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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.
Demand | Revenue Growth | Margin | Competitive Dynamics | Cost Pressure | M&A | Trade Tariffs | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 1 | 4 | 2 | 3 | 1 | 1 | 2 |
| 2025Q1 | 5 | 3 | 2 | 2 | 2 | 1 | 5 | 1 |
| 2025Q2 | 7 | 3 | 5 | 3 | 3 | 2 | 2 | 1 |
| 2025Q3 | 5 | 4 | 4 | 5 | 3 | 3 | 2 | |
| 2025Q4 | 6 | 6 | 4 | 4 | 1 | 2 | 2 | |
| 2026Q1 | 6 | 7 | 3 | 2 | 1 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 5 | 7 | 5 | 6 | 6 |
| Revenue Growth | 1 | 3 | 3 | 4 | 6 | 7 |
| Margin | 4 | 2 | 5 | 4 | 4 | 3 |
| Competitive Dynamics | 2 | 2 | 3 | 5 | 4 | 2 |
| Cost Pressure | 3 | 2 | 3 | 3 | 1 | 1 |
| M&A | 1 | 1 | 2 | 3 | 2 | 1 |
| Trade Tariffs | 1 | 5 | 2 | 1 | ||
| Capital Allocation | 2 | 1 | 1 | 2 | 2 | 1 |
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| 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 Q1Selected | $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
No 8-K events recorded for this window.
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mike Halloran | Robert W. Baird | 15 questions · 7% challenging |
| Deane Dray | RBC Capital Markets | 14 questions · 7% challenging |
| Andy Kaplowitz | Citigroup | 12 questions · 0% challenging |
| Nathan Jones | Stifel | 12 questions · 33% challenging |
| Scott Davis | Melius Research | 10 questions · 0% challenging |
| Andrew Buscaglia | BNP Paribas | 7 questions · 14% challenging |
| Will Grippin | Barclays | 6 questions · 0% challenging |
| Jacob Levinson | Melius Research | 4 questions · 0% challenging |
| Bryan Blair | Oppenheimer | 4 questions · 0% challenging |
| Brian Lee | Goldman Sachs | 2 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Robert W. Baird | 1 analyst | 15 questions · 7% challenging |
| Melius Research | 2 analysts | 14 questions · 0% challenging |
| Stifel | 2 analysts | 14 questions · 29% challenging |
| RBC Capital Markets | 1 analyst | 14 questions · 7% challenging |
| Citigroup | 1 analyst | 12 questions · 0% challenging |
| BNP Paribas | 1 analyst | 7 questions · 14% challenging |
| Barclays | 1 analyst | 6 questions · 0% challenging |
| Oppenheimer | 1 analyst | 4 questions · 0% challenging |
Calendar quarter Q1 2026Earnings call Apr 28, 2026
FY2026 Q1 in brief
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%.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +2.71% → base 5. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Xylem Inc. (XYL), FY2026 Q1: 5/10. Scores: Xylem Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: XYL daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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