Xylem (XYL)

Industrials · $22.8B market cap · SEC CIK 0001524472

Next reports on Feb 8, 2027, after the close, with analysts expecting $1.43 in earnings per share.

52-week range $87.40 to $152.16. 36% below its 52-week high and 11% above its low.

The case for XYL

• Holds more cash ($1.5B) than long-term debt ($1.4B).
• Reasonably priced for its growth: 21.0× earnings, where 13% a year of growth plus a 1.5% dividend would justify about 29×.
• Has compounded revenue at 13.1% a year over five years.
• Pays a modest 1.5% dividend.

The case against

• Down 34.4% over the past year.
• Near the bottom of its 52-week range, 36% below the high. Falling prices usually have a reason; find it first.
• Return on equity of 10% is lower than 92% of Industrials companies.
• Revenue grew only 1.9%, roughly the pace of inflation.

What the score is made of

Each factor is half a curve over reported figures and half a rank among the other Industrials companies (momentum is judged against fixed thresholds only), and the five are blended by weight. The score is where that blend places it in the S&P 500. It describes the last filing and the current price. It is not a forecast.

• Each factor except momentum is half fixed thresholds, half rank among the 79 Industrials companies.

The financials

The financials, five years deep

Pulled from Xylem's XBRL filings on SEC EDGAR. Italic rows are worked out from the others.

What Xylem says it does

Business Overview Xylem is a leading global water technology company with 2025 revenues of $9.0 billion and approximately 22,000 employees worldwide. We design, manufacture and service engineered products and solutions across a wide variety of critical applications, primarily in the water sector. Our broad portfolio of products, services and solutions addresses customer needs of scarcity, resilience, quality, and affordability across the water cycle, from the delivery, treatment, measurement and use of drinking water, to the collection, testing, analysis and treatment of wastewater, to the return of water to the environment. We have differentiated market positions in core applications including transport and dewatering, process water and wastewater treatment, analytics, smart metering, digital software solutions and comprehensive services. Setting us apart is a unique set of global assets that include: • Market-leading brands, some of…

Risk factors XYL lists in its 10-K

• Industry and economic conditions may adversely affect our markets and our customers’ operating conditions and demand
• Geopolitical, regulatory, economic, foreign exchange and other risks associated with our global sales, supply chain and operations may adversely affect our business
• Inflation, tariffs, customs duties, and other manufacturing and operating cost increases or fluctuations have adversely affected, and may continue to adversely affect, our cash flows and results of operations
• We may be unable to compete successfully in our markets or develop and commercialize innovative and disruptive solutions and technologies
• Lack of or delays in availability of products, parts, raw materials, transportation, or energy from our supply chain, or supplier failures to meet requirements, could adversely affect our business
• A material disruption to any of our facilities or operations, or those of third parties upon which we rely, may adversely affect our business and financial performance
• We may be unable to successfully execute large projects or meet customer timelines, budget, performance, or safety requirements
• We may be unable to retain key leadership, engineering, technology, sales, service and other talent or attract new qualified talent with diverse backgrounds, experiences and perspectives
• Defects, unanticipated or improper use, or inadequate disclosures about our products could adversely affect our business, reputation and financial condition
• We may not achieve the expected benefits of our simplification, productivity, restructuring, or realignment plans, or such initiatives and plans may adversely affect our business
• Our strategy includes acquisitions and divestitures, which we may be unable to execute successfully
• A significant portion of our products and offerings in our Measurement and Control Solutions segment are affected by the availability, regulation of and interference with radio spectrum that we use
• Weather conditions, including the effects of changing climate patterns and related governmental or regulatory efforts to mitigate such effects, may cause volatility in our served markets and demand for our products
• Sustainability-related laws, regulations, targets and objectives, and stakeholder expectations expose us to numerous risks
• Our business is subject to foreign currency exchange rate fluctuations
• Our financial results may fluctuate from period to period and can be difficult to predict
• We may incur impairment charges for our goodwill and other indefinite-lived intangible assets
• Changes in our effective tax rates and tax expenses may adversely affect our financial results
• Failure to comply with business conduct laws, regulations and policies, including anti-corruption, anti-trust, trade, and data privacy and security, could have a material adverse impact on us
• We face risks related to legal and regulatory proceedings
• Infringement or expiration of our intellectual property rights, or allegations that we have infringed on the intellectual property rights of third parties could adversely affect us

Filings

Other Industrials companies