XYL

Xylem Inc.NYSE · Industrial Machinery & Supplies & Components · Industrials

Previous close

92.40

Change

+1.64 / +1.81%

FinDog View

Bullish

52-Week Range ?

87.40 – 154.27

P/E (TTM) ?

19.6

Forward P/E ?

17.7

Based on consensus earnings for the next 12 months

Market Cap

$25.4B

−8.76%

S&P 500 −0.91% over same period

Volume / Avg Volume

3.3M / 4.4M

0.75× average

Latest earnings analysisFY2026 Q2Reported 2026-07-28

Xylem Q2 2026: gross margin jumps to 41.2%, orders rise 42%

Xylem's second quarter was strong where it counts: revenue rose 2.0% to $2.34 billion, gross margin jumped to 41.2%, and adjusted EPS of $1.46 beat the $1.3508 consensus. The bull case now rests on orders of $3.1 billion, up 42%, rather than on modest reported growth. Read the margin and order lines first; the full-year revenue guide was trimmed slightly while the profit guide went up.

Read the full analysis →

Revenue$2.34BYoY +1.50%

EPS (non-GAAP)$1.46Beatest. $1.35

Next-quarter revenue guidance$9.20BYoY +293.80%

Next-day move−2.27%

Price History

Closing price · USD1M 6M 1Y 5Y

Historical P/E

Close ÷ trailing four-quarter EPS · Period median 27.31M 6M 1Y 5Y

Recent Earnings

Click to read the FinDog analysis

Period	Reported	Revenue	EPS Actual / Est.	Next-Day Move	Analysis
FY2026 Q2 Quarter ended 2026-06	2026-07-28	$2.3B	1.46 / 1.35	−2.27%	Read analysis →
FY2026 Q1 Quarter ended 2026-03	2026-04-28	$2.1B	1.12 / 1.10	−2.13%	Pending
FY2025 Q4 Quarter ended 2025-12	2026-02-10	$9.0B	1.42 / 1.42	−1.67%	Pending
FY2025 Q3 Quarter ended 2025-09	2025-10-28	$2.3B	1.37 / 1.25	+1.63%	Pending
FY2025 Q2 Quarter ended 2025-06	2025-07-31	$2.3B	1.26 / —	−1.69%	Pending
FY2025 Q1 Quarter ended 2025-03	2025-04-29	$2.1B	1.03 / —	+1.64%	Pending

Next Earnings

Date and consensus from the earnings calendar; the analysis is generated automatically after the releaseEarnings Calendar →

Report date

2027-02-08

in 99 days · After hours

Consensus EPS

$1.65

Last quarter EPS $1.46

Avg. next-day move over the last 6 reports

±1.8%

Decision Panel

Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market data

Valuation

P/E is at percentile 0 of its 5-year rangeCheap

5-year range 25.9 – 50.5 · Median 36.6

Last 4 quarters: $1.6B in buybacks + $405M in dividends, 7.82% of market cap combined

P/E (TTM)

19.6

P/B

2.1

P/S

2.3

Dividend Yield

1.46%

Earnings Reaction

Over the last 6 reports, the stock moved ±1.8% on average on the first trading day after, rising 2 times

Most recent −2.27%

Volatility & Correlation

1-year beta 0.31 · Correlation with S&P 500 0.11Low beta

Annualized volatility 33% vs. 12% for the S&P 500

Insider Trading

View all →

Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions

Buy 1 · $0.99MSell 0 · $0.00MNet buying $0.99M

10-29KOCH D CHRISTIANDirectorBuy$0.99M11,000 shares · Avg price 89.60

Multi-Quarter Financial Trends

View all quarters →

Last 12 quarters · As reported by the company

Quarter	Revenue ($B)	YoY	Gross Margin	Operating Income ($B)	Net Income ($B)	Free Cash Flow ($B)	EPS
FY2026 Q3	2.20	−3.0%	41.2%	0.39	0.29	0.33	1.25
FY2026 Q2	2.34	+1.5%	41.2%	0.39	0.26	0.29	1.11
FY2026 Q1	2.13	+2.7%	37.8%	0.24	0.19	0.11	0.79
FY2025 Q4	2.40	+6.3%	38.9%	0.35	0.34	0.54	1.37
FY2025 Q3	2.27	+7.8%	38.9%	0.33	0.23	0.36	0.93
FY2025 Q2	2.30	+6.1%	38.8%	0.31	0.23	0.31	0.93
FY2025 Q1	2.07	+1.8%	37.1%	0.23	0.17	0.03	0.69
FY2024 Q4	2.26	+6.5%	38.0%	0.27	0.33	0.58	1.33
FY2024 Q3	2.10	+1.3%	37.3%	0.28	0.22	0.31	0.89
FY2024 Q2	2.17	+26.0%	37.8%	0.25	0.19	0.29	0.80
FY2024 Q1	2.03	+40.4%	37.0%	0.21	0.15	0.09	0.63
FY2023 Q4	2.12	+40.6%	35.7%	0.21	0.27	0.46	1.17

Peers

Largest by market cap in the sector · Latest quarterView Industrials sector →

Ticker	Company	Market Cap	P/E	Revenue YoY	Gross Margin	1M	View
XYL	Xylem Inc.	$25.4B	19.6	−3.0%	41.2%	−8.76%	Bullish
SPCX	SpaceX	$1.85T	—	+161.4%	62.4%	−10.70%	Bullish	Compare
CAT	Caterpillar Inc.	$288B	26.8	+24.0%	37.8%	−23.19%	Bullish	Compare
GE	GE Aerospace	$313B	35.1	+15.9%	—	−3.36%	Bullish	Compare
RTX	RTX Corporation	$271B	32.0	+11.1%	—	+7.62%	Bullish	Compare
GEV	GE Vernova	$227B	22.8	+26.8%	24.6%	−9.74%	Bullish	Compare
UNP	Union Pacific Corporation	$181B	23.6	+15.3%	—	+11.71%	Bullish	Compare
DE	Deere & Company	$182B	36.7	+4.9%	—	+0.59%	Bullish	Compare
ETN	Eaton Corporation	$144B	38.6	+21.4%	33.5%	−13.90%	Bullish	Compare

The View in One Line

EPS 1.46 beat by 8.1%, gross margin 41.2%, guidance raised, but revenue grew only 1.5%; bullish case needs revenue acceleration.

Updated 2026-10-30

View History

09-17Neutral → Bullish
EPS beat by 8.1%, gross margin 41.2%, guidance raised, but revenue only +1.5%. Bullish needs revenue acceleration.

Notable Institutional Holders

Renaissance Technologies$93.4MUnchanged −0%
Citadel Advisors · Ken Griffin$74.0MAdded +30%
Bridgewater Associates · Ray Dalio$516,599

As of 2026-06-30

ETFs holding it

XLI Industrial Select Sector SPDR Fund0.41%
RSP Invesco S&P 500 Equal Weight ETF0.16%
VIG Vanguard Dividend Appreciation ETF0.09%
VYM Vanguard High Dividend Yield ETF0.09%
VTV Vanguard Value ETF0.08%
VOO Vanguard S&P 500 ETF0.03%
IVV iShares Core S&P 500 ETF0.03%
SPY SPDR S&P 500 ETF Trust0.03%

Weights estimated at latest prices

Key Events

10-27Management Change
Xylem Reorganizes Into Three Segments; Water Infrastructure President to Step Down
Effective Jan 1, 2027, Hayati Yarkadas ceases as Water Infrastructure president and executive officer; he stays through divestitures with CHF 557,469 salary and a $1.2 million success incentive.Source ↗
09-29Capital Actions
Xylem completes $1.5 billion senior notes offering
Xylem completed a $1.5 billion senior notes offering in three tranches due 2029, 2032 and 2037 to help fund its Cornell Pump and Roper Pump acquisitions.Source ↗
09-09Capital Actions
Xylem Signs $1.5 Billion Five-Year Revolving Credit Agreement
On September 8, 2026, Xylem signed a revolving credit agreement of up to $1.5 billion with a syndicate of banks and terminated its prior $1 billion agreement from 2023.Source ↗
08-18Management Change
Xylem CFO Departs, Internal Executive Succeeds
William K. Grogan will resign as CFO effective August 31, 2026, and Andrea van der Berg will succeed him on September 1, with a base salary of $675,000.Source ↗
08-13Management Change
Xylem Board Grows to 10 with Appointment of Koch as Independent Director
On August 13, 2026, Xylem appointed D. Christian Koch as an independent director, expanding the board from 9 to 10 members; he also joined two committees.Source ↗
05-29Capital Actions
Xylem Issues $1 Billion of Senior Notes
Xylem completed the issuance of $500 million of 5.200% notes due 2033 and $500 million of 5.450% blue notes due 2036, with proceeds for debt repayment and blue projects.Source ↗
05-18Governance
Xylem Annual Shareholder Meeting Approves Four Proposals Including Director Elections
On May 14, 2026, Xylem's annual shareholder meeting elected nine directors, ratified Deloitte as auditor, and approved the advisory vote on executive compensation and the 2026 employee stock purchase plan.Source ↗

Key Financial Trends

Quarterly Revenue ($B)2.2

Gross Margin41.2%

Free Cash Flow ($B)0.3