XYL

AI Research

2026 guidance miss → Projected revenue $9.1-9.2B falls short of $9.33B consensus

Xylem Inc. authorized a $1.50 billion share repurchase plan on February 25, 2026, signaling management confidence in valuation. However, full-year 2026 revenue guidance of $9.1-$9.2 billion missed analyst consensus of $9.33 billion, with adjusted EPS guidance of $5.35-$5.60 slightly below the $5.55 consensus. The company raised its quarterly dividend to $0.43 from $0.40, representing a 1.4% dividend yield.