Xylem Inc. (XYL)

From July 2025 to January 2026, Xylem reported strong third-quarter results with revenue up 8% and net income of $227 million, leading to raised full-year revenue and adjusted EPS guidance. Xylem announced an agreement to sell its International Water and Heat Metering Business to AURELIUS. Xylem declared a fourth-quarter dividend of $0.40 per share. Xylem became a strategic investor in Flocean, a Norwegian subsea desalination company. MarketWatch highlighted Xylem as a company that could benefit significantly from Big Tech's critical water needs. Xylem announced it would release its fourth-quarter and full-year 2025 financial results on February 10, 2026. Xylem's shares rose by 7.1% but experienced a decline of 5.7% due to concerns about Q4 2024 adjusted EPS guidance and a modest decline in organic orders year-over-year.

Demand for Xylem's products and services is generally stable and driven by long-term, non-cyclical trends rather than significant seasonality. The company benefits from the essential nature of water and wastewater management, with demand fueled by factors such as global population growth, the needs of data centers and manufacturing, and the necessity to replace aging water infrastructure in developed countries.

Xylem Inc. is a global water technology provider that designs, manufactures, and services engineered products and solutions for water and wastewater applications. Established in 2011 as a spin-off from ITT Corporation, Xylem is headquartered in Washington, D.C. The company operates within the Clean Technology sector and the Manufacturing industry, offering products and services in water infrastructure, applied water, measurement & control solutions, and water solutions and services. Xylem reported revenues of $8.6 billion in 2024 and debuted on the Fortune 500 list at #486.

Xylem conducts business in over 150 countries globally and maintains a global manufacturing footprint with production facilities located in Europe, North America, Latin America, and Asia. Specific countries with manufacturing operations include the US, UK, Sweden, China, India, Italy, Hungary, Poland, Germany, the UAE, and France.

Xylem has maintained a strong brand reputation, driven by its leadership in water technology and commitment to sustainability. Xylem made its debut on the Fortune 500 list in 2024, ranking #486. Xylem partnered with the German city of Weissenburg and the Technical University of Munich to launch "Reuse Brew", showcasing innovative solutions for water reuse. Xylem partnered with Amazon to accelerate smart water management projects in Mexico. Xylem acquired EnviroMix, expanding its portfolio of water and wastewater treatment solutions. Xylem is viewed positively in credit rating analyses due to its leading position in water metering, pumps, and filtration products.

Xylem Inc.'s ownership is predominantly held by institutional investors, who hold approximately 87.96% to 95.13% of the stock. Key institutional shareholders include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Insider ownership is minimal, typically around 0.16% to 0.21%.