Xylem Inc

Xylem Inc

XYL

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Market Cap$27.31B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Xylem IncXylem Inc27.91.42%10%3.10.3

Earnings Call Q2 2026

July 28, 2026 - AI Summary

Q2 performance: solid momentum + margin strength - Revenue up ~1% YoY; supported by strength in key markets offset by ~27% China decline and ~$2m walkaway revenue impact. - Ending backlog: $5.3B with book-to-bill > 1 (supported notably by the Dow WSS order; WSS orders +41% YoY; growth in 3 of 4 segments). - EBITDA margin: 23.3%, up 150 bps YoY, driven by productivity, price/mix more than offsetting inflation/lower volume. - EPS: $1.46, +16% YoY; free cash flow strong (higher net income, partially offset by outsourced water contracts). - Net debt/adj. EBITDA: 0.8x (increased due to opportunistic share repurchases in the quarter).
Segment highlights (what drove growth vs what dragged) - Water Infrastructure: orders -4% (China treatment weakness tied to “80/20” walkaway; but transport strong). Revenue +3% with transport offsetting treatment softness; EBITDA margin +480 bps (best segment performer). - MCS (Measurement & Control Solutions): orders +2%, revenue -1%; EBITDA margin 21.1% (-200 bps YoY) due to unfavorable mix/inflation/volume partially offset by productivity/price. - Applied Water: orders +9% with book-to-bill well above 1; revenue +3% YoY (notably data center orders +300% YoY; also commercial buildings strength in North America). - Water Solutions & Services (WSS): big demand surge; revenue +1% YoY; segment EBITDA margin 25.3% (+90 bps), helped by price/mix/productivity and the finalized Dow contract impacts.
Forecasts / outlook update (full-year + Q3) - Full-year reported revenue: ~$9.2B (~+2% growth YoY). Organic revenue growth: 2%–3% (tightened vs prior 2%–4% guidance). - Full-year EBITDA margin: 23.1%–23.5% (raised vs prior range). - EPS guidance raised: from $5.35–$5.60 to $5.55–$5.70. - Cash flow: still targeting low-double-digit free cash flow margin for the year. - Q3 outlook: revenue flat reported / ~+3% organic; EBITDA margin ~23.5%–24%; EPS $1.42–$1.47.

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$150.40

Target Price by Analysts

28.6% upsideXylem Target Price DetailsTarget Price
$112.73

Current Fair Value

3.6% downside

Overvalued by 3.6% based on the discounted cash flow analysis.

Share Statistics

Market cap$27.31 Billion
Enterprise Value$28.96 Billion
Dividend Yield$1.66 (1.42%)
Earnings per Share$3.93
Beta1.02
Outstanding Shares236,276,000

Return

Return on Equity9.69%ROE
Return on Assets5.82%
Return on Invested Capital8.95%

Valuation & Multiples

P/E Ratio27.85P/E Ratio
PEG170.11PEG
Price to Sales3.08Price to Sales
Price to Book Ratio2.66Price to Book Ratio
Enterprise Value to Revenue3.17
Enterprise Value to EBIT22.12
Enterprise Value to Net Income28
Total Debt to Enterprise0.1
Debt to Equity0.28Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 30, 2026
EPS Estimate
$1.34
Average shareholder expectation
Revenue Estimate
$2.35 B
Average shareholder expectation

Next Earnings Call

Expected Date
October 27, 2026
EPS Estimate
$1.47
Average shareholder expectation
Revenue Estimate
$2.29 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.0000 81.93%
Total Calls- 100.00%
Total Puts- 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %9.72% 79.58%
Total Invested$2.78B 89.26%
Investors Holding432 701.00%

ESG Score

No data

About Xylem Inc

17,000 employees
CEO: Patrick Decker

Xylem (XYL) is a leading global water technology company committed to solving critical water and infrastructure challenges with technological innovation. The Company has more than 16,000 diverse employees that delivered revenue of $5.25 ...

Relevant Senate Committees

Appropriations

This committee directly allocates discretionary federal spending. Its subcommittees determine the precise funding for infrastructure projects, which directly impacts Xylem's potential order books and revenue streams.

Environment and Public Works

This committee directly regulates the EPA and federal highway programs, which are critical to water infrastructure and environmental standards. Its actions drive demand for water technology solutions.