Analyst Consensus ?
ConsensusHold39 ratings
Bullish1948.7%
Neutral1948.7%
Bearish12.6%
Xylem Inc. · XYL · FY2025 Q4 · Calendar Q1 2026
Xylem’s FY2025 Results Show Margin Progress, China Risk Remains
The call supports a cautiously constructive long-term view: resilient US utility demand, smart metering, water reuse, digital platforms, and disciplined portfolio actions provide growth and margin drivers, but the thesis depends on execution and recovery outside the strongest markets.
Reported Before market openNYSEIndustrials
$23.57B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.42
Consensus $1.41
EPS surprise
+0.7%
Reported versus consensus
Reported revenue
$2.40B
Consensus $2.37B
Revenue surprise
+1.1%
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-8.0%
Event window
SPY move
-0.3%
Same window
Abnormal move
-7.8%
Stock minus SPY
Volume
3.0×
Versus trailing sessions
Subsequent drift
-5.1%
Up to 20 sessions
XYLSPY benchmark
Ask FN2 about XYL FY2025 Q4
Transcript, numbers and history already loaded
Why did XYL fall 8.0% after beating EPS estimates in FY2025 Q4?What changed in XYL's guidance and outlook in FY2025 Q4?Give me the bull and bear case for XYL after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Management moved from a prior-quarter raised-guidance narrative to a maintained 2026 outlook. The latest analysis places greater emphasis on the portfolio-simplification headwind, phase-two transformation execution, a sizable backlog, and continued China weakness.
Guidance delta
Management maintained its outlook, pointing to modest organic growth and continued margin expansion while acknowledging a short-term portfolio-simplification headwind.
Key takeaways
- Management described record fourth-quarter and full-year performance with continued margin expansion and EPS growth.
- The 2026 outlook combines modest organic growth with further margin improvement, despite a portfolio-simplification headwind.
- Smart metering, water reuse, digital platforms, and resilient US utility demand support the growth case, while China and project timing remain constraints.
Management priorities
- Execute the next phase of the operating-model transformation.
- Improve salesforce effectiveness, product lifecycle management, and innovation.
- Expand digital water platforms, complete the international metering divestiture, and pursue bolt-on acquisitions.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$100.93Current
$107Low
$148.85Average
$170High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 30, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Jefferies | Buy | Buy | Maintain | Aug 24, 2026 |
| UBS | Neutral | Neutral | Maintain | Aug 13, 2026 |
| Stifel | Buy | Buy | Maintain | Jul 29, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Jul 29, 2026 |
| Mizuho | Neutral | Neutral | Maintain | Jul 29, 2026 |
| Barclays | Overweight | Overweight | Maintain | Jul 29, 2026 |
| Baird | Outperform | Outperform | Maintain | Jul 29, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Apr 29, 2026 |
| Citigroup | Buy | Buy | Maintain | Apr 29, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Apr 16, 2026 |
| TD Cowen | Hold | Hold | Maintain | Dec 5, 2025 |
| Wolfe Research | Peer Perform | Outperform | Downgrade | Dec 12, 2024 |
| Argus Research | Buy | Buy | Maintain | May 29, 2024 |
| Deutsche Bank | Buy | Hold | Upgrade | Nov 21, 2023 |
| Melius Research | Buy | Hold | Upgrade | Oct 2, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Feb 14, 2023 |
| Morgan Stanley | Overweight | Overweight | Maintain | Jan 18, 2023 |
| Raymond James | Underperform | Market Perform | Downgrade | Jan 4, 2023 |
| Atlantic Equities | Overweight | Neutral | Upgrade | Nov 16, 2022 |
| Goldman Sachs | Neutral | Neutral | Maintain | Nov 3, 2022 |
| Credit Suisse | Neutral | Neutral | Maintain | Nov 2, 2022 |
| Rosenblatt | Hold | Buy | Downgrade | Oct 1, 2021 |
| Janney Montgomery Scott | Neutral | Neutral | Maintain | Jun 3, 2020 |
| Janney Capital | Neutral | Neutral | Maintain | Jun 3, 2020 |
| Canaccord Genuity | Hold | Hold | Maintain | Feb 7, 2020 |
| Seaport Global | Neutral | Buy | Downgrade | Nov 4, 2019 |
| Stifel Nicolaus | Buy | Buy | Maintain | May 3, 2019 |
| BMO Capital | Outperform | Outperform | Maintain | Oct 31, 2018 |
| Vertical Research | Hold | Sell | Upgrade | Oct 18, 2018 |
| Boenning & Scattergood | Neutral | Outperform | Downgrade | Nov 28, 2016 |
| Wedbush | Neutral | Outperform | Downgrade | Apr 11, 2016 |
| Sterne Agee CRT | Buy | Neutral | Upgrade | Apr 5, 2016 |
| Sterne Agee | Buy | Neutral | Upgrade | Apr 5, 2016 |
| DA Davidson | Neutral | Neutral | Maintain | Oct 29, 2014 |
| KeyBanc | Hold | Buy | Downgrade | Oct 30, 2013 |
| Brean Capital | Buy | Hold | Upgrade | Oct 29, 2013 |
| BB&T Capital | Hold | Buy | Downgrade | Jul 30, 2013 |
| CL King | Neutral | Buy | Downgrade | Apr 15, 2013 |
| Ladenburg Thalmann | Neutral | Buy | Downgrade | Oct 18, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $100.93. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Jefferies | Analyst unavailable | $150 | $113.87 | +48.6% | Aug 24, 2026 |
| UBS | Analyst unavailable | $138 | $121.93 | +36.7% | Aug 13, 2026 |
| UBS | Joshua Spector | $135 | $116.48 | +33.8% | Jul 30, 2026 |
| Mizuho Securities | Analyst unavailable | $130 | $124.97 | +28.8% | Jul 29, 2026 |
| Stifel Nicolaus | Analyst unavailable | $160 | $124.97 | +58.5% | Jul 29, 2026 |
| Robert W. Baird | Michael Halloran | $165 | $124.97 | +63.5% | Jul 29, 2026 |
| Barclays | Analyst unavailable | $159 | $124.97 | +57.5% | Jul 29, 2026 |
| Stifel Nicolaus | Analyst unavailable | $157 | $122.78 | +55.6% | Jul 20, 2026 |
| RBC Capital | Analyst unavailable | $159 | $124.53 | +57.5% | Jul 16, 2026 |
| Jefferies | Stephen Volkmann | $140 | $112.04 | +38.7% | Jun 25, 2026 |
| UBS | Analyst unavailable | $133 | $116.4 | +31.8% | Apr 29, 2026 |
| Oppenheimer | Bryan Blair | $158 | $116.4 | +56.5% | Apr 29, 2026 |
| Stifel Nicolaus | Analyst unavailable | $159 | $117.91 | +57.5% | Apr 29, 2026 |
| Barclays | Analyst unavailable | $154 | $117.91 | +52.6% | Apr 29, 2026 |
| UBS | Analyst unavailable | $132 | $120.46 | +30.8% | Apr 21, 2026 |
| Stifel Nicolaus | Nathan Jones | $163 | $128.85 | +61.5% | Apr 14, 2026 |
| UBS | Joshua Spector | $152 | $129.4 | +50.6% | Apr 9, 2026 |
| UBS | Joshua Spector | $155 | $128.2 | +53.6% | Feb 13, 2026 |
| Oppenheimer | Analyst unavailable | $165 | $127.02 | +63.5% | Feb 12, 2026 |
| Goldman Sachs | Analyst unavailable | $158 | $126.77 | +56.5% | Feb 11, 2026 |
| Mizuho Securities | Analyst unavailable | $138 | $128.18 | +36.7% | Feb 11, 2026 |
| Stifel Nicolaus | Analyst unavailable | $175 | $128.92 | +73.4% | Feb 11, 2026 |
| Robert W. Baird | Analyst unavailable | $161 | $128.92 | +59.5% | Feb 11, 2026 |
| Barclays | William Grippin | $166 | $141.33 | +64.5% | Jan 7, 2026 |
| Mizuho Securities | Brett Linzey | $150 | $137.11 | +48.6% | Jan 5, 2026 |
| Stifel Nicolaus | Analyst unavailable | $178 | $153.42 | +76.4% | Oct 29, 2025 |
| Argus Research | Analyst unavailable | $170 | $153.4 | +68.4% | Oct 29, 2025 |
| Mizuho Securities | Brett Linzey | $160 | $150.5 | +58.5% | Oct 29, 2025 |
| RBC Capital | Analyst unavailable | $176 | $153.48 | +74.4% | Oct 29, 2025 |
| Robert W. Baird | Michael Halloran | $178 | $153.48 | +76.4% | Oct 29, 2025 |
| Barclays | William Grippin | $172 | $150.5 | +70.4% | Oct 29, 2025 |
| Barclays | Analyst unavailable | $165 | $142.18 | +63.5% | Sep 18, 2025 |
| UBS | Analyst unavailable | $168 | $143.61 | +66.5% | Aug 5, 2025 |
| UBS | Damian Karas | $165 | $127.5 | +63.5% | Aug 13, 2024 |
| Robert W. Baird | Michael Halloran | $170 | $133.48 | +68.4% | Jul 31, 2024 |
| Oppenheimer | Bryan Blair | $152 | $139.4 | +50.6% | May 31, 2024 |
| Argus Research | John Eade | $165 | $140.36 | +63.5% | May 29, 2024 |
| Mizuho Securities | Brett Linzey | $135 | $135.99 | +33.8% | May 3, 2024 |
| RBC Capital | Deane Dray | $162 | $135.99 | +60.5% | May 3, 2024 |
| Robert W. Baird | Michael Halloran | $155 | $135.99 | +53.6% | May 3, 2024 |
| Wolfe Research | Brad Hewitt | $143 | $128.27 | +41.7% | Apr 8, 2024 |
| RBC Capital | Deane Dray | $153 | $127.25 | +51.6% | Apr 4, 2024 |
| Stifel Nicolaus | Nathan Jones | $133 | $99.8 | +31.8% | Aug 18, 2023 |
| Citigroup | Analyst unavailable | $121 | $106.85 | +19.9% | Feb 8, 2023 |
| Citigroup | Analyst unavailable | $123 | $111.23 | +21.9% | Dec 9, 2022 |
| Atlantic Equities | Richard Radbourne | $129 | $112.13 | +27.8% | Nov 16, 2022 |
| Loop Capital Markets | Scott Graham | $120 | $127.19 | +18.9% | Nov 22, 2021 |
| Argus Research | John Eade | $150 | $129.82 | +48.6% | Nov 12, 2021 |
| Citigroup | Andrew Kaplowitz | $131 | $125.7 | +29.8% | Aug 4, 2021 |
| Goldman Sachs | Brian K. Lee | $107 | $116.2 | +6.0% | May 5, 2021 |
Track every rating change on XYL the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationXylem Inc., together with its subsidiaries, engages in the design, manufacture, and servicing of engineered products and solutions for utility, industrial, and residential and commercial building services settings worldwide. It operates through Water Infrastructure; Applied Water; Measurement and Control Solutions; and Water Solutions and Services segments. The company offers water, wastewater, and storm water pumps and controls and systems; filtration, disinfection, and biological treatment equipment under the Flygt, Ionpure, Leopold, Neptune Benson, Sanitare, Wallace & Tiernan, and Wedeco brands; and pumps, valves, heat exchangers, controls, and dispensing equipment used for water and focuses on the residential, commercial and industrial markets under the Rule, Bell & Gossett, Flojet, Goulds Water Technology, Jabsco, and Lowara brands.…
Historical context
All XYL earningsIndustrials peers this season
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|---|---|---|---|---|
| CTAS Cintas Corporation | FY2027 Q1 · Calendar Q3 2026 | +3.0% | -3.4% | Cintas raises FY2027 guidance as Q1 growth broadens |
| PAYX Paychex, Inc. | FY2027 Q1 · Calendar Q3 2026 | +1.5% | -8.8% | Paychex maintains FY27 outlook as PEO and AI momentum strengthen |
| FPS Forgent Power Solutions, Inc. | FY2026 Q4 · Calendar Q3 2026 | +4.3% | +9.5% | Forgent Power Solutions pairs record results with an aggressive FY27 buildout |
| CPRT Copart, Inc. | FY2026 Q4 · Calendar Q3 2026 | -8.7% | -2.6% | Copart pairs international growth with ACV investment amid higher costs |
| SUNB Sunbelt Rentals Holdings Inc | FY2027 Q1 · Calendar Q3 2026 | +19.2% | +5.9% | Sunbelt raises FY27 outlook as specialty rental demand accelerates |
| FRO Frontline Plc | FY2026 Q2 · Calendar Q3 2026 | +8.0% | +1.0% | Frontline posts a record quarter as tanker rates remain elevated |
Latest beats and misses
Who reports nextBeat on EPS
- COSTFY2026 Q4 · September 24, 2026+3.2% EPS+2.9% move
- SNXFY2026 Q3 · September 24, 2026+20.9% EPS-9.9% move
- DRIFY2027 Q1 · September 24, 20260.0% EPS-3.0% move
- CTASFY2027 Q1 · September 23, 2026+3.0% EPS-3.4% move
- PAYXFY2027 Q1 · September 23, 2026+1.5% EPS-8.8% move
- GISFY2027 Q1 · September 23, 2026+4.6% EPS+1.0% move
Get the XYL recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-09-30T00:51:03.241468+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-30T00:51:03.238667+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-09-30. For educational purposes only; not investment advice.