UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 1-35229 Xylem Inc. (Exact name of registrant as specified in its charter) FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 (State or other jurisdiction of incorporation or organizat ...

Financial Data and Key Metrics Changes - Organic revenue growth was 15%, with total reported revenue growth of 26% [11] - EPS increased by 32% year-over-year, and grew 28% excluding the impact of the acquisition [11] - EBITDA margin exceeded guidance at more than 19%, driven by strong demand and pricing focus [11][20] Business Line Data and Key Metrics Changes - Measurement & Control Solutions (M&CS) revenue grew by 21%, with a backlog of $2.4 billion, up 17% year-over-year [21] - Water Infrastructure, including Evoqua's Applied Product Technologies, reported a 20% growth on a reported basis and 13% organically [23] - Applied Water revenues increased by 12%, with a backlog remaining elevated [25] - Integrated Solutions & Services (ISS) reported a 12% revenue growth, with a backlog of nearly $1 billion, up 15% year-over-year [28] Market Data and Key Metrics Changes - Utilities segment grew by 17% due to robust demand and price realization [19] - Industrial segment grew by 11% driven by strong demand across all regions [19] - Building solutions segment, which includes commercial and residential, grew by 15% [19] Company Strategy and Development Direction - The acquisition of Evoqua is seen as a significant milestone, enhancing Xylem's capabilities to address global water challenges [8] - The integration of Evoqua is expected to deliver cost and growth synergies, with a focus on expanding into attractive end markets [10][36] - The company aims to deepen penetration in utilities and expand its service solutions business leveraging its global distribution platform [35] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strong performance and outlook, raising guidance for the year due to strong commercial momentum [13][30] - The company anticipates resilient demand in utilities and steady growth in industrial water applications, despite monitoring for signs of moderation in the macroeconomic environment [39][40] - Management highlighted the increasing need for solutions to water challenges, positioning the company favorably to serve these needs [52] Other Important Information - The company reported a total backlog of $5.3 billion, up 7% organically, including Evoqua's backlog [12] - Financial position remains robust with over $700 million in cash and available liquidity of $1.6 billion [29] Q&A Session Summary Question: Integration efforts on combining businesses and cost synergies - Management indicated that integration efforts are off to a great start, with immediate revenue and cost synergies expected from combining APT with Water Infrastructure [57][58] Question: Update on chip supply and digital revenue goals - Chip supply is gradually improving, with expectations for a pickup in Q4 and into 2024 [63] - Progress towards the goal of 50% of revenues being digital is being made, with significant backlog in digital content [64][66] Question: Momentum in utility side and regulatory drivers - Management expressed confidence in utility spending, with strong demand for AMI solutions and ongoing infrastructure needs [75][76] Question: Performance in Western Europe and China - Western Europe showed resilience in utilities, while China experienced positive momentum in orders and revenue, particularly in industrial [81][83] Question: Cost synergy run rate and revenue synergies - The company expects to achieve a $40 million run rate in cost synergies by the end of the year, with further synergies anticipated in 2024 [91] - Revenue synergies are expected from deepening utility penetration and expanding service-based business models internationally [95][96]

Xylem Inc. (NYSE:XYL) Q1 2023 Earnings Conference Call May 4, 2023 9:00 AM ET Company Participants Andrea van der Berg - VP, IR Patrick Decker - CEO Sandy Rowland - CFO Matthew Pine - COO Conference Call Participants Deane Dray - RBC Capital Markets Nathan Jones - Stifel Joe Giordano - TD Cowen Mike Halloran - Baird Scott Davis - Melius Research Andy Kaplowitz - Citigroup Operator Welcome to the Xylem First Quarter 2023 Earnings Conference Call. At this time, all participants have been placed in a listen-on ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 1-35229 Xylem Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organiza ...

Acquisition Plans - The company is planning to acquire Evoqua Water Technologies, which may lead to expected benefits and synergies [19] - The company anticipates potential risks related to the acquisition, including the need for shareholder and regulatory approvals [19] Economic and Geopolitical Factors - The ongoing impacts of the COVID-19 pandemic and geopolitical events, such as the war between Russia and Ukraine, may affect future financial performance [18] - Inflation and macroeconomic conditions are expected to increase manufacturing and operating costs [18] Supply Chain Challenges - The company faces challenges related to supply chain shortages, particularly in electronic components like semiconductors [18] Talent Management - The company is focused on retaining and attracting key talent amidst competitive labor markets [18] Financial Uncertainties - Future financial results may be difficult to predict due to various uncertainties [18] - The company is committed to strategic investments for growth and successful integration of acquisitions [18] Cybersecurity and Regulatory Risks - The company acknowledges potential cybersecurity risks that could disrupt operations [18] - Changes in laws and regulations may impact the company's operations and financial condition [18]

Xylem Inc. (NYSE:XYL) Q4 2022 Results Conference Call February 7, 2023 9:00 AM ET Company Participants Andrea van der Berg - VP, IR Patrick Decker - CEO Sandy Rowland - CFO Matthew Pine - CCO Conference Call Participants Andy Kaplowitz - Citi Deane Dray - RBC Capital Markets Joe Giordano - Cowen Mike Halloran - Baird Nathan Jones - Stifel Scott Davis - Melius Research Operator Welcome to Xylem's Fourth Quarter and Full Year 2022 Earnings Conference Call. [Operator Instructions]. I would now like to turn t ...

First Quarter 2023 Earnings January 31, 2023 Forward-Looking Statement Safe Harbor and non-GAAP Financial Information This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, Section 27A of the Securities Act of 1933, and Section 21E of the Securities Exchange Act of 1934, as amended. You can generally identify forward-looking statements by our use of forward-looking terminology su ...

Fourth Quarter and Full Year 2022 Earnings November 15, 2022 Forward-Looking Statement Safe Harbor and non-GAAP Financial Information This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. You can generally identify forward-looking statements by our use of forward-looking terminology such as "aim," "anticipate," ...

Xylem Inc. (NYSE:XYL) Q3 2022 Earnings Conference Call November 1, 2022 9:00 AM ET Company Participants Andrea van der Berg - Vice President of Investor Relations Patrick Decker - President & Chief Executive Officer Sandy Rowland - Senior Vice President & Chief Financial Officer Conference Call Participants Deane Dray - RBC Capital Markets Nathan Jones - Stifel Michael Halloran - Baird Scott Davis - Melius Research Joe Giordano - Cowen Andrew Kaplowitz - Citigroup Brian Lee - Goldman Sachs Saree Boroditsky ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 301 Water Street SE, Washington, DC 20003 For the quarterly period ended September 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 1-35229 Xylem Inc. (Exact name of registrant as specified in its charter) (State or o ...