Financial Data and Key Metrics Changes - The company reported a strong start to Q1 2025, with revenue growth of 3% driven by operational discipline and a 120 basis points EBITDA margin expansion, resulting in a 14% increase in EPS compared to the prior year [6][11][12] - Ending backlog stood at $5.1 billion, with a book-to-bill ratio above one, indicating solid demand [10][11] - Net debt to adjusted EBITDA ratio is at 0.5 times, reflecting a strong balance sheet [12] Business Line Data and Key Metrics Changes - **Measurement and Control Solutions (MCS)**: Revenue grew by 6%, driven by energy growth, although orders were down 8% due to tough comparisons in smart metering [12][13] - **Water Infrastructure**: Orders increased by 1%, with revenue up 5% driven by strong demand in treatment and transport, despite declines in China [13][14] - **Applied Water**: Orders rose by 3%, marking the fifth consecutive quarter of growth, with revenues up 1% primarily due to strength in Building Solutions [14] - **Water Solutions and Services**: Orders decreased by 5% due to a tough comparison from a large order last year, but revenue grew by 1% [15] Market Data and Key Metrics Changes - The company noted a significant decline in imports from China, with a net increased cost from tariffs on Mexico estimated at $30 million [17][18] - The impact of tariffs is being managed through pricing and supply chain actions, with expectations to offset costs with incremental pricing [16][19] Company Strategy and Development Direction - The company is focused on simplifying its operating model, integrating Evoqua, and optimizing its portfolio for long-term growth [23][24] - There is an emphasis on maintaining a high-impact culture and driving productivity through simplification efforts, which have already shown positive results in margin expansion [24][25] - The company is actively pursuing M&A opportunities to complement its core capabilities, particularly in advanced treatment and intelligent solutions [25][26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to manage potential demand softening due to tariffs, with a strong start to the year providing a buffer [9][22] - The outlook for Q2 and full year 2025 remains positive, with reaffirmed guidance for revenue and EPS despite potential market volatility [19][20] Other Important Information - The company has exceeded its 2025 customer sustainability goals ahead of schedule and is committed to sustainability leadership [26][27] - The annual sustainability report is set to be released, highlighting the company's impact on customers and communities [26] Q&A Session Summary Question: Did the company benefit from customers prepositioning inventory? - Management indicated that there was no significant increase in orders to get ahead of tariffs, with only a small impact noted in applied water [32][33] Question: What are the assumptions regarding price increases and demand? - Management anticipates some demand decline in the second half of the year but feels confident in managing any impacts due to strong Q1 performance and favorable FX [34][35] Question: How is the company managing pricing in relation to tariffs? - The company is implementing a mix of surcharges and price increases, with actions taken in Q1 and early Q2 [44][45] Question: What is the outlook for M&A activity? - The company remains active in pursuing M&A opportunities, with a robust pipeline and a focus on strategic fit and financial hurdles [56][59] Question: How does the Water Solutions and Services segment perform? - This segment is considered lumpy, with significant backlog growth year-over-year, indicating strong fundamentals despite recent performance [61][63]

Exhibit 99.1 Xylem Inc. 301 Water Street SE, Suite 200 Washington, DC 20003 Tel +1.202.869.9150 Contacts: Media Investors Houston Spencer +1 (914) 240-3046 Keith Buettner +1 (724) 772-1531 Houston.Spencer@xylem.com Keith.Buettner@xylem.com Xylem Reports First Quarter 2025 Results Washington, D.C., Apr. 29,2025 – Xylem (NYSE: XYL), a leading global water solutions company dedicated to solving the world's most challenging water issues, today reported first-quarter 2025 results. The Company delivered total rev ...

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Core Viewpoint - Xylem Inc. is expected to report first-quarter 2025 results on April 29, with revenue estimates of $2.04 billion, reflecting a 0.5% growth year-over-year, and earnings per share estimated at 95 cents, indicating a 5.6% increase from the previous year [1] Revenue Estimates by Segment - The Measurement & Control Solutions (M&CS) segment is projected to generate revenues of $466 million, a 0.9% increase from the prior year [3] - The Water Infrastructure segment's revenues are estimated at $575 million, consistent with the year-ago figure [4] - The Water Solutions and Services segment is expected to report revenues of $565 million, driven by strong demand in emerging markets [5] - The Applied Water segment's revenues are forecasted at $429 million, reflecting a 1.6% decline from the previous year due to lower demand for industrial applications [6] Growth Drivers - Robust demand for advanced technology solutions, particularly smart metering, is likely to enhance the M&CS segment's performance [3] - Growth in the transport application business, supported by a strong pipeline of capital projects in the U.S., is anticipated to benefit the Water Infrastructure segment [4] - The acquisition of a majority stake in Idrica and the Evoqua acquisition are expected to provide growth opportunities and strengthen Xylem's market position [7] Cost Pressures - The company's bottom line may be impacted by raw material cost inflation, high labor, freight, and overhead costs, as well as integration expenses from recent acquisitions [8] Earnings Prediction - Xylem is predicted to beat earnings estimates, supported by a positive Earnings ESP of +0.25% and a Zacks Rank of 3 [9]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Xylem, with a focus on how actual results compare to estimates, which could significantly impact stock price [1][2]. Earnings Expectations - Xylem is expected to report quarterly earnings of $0.95 per share, reflecting a year-over-year increase of +5.6% [3]. - Revenues are projected to be $2.04 billion, which is a slight increase of 0.4% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.1% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for Xylem is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.25% [10][11]. Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3 [8]. - Xylem currently holds a Zacks Rank of 3, suggesting a likelihood of beating the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, Xylem exceeded the expected earnings of $1.12 per share by delivering $1.18, resulting in a surprise of +5.36% [12]. - Over the past four quarters, Xylem has beaten consensus EPS estimates three times [13]. Industry Context - Another company in the waste management sector, Waste Management, is expected to report earnings of $1.66 per share, indicating a year-over-year decrease of -5.1% [17]. - Waste Management's revenues are expected to be $6.11 billion, reflecting an increase of 18.4% from the previous year [17]. - The consensus EPS estimate for Waste Management has been revised 0.6% higher, with an Earnings ESP of 1.87%, suggesting a likely earnings beat [18].

导读： 近期，关税战愈演愈烈，在此背景下，我们特别盘点美国十家科学仪器企业在华的发展布局，以期洞察未来趋势。 他还着重表示，珀金埃尔默太仓工厂扩建项目已完成，新的现代化生产设施和运营平台将在现有的太仓基地附近投产，面积扩大近四倍，并将 逐步实现全品类产线转移。这将进一步提升公司在中国市场的生产和运营规模，更好地服务中国客户。珀金埃尔默将持续关注中国市场与客户 需求的变化，不断推出适应中国市场的产品和解决方案，为中国客户提供创新技术和专业服务。 特别提示 微信公众号机制调整，请点击顶部"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2 8日，胡润研究院发布《2 0 2 4在中国的美国企业特别报告》，报告共收集了7 0家标普5 0 0成分股美国企业的数据，这些企业均披露 了其在中国市场的营收数据。 样本企业在全球市场的收入总额超过2 . 5万亿美元，相当于美国2 0 2 3年GDP总和的9%。报告中不仅提及了苹 果、特斯拉、沃尔玛等知名企业，还特别关注了珀金埃尔默、r e v v it y等科学仪器领域的美国品牌。 回顾历史，自上世纪8 0年代前后，珀金埃 ...

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying stocks that can fulfill their growth potential is challenging [1] Group 1: Company Overview - Xylem (XYL) is highlighted as a recommended growth stock with a favorable Growth Score and a top Zacks Rank [2] - The company operates in the water and wastewater treatment sector, which is currently positioned for growth [3] Group 2: Earnings Growth - Xylem has a historical EPS growth rate of 15%, with projected EPS growth of 9.2% this year, surpassing the industry average of 7.7% [4] - Double-digit earnings growth is preferred by growth investors as it indicates strong future prospects [3] Group 3: Cash Flow Growth - Xylem's year-over-year cash flow growth is 27.1%, significantly higher than the industry average of 8.8% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 11%, compared to the industry average of 10.4% [6] Group 4: Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Xylem, with a 0.2% increase in the Zacks Consensus Estimate for the current year over the past month [7] Group 5: Investment Positioning - Xylem has earned a Growth Score of B and a Zacks Rank 2 due to positive earnings estimate revisions, positioning it well for potential outperformance [9]

Core Insights - The global water crisis presents a growing business opportunity as stricter regulations, such as PFAS mandates, and increasing water scarcity compel cities and industries to upgrade their infrastructure [1] Group 1: Industry Trends - Stricter regulations are expected to drive demand for solutions to the global water crisis [1] - Water scarcity is pushing cities and industries to invest in infrastructure improvements [1] Group 2: Investment Opportunities - The ability to address the global water crisis is likely to become a profitable business sector [1]

Xylem Inc. (XYL) is poised to benefit from growth across most of its businesses. The Measurement & Control Solutions (M&CS) segment is benefiting from robust demand for advanced technology solutions like smart metering and other applications, primarily in the United States. Growth in the transport application business, driven by the increased infrastructure projects in the United States, is boosting the Water Infrastructure segment’s performance. Strong momentum in the treatment applications business, suppo ...

Financial Performance - Xylem reported 2024 revenues of $8.6 billion, with approximately 23,000 employees globally[15]. - Total revenue for 2024 was $8,562 million, a 16.2% increase from $7,364 million in 2023[45]. - Net income for 2024 was $890 million, or $3.65 per diluted share, up 30.8% from 2023, with adjusted net income of $1,041 million, or $4.27 per diluted share, up 13.0%[203]. - Operating income increased by $357 million, or 54.8%, to $1,009 million in 2024, with an operating margin of 11.8%, up 290 basis points from 2023[201]. - Free cash flow for 2024 was $942 million, up 66% from 2023, with net cash provided by operating activities of $1,263 million, up 51%[203]. - Orders for 2024 totaled $8,730 million, an increase of 16.4% from $7,501 million in 2023, with organic orders up 4.7%[203]. - Dividends paid to shareholders increased by 9% in 2024[203]. - Total backlog at December 31, 2024, was $5,070 million, with an expectation that approximately 50% will be recognized as revenue in 2025[52]. - Gross margin improved to 37.5% in 2024, up from 36.9% in 2023, with a 60 basis point increase[213]. Revenue Segmentation - The Water Infrastructure segment generated $2,555 million in revenue, with 59% from transport applications and 41% from treatment[26]. - The Applied Water segment achieved $1,793 million in revenue, with 56% from building solutions and 44% from industrial water[26]. - The Measurement and Control Solutions segment reported $1,871 million in revenue, with 81% from smart metering and 19% from analytics[26]. - The Water Solutions and Services segment generated $2,343 million in revenue, with 58% from capital and other services and 42% from maintenance services[26]. - Water Solutions and Services revenue increased by $659 million, or 39.2%, to $2,343 million in 2024, driven by acquisitions and organic growth[208]. - Measurement and Control Solutions revenue rose by $259 million, or 16.1%, to $1,871 million, with organic growth of $255 million[207]. - Water Infrastructure revenue increased by $340 million, or 15.3%, to $2,555 million, with organic growth of $123 million[205]. - Applied Water revenue decreased by $60 million, or 3.3%, to $1,793 million, primarily due to organic declines[206]. Market and Competition - The total addressable market size of the global water industry is estimated to be approximately $750 billion[18]. - The company faces significant competition in the water industry, with key competitors including De Nora, Grundfos, and Veolia[30]. - Key competitors in the Applied Water segment include Franklin Electric Co., Inc, Grundfos, Pentair plc, and Wilo SE[34]. Sustainability and Corporate Responsibility - Xylem aims to address a 40% gap between global water supply and demand by 2030 due to rising consumption[18]. - The company focuses on sustainability leadership, aiming to decarbonize the water sector and promote resource conservation[24]. - The company has established three sustainability pillars: Decarbonizing the Water Sector, Accelerating Water Stewardship, and Advancing Water and Sanitation Hygiene (WASH) for All, with 2030 goals set for each pillar[64]. - The company aims to achieve Net Zero greenhouse gas emissions across its value chain before 2050, with updated 2030 science-based targets approved by the Science Based Target initiative[63]. - Approximately 79% of employees participated in volunteerism through the company's corporate responsibility program in 2024[84]. - The company has expanded its sustainability-linked compensation for senior leaders, aligning it with five strategically transformative 2025 Sustainability goals[80]. Operational Challenges - Significant operations and suppliers are located in China, which may be adversely affected by evolving laws, tariffs, and geopolitical changes, impacting the global supply chain and manufacturing costs[95]. - Manufacturing and operating costs are subject to fluctuations due to inflation, tariffs, and geopolitical factors, which adversely impacted cash flows and results of operations throughout 2024[96]. - The company relies on a complex network of suppliers, with potential disruptions from geopolitical conflicts, such as those in Ukraine and the Middle East, affecting logistics costs and supply availability[96]. - The competitive position depends on the ability to innovate and differentiate products, with challenges from new competitors and pricing pressures due to tariffs and emerging technologies[98]. - Supply chain disruptions, including shortages of key components like semiconductors, could materially affect the company's ability to fulfill customer orders and execute on backlog[108]. - The company is exposed to fluctuating costs for raw materials and components, which may be impacted by geopolitical factors and supply-demand dynamics[109]. - The company may incur significant costs and reputational damage from legal or environmental claims related to its business activities[115]. Cybersecurity and Compliance - Cybersecurity incidents pose risks to the company's operations and customer data, with potential adverse effects on business continuity and reputation[100]. - The company maintains a cybersecurity program but acknowledges the evolving nature of threats, which may lead to undetected intrusions[106]. - The company has a Cyber Risk Committee (CRC) that provides governance regarding cybersecurity management and receives regular updates on risks and incidents[164]. - The company has experienced cybersecurity threats in the past but does not believe they have materially affected its business or financial condition[166]. - The company is subject to increasing regulatory requirements around disclosures related to its impact on climate change, which complicates compliance efforts[150]. - The company is exposed to risks related to regulatory compliance, including anti-corruption laws and data privacy regulations[146][148]. Strategic Initiatives - The company is focused on enhancing product offerings and customer experience through innovative technologies, including artificial intelligence, to meet emerging regulations and trends[98]. - The company is engaged in a multi-year effort to transform its operating model, which may result in inefficiencies and loss of talent during transitional periods[123]. - The company is pursuing acquisitions and divestitures to enhance its portfolio, but may face challenges in integration and realizing expected returns[126]. - The acquisition of Evoqua was completed on May 24, 2023, and the company is focusing on realizing anticipated cost and revenue synergies from this integration[111]. - The company is launching initiatives in 2024 aimed at improving margins and customer centricity through business simplification and operational productivity measures[122]. Employee Engagement and Culture - The company is committed to a high-impact culture that fosters innovation and accountability among its employees[69]. - The company conducts regular employee surveys to gauge engagement and identify areas for improvement[71]. - The company recognizes the importance of labor organizations and respects employees' rights to join or refrain from joining such organizations[85]. - The company is focused on attracting and retaining highly qualified talent, which is critical for executing its strategy and driving innovation[120].