Group 1 - The core recommendation for Xylem Inc. (NYSE: XYL) is a buy rating, driven by its exposure to structural water scarcity, aging infrastructure, and PFAS treatment themes, which create durable, non-discretionary demand [1] - Management's 80/20 transformation is yielding tangible margin gains, indicating effective operational improvements [1] - The investment strategy focuses on long-term investments while also considering short-term opportunities to uncover alpha, emphasizing a bottom-up analysis of individual companies' fundamentals [1] Group 2 - The investment duration is medium to long-term, aiming to identify companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]

Core Insights - The markets started 2025 strong but have faced increased volatility due to the Trump administration's tariff plans and geopolitical uncertainties, leading to cautious investor behavior [1] Stock Selection Strategy - A conventional method for selecting stocks is focusing on those with steady sales growth, with The Walt Disney Company (DIS), Agnico Eagle Mines Limited (AEM), Adobe Inc. (ADBE), and Xylem Inc. (XYL) highlighted as potential candidates [2][10] - Revenue growth is prioritized over earnings as it indicates an expanding customer base and long-term potential, while stagnant revenue may signal operational challenges [3] - An effective investment strategy should also analyze a company's cash position alongside sales, as strong cash reserves and healthy cash flow provide flexibility for growth and stability [4] Screening Parameters - Stocks are shortlisted based on criteria including 5-Year Historical Sales Growth (%) greater than the industry average and Cash Flow exceeding $500 million [5] - Additional metrics include a Price-to-Sales (P/S) Ratio lower than the industry average, positive % Change in F1 Sales Estimate Revisions, Operating Margin greater than 5%, Return on Equity (ROE) above 5%, and a Zacks Rank of 1 or 2 [6][7][8] Company Highlights - The Walt Disney Company (DIS) has a projected sales growth rate of 4.1% for 2025 and currently holds a Zacks Rank of 2 [11] - Agnico Eagle Mines (AEM) is expected to see a sales growth rate of 24.6% in 2025 and has a Zacks Rank of 1 [12] - Adobe Inc. (ADBE) anticipates a sales increase of 9.5% for fiscal 2025 and holds a Zacks Rank of 2 [12] - Xylem Inc. (XYL) has a projected sales growth of 2.2% for 2025 and also carries a Zacks Rank of 2 [13]

XYLEM INC. Q4 2014 EARNINGS RELEASE FEBRUARY 5, 2015 XYLEM PROPRIETARY / CONFIDENTIAL Q4 2014 EARNINGS RELEASE FORWARD-LOOKING STATEMENTS This presentation contains information that may constitute "forward-looking statements." Forward-looking statements by their nature address matters that are, to different degrees, uncertain. Generally, the words "anticipate," "estimate," "expect," "project," "intend," "plan," "forecast," "believe," "target," "will," "could," "would," "should" and similar expressions ident ...

Q4 2015 Earnings Release February 4, 2016 XYLEM PROPRIETARY / CONFIDENTIAL Q4 2015 EARNINGS RELEASE FORWARD-LOOKING STATEMENTS This presentation contains information that may constitute "forward-looking statements." Forward-looking statements by their nature address matters that are, to different degrees, uncertain. Generally, the words "anticipate," "estimate," "expect," "project," "intend," "plan," "forecast," "believe," "target," "will," "could," "would," "should" and similar expressions identify forward ...

XYLEM INC. Q4 2016 EARNINGS RELEASE FEBRUARY 2, 2017 2 Q4'16 PERFORMANCE SUMMARY XYLEM PROPRIETARY / CONFIDENTIAL Q4 2016 EARNINGS RELEASE FORWARD-LOOKING STATEMENTS This presentation contains information that may constitute "forward-looking statements." Forward-looking statements by their nature address matters that are, to different degrees, uncertain. Generally, the words "anticipate," "estimate," "expect," "project," "intend," "plan," "forecast," "believe," "target," "will," "could," "would," "should" a ...

XYLEM INC. Q4 2017 EARNINGS RELEASE FEBRUARY 1, 2018 Q4 2017 EARNINGS RELEASE FORWARD-LOOKING STATEMENTS This presentation contains information that may constitute "forward-looking statements." Forward-looking statements by their nature address matters that are, to different degrees, uncertain. Generally, the words "anticipate," "estimate," "expect," "project," "intend," "plan," "forecast," "believe," "target," "will," "could," "would," "should" and similar expressions identify forward- looking statements. ...

Key Takeaways XYL sees strength in smart metering, infrastructure projects and building solutions, driving segment growth. Backlog hit $5.1B in Q1 2025, supported by solid demand across utility, industrial and building markets. Evoqua and Idrica deals boost XYL's capabilities, but rising costs and $1.97B debt pressure margins.Xylem Inc. (XYL) is benefiting from solid momentum in the Measurement & Control Solutions segment, driven by robust demand for advanced technology solutions like smart metering and o ...

2 0 2 4年第四季度，赛莱默实现营收2 3亿美元 ， 按报告数据及有机增长计算均增长7%；订单 额达2 2亿美元，按报告数据及有机增长计算均增长 7%；每股收益为1 . 3 4美元，增长2 2%；调 整后每股收益为1 . 1 8美元，增长1 9%。 导读： 2025 年2月4日，赛莱默公司公布了2024年第四季度及全年业绩，2024年全年营收达到86亿美 元，同比增长16%。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 2 0 2 5 年2月4日，赛莱默公司（纽约证券交易所代码：XYL）公布了2 0 2 4年第四季度及全年业 绩。凭借强大的执行力和市场需求，赛莱默在2 0 2 4年第四季度总营收达2 3亿美元，净利润为 3 . 2 6亿美元。2 0 2 4年全年营收达到8 6亿美元，按报告数据计算，同比增长1 6%。 | (in millions, except per share data) | 2024 | | | 2023 | | | --- | --- | --- | --- | --- | --- | | Net inc ...

Xylem Inc. (XYL) is witnessing strength in the Measurement & Control Solutions segment, driven by robust demand for advanced technology solutions like smart metering and other applications. Growth in the transport application business, driven by the increased infrastructure projects in the United States, is boosting the Water Infrastructure segment’s performance. Recovery in the Applied Water segment, supported by higher demand for building solutions applications, also holds promise for the segment.Exiting ...

Financial Data and Key Metrics Changes - Revenue grew 16% on a reported basis and 6% organically in 2024, setting several new records for the company [30] - Net income margins expanded by 210 basis points, and EBITDA margins increased by 170 basis points [31] - Earnings per share increased by 31% [31] Business Line Data and Key Metrics Changes - The company delivered cost synergies from the Evoqua integration faster than expected, contributing to strong financial performance [31] - Focused resources on technologies that deliver the most value to customers and shareholders, including a majority stake in the XilinView platform with Adreco [32] Market Data and Key Metrics Changes - The company is positioned to address growing global water security needs as water scarcity and related natural disasters increase [32][33] Company Strategy and Development Direction - The company is evolving to align its operating model with purpose and profitability, simplifying its structure and transforming its culture [28][29] - A long-range plan was outlined to create a step change in value creation, emphasizing a high-impact culture centered on leadership, accountability, and innovation [29] Management's Comments on Operating Environment and Future Outlook - Management reaffirmed full-year guidance based on the existing tariff scheme and outlined mitigation actions to manage costs [36] - The company is committed to helping customers and communities build a more water-secure world, reflecting a strong focus on sustainability and long-term growth [28][33] Other Important Information - The company ratified the appointment of Deloitte and Touche LLP as its independent registered public accounting firm for 2025 with approximately 96.7% of votes in favor [24] - Shareholder proposal to lower the threshold for calling special meetings was voted against by approximately 54% of shareholders [25] Q&A Session Summary Question: Will tariffs have a big impact on profit margins and what is being done to minimize the impact? - Management stated that they reaffirmed full-year guidance based on the tariff scheme in effect and included a tariff schedule in their earnings deck, with mitigation actions around price and supply chain moves to fully mitigate costs [36]