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 .
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| 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. |
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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?
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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?
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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?
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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?
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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?
Research analysts who have asked questions during Xylem earnings calls.
Deane Dray
RBC Capital Markets
4 questions for XYL
Michael Halloran
Baird
4 questions for XYL
Nathan Jones
Stifel, Nicolaus & Company, Incorporated
4 questions for XYL
Scott Davis
Melius Research
3 questions for XYL
Andrew Buscaglia
BNP Paribas
2 questions for XYL
Andrew Kaplowitz
Citigroup
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
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.
- 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.
- Xylem agreed to sell its international water and heating meter business to AURELIUS, marking a definitive asset sale outside North America.
- The transaction includes the international meter division of Xylem’s Meters & Controls segment, serving customers in Europe and select global markets.
- The division generated approximately $250 million in revenues in 2024, with an adjusted EBITDA margin dilutive to Xylem.
- The divestiture aims to simplify operations and enhance Xylem’s product offering.
- Xylem reached a definitive agreement to sell its international water and thermal metering business to AURELIUS, aligning with its strategy to simplify and optimize its portfolio.
- The divested segment generated approximately $250 million in 2024 revenue, with a dilutive adjusted EBITDA margin for Xylem.
- Xylem will retain its North American smart meter operations, marketed as Sensus, to pursue above-market growth and value creation.
- The transaction is expected to close in Q1 2026, subject to regulatory approvals and spin-off conditions; financial terms were not disclosed.
- Employees of the international metering unit will join the standalone Sensus International entity under AURELIUS.
- Xylem announced a definitive agreement to sell its international water and heat metering business outside North America to AURELIUS.
- The division generated approximately $250 million in revenue in 2024 with a dilutive EBITDA margin.
- Xylem will retain its North American smart meter operations, marketed under the Sensus brand, to focus on core growth areas.
- The transaction is expected to close in Q1 2026, pending regulatory approvals and customary conditions.
- Xylem has signed a definitive agreement to sell its international water and thermal measurement assets outside North America to investment firm AURELIUS.
- The transaction includes related measurement assets, products and facilities serving customers in Europe and select international markets.
- The divested division generated approximately $250 million in revenue in 2024, with an adjusted EBITDA margin that dilutes overall profitability.
- The sale supports Xylem’s strategy of portfolio simplification and optimization.
- Xylem reported Q2 2025 adjusted EPS of $1.26, a 16% YoY increase.
- Q2 revenue was $2.30 billion, exceeding consensus and driven by broad-based order growth.
- Full-year 2025 revenue forecast raised to $8.9 billion–$9.0 billion and adjusted EPS guidance lifted to $4.70–$4.85.
- Q2 orders reached $2.17 billion (+4% YoY) and adjusted EBITDA rose 11.1% to $502 million, with margins expanding to 21.8%.
- 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% .