US · Industrials · Specialty Industrial Machinery
EPS came in at 1.46 against a street estimate of 1.34 — a beat of 9.0%.
Analysts rate Xylem Inc a buy (14 buy, 8 hold, 0 sell out of 22) with an average price target of $153.88.
CONFIDENT Xylem delivered solid Q2 with 1% organic revenue growth, 23.3% EBITDA margin (+150 bps), and record EPS of $1.46. Data center exposure surging 200%+ YoY. China remains challenged but management sees stabilization ahead. Q2 2026 North America municipal and data centers driving growth. China weakness from economic headwinds, government shift toward AI/life sciences, and 80/20 selectivity. Management expects stabilization in H2. Analysts pressed on MCS near-term slowdown vs. long-term AMI 2.0 opportunity; management emphasized water utility resilience and cyclical electric delays. Data center scalability questioned; Pine framed it as early indicator of broader AI ecosystem water demand. 80/20 evolution debated; shift from margin to growth lever confirmed for 2027. 2026-07-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.99% |
| Vanguard Capital Management, LLC | 6.77% |
| Vanguard Portfolio Management, LLC | 5.47% |
| State Street Corp | 4.79% |
| Geode Capital Management, LLC | 2.75% |
| Amundi | 2.24% |
| Royal Bank of Canada | 2.04% |
| Impax Asset Management Group PLC | 1.91% |
| Document | Date |
|---|---|
| Material agreement · Q3 2026 XYLEM INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • New revolving credit facility: $1,500,000,000 aggregate principal amount • Facility expandable by a | 2026-09-09 |
| Board / officer change · Q3 2026 XYLEM INC. (XYL) - FORM 8-K SUMMARY HEADLINE NUMBERS • CFO Transition Date: William K. Grogan resigns effective August 31, 2026; Andrea van der Berg | 2026-08-18 |
| Board / officer change · Q3 2026 XYLEM INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Board size increased from 9 to 10 directors • One new director appointed effective August 13, 2026 | 2026-08-13 |
| Quarterly report · Q2 2026 XYLEM INC. - FORM 10-Q SUMMARY Period Ended June 30, 2026 --- HEADLINE NUMBERS • Six-month revenue: $4,461 million (2026) vs. $4,370 million (2025) | 2026-07-28 |
| Results announced · Q3 2026 XYLEM INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Orders: $3.1 billion for Q2 2026, up 42% reported / 41% organically year-over-year • Revenu | 2026-07-28 |
| Material agreement · Q2 2026 XYLEM INC. - 8-K FILING SUMMARY (May 29, 2026) HEADLINE NUMBERS • Xylem completed a public debt offering totaling $1 billion on May 29, 2026 • $500 | 2026-05-29 |
| Quarterly report · Q1 2026 XYLEM INC. — Q1 2026 FINANCIAL SUMMARY --- HEADLINE NUMBERS • Total revenue Q1 2026: $2,125 million (Q1 2025: $2,069 million) — up 2.7% - Product | 2026-04-28 |
| Proxy statement · Q2 2026 XYLEM INC. – 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Election of nine director nominees (all recommended FOR) • P | 2026-03-30 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.43 / share ex-date Aug 27, 2026 · pay Sep 24, 2026 | 2026-08-27 |
| Dividend | $0.43 / share ex-date May 28, 2026 · pay Jun 25, 2026 | 2026-05-28 |
| Dividend | $0.43 / share ex-date Feb 24, 2026 · pay Mar 24, 2026 | 2026-02-24 |
| Dividend | $0.40 / share ex-date Nov 25, 2025 · pay Dec 23, 2025 | 2025-11-25 |
| Dividend | $0.40 / share ex-date Aug 28, 2025 · pay Sep 25, 2025 | 2025-08-28 |
| Announcement | Date |
|---|---|
| Board approves new $1.5 billion share repurchase program Xylem Inc.'s Board of Directors approved a new $1.5 billion share repurchase program on February 25, 2026, with no expiration date. Under this program, the company is authorized to buy back | 2026-02-25 |
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Google PlayApp StoreData updated 2026-09-18.