Xylem Inc. (XYL)

Over the past six months, Xylem's stock price has seen a significant increase of over 40%. In Q4 2024, Xylem reported earnings that surpassed analyst estimates, with adjusted EPS of $1.18 and revenue of $2.3 billion, and provided a 2025 revenue forecast between $8.6 billion and $8.7 billion. Xylem increased its quarterly dividend rate by 11% in February 2025. In Q2 2025, Xylem reported strong results, with total revenue of $2.3 billion and earnings per share up 16%, and raised its full-year 2025 guidance. Xylem completed the acquisition of a majority stake in Idrica in December 2024. As of October 4, 2025, Xylem has a consensus "Moderate Buy" rating from 14 Wall Street analysts, with an average price target of $152.33.

Xylem's Water Infrastructure and Applied Water segments experience some modest seasonality, influenced by customer capital spending and weather conditions. Despite this, there is robust and resilient underlying demand for Xylem's metrology, water treatment, and integrated solutions across utilities, industrial, and building solutions end markets. Demand for water infrastructure is generally increasing globally due to population growth, the needs of data centers and manufacturing, and stricter water regulations.

Xylem Inc. is a global water technology provider offering solutions across various sectors. It operates in the manufacturing sector, specifically in the clean technology industry, focusing on water technology. The business is segmented into Water Infrastructure, Applied Water, Measurement & Control Solutions, and Water Solutions & Services. The company provides water and wastewater pumps, filtration, disinfection and biological treatment equipment, mobile dewatering equipment, and rental services under Water Infrastructure. For Applied Water, it offers pumps, valves, heat exchangers, controls, and dispensing equipment systems. Measurement & Control Solutions include smart meters, networked communication devices, data analytics, test equipment, controls, sensor devices, software and managed services, and critical infrastructure services. Water Solutions & Services provides mission-critical water treatment solutions and services, including maintenance, mobile services, digital outsourced solutions, environmental remediation, and various treatment technologies.

Xylem conducts business in over 150 countries worldwide. The company has manufacturing facilities located in the United States, the United Kingdom, Sweden, China, India, Italy, Hungary, Poland, Germany, the UAE, and France. Xylem also maintains a strong presence in Africa, the Middle East, and Asia, with notable projects and operations in regions like Sub-Saharan Africa, Kuwait, and Kuala Lumpur, Malaysia. Approximately half of its revenue is derived from the U.S.

Xylem competes based on its brand reputation, application expertise, product delivery, performance, energy efficiency, quality, and reliability. The company's reputation for quality significantly enhances its market position. Xylem is recognized as a global leader in water solutions, benefiting from consistent revenue growth and a strong market position. Its focus on innovation and climate-resilient water solutions further contributes to its positive standing. The company's strong financial performance and strategic acquisitions like Evoqua Water Technologies have been highlighted as positive developments.

Institutional investors hold a significant portion of Xylem's shares, owning approximately 90.58% of the company's stock as of April 2025. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Company insiders own about 0.94% of Xylem's shares, while retail investors own approximately 8.48%.