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Xylem Inc (XYL)
NYSE:XYL
Earnings Data
Report Date
May 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.09Last Year’s EPS
1.03Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a positive overall picture driven by record results, meaningful margin expansion, a strong balance sheet, and clear operational progress from the transformation program. Management acknowledged near-term top-line headwinds from accelerated 80/20 simplification, project timing variability (notably in smart metering) and significant China market weakness, all of which temper the near-term revenue cadence. Guidance projects modest organic growth in 2026 with continued margin expansion and EPS growth, indicating management expects the positive operating leverage and quality-of-earnings improvements to outweigh short-term revenue sacrifices.Company Guidance
Record Q4 and Full-Year Results
Delivered record revenue, EBITDA, and earnings per share for both Q4 and full year 2025. Q4 EPS was $1.42, up 20% year-over-year. Full-year revenue grew 5% with full-year EBITDA margin expanding 160 basis points to 22.2%; Q4 EBITDA margin was 23.2%, up 220 basis points versus prior year.
Top-line and Order Momentum
Quarterly revenue grew 4% and orders were up 7% in Q4 (orders up 2% for the full year). Backlog finished the year at $4.6 billion, providing a foundation for 2026 execution.
Strong MCS Performance
Measurement & Control Solutions (MCS) orders rose ~22%, revenue up 10%, and segment EBITDA margin improved by ~310 basis points to 20.2%, driven by smart metering and energy meter demand.
Significant Margin Expansion in Water Infrastructure
Water Infrastructure segment delivered a 510 basis-point improvement in EBITDA margin (driven by productivity, price, and mix) with flat revenue overall and strong US double-digit growth offsetting weakness in China.
WSS and Digital Momentum
Water Solutions & Services (WSS) saw orders +7% and revenue +4% with an EBITDA margin of 23.9% (up 110 bps). Xylem View (digital business) doubled in 2025 and is expected to grow 30%+ in 2026.
Prudent Balance Sheet and Cash Deployment
Net debt to adjusted EBITDA was 0.2x (strong leverage position). Management deployed ~$250M on M&A in 2H25 and targets ~$1B/year for M&A; remain opportunistic on buybacks while prioritizing investments and acquisitions.
2026 Guidance — Modest Top-Line Growth with Margin Expansion
Full-year 2026 revenue guidance of $9.1–$9.2B (1–3% reported, 2–4% organic) with adjusted EBITDA margin expected to expand ~70–110 bps versus 2025. EPS guidance $5.35–$5.60 (approximately +8% at midpoint).
Operational Transformation Progress
Operational improvements cited as key drivers: on-time performance improved ~500 basis points, leadership engagement high (top 150 leaders ~90% would recommend Xylem), simplification actions in ~80% of business, and productivity gains contributing materially to margin expansion.
XYL Earnings History
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 |
|---|---|---|---|
Feb 10, 2026 | $139.72 | $128.48 | -8.04% |
Oct 28, 2025 | $148.47 | $149.57 | +0.74% |
Jul 31, 2025 | $129.43 | $143.33 | +10.74% |
Apr 29, 2025 | $114.52 | $117.19 | +2.33% |
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.
FAQ
When does Xylem Inc (XYL) report earnings?
Xylem Inc (XYL) is schdueled to report earning on May 05, 2026, Before Open (Confirmed).
What is Xylem Inc (XYL) earnings time?
Xylem Inc (XYL) earnings time is at May 05, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is XYL EPS forecast?
XYL EPS forecast for the fiscal quarter 2026 (Q1) is 1.09.
