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Xylem (XYL) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 28, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

1.34

Last Year’s EPS

1.26

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 13 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 28, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The earnings call conveyed a cautiously optimistic tone: the company delivered stable top-line results and improved profitability in Q1, reported notable commercial achievements (strong backlog, book-to-bill >1, a record $850M WSS contract), executed meaningful shareholder returns (>$580M buybacks, dividend increase), and advanced strategic M&A to enhance analytics capabilities. Offsetting these positives were material near-term headwinds: flat revenue and orders overall, a sharp ~30% decline in China (a concentrated near-term drag), MCS timing and margin pressure, and impacts from 80/20 simplification actions. Management maintained full-year organic growth guidance (2%–4%) and raised reported revenue guidance modestly while projecting margin expansion, signaling confidence in a stronger back half. Given the weight of the operational and financial positives, balanced against distinct near-term regional and timing challenges, the call leans positive.

Company Guidance

Xylem reaffirmed a constructive 2026 outlook, guiding full‑year reported revenue of $9.2–$9.3 billion (up from $9.1–$9.2B) implying 2–3% reported growth and unchanged organic growth of 2–4%, with adjusted EBITDA margin of 22.9–23.3% (70–110 bps expansion vs. prior year) and EPS unchanged at $5.35–$5.60. For Q2 management expects reported revenue growth of 2–3% (roughly 1% organic), EBITDA margin of ~22–22.5% (up 20–70 bps) and EPS of $1.31–$1.36; they noted MCS EBITDA will be down year‑over‑year in Q2 but improve sequentially and return to margin expansion in H2 (exiting the year post‑divestiture well in excess of 25% EBITDA). Quarterly and balance‑sheet context: Q1 revenue was flat, Q1 EBITDA margin was 20.6% and Q1 EPS was $1.12 (+9%), backlog ended at $4.7 billion with book‑to‑bill >1, net debt/adjusted EBITDA was 0.6x after $581M of buybacks under a $1.5B repurchase authorization, free cash flow was positive with a long‑term target of low‑double‑digit FCF margin, and the metering divestiture is now expected to close at the end of Q2.

Solid Q1 Profitability and EPS Growth

Q1 adjusted EBITDA margin of 20.6%, up 20 basis points year-over-year; GAAP/adjusted EPS of $1.12, a 9% increase versus prior year.

Backlog and Book-to-Bill Strength

Ending backlog increased sequentially to $4.7 billion and company book-to-bill for the quarter was above 1, indicating healthy demand and order intake relative to shipments.

Targeted Segment Order Growth

Measurement & Control Solutions (MCS) orders up 15% year-over-year; Water Infrastructure orders up 2%; Applied Water orders up 2%, with Applied Water book-to-bill well above 1.

Capital Deployment and Shareholder Returns

Announced $1.5 billion repurchase authorization and executed $581 million of repurchases in Q1; dividend increased by ~8% in January; net debt to adjusted EBITDA ~0.6x after repurchases.

Strategic M&A and Technology Expansion

Signed acquisition of a German water-quality instruments firm for $219 million to expand high-margin optical sensing and analytics capabilities; M&A pipeline targeted to support ~$1 billion annual deployment ambition.

Record WSS Order and Long-Term Services Win

WSS booked its largest order ever in April — an $850 million outsourced water contract (approximately 75% service, 25% capital); ~10% of contract value recognized this year, service tail starts in 2028.

Confirmed Full-Year Targets and Margin Expansion

Updated full-year reported revenue guidance raised to $9.2–9.3B (was $9.1–9.2B); organic revenue growth maintained at 2%–4%; EBITDA margin guidance 22.9%–23.3% (70–110 bps expansion year-over-year).

Positive Cash Generation and Working Capital Focus

Free cash flow was positive in Q1 (despite restructuring and higher CapEx); management reiterated commitment to low double-digit free cash flow margin in long-term framework and ongoing working capital efficiency improvement.

Xylem (XYL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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XYL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 28, 2026	2026 (Q2)	1.34 / -	1.26	―	―	―
Apr 28, 2026	2026 (Q1)	1.08 / 1.12	1.03	8.74% (+0.09)
Feb 10, 2026	2025 (Q4)	1.41 / 1.42	1.18	20.34% (+0.24)
Oct 28, 2025	2025 (Q3)	1.23 / 1.37	1.11	23.42% (+0.26)
Jul 31, 2025	2025 (Q2)	1.15 / 1.26	1.09	15.60% (+0.17)
Apr 29, 2025	2025 (Q1)	0.95 / 1.03	0.9	14.44% (+0.13)
Feb 04, 2025	2024 (Q4)	1.13 / 1.18	0.99	19.19% (+0.19)
Oct 31, 2024	2024 (Q3)	1.11 / 1.11	0.99	12.12% (+0.12)
Jul 30, 2024	2024 (Q2)	1.05 / 1.09	0.98	11.22% (+0.11)
May 02, 2024	2024 (Q1)	0.84 / 0.90	0.72	25.00% (+0.18)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

XYL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 28, 2026	$123.03	$117.45	-4.53%
Feb 10, 2026	$139.17	$127.98	-8.04%
Oct 28, 2025	$147.90	$148.98	+0.74%
Jul 31, 2025	$128.93	$142.77	+10.73%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.