Earnings summaries and quarterly performance for Xylem.
Executive leadership at Xylem.
Board of directors at Xylem.
Research analysts who have asked questions during Xylem earnings calls.
Deane Dray
RBC Capital Markets
6 questions for XYL
Scott Davis
Melius Research
5 questions for XYL
Michael Halloran
Baird
4 questions for XYL
Nathan Jones
Stifel, Nicolaus & Company, Incorporated
4 questions for XYL
Andrew Buscaglia
BNP Paribas
3 questions for XYL
Andrew Kaplowitz
Citigroup
2 questions for XYL
Andy Kaplowitz
Citigroup Inc.
2 questions for XYL
Mike Halloran
Robert W. Baird & Co. Incorporated
2 questions for XYL
Nathan Jones
Stifel
2 questions for XYL
William Grippin
UBS Group AG
2 questions for XYL
Brett Linzey
Mizuho Securities
1 question for XYL
Brian Lee
Goldman Sachs Group, Inc.
1 question for XYL
Bryan Blair
Oppenheimer
1 question for XYL
Jake Levinson
Melius Research LLC
1 question for XYL
Joseph Giordano
TD Cowen
1 question for XYL
Mark W. Strouse
J.P. Morgan Chase & Co.
1 question for XYL
Saree Boroditsky
Jefferies
1 question for XYL
Tyler Bisset
Goldman Sachs
1 question for XYL
Recent press releases and 8-K filings for XYL.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
Quarterly earnings call transcripts for Xylem.
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