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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Mike Halloran | Robert W. Baird | 13 | 0% |
| Deane Dray | RBC Capital Markets | 12 | 8% |
| Nathan Jones | Stifel | 12 | 33% |
| Andy Kaplowitz | Citigroup | 10 | 0% |
| Scott Davis | Melius Research | 8 | 0% |
| Will Grippin | Barclays | 6 | 0% |
| Andy Buscaglia | BNP Paribas | 5 | 0% |
| Bryan Blair | Oppenheimer | 4 | 0% |
| Jacob Levinson | Melius Research | 4 | 0% |
| Sara Borodinski | Jefferies | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Robert W. Baird | 1 | 13 | 0% |
| Melius Research | 2 | 12 | 0% |
| Stifel | 1 | 12 | 33% |
| RBC Capital Markets |
| 1 |
| 12 |
| 8% |
| Citigroup | 1 | 10 | 0% |
| Barclays | 1 | 6 | 0% |
| BNP Paribas | 1 | 5 | 0% |
| Oppenheimer | 1 | 4 | 0% |
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 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
XYL Xylem Inc. | 5 | +2.7% | |
| AME Ametek | 8 | +11.3% | |
| AOS A. O. Smith | 1 | -1.9% | |
| CMI Cummins | 7 | +2.7% | |
| DOV Dover Corporation | 7 | +10.1% | |
| EMR Emerson Electric | 6 | +2.9% | |
| ETN Eaton Corporation | 8 | +16.8% | |
| GNRC Generac | 9 | +12.4% | |
| HWM Howmet Aerospace | 9 | +19.1% | |
| IEX IDEX Corporation | 8 | +8.9% | |
| IR Ingersoll Rand | 5 | +7.6% | |
| ITW Illinois Tool Works | 7 | +4.6% | |
| NDSN Nordson Corporation | 9 | +8.5% | |
| OTIS Otis Worldwide | 4 | +6.5% | |
| PH Parker Hannifin | 8 | +10.6% | |
| PNR Pentair | 6 | +2.6% | |
| ROK Rockwell Automation | 9 | +11.8% | |
| ROP Roper Technologies | 8 | +11.3% |