately $250 million in revenue, with adjusted EBITDA noted as dilutive to Xylem’s overall profitability metrics.
Oct 2, 2025, 7:51 PM