XYL · Xylem Inc.

Track XYL — free

$101.27 +0.34 (+0.34%) At close · Sep 30

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$23.93B

233.49M

Volume · Sep 30 2.7M Avg daily vol (3M) 2.14M

Up next

Next earnings call

Oct 26, 2026 Est · unconfirmed · in 4 wks

Latest filing: 10-Q

filed Jul 28, 2026

Q2 2026 earnings call transcript

call held Jul 28, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

View all 115 metrics

Revenue (TTM)

$9.13B

Trailing 12 months

Net income (TTM)

$1.02B

Trailing 12 months

Revenue growth YoY

+1.5%

Year over year

Operating margin

14.5%

Trailing 12 months

P / E (TTM)

24.0

Trailing earnings · reciprocal yield 4.2%

FCF yield

4.0%

TTM · current market cap

Return on invested capital

—

Trailing 12 months

Net cash

—

Latest balance sheet

Dividend yield

—

Trailing 12 months

Shares change YoY

-3.0%

Year over year · fewer shares

Price change (1Y)

-29.9%

Trailing year

Short interest

4.7%

Latest settlement · 3.8 days to cover

View all 115 metrics

AI Brief

Q2 FY26 earnings call · Jul 28, 2026

Q2 FY26

TL;DR. Xylem posted Q2 orders up 42% and adjusted EPS of $1.46 (+16%), with record adjusted EBITDA margin of 23.3% (+150bps), and narrowed full-year organic revenue growth to 2-3% while raising EPS guidance to $5.55-$5.70 from $5.35-$5.60 after electric metering project delays pressured the top line.

Bullish

+ Record quarterly adjusted EPS of $1.46, up 16% year-over-year.
+ Water Infrastructure EBITDA margin expanded 480 basis points on strong North America transport leverage.
+ Full-year adjusted EPS guidance raised to $5.55-$5.70 from $5.35-$5.60 and full-year EBITDA margin guidance raised to 23.1-23.5% from 22.9-23.3%.
+ Data center revenue is expected to grow ~200% in 2026 with $5.3 billion ending backlog and book-to-bill well above 1.

Bearish

− Full-year organic revenue growth guidance narrowed to 2-3% from 2-4% and reported revenue growth narrowed to ~2% from 2-3% due to MCS electric project delays.
− MCS full-year outlook reduced to low single-digit revenue decline with EBITDA margin down 200 basis points on electric metering affordability and election-related capex caution.
− China revenue declined 27% in Q2 with orders down over 30%, and China is right-sized to ~2% of sales from ~3% last year.
− Net debt to adjusted EBITDA increased to 0.8x, driven by opportunistic share repurchases of $1,243 million YTD.
− Applied Water segment EBITDA margin declined 50 basis points year-over-year on inflation and lower volume.
− Company continues to monitor broader risks including Middle East conflict, tariff changes, and inflationary pressures.

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice

Overall

Sell

SellHoldBuy

Technical Strong Sell Momentum Very Weak Sentiment Neutral Fundamentals Strong Quant / Vol Moderate

Market backdrop VIX 16.3 · calm Equity put/call 0.53

Technical

price trend

Strong Sell

50 / 200-day cross No cross

Price vs 200-day avg −17%

below

Price vs 50-day avg −10%

below

RSI (14) 29

oversold

MACD trend Negative

52-week position 1%

near low

Volume (OBV) Confirms

volume backs price

Momentum

relative strength

Very Weak

1-month return −5%

trailing

6-month return −22%

trailing

YTD return −26%

this year

Relative strength −34%

vs S&P · 6-mo

Sentiment

smart money

Neutral

Trend (MA cross) No cross

50d $113 › 200d $121 — 200d above 50d

Institutional flow Distributing

-1% holders QoQ · +118 funds added

Insider flow Flat

No net insider activity over 90 days

Short interest Rising

4.67% of float · ▲ +35.7% MoM · 3.8 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

1,106 holders — near 3-yr high, broad support

Squeeze score 62

elevated · 0–100

Fundamentals

Strong

Revenue growth +6%

Y/Y

Gross margin 38%

expanding

EPS growth +7%

Y/Y

Valuation P/E 24.4

below peers

Buyback $453.0M

remaining

Balance sheet $463.0M

net debt

Quant / Vol

risk profile

Moderate

Volatility 25%

annualized · 1-yr

Max drawdown −34%

past year

ATR 2.5%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

what management promised — and delivered

Beat or met 2 of last 2

Latest guidance · from the 8-K filed Jul 28, 2026

Revenue · full-year 2026 Initiated $9.2B

prior FY $9.04B midpoint +1.8% Y/Y

Adjusted EBITDA margin · full-year 2026 Non-GAAP Initiated 23.1% – 23.5%

Free cash flow margin · full-year 2026 Initiated 10.2% – 11%

Adjusted earnings per share · full-year 2026 Non-GAAP Initiated $5.55 – $5.70

Guided vs delivered · last 2 settled

Revenue full-year 2024

guided $8.55B

guided $8.55B $8.56B Beat +0.1%

Full-year 2023 revenue full-year 2023

guided $7.3B

guided $7.3B $7.36B Beat +0.9%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Sell

4 · 3 · 0

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

−17% Bearish

Price vs 50-day avg

−10% Bearish

RSI (14)

29 Neutral

MACD trend

Negative Bearish

52-week position

1% Bearish

Volume (OBV)

Confirms Neutral

Market signals — smart money & positioning

Bearish · 2 of 6

Trend (MA cross) No cross

50d $113 › 200d $121 — 200d above 50d

Institutional flow Distributing

-1% holders QoQ · +118 funds added

Insider flow Flat

No net insider activity over 90 days

Short interest Rising

4.67% of float · ▲ +35.7% MoM · 3.8 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

1,106 holders — near 3-yr high, broad support

Price context

position in its 52-week range

Range low $101 Now $101 · 1% Range high $153

vs 200-day avg -17% vs 50-day avg -10%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings

Metric	Latest	Period	YoY
Adjusted EBITDA non-GAAP	$544M	the second quarter of 2026 filing	—
GAAP → non-GAAP reconciliation GAAP Net Income attributable to Xylem 263M +65M Depreciation +75M Amortization +2M Interest expense (income), net +103M Income tax expense +12M Share-based compensation +13M Restructuring & realignment -3M Special charges +16M Loss on sale of businesses -2M Loss attributable to non-controlling interests = Adjusted EBITDA 544M
Adjusted EBITDA - Applied Water non-GAAP	$106M	three months ended June 30, 2026 filing	—
Adjusted EBITDA - Measurement and Control Solutions non-GAAP	$107M	three months ended June 30, 2026 filing	—
Adjusted EBITDA - Water Infrastructure non-GAAP	$182M	three months ended June 30, 2026 filing	—
GAAP → non-GAAP reconciliation GAAP Operating Income 157M +0M Loss attributable to non-controlling interests +2M Gain (loss) on sale of businesses +11M Depreciation +13M Amortization -8M Other non-operating expense, excluding interest +2M Share-based compensation +3M Restructuring & realignment +4M Special charges -2M (Gain) loss on sale of businesses +0M Loss attributable to non-controlling interests = Adjusted EBITDA - Water Infrastructure 182M
Adjusted EBITDA - Water Solutions and Services non-GAAP	$163M	three months ended June 30, 2026 filing	—
Adjusted EBITDA margin - Applied Water non-GAAP	21.2%	three months ended June 30, 2026 filing	—
Adjusted EBITDA margin - Water Infrastructure non-GAAP	26.6%	three months ended June 30, 2026 filing	—
Adjusted net income non-GAAP	$345M	Three Months Ended June 30, 2026 filing	—
GAAP → non-GAAP reconciliation GAAP Net income attributable to Xylem 263M +15M Restructuring and realignment +52M Acquired intangible amortization -3M Special charges +15M Tax-related special items +16M Loss from sale of businesses -13M Tax effects of adjustments = Adjusted net income 345M
Adjusted operating income non-GAAP	$447M	the second quarter of 2026 filing	—
Adjusted operating income - Applied Water non-GAAP	$98M	three months ended June 30, 2026 filing	—
GAAP → non-GAAP reconciliation GAAP Operating income 101M +3M Restructuring and realignment costs -6M Special charges = Adjusted operating income - Applied Water 98M
Adjusted operating income - Measurement and Control Solutions non-GAAP	$83M	three months ended June 30, 2026 filing	—
GAAP → non-GAAP reconciliation GAAP Operating income 63M +3M Restructuring and realignment costs +19M Purchase accounting intangible amortization -2M Special charges = Adjusted operating income - Measurement and Control Solutions 83M
Adjusted operating income - Water Infrastructure non-GAAP	$168M	three months ended June 30, 2026 filing	—
GAAP → non-GAAP reconciliation GAAP Operating income 157M +5M Restructuring and realignment costs +9M Purchase accounting intangible amortization -3M Special charges = Adjusted operating income - Water Infrastructure 168M
Adjusted operating margin non-GAAP	19.1%	the second quarter of 2026 filing	—
Adjusted operating margin - Water Infrastructure non-GAAP	24.6%	three months ended June 30, 2026 filing	—
Orders	$3.09B	Three Months Ended June 30, 2026 filing	—
Organic orders growth non-GAAP	40.9%	Three Months Ended June 30, 2026 filing	—
Organic revenue growth non-GAAP	1.3%	Three Months Ended June 30, 2026 filing	—
Restructuring charges	$11M	three months ended June 30, 2026 filing	—

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Specialty Industrial Machinery — same industry group

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
XYL Xylem Inc. this stock	$23.93B	-25.6%	+5.5%	24.4	4.7%
GEV GE Vernova Inc.	$255.05B	+45.4%	+9.0%	27.5	3.3%
ETN Eaton Corp plc	$170.89B	+34.9%	+10.3%	44.8	2.0%
SMERY Siemens Energy AG/ADR	$139.03B	—	—	—	0.0%
PH Parker-Hannifin Corp	$123.32B	+8.7%	+18.9%	34.4	1.2%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Reducing

Holders

1,106

% held: 93.6%
Net QoQ: -116.5K sh
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

754

View

Short & Settlement

Short Interest Rising

Shares short

10.9M

Days to cover: 3.8d
Change: +2.9M sh

View

Short Volume

Short vol %

62%

As of: Sep 30, 2026

Short Total

View

Fails to Deliver

FTD shares

1.5K

Value: $161.3K
As of: Sep 14, 2026

View

Off-Exchange

Off-exchange %

41.0%

Week of: Aug 24, 2026

Off-exch Lit

View

Smart Money

Congressional Trades Sell

Member

Susie Lee

Amount: $1.0K–$15.0K
Traded: Nov 30, 2022

View

Financials

Revenue (FY)

$9.0B

Net income (FY): $957.0M
EPS diluted: $3.92

View

Buybacks

Authorized

$1.5B

Remaining: $453.0M

Spent Remaining

View

Filings

SEC Filings

Latest

8-K

Filed: Sep 29, 2026
This year: 14

View

Proposed Sales

Value

$562.5K

Shares: 4.8K
Filed: Jul 30, 2026

View

Earnings & Events

Earnings Calls

Last call

Jul 28, 2026

View

Performance

	5D	20D	120D	MTD	YTD
XYL	-6.8%	-5.3%	-21.7%	-8.0%	-25.6%
SPY	-0.7%	+0.1%	+12.2%	-0.6%	+11.8%
vs SPY	-6.1%	-5.4%	-33.9%	-7.5%	-37.5%

Capital returns

Buyback program · as of Jun 30, 2026

Authorized

$1.50B

Spent (derived)

$1.05B

Remaining

$453.00M

Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1524472 CUSIP 98419M100 13F (30d) 27 filings 19 filers Visit website Investor relations

XYL · Xylem Inc.

Price & Indicators

Up next

Metrics snapshot

AI Brief

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns