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Material event since the last analyzed call: CFO Grogan to resign; Andrea van der Berg named finance chief (Aug 18, 2026). See corporate events below.
Pre-Earnings Brief
Reporting soon: earnings call Tuesday, Oct 27
A pre-earnings brief is ready for XYL: the setup, what peers and partners said this season, and which analysts to watch.Reading it is a Tellvest Pro feature.
All analyzed callsNot limited to the selected quarter · analysts and firms with 2 or more questions
What does “challenging” mean?
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Most active analysts
Analyst
Firm
Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Filed after the FY2026 Q1 call day (Apr 28, 2026) through the next call day (Jul 28, 2026)From SEC 8-K filings
No 8-K events recorded for this window.
Quarter in detail
· FY2026 Q1
Macro signals
→Trade & Tariffs→Enterprise Spending↑CAPEX
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.
Key themes
7
mixed📊 company
Revenue Flat Organically As 80/20 Walkaways And China Offset EPS Growth
Q1 EPS of $1.12, up 9% over prior year. Revenue flat organically as expected due to 80/20 walkaway actions and China headwinds. EBITDA margin of 20.6%, up only 20bp YOY.
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%.
MixedRevenue Flat Organically As 80/20 Walkaways And China Offset EPS Growth
MixedFull Year 2026 Guidance Maintained Unchanged Despite Buyback Benefit
PositiveMCS Orders Up 15% With Water Project Wins From Q4 Pushouts Materializing
Analyst challenge ratePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. · all analyzed quarters
8%
Share price · trailing year
daily closes, last 12 months — not scoped to the selected quarter · dots mark earnings calls, colored by that quarter’s score
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.
mixed📊 company
Full Year 2026 Guidance Maintained Unchanged Despite Buyback Benefit
MCS Orders Up 15% With Water Project Wins From Q4 Pushouts Materializing
MCS orders up 15% driven by large water orders in Southeast US and solid energy activity. Projects that shifted from Q4 now booking. Book and ship up 9%. Expect double-digit water orders balance of year.
DemandRevenue Growth
positive📊 company
WSS Booked Largest Order Ever - $850M Outsourced Water Contract
WSS signed record $850 million outsourced water contract for 20 years in specialty chemicals. 75% service, 25% capital. ~10% contract value realized in 2026, balance capital next year, water flowing 2028.
DemandCompetitive Dynamics
positive📊 company
Aggressive Capital Deployment - $581M Buyback And $219M Acquisition
Executed $581M share repurchase in Q1 under new $1.5B authorization. Announced $219M acquisition of German water quality instruments firm. Dividend increased ~8%. Net debt to EBITDA 0.6x.
Capital AllocationM&A
negative🌍 macro
China Bottoming With 30% Decline But Comp Easing In H2
China down 30% YOY in Q1. Appears to be bottoming. About 1/3 market, 1/3 competitive actions, 1/3 deliberate walkaway. Full year ~1% headwind concentrated in H1 (~2% impact). Comps ease in back half.
Geographic ExpansionDemand
mixed📊 company
Applied Water Margin Below Expectations Despite Data Center Wins
Applied Water EBITDA margin below expectations on unfavorable mix, though up 10bp YOY. Data center orders in Q1 exceeded full year 2025 amount. Book-to-bill well above 1 but revenue flat.
GAAP revenue YoY +2.71% → base 5. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
▸How this score was built
Base5Base 5GAAP revenue YoY +2.71% → base 5. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.+Transcript0Transcript 0GAAP revenue is clean, no distortion.+EPS0EPS 0EPS YoY 14.49% vs revenue YoY 2.71%, spread +11.78 percentage points outside ±5 percentage points → would be +1. operating income YoY 5.63% vs revenue 2.71%, operating income spread +2.92 percentage points inside ±5 percentage points. Operating income cross-check: GAAP outside, operating income inside → OI wins → , EPS adjustment = 0.+Guidance0Guidance 0FY2026 EPS guidance maintained unchanged at $5.35-$5.60. No revision.=Final5
How this score was built
Base5Base 5GAAP revenue YoY +2.71% → base 5. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.+Transcript0Transcript 0GAAP revenue is clean, no distortion.+
152.95
100.88
9
8
5
Oct 25Oct 26
Key financials
FY2026 Q1 selectedReported GAAP figures from SEC filings
The table scrolls sideways. Swipe it, or select it and use the arrow keys.
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%
9.1%
$18M
FY2026 Q2
$2.34B
+1.5%
$1.11
+19.4%
41.2%
16.7%
11.3%
$201M
As stated by management
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).
EPS
“quarterly EPS of $1.12, a 9% increase over the prior year”
Revenue
“Revenue was also flat in the quarter versus prior year, in line with expectations”
Guidance
“we've chosen to keep our EPS range unchanged at $5.35 to $5.60”
Key metric
“EBITDA margin of 20.6%, up 20 basis points versus the prior year”
EPS
0
EPS 0EPS YoY 14.49% vs revenue YoY 2.71%, spread +11.78 percentage points outside ±5 percentage points → would be +1. operating income YoY 5.63% vs revenue 2.71%, operating income spread +2.92 percentage points inside ±5 percentage points. Operating income cross-check: GAAP outside, operating income inside → OI wins → , EPS adjustment = 0.
+
Guidance0Guidance 0FY2026 EPS guidance maintained unchanged at $5.35-$5.60. No revision.
Dover opened 2026 with double-digit revenue growth (GAAP revenue +10.05% year over year) and adjusted EPS of $2.28, up 11%, driven by secular-growth end markets, acquired company performance and constructive demand across the portfolio
Revenue grew 7% with EBITDA surging 87% to $896 million as GE Vernova delivered $4.8 billion in Q1 free cash flow, meaningfully exceeding full-year FY2025 FCF
NuScale's GAAP revenue fell to $0.6 million in the first quarter of 2026 from $13.4 million a year earlier, as the one-time RoPower technology-licensing agreement and Fluor FEED Phase 2 engineering services that drove prior-year revenue were completed in 2025, and the pre-commercial developer again reported a net loss
XYLXylem Inc.
Score 5Rev YoY +2.7%Trend
Revenue flat organically as 80/20 walkaways and China offset EPS growth
Dover opened 2026 with double-digit revenue growth (GAAP revenue +10.05% year over year) and adjusted EPS of $2.28, up 11%, driven by secular-growth end markets, acquired company performance and constructive demand across the portfolio
Revenue grew 7% with EBITDA surging 87% to $896 million as GE Vernova delivered $4.8 billion in Q1 free cash flow, meaningfully exceeding full-year FY2025 FCF
NuScale's GAAP revenue fell to $0.6 million in the first quarter of 2026 from $13.4 million a year earlier, as the one-time RoPower technology-licensing agreement and Fluor FEED Phase 2 engineering services that drove prior-year revenue were completed in 2025, and the pre-commercial developer again reported a net loss