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
8 questions for XYL
Also covers: AME, ATKR, CARR +21 more
SD
Scott Davis
Melius Research
7 questions for XYL
Also covers: CARR, DD, DHR +16 more
Andy Kaplowitz
Citigroup Inc.
4 questions for XYL
Also covers: ACM, APG, ATKR +16 more
MH
Michael Halloran
Baird
4 questions for XYL
Also covers: AOS, CXT, DOV +19 more
MH
Mike Halloran
Robert W. Baird & Co. Incorporated
4 questions for XYL
Also covers: ALH, AOS, CXT +14 more
Nathan Jones
Stifel
4 questions for XYL
Also covers: ADNT, AOS, BMI +15 more
NJ
Nathan Jones
Stifel, Nicolaus & Company, Incorporated
4 questions for XYL
Also covers: AOS, BMI, CPS +21 more
AB
Andrew Buscaglia
BNP Paribas
3 questions for XYL
Also covers: AME, APH, CGNX +12 more
Andrew Kaplowitz
Citigroup
2 questions for XYL
Also covers: ACM, AOS, APG +29 more
JG
Joseph Giordano
TD Cowen
2 questions for XYL
Also covers: ABLZF, AME, APH +22 more
WG
William Griffin
Barclays
2 questions for XYL
Also covers: CWST, GFL, VLTO +1 more
WG
William Grippin
UBS Group AG
2 questions for XYL
Also covers: AMRC, AY, BEP +8 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 +22 more
Bryan Blair
Oppenheimer
1 question for XYL
Also covers: AMRZ, AOS, CSL +13 more
JL
Jake Levinson
Melius Research LLC
1 question for XYL
Also covers: GWW
Mark W. Strouse
J.P. Morgan Chase & Co.
1 question for XYL
Also covers: ARRY, BE, BEP +17 more
Michael
TD Cowen
1 question for XYL
Also covers: AKBA, AMRN, APH +5 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, HAYW, JKS +4 more
Recent press releases and 8-K filings for XYL.
Xylem authorizes $1.5B share buyback
XYL
Share Buyback
Guidance Update
- Xylem’s board approved a $1.5 billion no-expiration share repurchase program (≈4.8% of outstanding shares), reflecting confidence after generating $873 million LTM levered free cash flow and reporting Q4 results of $1.42 EPS on $2.4 billion revenue.
- The company issued FY2026 EPS guidance of $5.350–$5.560, alongside a recent net margin of 10.59% and ROE of 11.11%.
- Analyst sentiment is mixed, with consensus tilting toward a “Moderate Buy” (target near $158), price targets ranging from $135–$166, and TipRanks AI assigning an Outperform rating.
- At a $128.26 share price, Xylem trades below several fair-value estimates, suggesting potential upside if margins and growth improve.
2 days ago
Xylem announces $1.5 billion share repurchase authorization
XYL
Share Buyback
- The Board of Directors authorized a new $1.5 billion share repurchase program, effective immediately.
- Repurchases may be made opportunistically in the open market or via privately negotiated transactions and can be suspended or discontinued at any time.
- The program underscores Xylem’s confidence in its strategy and strong cash flow, while supporting a balanced capital allocation approach that funds growth and returns capital to shareholders.
2 days ago
Xylem reports Q4 2025 results and 2026 guidance
XYL
Earnings
Guidance Update
M&A
- Record Q4 and FY 2025 performance: Q4 revenue up 4%, full-year revenue up 5%; Q4 EBITDA margin 23.2% (+220 bps) and full-year 22.2% (+160 bps); Q4 EPS $1.42 (+20%); backlog $4.6 B; orders +7% in Q4, +2% for the year.
- Segment results: MCS orders +22% and revenue +10% with 20.2% EBITDA margin; Water Infrastructure flat revenue with +510 bps margin; Applied Water revenue +3% with +60 bps margin; WSS revenue +4% with 23.9% margin.
- 2026 guidance: full-year revenue of $9.1–9.2 B (+1%–3%), organic +2%–4%; EBITDA margin 22.9%–23.3%; EPS $5.35–5.60; Q1 revenue +1%–2% (flat organic), margin ~20.5%–21%, EPS $1.06–1.11.
- Strong balance sheet and capital allocation: net debt/adj. EBITDA 0.2×; prioritizing core investment, ~$1 B/year in M&A (with $250 M deployed in H2 2025), and opportunistic share buybacks at low leverage.
Feb 10, 2026, 2:00 PM
Xylem reports Q4 2025 earnings and issues 2026 guidance
XYL
Earnings
Guidance Update
- Delivered strong Q4 2025: revenue +4%, orders +7%, backlog $4.6 B, EBITDA margin 23.2%, EPS $1.42 (+20%)
- Full-year 2025: revenue +5%, EBITDA margin 22.2%, net debt/EBITDA 0.2×, free cash flow -2%
- 2026 outlook: revenue $9.1–9.2 B (+1–3% reported, +2–4% organic), EBITDA margin 22.9–23.3%, EPS $5.35–5.60; Q1 EPS $1.06–1.11
Feb 10, 2026, 2:00 PM
Xylem Reports Q4 2025 Record Results
XYL
Earnings
Guidance Update
- Xylem delivered record Q4 and full-year revenue, with Q4 revenue up 4% and full-year revenue up 5%, orders +7% in Q4, and a backlog of $4.6 B.
- Q4 EBITDA margin expanded 220 bps to 23.2%, full-year margin up 160 bps to 22.2%; Q4 EPS reached a record $1.42 (+20% YoY); net debt/EBITDA at 0.2×.
- 2026 guidance: revenue $9.1–9.2 B (+1–3% reported, +2–4% organic), EBITDA margin 22.9–23.3%, EPS $5.35–$5.60; Q1 EPS $1.06–$1.11.
- 2026 faces a ~2% top-line headwind from accelerated 80/20 simplification, and the divestiture of the international metering business is expected to close end-Q1.
Feb 10, 2026, 2:00 PM
Xylem reports Q4 2025 results
XYL
Earnings
Guidance Update
- Q4 2025 orders were $2.39 B, up 9% y/y with 7% organic growth.
- Q4 2025 revenue reached $2.40 B, up 6% y/y with 4% organic growth.
- Adjusted EPS was $1.42, vs. $1.18 in Q4 2024.
- FY 2026 guidance: revenue of $9.1–9.2 B, organic growth 2–4%, adj. EBITDA margin 22.9–23.3%, adj. EPS $5.35–5.60.
Feb 10, 2026, 2:00 PM
Xylem reports record Q4 results, guidance disappoints
XYL
Earnings
Guidance Update
Dividends
- Q4 EPS of $1.42, record revenue and EBITDA, with a $4.6 billion backlog and 9% year-over-year order growth led by Measurement & Control Solutions.
- Management guided 2026 revenue of $9.1 billion–$9.2 billion and adjusted EPS of $5.35–$5.60, both slightly below consensus, driving a ~6–10% stock decline.
- For full-year 2025, Xylem reported ~$9.0 billion in revenue (up ~6%) and $5.08 adjusted EPS (up ~19%).
- Quarterly dividend raised by 8% to $0.43 per share, payable in March.
Feb 10, 2026, 12:04 PM
Xylem reports Q4 2025 results
XYL
Earnings
Guidance Update
Dividends
- Xylem’s Q4 orders of $2.4 billion (up 9% reported, 7% organically) and revenue of $2.4 billion (up 6% reported, 4% organically) reflected strong execution.
- Q4 GAAP EPS was $1.37 (up 2%), with adjusted EPS at $1.42 (up 20%).
- Full-year 2025 revenue reached $9.0 billion (up 6% reported, 5% organically), with GAAP EPS of $3.92 (up 7%) and adjusted EPS of $5.08 (up 19%).
- For 2026, Xylem guides revenue of $9.1–$9.2 billion (2–4% organic growth) and adjusted EPS of $5.35–$5.60, and declared a Q1 dividend of $0.43 per share (up 8%).
Feb 10, 2026, 12:02 PM
Xylem reports Q4 and FY 2025 results
XYL
Earnings
Guidance Update
Dividends
- Fourth-quarter revenue of $2.4 billion, up 6% reported and 4% organically; Q4 EPS of $1.37, up 2%, and adjusted EPS of $1.42, up 20%
- Full-year 2025 revenue of $9.0 billion, up 6% reported and 5% organically; FY EPS of $3.92, up 7%, and adjusted EPS of $5.08, up 19%
- 2026 guidance: revenue of $9.1–$9.2 billion, up 2–4% organically, and adjusted EPS of $5.35–$5.60
- Declared Q1 2026 dividend of $0.43 per share, an 8% increase, payable March 24, 2026
Feb 10, 2026, 11:55 AM
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.
Jan 15, 2026, 1:18 PM
Quarterly earnings call transcripts for Xylem.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more