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 .
-
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.
- Grundfos: Competitor in both the Applied Water and Water Infrastructure segments .
- Wilo SE: Competitor in the Applied Water segment .
- Pentair plc: Competitor in the Applied Water segment .
- Franklin Electric Co., Inc.: Competitor in the Applied Water segment .
- KSB Inc.: Competitor in the Water Infrastructure segment .
- Sulzer Ltd.: Competitor in the Water Infrastructure segment .
- United Rentals: Competitor in the Water Infrastructure segment .
- Trojan (Veralto Corporation): Competitor in the Water Infrastructure segment .
- Veolia: Competitor in the Water Infrastructure segment .
- De Nora: Competitor in the Water Infrastructure segment .
- ProMinent: Competitor in the Water Infrastructure segment .
Recent developments and announcements about XYL.
Financial Reporting
Earnings Report
Xylem Inc. (XYL) has confirmed its financial results for the quarter and year ended December 31, 2024, are largely in line with or above the guidance provided in its October 31, 2024, earnings announcement. This indicates that the company has met or exceeded its financial expectations for the period, reflecting a positive performance trend.
Corporate Leadership
Leadership Change
Who is leaving: Jeanne Beliveau-Dunn, a Director at Xylem Inc., has decided not to stand for re-election at the company's 2025 Annual Meeting. She will remain on the Board until the meeting.
Why: Her decision is not due to any disagreement with the company or its Board on operations, policies, or practices.
Who is stepping up: No direct replacement has been announced. The Board size will be reduced to nine members following her departure.
Board Change
Jeanne Beliveau-Dunn has decided not to stand for re-election as a Director of Xylem Inc. at the 2025 annual meeting of shareholders. She will continue to serve on the Board until the meeting, after which the Board will be reduced to nine members.