Xylem Inc
XYL: XNYS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| LOCK|p% | LOCK|nHDFw | LOCK|Rh$YR!? |
Xylem Earnings: On Track to Achieve 2025 Guidance Despite Tariff Headwinds
Narrow-moat Xylem started the year with a solid first quarter, delivering a 14% year-over-year increase in adjusted earnings per share, from $0.90 to $1.03. Despite tariff-related uncertainty, management maintained its 2025 guidance and continues to anticipate full-year adjusted EPS of $4.50–$4.70. We’ve maintained our $116 fair value estimate for Xylem, as our slightly more conservative near-term projections were offset by the time value of money.
