The earnings call reflected a balanced overview with strong performance and growth across key segments and a raised full-year guidance. However, challenges such as economic issues in China, order delays in some regions, and tariff impacts were also highlighted.

Company Guidance -

Q3 2025

During Xylem's second quarter 2025 earnings call, the company raised its full-year guidance for revenue and EPS, reflecting its confidence in delivering strong performance. The company reported a record adjusted EBITDA margin of 21.8%, marking a 100 basis point increase year-over-year, and mid-teens growth in adjusted EPS. The demand for Xylem's products, particularly in smart metering, remains strong, with double-digit order growth. The company achieved broad-based organic revenue growth, led by measurement and control solutions, and a healthy backlog exceeding $5 billion. Xylem expects full-year revenue to be between $8.9 billion and $9 billion, with adjusted EBITDA margin ranging from 21.3% to 21.8%. For the third quarter, Xylem projects revenue of $2.2 billion, with an adjusted EBITDA margin of 21.7% to 22.2% and adjusted EPS between $1.20 to $1.25. Despite macroeconomic uncertainties, Xylem remains focused on executing its strategic plan, including recent acquisitions in advanced treatment, and continuing its simplification efforts to enhance productivity and customer responsiveness.

Record EBITDA Margin

Adjusted EBITDA margin reached a quarterly record of 21.8%, up 100 basis points year-over-year.

Strong Organic Revenue Growth

Broad-based organic revenue growth, particularly led by measurement and control solutions, with a notable double-digit growth in smart metering.

Order Growth and Full Year Guidance Raise

Solid order pace with double-digit growth in smart metering and raised full year guidance for revenue and EPS due to resilient demand and strong performance.

Operational Improvements

Simplification efforts driving improvements in productivity, customer responsiveness, and margin expansion. Record on-time performance achieved this quarter.

Strong Segment Performance

Outstanding results across segments, with measurement and control solutions showing 12% organic order growth and 10% revenue growth.

Recent Targeted Acquisitions

Acquisitions in advanced treatment with Vacom and Envirex, enhancing capabilities in zero liquid discharge and advanced nutrient removal.

Xylem (XYL) Earnings, Revenues Date & History

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XYL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	1.23 / -	1.11	―	―	―
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)
Feb 06, 2024	2023 (Q4)	0.95 / 0.99	0.92	7.61% (+0.07)
Oct 31, 2023	2023 (Q3)	0.89 / 0.99	0.79	25.32% (+0.20)
Aug 02, 2023	2023 (Q2)	0.82 / 0.98	0.66	48.48% (+0.32)

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
Jul 31, 2025	$130.60	$144.62	+10.74%
Apr 29, 2025	$115.55	$118.24	+2.33%
Feb 04, 2025	$122.03	$128.43	+5.24%
Oct 31, 2024	$129.04	$120.68	-6.48%

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.