Xylem IncNYSE: XYL
Industrials · Industrial Machinery & Supplies & Components
$115.42
-2.32%
Vol: 1.4M
Research Digest
Friday, May 1, 2026
Xylem Q1 2026 earnings beat; raises FY2026 revenue guidance; 8% dividend hike approved
Xylem reported strong Q1 2026 adjusted EPS of $1.12 (beat $1.09 consensus) on $2.13B revenue (+2.7% YoY), beating $2.11B estimate. Company raised FY2026 revenue guidance to $9.2-$9.3B (+2-3% vs. prior 1-3%) and maintained adjusted EPS target of $5.35-$5.60. Announced 8% dividend increase and $1.5B share repurchase authorization. Net margin expanded 90bps to 9.1%, adjusted EBITDA margin 20.6% (+20bps). Analyst consensus Buy with $152.5 median 12-month PT (+32% upside). Stock down 22% in 6 months, 13% YTD due to valuation concerns.
Previous Market Intelligence
13 daysApr 30Xylem raises FY2026 revenue guidance to $9.2-$9.3B (+2-3%) and authorizes $1.5B share repurchase program on strong Q1 margins.Mixed▶
Xylem Inc. reported Q1 2026 revenue of $2.1B with earnings per share up 14% reported and 9% adjusted basis. Net income margin expanded 90 bps to 9.1% driven by operational performance and reduction in business sale losses. Company raised full-year 2026 revenue guidance to $9.2-$9.3B (2-3% growth vs. prior 1-3%), and adjusted EBITDA margin guidance to 22.9-23.3% (70-110 bps expansion). Board authorized new $1.5B share repurchase program effective immediately. However, stock fell 2.13% on earnings, with concerns over elevated 28.71 P/E, declining operating cash flow (-1.74% YoY), and falling free cash flow (-3.40% YoY). Analysts rate Buy with $152.50 target (32.15% upside).
Apr 29Xylem reports Q1 2026 EPS $1.12 beating estimate of $1.09 (+9% adjusted); raises full-year revenue guidance; authorizes $1.5B share repurchase program.Positive▶
Xylem reported Q1 2026 revenue of $2.1B with EPS of $1.12, surpassing forecast of $1.09. EPS up 14% reported and 9% adjusted basis. Net income margin increased 90 basis points to 9.1%. Company raised full-year 2026 revenue guidance to $9.2-$9.3B (vs. prior $9.1-$9.3B) on 2-3% growth. Full-year adjusted EBITDA margin expected 22.9-23.3%, up 70-110 basis points. Full-year adjusted EPS guidance raised to $5.35-$5.60. Board authorized new $1.5B share repurchase program. Stock trades at $121.46, down from 52-week high of $154.27, with average analyst target of $154 implying 27% upside.
Apr 16Xylem stock declined overnight despite strong long-term fundamentals; UBS lowers PT to $155 while maintaining bullish consensus.Neutral▶
Xylem Inc. experienced overnight weakness with stock dropping $4.35 in after-hours trading despite solid fundamentals and 18.2% analyst upside potential. UBS lowered price target to $155 from $168 while maintaining buy rating, signaling selective caution. Goldman Sachs and other major firms also adjusted downward on analyst targets recently. Q1 2026 earnings due April 28 with management conference call at 9:00 a.m. ET will provide clarity on water infrastructure market momentum. Thirteen analysts maintain average buy rating with 12-month consensus price target of $154.25, up 18.97% from current levels. Burney Co. increased holdings by 100.5% in Q4 filing dated April 13, suggesting institutional confidence in water sector thesis.
Apr 15Xylem achieves record 14.6% operating margins in 2025 and announces $1.5 billion share repurchase program.Positive▶
Xylem reported record full-year 2025 revenue of $9.0 billion with operating margins expanding to 14.6%. Q4 2025 adjusted EPS of $1.42 beat consensus. The company announced a $1.5 billion share repurchase authorization. Q1 2026 results scheduled for April 28, 2026. Stifel maintains Buy with $166 target.
Apr 14Xylem posts 2025 record revenue and highest margins in four years; Q1 earnings due April 28.Positive▶
Xylem reported full-year 2025 revenue of $9.0 billion with 14.6% operating margins, highest in four years. Q4 adjusted EPS of $1.42 beat consensus. 2026 revenue expected at $9.2 billion. Fifteen analysts rate Buy/Outperform with mean target of $157.12. Q1 results released April 28.
Apr 13Xylem posted record 2025 revenue of $9.0 billion with operating margins hitting 14.6%, highest in four years.Positive▶
Xylem delivered record full-year 2025 revenue of $9.0 billion with operating margins at 14.6%. Q4 2025 adjusted EPS of $1.42 beat consensus with 20% YoY growth. The 80/20 restructuring targets $80-120 million in annual net savings. Q1 2026 earnings April 28. Wall Street consensus projects 2026 revenue of $9.2 billion with 15 analysts rating Buy/Outperform against 8 Holds.
Apr 10Xylem Q1 2026 earnings scheduled for April 28; analyst consensus targets $157.12 with 26.4% upside potential.Positive▶
Xylem's Q1 2026 results release is April 28 with strong analyst positioning (15 buy/outperform vs 8 holds, 0 sells). Current price $129.40 with consensus target of $157.12. 2026 revenue guidance of $9.2B (1.8% growth) supported by $80M-$120M restructuring savings. $4.6B backlog with 60% converting in 2026.
Apr 9Xylem posts record 2025 revenue of $9 billion with 14.6% operating margins; authorizes $1.5B buybackPositive▶
Xylem posted record full-year 2025 revenue of $9.0 billion with operating margins of 14.6%, the highest in at least four years. Q4 2025 adjusted EPS of $1.42 beat consensus by $0.01 with 20% year-over-year increase. Company announced $1.5 billion common stock repurchase authorization effective February 25, 2026. Current stock price $121.26 with P/E ratio of 30.92 and dividend yield of 1.3%. "80/20" revenue simplification program created 2% top-line headwind but delivered $29 million in 2025 savings targeting $80-120 million annually. Consensus Buy with 12-month target of $157.89 implying 31.71% upside.
Apr 8Xylem approves $1.5B share buyback; Q4 2025 adjusted EPS up 20% on productivity gainsPositive▶
Xylem Inc. (XYL) delivered strong Q4 2025 results with $2.4B revenue and 20% adjusted EPS growth driven by productivity and pricing execution. Board approved a new $1.5B share repurchase program effective immediately. Full-year 2025: $9B revenue, strong execution across water solutions. Stock trades at $121.26 (P/E 30.92, yield 1.3%). Q1 2026 earnings release scheduled for April 28, 2026. Analyst consensus Buy; average 12-month price target $157.89 (31.71% upside). Oppenheimer maintains Outperform rating but lowered PT from $165 to $160. Mixed market performance but strong fundamentals suggest undervaluation potential based on DCF analysis.
Apr 7Xylem schedules Q1 2026 earnings release for April 28; water demand to grow 129% by 2050 driven by AINeutral▶
Xylem will release first quarter 2026 financial results on April 28, 2026 at 6:55 a.m. ET with investor conference call at 9:00 a.m. ET. The company previously announced AI will drive a 129% increase in water demand by 2050, adding approximately 30 trillion liters annually. CEO rings NYSE closing bell on March 19 for World Water Day preview. Xylem maintains strong FY2025 performance with 5% organic revenue growth and 19% EPS growth. Recent institutional activity shows mixed signals with Quilter reducing stake by 11.2% while Y.D. More Investments entered new position.
Apr 6Xylem announces $1.5B share repurchase and reports strong Q4 with 20% adjusted EPS growthPositive▶
Xylem announced a $1.5 billion common stock repurchase authorization effective February 25, 2026. Q4 2025 revenue reached $2.4 billion with adjusted EPS up 20% driven by productivity and price. The company will release Q1 2026 results at 6:55 AM ET on April 28 with investor call at 9 AM ET. Xylem and Global Water Intelligence estimate AI will drive 129% increase in water demand by 2050, with demand from power generation (~54%), semiconductor fabrication (~42%), and data centers (~4%).
Apr 3Xylem announces $1.5B share repurchase program; Q1 2026 results due April 28 amid 2026 revenue concerns.Mixed▶
Xylem approved a $1.5B common stock repurchase authorization. Q4 2025 showed revenue of $2.4B (+6% reported) with adjusted EPS of $1.42 (+20%). However, the company provided disappointing 2026 guidance of $9.1-9.2B revenue, falling short of analyst consensus of $9.33B. Q1 2026 earnings due April 28.
Apr 2Xylem stock falls 6.5% after disappointing 2026 revenue guidance; water demand surge from AI cited as upsideNegative▶
Xylem Inc. shares fell 6.5% after providing 2026 revenue guidance of $9.1-9.2B (below consensus $9.33B) and adjusted EPS $5.35-5.60 (vs. consensus $5.55), citing weaker-than-expected water-treatment equipment demand. Q4 2025 revenue: $2.4 billion with 20% EPS growth. The company authorized a $1.5 billion stock buyback and announced that AI will drive 129% increase in water demand by 2050. Oppenheimer maintains Outperform rating (target lowered $165 to $160). Q1 2026 earnings release scheduled April 28.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| XYLXYLEM | $115.42 | -2.32% | -4.6% | 19.4x | 1.17 | $28.1B |
| PHPARKER | $882.03 | -3.01% | -0.3% | 26.7x | 1.25 | $114.8B |
| ITWILLINOIS | $255.35 | -1.03% | -0.2% | 21.3x | 1.15 | $74.4B |
| GWWWW | $1,149.37 | -1.03% | +4.0% | 23.9x | 1.09 | $55.0B |
| IRINGERSOLL | $77.72 | -2.68% | +1.5% | 20.7x | 1.33 | $31.3B |
| DOVDOVER | $225.78 | -0.28% | +9.1% | 19.5x | 1.25 | $30.5B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.