XYL · NYSE · Industrial - Machinery

Xylem (XYL)

Builds water transport, treatment, metering, analytics, and service systems for utilities and industry.

$107.22
vs last close−0.02 (−0.02%)
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Xylem Inc.XYL
Industrials

Supplies pumps, treatment systems, smart metering, water-quality instruments, software, rentals, and operating services to utilities, industrial sites, and buildings worldwide. Revenue comes from equipment and ongoing service across the water cycle, with the United States the largest market and smart metering centered in North America.

Builds and services equipment, software, and treatment systems across Water Infrastructure, Applied Water, Measurement and Control Solutions, and Water Solutions and Services. Offerings span pumps, filtration and disinfection, smart metering, water-quality instruments, network analytics, industrial treatment, dewatering, and outsourced operations.

Serves utilities, industrial sites, buildings, and agriculture through direct sales, distributors, and a global service network. The United States generates most revenue, followed by Western Europe. An installed base, established brands, application expertise, and service branches support replacement, rental, and recurring service work.

Demand and project timing depend on municipal and industrial capital spending, public funding, environmental and water-quality rules, and weather. Production relies on raw materials, electronic components, and third-party suppliers. Smart metering is now centered in North America after the international water and heat metering business was sold.

Company facts

CEOMatthew Francis Pine
ListedOct 13, 2011
ExchangeNYSE
HeadquartersWashington, DC
CountryUnited States
Employees22,000
CIK0001524472
ISINUS98419M1009

Market cap$25.04B
EPS (ttm)$4.20
P/E (ttm)25.53
ROE9.2%
P/B2.40
P/S2.74
Dividend yieldDiv yield1.58%
Beta0.77vs XLI 0.79

Price target$158.50+47.8%Average of 40 analysts
ConsensusHold20 of 40 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 24, 2026JefferiesReiterate
Rating: Target: $140
Rating: BuyTarget: $150
Aug 13, 2026UBSReiterate
Rating: Target: $135
Rating: NeutralTarget: $138
Jul 30, 2026UBSReiterate
Rating: Target: $133
Rating: NeutralTarget: $135
Jul 29, 2026Mizuho SecuritiesTarget
Target: $138
Target: $130
Jul 29, 2026Stifel NicolausTarget
Target: $157
Target: $160

Next report
Nov 3, 26
estimated · in 42 days
EPS estimate
$1.47
Revenue estimate
$2.29B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Nov '26
Reported$1.18$1.03$1.26$1.37$1.42$1.12$1.46Pending
Estimate$1.13$0.96$1.15$1.23$1.41$1.08$1.35$1.47
Surprise+4.4%+7.9%+9.6%+11.4%+0.7%+3.7%+8.1%

RevenueReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Nov '26
Reported$2.26B$2.07B$2.30B$2.27B$2.40B$2.13B$2.34BPending
Estimate$2.18B$2.04B$2.21B$2.22B$2.37B$2.11B$2.34B$2.29B
Surprise+3.5%+1.4%+4.2%+2.0%+1.1%+0.7%−0.2%
Estimate$1.47
ReportedDue Nov 3, 2026
Estimate$2.29B
ReportedDue Nov 3, 2026
View details

Debt to equity29.30%
Current ratio161.30%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$2.10B$2.26B$2.07B$2.30B$2.27B$2.40B$2.13B$2.34B
Net income$217.0M$326.0M$169.0M$226.0M$227.0M$335.0M$185.0M$263.0M
Net margin10.3%14.5%8.2%9.8%10.0%14.0%8.7%11.3%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$280.0M$267.0M$231.0M$305.0M$334.0M$353.0M$244.0M$390.0M
YoY growth+46.6%+26.5%+10.5%+20.6%+19.3%+32.2%+5.6%+27.9%

Balance sheet, Jun 30, 2026Cash & short-term investments $1.28B · Total debt $3.06B · Total assets $17.34B · Shareholders' equity $10.42B

Revenue
$2.34B
Operating income
$390.0M
Net income
$263.0M
View details

Dividend yield
1.58%
Next ex-date
Nov 27, 26
estimated · in 66 days
Annual dividend
$1.69
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26
Dividend$0.36$0.40$0.40$0.40$0.40$0.43$0.43$0.43
Annual yield1.16%1.13%1.21%1.08%1.13%1.27%1.52%1.50%
Ex-dateNov 26Feb 18May 29Aug 28Nov 25Feb 24May 28Aug 27
Payment dateDec 24Mar 19Jun 26Sep 25Dec 23Mar 24Jun 25Sep 24
View details

Institutions93.91%219.26M shares
1,121 holders · as of Jun 30, 2026
Insiders0.18%427.4K shares
22 holders · as of Sep 2, 2026
Strategic holders7.73%18.05M shares
1 holder · as of Jan 27, 2022
Adds to101.82%

233.49M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 101.82%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
10.72%25.04Mas of Jun 30, 2026
BlackRock, Inc.Strategic
7.73%18.05Mfiled Jan 27, 2022
Vanguard Capital Management LLCInstitution
6.65%15.53Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.40%12.62Mas of Jun 30, 2026
State Street CorpInstitution
4.90%11.44Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
May 7, 2026Geri-Michelle McShaneofficer: SVP, CAO−4,269$117.46
May 4, 2026Jerome A. Periberedirector+1,210$116.61
Nov 4, 2025Victoria D. Harkerdirector−1,700$148.14
Oct 30, 2025Claudia S. Toussaintofficer: EVP, CPSO−10,421$152.64
View details

  • Veralto

    Water analytics and UV disinfection leader; Hach, Trojan, ChemTreat vs Xylem.

  • Itron

    Smart metering and AMI rival contesting the same utility endpoints as Sensus.

  • Pentair

    Pump and filtration rival in commercial and residential water applications.

  • Ecolab

    Nalco Water chemical programs compete with Evoqua industrial treatment services.

  • Badger Meter

    Pure-play smart water meter; ORION Cellular and BEACON SaaS rival to Sensus.

  • Roper Technologies

    Parent of Neptune, top-5 North American water AMI vendor competing with Sensus.

  • Franklin Electric

    Submersible pump specialist; Flygt and Goulds face Franklin in groundwater.

Compare

CompanyPriceChange
Xylem$107.22−0.02%$25.04B25.518.22.7+1.5%
Veralto$95.93+0.78%$23.20B24.021.34.1+7.5%
Itron$92.47+0.04%$4.05B15.414.31.8−7.2%
Pentair$55.97+0.33%$8.90B14.011.52.2−17.0%
Ecolab$274.60+1.71%$75.98B36.231.84.5+9.7%
Badger Meter$132.35+0.65%$3.81B30.727.94.3−6.6%
Roper Technologies$363.66−0.48%$36.88B15.215.54.5+8.5%
Franklin Electric$96.02+0.85%$4.21B27.419.71.9+6.0%
Median24.019.74.1+6.0%