Xylem Inc.
- Open
- 107.82
- Day high
- 108.29
- Day low
- 106.41
- Prev close
- 106.74
- Volume
- 424K
- Mkt cap
- $25.0B
- P/E (TTM)
- 25.5
- EPS (TTM)
- $4.20
- P/B
- 2.4
- P/S
- 2.7
- Yield
- 1.21%
- Per share
- $1.29
Xylem Inc. (XYL) is a Industrials company listed on NYSE. The stock is down 23% over the past year. Drillr has 1 published research article covering XYL.
Xylem Inc. (XYL) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 7 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
XYL earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jul 28, 2026 | $1.35 | $1.46 | +8.1% | $2.3B | -0.2% |
| Apr 28, 2026 | $1.09 | $1.12 | +2.8% | $2.1B | +0.7% |
| Oct 28, 2025 | $1.23 | $1.37 | +11.4% | $2.3B | +2.0% |
| Jul 31, 2025 | $1.15 | $1.26 | +9.6% | $2.3B | +4.2% |
| Apr 29, 2025 | $0.95 | $1.03 | +7.9% | $2.1B | +1.4% |
| Feb 4, 2025 | $1.13 | $1.18 | +4.4% | $2.3B | +3.5% |
| Oct 31, 2024 | $1.11 | $1.11 | +0.0% | $2.1B | -3.1% |
| May 2, 2024 | $0.84 | $0.90 | +7.0% | $2.0B | +2.0% |
| Feb 6, 2024 | $0.97 | $0.99 | +2.4% | $2.1B | +3.6% |
| Oct 31, 2023 | $0.90 | $0.99 | +10.6% | $2.1B | +5.4% |
| Aug 2, 2023 | $0.85 | $0.98 | +15.3% | $1.7B | +5.1% |
| May 4, 2023 | $0.62 | $0.72 | +16.5% | $1.4B | +7.7% |
XYL insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Sep 2, 2026 | van der Berg Andrea Micheleofficer: EVP & Chief Financial Officer | Grant | 6,034 | $106.89 |
| Sep 2, 2026 | van der Berg Andrea Micheleofficer: EVP & Chief Financial Officer | Grant | 1,693 | — |
| Sep 2, 2026 | Johnston Joseph Patrickofficer: EVP & President, AW | Grant | 2,298 | $106.89 |
| Sep 2, 2026 | Johnston Joseph Patrickofficer: EVP & President, AW | Grant | 645 | — |
| Aug 14, 2026 | KOCH D CHRISTIANdirector | Grant | 1,247 | $120.27 |
| May 15, 2026 | Yadav Udaydirector | Grant | 1,711 | $116.88 |
| May 15, 2026 | Glatch Lisadirector | Grant | 1,711 | $116.88 |
| May 15, 2026 | Morelli Mark Ddirector | Grant | 1,711 | $116.88 |
| May 15, 2026 | Harker Victoria Ddirector | Grant | 1,711 | $116.88 |
| May 15, 2026 | Tretikov Liladirector | Grant | 1,711 | $116.88 |
| May 15, 2026 | ELLIS EARL RAYdirector | Grant | 1,711 | $116.88 |
| May 15, 2026 | FRIEL ROBERT Fdirector | Grant | 2,481 | $116.88 |
| May 15, 2026 | Peribere Jerome Adirector | Grant | 1,711 | $116.88 |
| May 8, 2026 | McShane Geri-Michelleofficer: SVP, CAO | Sell | 4,269 | $117.46 |
| May 8, 2026 | McShane Geri-Michelleofficer: SVP, CAO | Option | 3,147 | $86.76 |
Source: XYL SEC Form 4 filings, latest Sep 2, 2026. For informational purposes only — not investment advice.
See the full XYL insider & 13F page →Xylem Inc. company profile
Overview
Xylem Inc. (NYSE:XYL) is a leading global water technology company that was spun off from ITT Corporation in October 2011. The company was originally known as ITT WCO, Inc. before adopting the Xylem name in May 2011, derived from the Greek word for the tissue that transports water in plants. Based in Rye Brook, New York, Xylem has grown through strategic acquisitions and organic expansion to become one of the world's largest providers of water and wastewater solutions. The company completed a major acquisition of Evoqua Water Technologies in 2023, significantly expanding its water treatment capabilities and industrial solutions portfolio.
Business
Xylem operates in the global water infrastructure industry, providing engineered products and solutions for water and wastewater applications across residential, commercial, industrial, and municipal markets. The water infrastructure industry is essential for modern society, addressing critical needs including clean water supply, wastewater treatment, flood management, and water conservation. The company operates through four main business segments: Water Infrastructure (approximately 35-40% of revenue) manufactures and services large-scale water management equipment including water pumps, storm water systems, wastewater treatment equipment, filtration systems, disinfection equipment, and biological treatment technologies. Key brands include Flygt, Godwin, Wedeco, Sanitaire, and Leopold. These products are essential for municipal water utilities, helping transport, treat, and manage water resources for entire communities. Applied Water (approximately 25-30% of revenue) focuses on building services and industrial applications, providing pumps, valves, heat exchangers, controls, and dispensing systems under brands like Goulds Water Technology, Bell & Gossett, A-C Fire Pump, and Lowara. This segment serves residential and commercial buildings, as well as industrial facilities requiring water circulation, heating, cooling, and fire protection systems. Measurement & Control Solutions (approximately 25-30% of revenue) provides smart water meters, networked communication devices, and measurement technologies that enable utilities to monitor water usage, detect leaks, and manage distribution systems more efficiently. The segment includes brands like Sensus, Pure, and YSI, serving the growing Advanced Metering Infrastructure (AMI) market where utilities are modernizing their meter reading and water management capabilities. Water Solutions and Services (approximately 10-15% of revenue) offers software, analytics, remote monitoring, data management, and managed services. This segment provides cloud-based solutions for asset management, condition assessment, and pressure monitoring, helping utilities optimize their operations through digital technologies and data insights.
Revenue model
Xylem generates revenue primarily through product sales and service contracts across its diverse water technology portfolio. The company sells engineered equipment, systems, and components to utilities, industrial customers, commercial building operators, and residential markets through a global network of direct sales forces, distributors, resellers, and value-added solution providers. The business model varies by segment. Water Infrastructure and Applied Water generate revenue through equipment sales with recurring aftermarket parts and service revenue. Measurement & Control Solutions combines product sales of smart meters and monitoring equipment with ongoing software and communication services. Water Solutions and Services operates on a higher-margin recurring revenue model, with approximately 75% of revenue coming from subscription-based software, managed services, and long-term service contracts. Several factors influence Xylem's profitability and margins. Positive margin drivers include the company's focus on higher-value digital solutions and services, successful price realization to offset inflation, operational efficiency improvements through its "80/20" simplification initiatives, and cost synergies from the Evoqua acquisition. The company has been expanding EBITDA margins through portfolio optimization and operational improvements. Margin pressures come from commodity price inflation affecting steel, copper, and electronic components, supply chain constraints particularly in semiconductor availability, competitive pricing pressure in certain markets, and integration costs from acquisitions. The company also faces cyclical headwinds in some end markets, particularly in China and certain industrial segments. Currency fluctuations and tariff impacts on imported components can also affect margins, though the company has implemented pricing strategies and surcharges to mitigate these effects.
Competitive moat
Xylem possesses a moderate to strong competitive moat built on several key advantages, though the sustainability of this moat faces some challenges. The company's primary moat stems from its mission-critical products and services - water infrastructure is essential for public health and safety, creating relatively inelastic demand and high switching costs for customers. Utilities and industrial customers are reluctant to change suppliers for critical water systems due to reliability concerns and the high cost of system failures. The company benefits from significant scale advantages with its global distribution network, comprehensive product portfolio, and ability to provide integrated solutions across the entire water cycle. This breadth allows Xylem to serve as a one-stop shop for customers, creating switching costs and cross-selling opportunities. The recent Evoqua acquisition strengthened this position by adding water treatment capabilities and expanding industrial market reach. Technological expertise and R&D capabilities provide another layer of competitive advantage, particularly in digital water solutions and smart metering technologies. The company's investment in IoT, analytics, and software solutions creates recurring revenue streams and higher switching costs as customers become dependent on these platforms for operational efficiency. However, Xylem's moat faces potential erosion from several sources. The water infrastructure industry includes numerous competitors ranging from large multinational corporations to specialized regional players. Competitive threats come from companies like Pentair, Grundfos, KSB, and Veolia, which have overlapping product portfolios and strong market positions. Additionally, some segments like pumps and basic water equipment are becoming increasingly commoditized, reducing pricing power. Technological disruption poses a longer-term risk, as new water treatment technologies, alternative materials, or innovative business models could potentially displace traditional solutions. The company must continue investing heavily in R&D to maintain its technological edge and adapt to evolving customer needs and regulatory requirements.
Risks & safety
Xylem demonstrates a solid financial position with manageable risk levels, though recent acquisition activity has increased leverage. • Liquidity and Solvency: Strong cash position of $1.1 billion with current ratio of 1.76, indicating adequate short-term liquidity. Free cash flow generation of $942 million in 2024 provides financial flexibility. Debt-to-equity ratio of 0.19 remains conservative despite recent acquisition activity. • Valuation Metrics: Trading at P/E ratio of 31.6x based on 2024 earnings, which appears reasonable for a quality industrial company with growth prospects. EV/EBITDA of 17.8x is within acceptable range for the water infrastructure sector. Price-to-book ratio of 2.64x reflects the premium for the company's market position and growth potential. • Other Considerations: The company maintains investment-grade credit profile and has demonstrated consistent cash flow generation. Integration risks from the Evoqua acquisition are being managed well, with cost synergies ahead of schedule. Exposure to cyclical end markets and commodity price volatility creates some earnings variability, but the essential nature of water infrastructure provides defensive characteristics.
Recent development
Over the past few years, Xylem has undergone significant strategic transformation centered around several key initiatives. The most significant development was the acquisition of Evoqua Water Technologies completed in 2023, which substantially expanded the company's water treatment capabilities and industrial market presence. This $7.5 billion acquisition has been successfully integrated ahead of schedule, with cost synergies exceeding initial targets and reaching a $130 million annual run rate. The company has implemented a comprehensive organizational restructuring and simplification program, moving from a complex matrix structure to a streamlined operating model with 16 division general managers having full profit and loss accountability. This "80/20" simplification initiative focuses on eliminating complexity, optimizing the product portfolio, and improving operational efficiency. The restructuring program involves less than 10% of the workforce and is expected to generate $75 million in annual benefits. Digital transformation and software expansion has been another major strategic focus. Xylem increased its majority ownership in Idrica, a digital water solutions joint venture, to strengthen its software and analytics capabilities. The company has been investing heavily in IoT, cloud-based analytics, and smart water technologies to capture the growing demand for Advanced Metering Infrastructure (AMI) and digital water management solutions. The company has also pursued portfolio optimization by focusing on higher-margin, more resilient business segments while divesting non-core assets. Strategic initiatives include expanding in high-growth verticals like pharmaceuticals, life sciences, microelectronics, and data centers, while building stronger positions in emerging markets and industrial applications. Sustainability and ESG initiatives have become increasingly important, with Xylem setting ambitious 2030 goals for decarbonization, water stewardship, and providing water access to 80 million people. These initiatives align with growing customer and investor focus on environmental responsibility and help differentiate the company in competitive markets.
XYL company profile · for informational purposes only — not investment advice.
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