olivLaw · US equity research
Xylem Inc. XYL
Pumps & Pumping Equipment · SIC 3561 · Vertical: Pumps & Pumping Equipment (SIC 3561)
Xylem Inc. is a global water technology group with 2025 revenue of $9,035 million (+5.5%) and a 13.5% operating margin. In the second quarter of 2026 it reported revenue of $2,336 million and orders of $3,086 million, up 42%. Its 2026 guidance calls for revenue of about $9.2 billion.
The AI analysis may be outdated: new filings came after its sources (see the «AI analysis» section).
At the close of 04 Nov 2026, Xylem Inc. (XYL) stock was 101.05 USD (+4.97% on the day), with market capitalisation 23.2 bn USD, P/E 22.3 on diluted EPS of 4.52 USD over the last 12 months, dividend yield 1.67%, beta 0.80, 52-week range 88.23–151.31 USD. Latest reported quarter (Q3 2026): revenue of 2.2 bn USD (−3.0% YoY), net income of 291.0 m USD (+28.2% YoY), diluted EPS 1.25 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 49.9
- neutral
- Bollinger (20, 2)
- 89.14 – 112.86
- in the upper half of the band · %B 0.50 · band width 23.5%
- SMA 50 / 200
- 104.11 / 116.63
- downtrend (price < SMA50 < SMA200)
- MACD (12, 26, 9)
- -2.44 / -2.18
- MACD below signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | −1.3% | −1.1% | −0.2 pp | — |
| 3 months | −17.3% | −0.5% | −16.9 pp | — |
| 6 months | −14.8% | +4.4% | −19.2 pp | — |
| Year to date | −25.8% | +12.3% | −38.1 pp | — |
| 1 year | −32.5% | +13.5% | −46.0 pp | +24.1% |
| 3 years | +4.3% | +76.4% | −72.2 pp | +98.9% |
| 5 years | −22.9% | +63.7% | −86.5 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q3 2026 · 30 Sept 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 2.3 bn | 2.1 bn | 2.3 bn | 2.3 bn | 2.4 bn | 2.1 bn | 2.3 bn | 2.2 bn |
| Cost of revenue | 1.4 bn | 1.3 bn | 1.4 bn | 1.4 bn | 1.5 bn | 1.3 bn | 1.4 bn | 1.3 bn |
| Gross profit | 857.0 m | 768.0 m | 892.0 m | 883.0 m | 932.0 m | 803.0 m | 963.0 m | 907.0 m |
| Research & development | 58.0 m | 56.0 m | 58.0 m | 52.0 m | 60.0 m | 56.0 m | 59.0 m | 56.0 m |
| SG&A | 507.0 m | 460.0 m | 503.0 m | 474.0 m | 486.0 m | 472.0 m | 503.0 m | 458.0 m |
| Operating income | 267.0 m | 231.0 m | 305.0 m | 334.0 m | 353.0 m | 244.0 m | 390.0 m | 385.0 m |
| Depreciation & amortisation | 142.0 m | — | — | — | 143.0 m | — | — | — |
| Interest expense | 9.0 m | 8.0 m | 9.0 m | 6.0 m | 6.0 m | 4.0 m | 7.0 m | 21.0 m |
| Pre-tax income | 375.0 m | 217.0 m | 299.0 m | 297.0 m | 368.0 m | 244.0 m | 364.0 m | 365.0 m |
| Income tax | 49.0 m | 50.0 m | 75.0 m | 71.0 m | 35.0 m | 55.0 m | 103.0 m | 77.0 m |
| Net income | 326.0 m | 169.0 m | 226.0 m | 227.0 m | 335.0 m | 193.0 m | 263.0 m | 291.0 m |
| Diluted EPS | 1.34 ≈ | 0.69 | 0.93 | 0.93 | 1.37 ≈ | 0.79 | 1.11 | 1.25 |
| Operating cash flow | 575.0 m | 33.0 m | 305.0 m ≈ | 360.0 m ≈ | 543.0 m | 108.0 m | 290.0 m ≈ | 331.0 m ≈ |
| Capex | 100.0 m | 71.0 m | 98.0 m ≈ | 79.0 m ≈ | 83.0 m | 90.0 m | 89.0 m ≈ | 89.0 m ≈ |
| Dividends paid | 87.0 m | 98.0 m | 98.0 m ≈ | 97.0 m ≈ | 98.0 m | 106.0 m | 101.0 m ≈ | 100.0 m ≈ |
| Share repurchases | 1.0 m | 13.0 m | 0 ≈ | 1.0 m ≈ | 1.0 m | 563.0 m | 680.0 m ≈ | 337.0 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 7 percentile of its own 44-quarter history (min 19.5, median 36.3, max 72.7; quarters with earnings only).
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 5.2 bn | 5.2 bn | 4.9 bn | 5.2 bn | 5.5 bn | 7.4 bn | 8.6 bn | 9.0 bn |
| Revenue YoY | +10.6% | +0.8% | −7.1% | +6.5% | +6.3% | +33.4% | +16.3% | +5.5% |
| Net income | 549.0 m | 401.0 m | 254.0 m | 427.0 m | 355.0 m | 609.0 m | 890.0 m | 957.0 m |
| Net income YoY | +65.9% | −27.0% | −36.7% | +68.1% | −16.9% | +71.5% | +46.1% | +7.5% |
| Diluted EPS | 3.03 | 2.21 | 1.40 | 2.35 | 1.96 | 2.79 | 3.65 | 3.92 |
| Diluted EPS YoY | +65.6% | −27.1% | −36.7% | +67.9% | −16.6% | +42.3% | +30.8% | +7.4% |
| net % | 10.5% | 7.6% | 5.2% | 8.2% | 6.4% | 8.3% | 10.4% | 10.6% |
| Free cash flow | 349.0 m | 613.0 m | 641.0 m | 330.0 m | 388.0 m | 566.0 m | 942.0 m | 910.0 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 1.5 bn USD
- Financial debt
- 1.9 bn USD
- Net debt
- 463.0 m USD
- Equity
- 11.5 bn USD
- Total assets
- 17.6 bn USD
- Debt / equity
- 0.17x
- Current ratio
- 1.63x
- ROE
- 8.6%
- ROA
- 5.6%
- FCF margin
- 10.1%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 4.9 bn | 5.2 bn | 5.5 bn | 7.4 bn | 8.6 bn | 9.0 bn | SEC (XBRL)· 25 Feb 2026verified |
| Cost of revenue | 3.0 bn | 3.2 bn | 3.4 bn | 4.6 bn | 5.4 bn | 5.6 bn | SEC (XBRL)· 25 Feb 2026verified |
| Gross profit | 1.8 bn | 2.0 bn | 2.1 bn | 2.7 bn | 3.2 bn | 3.5 bn | SEC (XBRL)· 25 Feb 2026verified |
| Research & development | 187.0 m | 204.0 m | 206.0 m | 232.0 m | 230.0 m | 226.0 m | SEC (XBRL)· 25 Feb 2026verified |
| SG&A | 1.1 bn | 1.2 bn | 1.2 bn | 1.8 bn | 1.9 bn | 1.9 bn | SEC (XBRL)· 25 Feb 2026verified |
| Operating income | 367.0 m | 585.0 m | 622.0 m | 652.0 m | 1.0 bn | 1.2 bn | SEC (XBRL)· 25 Feb 2026verified |
| Depreciation & amortisation | 251.0 m | 245.0 m | 236.0 m | 436.0 m | 562.0 m | 575.0 m | SEC (XBRL)· 25 Feb 2026verified |
| EBITDA | 618.0 m ≈ | 830.0 m ≈ | 858.0 m ≈ | 1.1 bn ≈ | 1.6 bn ≈ | 1.8 bn ≈ | SEC (XBRL)· 25 Feb 2026derived |
| Interest expense | 77.0 m | 76.0 m | 50.0 m | 49.0 m | 44.0 m | 29.0 m | SEC (XBRL)· 25 Feb 2026verified |
| Pre-tax income | 285.0 m | 511.0 m | 440.0 m | 635.0 m | 1.1 bn | 1.2 bn | SEC (XBRL)· 25 Feb 2026verified |
| Income tax | 31.0 m | 84.0 m | 85.0 m | 26.0 m | 197.0 m | 231.0 m | SEC (XBRL)· 25 Feb 2026verified |
| Net income | 254.0 m | 427.0 m | 355.0 m | 609.0 m | 890.0 m | 957.0 m | SEC (XBRL)· 25 Feb 2026verified |
| Diluted EPS | 1.40 | 2.35 | 1.96 | 2.79 | 3.65 | 3.92 | SEC (XBRL)· 25 Feb 2026verified |
| Weighted average diluted shares | 181.1 m | 181.5 m | 181.0 m | 218.2 m | 243.5 m | 244.0 m | SEC (XBRL)· 25 Feb 2026verified |
| Dividend per share | 1.04 | 1.12 | 1.20 | 1.32 | 1.44 | 1.60 | SEC (XBRL)· 25 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 1.9 bn | 1.3 bn | 944.0 m | 1.0 bn | 1.1 bn | 1.5 bn | SEC (XBRL)· 25 Feb 2026verified |
| Receivables | 923.0 m | 953.0 m | 1.1 bn | 1.6 bn | 1.7 bn | 1.8 bn | SEC (XBRL)· 25 Feb 2026verified |
| Inventories | 558.0 m | 700.0 m | 799.0 m | 1.0 bn | 996.0 m | 983.0 m | SEC (XBRL)· 25 Feb 2026verified |
| Current assets | 3.5 bn | 3.2 bn | 3.0 bn | 3.9 bn | 4.1 bn | 4.6 bn | SEC (XBRL)· 25 Feb 2026verified |
| Property, plant & equipment, net | 657.0 m | 644.0 m | 630.0 m | 1.2 bn | 1.2 bn | 1.2 bn | SEC (XBRL)· 25 Feb 2026verified |
| Goodwill | 2.9 bn | 2.8 bn | 2.7 bn | 7.6 bn | 8.0 bn | 8.3 bn | SEC (XBRL)· 25 Feb 2026verified |
| Intangibles (excl. goodwill) | 1.1 bn | 1.0 bn | 930.0 m | 2.5 bn | 2.4 bn | 2.3 bn | SEC (XBRL)· 25 Feb 2026verified |
| Total assets | 8.8 bn | 8.3 bn | 8.0 bn | 16.1 bn | 16.5 bn | 17.6 bn | SEC (XBRL)· 25 Feb 2026verified |
| Accounts payable | 569.0 m | 639.0 m | 723.0 m | 968.0 m | 1.0 bn | 1.0 bn | SEC (XBRL)· 25 Feb 2026verified |
| Short-term debt | 600.0 m | 0 | 0 | 16.0 m | 38.0 m | 534.0 m | SEC (XBRL)· 28 Apr 2026verified |
| Long-term debt | 2.5 bn | 2.4 bn | 1.9 bn | 2.3 bn | 2.0 bn | 1.4 bn | SEC (XBRL)· 25 Feb 2026verified |
| Current liabilities | 2.0 bn | 1.4 bn | 1.6 bn | 2.2 bn | 2.3 bn | 2.9 bn | SEC (XBRL)· 25 Feb 2026verified |
| Total liabilities | 5.8 bn | 5.1 bn | 4.4 bn | 5.9 bn | 5.6 bn | 5.9 bn | SEC (XBRL)· 25 Feb 2026verified |
| Equity | 3.0 bn | 3.2 bn | 3.5 bn | 10.2 bn | 10.6 bn | 11.5 bn | SEC (XBRL)· 25 Feb 2026verified |
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 824.0 m | 538.0 m | 596.0 m | 837.0 m | 1.3 bn | 1.2 bn | SEC (XBRL)· 25 Feb 2026verified |
| Capex | 183.0 m | 208.0 m | 208.0 m | 271.0 m | 321.0 m | 331.0 m | SEC (XBRL)· 25 Feb 2026verified |
| Free cash flow | 641.0 m ≈ | 330.0 m ≈ | 388.0 m ≈ | 566.0 m ≈ | 942.0 m ≈ | 910.0 m ≈ | SEC (XBRL)· 25 Feb 2026derived |
| Investing cash flow | -169.0 m | -183.0 m | -191.0 m | -628.0 m | -482.0 m | -471.0 m | SEC (XBRL)· 25 Feb 2026verified |
| Financing cash flow | 473.0 m | -855.0 m | -790.0 m | -157.0 m | -615.0 m | -501.0 m | SEC (XBRL)· 25 Feb 2026verified |
| Dividends paid | 188.0 m | 203.0 m | 217.0 m | 299.0 m | 350.0 m | 391.0 m | SEC (XBRL)· 25 Feb 2026verified |
| Share repurchases | 61.0 m | 68.0 m | 52.0 m | 25.0 m | 20.0 m | 15.0 m | SEC (XBRL)· 25 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
Risk
Valuation
olivLaw classification
Score: 72 / 100
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 23.2 bn USD
Key indicators
Coverage and freshness
Score by group
- Valuation56
- Balance sheet81
- Quality53
- Growth100
- Returns100
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 21.03 – 178.14 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)63.27 – 105.61 (Mid 79.43)WACC 8.8% · starting FCFF 951.3 m USD · terminal value share of EV 75%The WACC × g sensitivity gives the method's bounds; these are not probabilities.Reverse DCF: starting growth implied by the price (fading linearly to terminal growth, everything else fixed): 25.6%
- Peers: EV/EBITDA121.67 – 167.04 (Mid 141.24)4 companies used · median multiple 17.9x · quartiles 15.6x – 21.0xFLS, GGG, GRC, ITT
- Peers: P/E119.13 – 178.14 (Mid 146.61)5 companies used · median multiple 32.4x · quartiles 26.3x – 39.4xFLS, GGG, GRC, IEX, ITT
- Dividend discount (DDM)21.03 – 28.28 (Mid 24.12)
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Neutral profile · Score 72/100
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | 9.0% | 33 (vs peers) | 10% |
| Net margin · Quality | 11.9% | 60 (vs peers) | 6% |
| FCF conversion · Quality | 85.1% | 79 (on a fixed band) | 6% |
| Revenue CAGR 3Y · Growth | 17.8% | 100 (on a fixed band) | 8% |
| EPS CAGR 3Y · Growth | 26.0% | 100 (on a fixed band) | 8% |
| Net debt / EBITDA · Balance sheet | 1.1x | 82 (on a fixed band) | 10% |
| Interest coverage · Balance sheet | 36.1x | 100 (on a fixed band) | 6% |
| Current ratio · Balance sheet | 1.4x | 49 (on a fixed band) | 4% |
| P/E (TTM) · Valuation | 22.3x | 100 (vs peers) | 10% |
| EV/EBITDA · Valuation | 13.1x | 17 (on a fixed band) | 10% |
| FCF yield · Valuation | 4.0% | 50 (on a fixed band) | 8% |
| Shareholder yield (distributions) · Returns | 8.6% | 100 (on a fixed band) | 6% |
| Payout ratio (FCF) · Returns | 44.0% | 100 (on a fixed band) | 4% |
Score groups
- Balance sheet81/100 · 3/3 factors with a value
- Growth100/100 · 2/2 factors with a value
- Quality53/100 · 3/3 factors with a value
- Returns100/100 · 2/2 factors with a value
- Valuation56/100 · 3/3 factors with a value
Memo
Xylem Inc. (XYL). Latest full fiscal year: 2025; data up to 2026-09-30.
Figures computed from the financial statements: revenue 9.0 bn USD in 2025; YoY growth 5.5%; net margin 11.9%; ROE 10.1%; net debt/EBITDA 1.1x.
The estimated value range is 91.20–136.33 USD per share (median of 4 methods, agreement: low); assumptions are illustrative. Against the central value of 110.33 USD, the price of 101.05 USD leaves a potential of 9.2% (value / price − 1) and a margin of safety of 8.4% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
olivLaw score 72/100, methodological classification: neutral profile (score, margin of safety and method agreement together; not a judgement of the right price). Not investment advice.
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- FCF conversion: 85.1%
- Revenue CAGR 3Y: 17.8%
- EPS CAGR 3Y: 26.0%
- Net debt / EBITDA: 1.1x
- Interest coverage: 36.1x
- P/E (TTM): 22.3x
- Shareholder yield (distributions): 8.6%
- Payout ratio (FCF): 44.0%
What contradicts it
- EV/EBITDA: 13.1x
- The valuation methods diverge
Versus the vertical median
Pumps & Pumping Equipment (SIC 3561) · same industry (4-digit SIC) · compared with 6 companies
The size band was not applied: too few companies would have remained; the vertical includes much smaller or larger companies.
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| XYLXylem Inc. | 23.2 bn | 22.3 | 10.1% | 11.9% | +5.5% | −32% / +4% |
| ITTItt Inc. | 18.0 bn | 39.4 | 11.5% | 8.9% | +8.5% | +9% / +86% |
| IEXIdex Corp | 17.2 bn | 32.4 | 13.3% | 14.6% | +5.8% | +34% / +16% |
| GGGGraco Inc. | 11.2 bn | 22.5 | 20.4% | 22.4% | +5.8% | −15% / −14% |
| FLSFlowserve Corp | 10.3 bn | 40.7 | 11.1% | — | unavailable | +14% / +112% |
| GRCThe Gorman-Rupp Company | 2.0 bn | 26.3 | 17.0% | 10.2% | +3.4% | +59% / +134% |
| APAmpco-Pittsburgh Corp | 142.8 m | — | -126.3% | -13.8% | +3.8% | +167% / +149% |
1- and 3-year price returns: for XYL from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 68.90 Total return -30% · Per year -30% | 121.26 Total return 22% · Per year 22% | 181.88 Total return 82% · Per year 82% |
| 3 years | 81.73 Total return -14% · Per year -5% | 160.36 Total return 66% · Per year 18% | 261.91 Total return 168% · Per year 39% |
| 5 years | 96.94 Total return 5% · Per year 1% | 212.08 Total return 123% · Per year 17% | 377.15 Total return 291% · Per year 31% |
- Exit P/E± 40.09
- Net margin± 28.06
- Annual revenue growth± 20.93
- Annual dilution± 2.36
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 28 Jul 2026; since then the company filed 10-Q (27 Oct 2026), 8-K (27 Oct 2026 · results).
In brief
Xylem Inc. is a global water technology group with 2025 revenue of $9,035 million (+5.5%) and a 13.5% operating margin. In the second quarter of 2026 it reported revenue of $2,336 million and orders of $3,086 million, up 42% 23. Its 2026 guidance calls for revenue of about $9.2 billion 3.
SWOT
Strengths
Weaknesses
Opportunities
Risks
- Geopolitical and trade riskshigh
Tariffs, sanctions and international conflicts could raise costs and delay shipments 1.
- Supply chainhigh
Disruptions in components, including chips, could affect production 1.
- Cybersecuritymedium
Security incidents could affect the company's systems and the data of customers and partners 1.
- Competition and innovationmedium
If new technology competitors gain ground, margins could come under pressure 1.
- Large projects and performance guaranteeslow
Failure to execute large projects could create extra costs and claims 2.
Investment thesis
What would need to be true (bull case)
What to watch
- Development of AI-linked industrial ordersQ3 2026
- Effect of tariffs on production costs2026
- Adjusted EBITDA margin versus guidanceQ4 2026
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
Possibly outdated: the newest document it read is from 28 Jul 2026; since then the company filed 10-Q (27 Oct 2026), 8-K (27 Oct 2026 · results).
The business
Xylem designs, manufactures and services engineered products for the water cycle, from delivering and measuring drinking water to collecting and treating wastewater 1. The company operates in approximately 150 countries and has about 22,000 employees, with revenue of $9.0 billion in 2025 1. A key asset is its global installed base, which generates steady parts, replacement and service revenue 1.
Strategy rests on five pillars: customer centricity, profitable growth, operational excellence, sustainability leadership and a high-impact culture 1. The company aims to build high-margin recurring revenue in growing markets, including smart solutions and services 1.
Reportable segments are Water Infrastructure, Applied Water, Measurement and Control Solutions and Water Solutions and Services, serving utility and industrial end markets 1. Sales go through direct channels, independent distributors and channel partners 1.
Segments
Market context
Trends
- Water scarcity and tougher regulationtailwind
Water demand, aging infrastructure and environmental rules increase the need for efficient equipment 1.
- Industrial demand linked to AItailwind
Growth in AI infrastructure could raise the importance of water in semiconductors, power and mining 3.
- Tariffs and input costsheadwind
Tariffs and rising component, energy and logistics costs could increase production costs that Xylem cannot always pass on 1.
- Dependence on public budgetsmixed
Municipal project funding depends on public budgets, and delays could affect orders 1.
Competitive position
The water industry is highly fragmented, and Xylem competes with many businesses in each segment, with no single competitor covering every market 1. Competition turns on performance, life-cycle cost, energy efficiency and brand reputation 1.
New competitors from outside the industry, including large technology firms, could enter and pressure prices 1. The company says it defends its position through distribution networks and innovation 1.
- Pump and industrial equipment makers
Competitors in pumps and water treatment, named only generically in the source.
- Smart meter and network suppliers
Competitors in Measurement and Control Solutions, including new technology entrants.
- Independent distributors and service firms
Channel partners and competing service firms in Applied Water and Water Solutions and Services.
- Large technology firms
Non-traditional entrants noted in the risk factors, active in digitalization and AI.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
No news in our archive over the last 180 days.
SEC filings
- Quarterly report27 Oct 2026
- Current report27 Oct 2026Results of operations · Departure or appointment of officers · Financial statements and exhibits
- Current report29 Sept 2026Other events · Financial statements and exhibits
- Current report09 Sept 2026Material agreement · Termination of a material agreement · Creation of a direct financial obligation · Financial statements and exhibits
- Current report18 Aug 2026Departure or appointment of officers · Regulation FD disclosure · Financial statements and exhibits
- Current report13 Aug 2026Departure or appointment of officers · Financial statements and exhibits
- Quarterly report28 Jul 2026
- Current report28 Jul 2026Results of operations · Financial statements and exhibits
- Current report29 May 2026Material agreement · Creation of a direct financial obligation · Other events · Financial statements and exhibits
- Current report18 May 2026Shareholder vote
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / Xylem Inc. · 25 Feb 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Xylem Inc. · 28 Jul 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Xylem Inc. · 28 Jul 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.