Xylem (NYSE:XYL) Releases FY 2026 Earnings Guidance

Xylem (NYSE:XYL) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 5.350-5.560 for the period, compared to the consensus EPS estimate of 5.540. The company issued revenue guidance of $9.1 billion-$9.2 billion, compared to the consensus revenue estimate of $9.3 billion.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the company. Royal Bank Of Canada increased their price target on Xylem from $169.00 to $176.00 and gave the company an “outperform” rating in a research note on Wednesday, October 29th. TD Cowen reissued a “hold” rating on shares of Xylem in a research report on Friday, December 5th. Zacks Research lowered shares of Xylem from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. UBS Group boosted their price objective on shares of Xylem from $168.00 to $175.00 and gave the company a “buy” rating in a research note on Thursday, November 6th. Finally, Wall Street Zen cut Xylem from a “buy” rating to a “hold” rating in a research report on Saturday, December 27th. Nine investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $165.80.

Xylem Trading Down 6.4%

Shares of NYSE XYL traded down $9.03 during trading hours on Tuesday, reaching $131.16. The stock had a trading volume of 1,504,558 shares, compared to its average volume of 1,491,130. The business’s fifty day moving average price is $139.48 and its two-hundred day moving average price is $142.24. The firm has a market cap of $31.93 billion, a price-to-earnings ratio of 33.72, a P/E/G ratio of 2.02 and a beta of 1.17. The company has a current ratio of 1.96, a quick ratio of 1.50 and a debt-to-equity ratio of 0.17. Xylem has a 52-week low of $100.47 and a 52-week high of $154.27.

Xylem (NYSE:XYL) last announced its quarterly earnings results on Tuesday, February 10th. The industrial products company reported $1.42 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.41 by $0.01. Xylem had a return on equity of 10.77% and a net margin of 10.66%.The company had revenue of $2.40 billion during the quarter, compared to the consensus estimate of $2.37 billion. During the same period in the previous year, the company posted $1.18 earnings per share. Xylem’s revenue for the quarter was up 6.3% on a year-over-year basis. Xylem has set its FY 2026 guidance at 5.350-5.560 EPS. Analysts expect that Xylem will post 4.65 EPS for the current fiscal year.

Xylem Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Investors of record on Tuesday, November 25th were issued a $0.40 dividend. The ex-dividend date was Tuesday, November 25th. This represents a $1.60 dividend on an annualized basis and a yield of 1.2%. Xylem’s dividend payout ratio is currently 41.13%.

Xylem News Roundup

Here are the key news stories impacting Xylem this week:

• Positive Sentiment: Q4 results showed solid execution: revenue of $2.40B and adjusted EPS up ~20% year‑over‑year, driven by productivity and pricing — evidence the core business is improving. Xylem Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Company slightly beat EPS/revenue expectations (EPS ~$1.42 vs. ~$1.41 consensus; revenue beat ~$2.37B). This supports the view that margin actions and pricing are boosting profitability. Compared to Estimates, Xylem (XYL) Q4 Earnings: A Look at Key Metrics
• Neutral Sentiment: Market commentary and previews flagged the company’s strong execution but also questioned whether the water‑tech cycle can sustain the momentum — useful context for medium‑term expectations. Xylem earnings loom: Can water tech giant sustain momentum?
• Negative Sentiment: FY‑2026 guidance disappointed on revenue: management set EPS guidance of $5.350–5.560 (roughly in line with consensus) but revenue guidance of $9.1–9.2B came below the ~$9.3B Street view — likely the main reason for the stock weakness today.
• Negative Sentiment: Despite the quarter’s margin improvement, investors are focused on growth visibility; a below‑consensus top‑line guide increases downside risk to near‑term multiple expansion and raises sensitivity to execution in FY‑2026.

Institutional Investors Weigh In On Xylem

A number of institutional investors have recently modified their holdings of the company. Wexford Capital LP purchased a new stake in shares of Xylem during the third quarter worth $27,000. FWL Investment Management LLC purchased a new position in Xylem in the second quarter valued at about $43,000. Johnson Financial Group Inc. acquired a new stake in Xylem in the third quarter valued at $77,000. State of Wyoming acquired a new position in shares of Xylem during the 2nd quarter worth $89,000. Finally, MUFG Securities EMEA plc purchased a new position in Xylem during the 2nd quarter valued at about $93,000. 87.96% of the stock is owned by institutional investors and hedge funds.

Xylem Company Profile

Xylem Inc (NYSE: XYL) is a global water technology company that designs, manufactures and services engineered systems and equipment for the transport, treatment, testing and efficient use of water. Its product portfolio spans pumps and pumping systems, valves, filtration and disinfection equipment, sensors and analytical instruments, and digital solutions for monitoring and control of water infrastructure. Xylem serves the full water cycle with offerings for water and wastewater utilities, industrial customers, commercial and residential buildings, and agricultural applications.

The company was established as an independent publicly traded company in 2011 following a corporate spin-off from ITT Corporation and is headquartered in Rye Brook, New York.