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
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
Citigroup
2 questions for XYL
Also covers: ACM, AOS, APG +29 more
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
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
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
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 forecasts 129% increase in AI-related water demand by 2050
XYL
- A joint study by Xylem and Global Water Intelligence projects that AI’s annual water demand will rise by 129%—equivalent to 30 trillion liters—by 2050, driven by surging infrastructure needs as AI spending nears $2 trillion in 2026.
- The additional water demand is attributed to electricity generation (≈54%), semiconductor manufacturing (≈42%) and data center expansion (≈4%).
- Global water systems currently treat 320 trillion liters of wastewater and lose about 100 trillion liters due to aging infrastructure—resources that could be recovered through targeted reuse and infrastructure investments to offset AI-driven growth.
- Nearly 40% of existing data centers are in high water-stress regions, underscoring the need for local solutions and partnerships; for example, a collaboration in Mexico City and Monterrey with Amazon and Xylem will save 1.3 billion liters annually through smart leak-detection and analytics.
5 days ago
Xylem report forecasts AI-driven water demand surge by 2050
XYL
New Projects/Investments
- New Xylem–GWI research projects AI-driven 129% increase in water demand by 2050, adding 30 trillion liters annually, led by power generation (54%), semiconductor fabrication (42%), and data center expansion (4%).
- Current global systems treat 320 trillion liters of wastewater and lose 100 trillion liters through aging infrastructure annually, which targeted recovery could offset AI’s future demand.
- Nearly 40% of data centers are located in high water stress regions, highlighting the need for localized basin-level solutions even as efficiency gains create headroom.
- The report calls for a coordinated “water transition” centered on reuse, digital infrastructure, and cross-sector partnerships to secure water for communities and industry.
- In Mexico, Xylem collaborated with utilities and Amazon on smart pipeline upgrades that will save over 1.3 billion liters annually, demonstrating collaboration benefits.
6 days ago
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
Quarterly earnings call transcripts for Xylem.
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