Analyst Consensus ?
ConsensusHold39 ratings
Bullish1846.1%
Neutral2051.3%
Bearish12.6%
Xylem Inc. · XYL · FY2026 Q3 · Calendar Q4 2026
Xylem shifts portfolio as revenue guidance moves lower
Xylem’s Q3 update presents a mixed trajectory: near-term revenue conversion is pressured by delayed utility projects, but order growth, backlog, portfolio reshaping and exposure to data-center and semiconductor water demand support a longer-term improvement case.
Reported Before market openNYSEIndustrials
$25.27B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $1.45
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $2.28B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-11.6%
Event window
SPY move
+0.6%
Same window
Abnormal move
-12.2%
Stock minus SPY
Volume
1.9×
Versus trailing sessions
Subsequent drift
0.0%
Up to 20 sessions
XYLSPY benchmark
Ask FN2 about XYL FY2026 Q3
Transcript, numbers and history already loaded
What drove XYL's -11.6% move after FY2026 Q3 earnings?What changed in XYL's guidance and outlook in FY2026 Q3?Give me the bull and bear case for XYL after FY2026 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Revenue was roughly flat year over year and full-year revenue guidance was lowered. Xylem announced plans to divest Applied Water International and Specialty Flow Control, move to three segments in 2027, and pursue the Cornell Pump and Roper Pump acquisition.
Guidance delta
Full-year revenue guidance was lowered. Management expects full-year EBITDA margin to improve to about 23.2%.
Key takeaways
- Orders grew 10% year over year, with MCS orders up 30% and Applied Water orders up 15%, contributing to a $5.5 billion backlog.
- Portfolio changes are intended to concentrate the company on higher-growth, higher-margin water businesses.
- Data-center, semiconductor and transport repair-and-replace demand are the main growth opportunities cited in the analysis.
Management priorities
- Execute the planned divestitures and transition to a three-segment structure in 2027.
- Close and integrate the Cornell Pump and Roper Pump acquisition.
- Direct capital toward organic growth, selective bolt-on acquisitions and higher-margin industrial verticals.
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$94.28Current
$107Low
$145.96Average
$170High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 27, 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 |
|---|---|---|---|---|
| JP Morgan | Neutral | Neutral | Maintain | Oct 19, 2026 |
| Mizuho | Neutral | Neutral | Maintain | Oct 15, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Oct 14, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Oct 14, 2026 |
| Barclays | Overweight | Overweight | Maintain | Oct 13, 2026 |
| Citigroup | Buy | Buy | Maintain | Oct 12, 2026 |
| UBS | Neutral | Neutral | Maintain | Oct 5, 2026 |
| Jefferies | Buy | Buy | Maintain | Aug 24, 2026 |
| Stifel | Buy | Buy | Maintain | Jul 29, 2026 |
| Baird | Outperform | Outperform | Maintain | Jul 29, 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 $94.28. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Stifel Nicolaus | Nathan Jones | $141 | $104.07 | +49.6% | Oct 19, 2026 |
| Barclays | William Grippin | $139 | $102.59 | +47.4% | Oct 13, 2026 |
| UBS | Analyst unavailable | $112 | $101.84 | +18.8% | Oct 5, 2026 |
| Jefferies | Analyst unavailable | $150 | $113.87 | +59.1% | Aug 24, 2026 |
| UBS | Analyst unavailable | $138 | $121.93 | +46.4% | Aug 13, 2026 |
| UBS | Joshua Spector | $135 | $116.48 | +43.2% | Jul 30, 2026 |
| Mizuho Securities | Analyst unavailable | $130 | $124.97 | +37.9% | Jul 29, 2026 |
| Stifel Nicolaus | Analyst unavailable | $160 | $124.97 | +69.7% | Jul 29, 2026 |
| Robert W. Baird | Michael Halloran | $165 | $124.97 | +75.0% | Jul 29, 2026 |
| Barclays | Analyst unavailable | $159 | $124.97 | +68.6% | Jul 29, 2026 |
| Stifel Nicolaus | Analyst unavailable | $157 | $122.78 | +66.5% | Jul 20, 2026 |
| RBC Capital | Analyst unavailable | $159 | $124.53 | +68.6% | Jul 16, 2026 |
| Jefferies | Stephen Volkmann | $140 | $112.04 | +48.5% | Jun 25, 2026 |
| UBS | Analyst unavailable | $133 | $116.4 | +41.1% | Apr 29, 2026 |
| Oppenheimer | Bryan Blair | $158 | $116.4 | +67.6% | Apr 29, 2026 |
| Stifel Nicolaus | Analyst unavailable | $159 | $117.91 | +68.6% | Apr 29, 2026 |
| Barclays | Analyst unavailable | $154 | $117.91 | +63.3% | Apr 29, 2026 |
| UBS | Analyst unavailable | $132 | $120.46 | +40.0% | Apr 21, 2026 |
| Stifel Nicolaus | Nathan Jones | $163 | $128.85 | +72.9% | Apr 14, 2026 |
| UBS | Joshua Spector | $152 | $129.4 | +61.2% | Apr 9, 2026 |
| UBS | Joshua Spector | $155 | $128.2 | +64.4% | Feb 13, 2026 |
| Oppenheimer | Analyst unavailable | $165 | $127.02 | +75.0% | Feb 12, 2026 |
| Goldman Sachs | Analyst unavailable | $158 | $126.77 | +67.6% | Feb 11, 2026 |
| Mizuho Securities | Analyst unavailable | $138 | $128.18 | +46.4% | Feb 11, 2026 |
| Stifel Nicolaus | Analyst unavailable | $175 | $128.92 | +85.6% | Feb 11, 2026 |
| Robert W. Baird | Analyst unavailable | $161 | $128.92 | +70.8% | Feb 11, 2026 |
| Barclays | William Grippin | $166 | $141.33 | +76.1% | Jan 7, 2026 |
| Mizuho Securities | Brett Linzey | $150 | $137.11 | +59.1% | Jan 5, 2026 |
| Stifel Nicolaus | Analyst unavailable | $178 | $153.42 | +88.8% | Oct 29, 2025 |
| Argus Research | Analyst unavailable | $170 | $153.4 | +80.3% | Oct 29, 2025 |
| Mizuho Securities | Brett Linzey | $160 | $150.5 | +69.7% | Oct 29, 2025 |
| RBC Capital | Analyst unavailable | $176 | $153.48 | +86.7% | Oct 29, 2025 |
| Robert W. Baird | Michael Halloran | $178 | $153.48 | +88.8% | Oct 29, 2025 |
| Barclays | William Grippin | $172 | $150.5 | +82.4% | Oct 29, 2025 |
| Barclays | Analyst unavailable | $165 | $142.18 | +75.0% | Sep 18, 2025 |
| UBS | Analyst unavailable | $168 | $143.61 | +78.2% | Aug 5, 2025 |
| UBS | Damian Karas | $165 | $127.5 | +75.0% | Aug 13, 2024 |
| Robert W. Baird | Michael Halloran | $170 | $133.48 | +80.3% | Jul 31, 2024 |
| Oppenheimer | Bryan Blair | $152 | $139.4 | +61.2% | May 31, 2024 |
| Argus Research | John Eade | $165 | $140.36 | +75.0% | May 29, 2024 |
| Mizuho Securities | Brett Linzey | $135 | $135.99 | +43.2% | May 3, 2024 |
| RBC Capital | Deane Dray | $162 | $135.99 | +71.8% | May 3, 2024 |
| Robert W. Baird | Michael Halloran | $155 | $135.99 | +64.4% | May 3, 2024 |
| Wolfe Research | Brad Hewitt | $143 | $128.27 | +51.7% | Apr 8, 2024 |
| RBC Capital | Deane Dray | $153 | $127.25 | +62.3% | Apr 4, 2024 |
| Stifel Nicolaus | Nathan Jones | $133 | $99.8 | +41.1% | Aug 18, 2023 |
| Citigroup | Analyst unavailable | $121 | $106.85 | +28.3% | Feb 8, 2023 |
| Citigroup | Analyst unavailable | $123 | $111.23 | +30.5% | Dec 9, 2022 |
| Atlantic Equities | Richard Radbourne | $129 | $112.13 | +36.8% | Nov 16, 2022 |
| Loop Capital Markets | Scott Graham | $120 | $127.19 | +27.3% | Nov 22, 2021 |
| Argus Research | John Eade | $150 | $129.82 | +59.1% | Nov 12, 2021 |
| Citigroup | Andrew Kaplowitz | $131 | $125.7 | +38.9% | Aug 4, 2021 |
| Goldman Sachs | Brian K. Lee | $107 | $116.2 | +13.5% | 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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|---|---|---|---|---|
| PCAR PACCAR Inc | FY2026 Q3 · Calendar Q4 2026 | — | -2.0% | PACCAR Q3: Parts Record, Supply Constraints Temper Outlook |
| WSO Watsco, Inc. | FY2026 Q3 · Calendar Q4 2026 | — | -2.1% | Watsco posts record Q3 as acquisitions lift sales and digital scale |
| HUBB Hubbell Incorporated | FY2026 Q3 · Calendar Q4 2026 | — | -5.1% | Hubbell: Strong Electrical Demand, Utility Constraints Temper Outlook |
| AIT Applied Industrial Technologies, Inc. | FY2027 Q1 · Calendar Q4 2026 | — | -9.4% | AIT raises EPS outlook as Engineered Solutions drives growth |
| LECO Lincoln Electric Holdings, Inc. | FY2026 Q3 · Calendar Q4 2026 | — | +9.0% | Lincoln Electric raises outlook as automation demand and backlog strengthen |
| BA The Boeing Company | FY2026 Q3 · Calendar Q4 2026 | — | -9.5% | Boeing highlights 737 certification, defense wins and backlog |
Latest beats and misses
Who reports nextBeat on EPS
- VZFY2026 Q3 · October 26, 2026+3.1% EPS-3.5% move
- CXFY2026 Q3 · October 26, 2026+12.0% EPS-0.1% move
- CDNSFY2026 Q3 · October 26, 2026+2.9% EPS+1.8% move
- BAHFY2027 Q2 · October 23, 2026+18.9% EPS-0.3% move
- FCNCAFY2026 Q3 · October 23, 2026+19.9% EPS+8.2% move
- FCNCNFY2026 Q3 · October 23, 2026+19.9% EPS+0.2% move
Missed on EPS
- PSA-PFFY2026 Q3 · October 26, 2026-32.1% EPS— move
- PSA-PSFY2026 Q3 · October 26, 2026-32.1% EPS— move
- NUEFY2026 Q3 · October 26, 2026-0.7% EPS+5.9% move
- PFGFY2026 Q3 · October 26, 2026-8.6% EPS+0.3% move
- WELLFY2026 Q3 · October 26, 2026-15.8% EPS-5.3% move
- KOFFY2026 Q3 · October 26, 2026-9.0% EPS-1.9% 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 · 2026-10-27T16:13:08.141588+00:00
- FN2 earnings calendar · 2026-10-27T01:23:15.065758+00:00
- Polygon adjusted daily market bars · 2026-10-27T16:40:42.471286+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-27T16:40:42.468629+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 2026-10-27. For educational purposes only; not investment advice.