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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Xylem Inc. (XYL) is 5/10.
Xylem delivered Q1 EPS of $1.12 up 9% as revenue was flat organically with 80/20 walkaways and China offsetting growth elsewhere, and EBITDA margin expanded 20 basis points to 20.6%. Full-year 2026 EPS guidance was maintained at $5.35-$5.60 despite buyback benefits, and MCS orders grew 15% with water project wins from Q4 pushouts materializing. WSS booked its largest order ever at $850M for an outsourced water contract, and aggressive capital deployment included $581M in buybacks and a $219M acquisition.
Scored from Xylem Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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On August 13, 2026, William K. Grogan notified Xylem that he will resign as EVP and CFO effective August 31, 2026 to pursue another opportunity, remaining through September 13, 2026 for transition. The board appointed Andrea van der Berg, SVP Finance of the Water Infrastructure segment since January 2025, as EVP and CFO effective September 1, 2026, with a $675,000 base salary and an 80% AIP target.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.26B | +6.5% | $1.34 | +21.8% | 38.0% | 11.8% | 14.5% | $475M |
| FY2025 Q1 | $2.07B | +1.8% | $0.69 | +9.5% | 37.1% | 11.2% | 8.2% | $-38M |
| FY2025 Q2 | $2.30B | +6.1% | $0.93 | +16.3% | 38.8% | 13.3% | 9.8% | $207M |
| FY2025 Q3 | $2.27B | +7.8% | $0.93 | +4.5% | 38.9% | 14.7% | 10.0% | $281M |
| FY2025 Q4 | $2.40B | +6.3% | $1.37 | +2.2% | 38.9% | 14.7% | 14.0% | $460M |
| FY2026 Q1 | $2.13B | +2.7% | $0.79 | +14.5% | 37.8% | 11.5% | 8.7% | $18M |
| FY2026 Q2 | $2.34B | +1.5% | $1.11 | +19.4% | 41.2% | 16.7% | 11.3% | $201M |