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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“So all that reject water Intel invested capital and OpEx to build a recycling plant that they handed over to the city to run and manage, and 96% of that water is being reused”
Xylem cites Intel's Chandler, Arizona chip-fab water-recycling partnership as a proof point for its ultrapure water and reuse solutions serving semiconductor manufacturers.
“Together with Amazon, we're deploying Xylem's Vue advanced analytics in Mexico City on Monterrey, helping these cities save more than 1 billion liters of water each year.”
Xylem is partnering with Amazon to deploy its Vue analytics for municipal water savings, a hyperscaler water-sustainability collaboration read-through for Amazon.
“Envirex represents another enhancement to our advanced treatment portfolio. The company is a leader in nonmechanical mixing and biological process solutions, which enhances our ability to serve one of the fastest-growing segments in water, advanced nutrient removal.”
Xylem's acquisition of Envirex adds nonmechanical mixing and biological process technology, strengthening its position in the fast-growing advanced nutrient removal segment.
“Vacom brings proprietary breakthrough solutions in 0 liquid discharge which offers compelling value propositions to attractive industrial verticals like microelectronics and energy.”
Xylem's acquisition of Vacom adds zero-liquid-discharge technology serving microelectronics and energy customers, part of Xylem's advanced-treatment portfolio buildout.
“we closed on Baycom, a leading technology company with proprietary breakthrough solutions and zero liquid discharge”
Xylem completed a bolt-on acquisition of Baycom, adding zero-liquid-discharge treatment technology aimed at industrial verticals like microelectronics and energy.
“In December, we increased our stake in Idrica to a majority ownership and management control of the technology platform at the heart of Xylem View, which is a strategic growth priority for us as utilities continue to digitize.”
Xylem increased its ownership stake in Idrica to majority control, gaining management control of the technology platform underpinning Xylem Vue as utilities digitize.
| Analyst | Firm | Questions (Challenge)Percentage 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%) |
| Nathan Jones | Stifel | 12 (33%) |
| Deane Dray | RBC Capital Markets |
| Andy Kaplowitz | Citigroup | 10 (0%) |
| Scott Davis | Melius Research | 8 (0%) |
| Will Grippin | Barclays | 6 (0%) |
| Andy Buscaglia | BNP Paribas | 5 (0%) |
| Jacob Levinson | Melius Research | 4 (0%) |
| Bryan Blair | Oppenheimer | 4 (0%) |
| Tyler Bisset | Goldman Sachs | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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 closed FY2025 with record Q4 EPS of $1.42 up 20% and full-year EBITDA margin expanding 160 basis points to 22.2%, introducing FY2026 guidance of EPS $5.35-$5.60 with 70-110 basis points of margin expansion. MCS orders surged 22% and the international metering divestiture was set to close in Q1 2026, while 80/20 walkaway revenue doubled to approximately 2% headwind in 2026. China decline accelerated with orders down 70% and workforce cut 40%, and the Phase 2 transition shifted from operating model to growth engine.
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% |