Company Reports

Xylem's second-quarter adjusted earnings per share of $1.46 beat the FactSet consensus estimate by $0.12 despite revenue of $2,336 million falling $40 million short of consensus expectations.

Xylem is one of the leading water technology companies in the world. Its extensive portfolio spans a wide range of equipment and solutions for the water industry, including the transport, treatment, testing, and efficient use of water for public utilities as well as industrial, commercial, and residential customers. Xylem operates four business segments: water infrastructure, applied water, measurement and control solutions, and water solutions and services.

Xylem is one of the leading water technology companies in the world. Its extensive portfolio spans a wide range of equipment and solutions for the water industry, including the transport, treatment, testing, and efficient use of water for public utilities as well as industrial, commercial, and residential customers. Xylem operates four business segments: water infrastructure, applied water, measurement and control solutions, and water solutions and services.

Xylem's first-quarter adjusted EPS increased by 9% year over year, to $1.12 from $1.03. Organic revenue remained flat from the same period last year. Management maintained its 2026 guidance and continues to anticipate full-year adjusted EPS of $5.35-$5.60.

Xylem is one of the leading water technology companies in the world. Its extensive portfolio spans a wide range of equipment and solutions for the water industry, including the transport, treatment, testing, and efficient use of water for public utilities as well as industrial, commercial, and residential customers. Xylem operates four business segments: water infrastructure, applied water, measurement and control solutions, and water solutions and services.

Xylem's fourth-quarter adjusted earnings per share of $1.42 came in a penny above the FactSet consensus estimate. Management expects full-year 2026 adjusted EPS of $5.35 to $5.60.

Xylem is one of the leading water technology companies in the world. Its extensive portfolio spans a wide range of equipment and solutions for the water industry, including the transport, treatment, testing, and efficient use of water for public utilities as well as industrial, commercial, and residential customers. Xylem operates four business segments: water infrastructure, applied water, measurement and control solutions, and water solutions and services.

Xylem delivered solid third-quarter results, highlighted by a 23% year-over-year increase in adjusted earnings per share, from $1.11 to $1.37. Management raised its full-year guidance for the second time this year and now expects adjusted EPS of $5.03-$5.08, up from $4.70-$4.85 previously.

Xylem's second-quarter adjusted EPS of $1.26 easily beat the FactSet consensus estimate by $0.11. Management raised its 2025 guidance and now anticipates full-year adjusted EPS of $4.70-$4.85, up from $4.50-$4.70 previously.

Xylem is one of the leading water technology companies in the world. Its extensive portfolio spans a wide range of equipment and solutions for the water industry, including the transport, treatment, testing, and efficient use of water for public utilities as well as industrial, commercial, and residential customers. Xylem operates four business segments: water infrastructure, applied water, measurement and control solutions, and water solutions and services.

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.

Xylem is one of the leading water technology companies in the world. Its extensive portfolio spans a wide range of equipment and solutions for the water industry, including the transport, treatment, testing, and efficient use of water for public utilities as well as industrial, commercial, and residential customers. Xylem operates four business segments: water infrastructure, applied water, measurement and control solutions, and water solutions and services.

Narrow-moat-rated Xylem ended 2024 on a solid note, as its full-year adjusted EPS of $4.27 beat our estimate by $0.04 and the FactSet consensus estimate by $0.05, sending shares up by over 5%. After rolling our model forward one year, we’ve raised our fair value estimate to $116 per share from $113, mostly due to time value of money.

Xylem is one of the leading water technology companies in the world. Its extensive portfolio spans a wide range of equipment and solutions for the water industry, including the transport, treatment, testing, and efficient use of water for public utilities as well as industrial, commercial, and residential customers. Xylem operates four business segments: water infrastructure, applied water, measurement and control solutions, and water solutions and services.

Narrow-moat-rated Xylem reported third-quarter adjusted earnings per share of $1.11, in line with consensus expectations, but the stock was down in early trading on Oct. 31 as the $4.23 midpoint of management's updated 2024 adjusted EPS guidance range was below the $4.26 FactSet consensus estimate and our $4.28 forecast. We’ve trimmed our fair value estimate to $113 per share from $114 to reflect our slightly more muted near-term revenue growth expectations, partially offset by the time value of money.

Xylem is one of the leading water technology companies in the world. Its extensive portfolio spans a wide range of equipment and solutions for the water industry, including the transport, treatment, testing, and efficient use of water for public utilities as well as industrial, commercial, and residential customers. Xylem operates four business segments: water infrastructure, applied water, measurement and control solutions, and water solutions and services.

Narrow-moat-rated Xylem posted solid second-quarter results, with an 11% year-over-year increase in adjusted EPS. After a strong first half, Xylem raised its full-year guidance and now expects organic revenue growth of 5% to 6% (up from 4% to 6% previously) and adjusted EPS of $4.18 to $4.28 (up from $4.10 to $4.25 previously). While nothing in the earnings release materially alters our long-term thesis, we’ve slightly increased our fair value estimate to $114 per share from $112 due to time value of money. We see shares as modestly overvalued at current levels, and we’d prefer to wait for a more attractive entry point.

Xylem is one of the leading water technology companies in the world. Its extensive portfolio spans a wide range of equipment and solutions for the water industry, including the transport, treatment, testing, and efficient use of water for public utilities as well as industrial, commercial, and residential customers. Xylem operates four business segments: water infrastructure, applied water, measurement and control solutions, and water solutions and services.

After reviewing Xylem's May 30 investor day presentation, we are raising our fair value estimate to $112 from $110, driven by our slightly more optimistic midcycle operating margin assumptions.

Xylem is one of the leading water technology companies in the world. Its extensive portfolio spans a wide range of equipment and solutions for the water industry, including the transport, treatment, testing, and efficient use of water for public utilities as well as industrial, commercial, and residential customers. Xylem operates four business segments: water infrastructure, applied water, measurement and control solutions, and water solutions and services.