Xylem (NYSE:XYL) Q3 2025 Earnings Call October 28, 2025 09:00 AM ET Company ParticipantsKeith Buettner - VP of Investor Relations and FP&ABill Grogan - CFOMatthew Pine - CEOScott Davis - Chairman and CEOWilliam Grippin - Director of Equity ResearchDeane Dray - Managing DirectorConference Call ParticipantsNathan Jones - Senior Equity AnalystNone - AnalystMike Halloran - Associate Director of Research and Senior AnalystAndy Kaplowitz - Research Analyst in IndustrialsOperatorWelcome to Xylem Inc.'s third quart ...

Xylem (NYSE:XYL) Q3 2025 Earnings Call October 28, 2025 09:00 AM ET Company ParticipantsKeith Buettner - VP of Investor Relations and FP&ABill Grogan - CFOMatthew Pine - CEOScott Davis - Chairman and CEOWilliam Grippin - Director of Equity ResearchDeane Dray - Managing DirectorConference Call ParticipantsNathan Jones - Senior Equity AnalystNone - AnalystMike Halloran - Associate Director of Research and Senior AnalystAndy Kaplowitz - Research Analyst in IndustrialsOperatorWelcome to Xylem's third quarter 20 ...

Xylem (NYSE:XYL) Q3 2025 Earnings Call October 28, 2025 09:00 AM ET Speaker2Welcome to Xylem Inc.'s third quarter 2025 results conference call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then one on your telephone keypad. To withdraw your question, please press star, then two. Please ...

Xylem (XYL) came out with quarterly earnings of $1.37 per share, beating the Zacks Consensus Estimate of $1.24 per share. This compares to earnings of $1.11 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +10.48%. A quarter ago, it was expected that this water and wastewater treatment company would post earnings of $1.14 per share when it actually produced earnings of $1.26, delivering a surprise of +10.53%.Over the last four ...

2025 Third Quarter Results and Earnings October 28, 2025 Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Generally, the words "anticipate," "estimate," "expect," "project," "intend," "plan," "contemplate," "predict," "forecast," "likely," "believe," "target," "will," "could," "would," "should," "potential," "may" and similar expre ...

Exhibit 99.1 Houston.Spencer@xylem.com Keith.Buettner@xylem.com Xylem Reports Third Quarter 2025 Results WASHINGTON, D.C., October 28, 2025 -- Xylem Inc. (NYSE: XYL), a leading global water solutions company dedicated to solving the world's most challenging water issues, today reported third-quarter 2025 results. The Company delivered total revenue of $2.3 billion, on strong execution and demand. Third-quarter earnings per share were up 4 percent on a reported basis and 23 percent on an adjusted basis. "The ...

Xylem Inc. (NYSE:XYL) is set to release its third-quarter 2025 earnings with an expected EPS of $1.24, reflecting an 11.7% increase from the previous year.The company anticipates revenue of approximately $2.22 billion, marking a 5.7% year-over-year growth, driven by strong demand in water infrastructure and smart metering.Despite challenges such as high material and labor costs, Xylem has a history of exceeding expectations, with an average surprise of 6.1% in the past four quarters.Xylem Inc. (NYSE:XYL), a ...

Core Insights - Xylem Inc. (XYL) is set to release its third-quarter 2025 results on October 28, with expected revenues of $2.22 billion, reflecting a year-over-year growth of 5.7% and earnings estimated at $1.24 per share, indicating an 11.7% increase from the previous year [1][10] Revenue Estimates by Segment - The Water Infrastructure segment is projected to generate revenues of $647 million, representing a 3.9% growth compared to the prior year [3] - The Measurement & Control Solutions (M&CS) segment is expected to report revenues of $503 million, reflecting a 9.8% increase year-over-year [4] - The Water Solutions and Services segment's revenues are estimated at $605 million, indicating a 5% growth from the previous year [5] - The Applied Water segment is anticipated to achieve revenues of $464 million, showing a 3.8% increase from the year-ago figure [6] Factors Influencing Performance - Strength in the transport application business due to increased infrastructure projects in the U.S. is likely to support the Water Infrastructure segment [3] - Robust demand for advanced metering infrastructure solutions and strong backlog execution are expected to enhance the M&CS segment's performance [4] - The dewatering applications business is anticipated to benefit from strong rental demand and capital projects, positively impacting the Water Solutions and Services segment [5] - A recovery in the Applied Water segment is expected, driven by higher demand for commercial building solutions [6] Strategic Acquisitions - The acquisition of Vacom Systems in April 2025 is expected to enhance Xylem's capabilities in sustainable water solutions [7] - The majority stake acquisition in Idrica in December 2024 is anticipated to boost growth opportunities and market penetration [7] Cost Pressures - High raw material costs, labor, freight, and overhead costs are likely to impact the bottom line in the third quarter [8] - Business integration expenses related to the Vacom Systems acquisition are expected to pressure margins [8] Earnings Prediction - The current Earnings ESP for Xylem is -0.13%, indicating uncertainty regarding an earnings beat this quarter [9][11]

Core Thesis - Xylem Inc. is positioned as a leading pure-play water technology company, focusing on providing clean and reliable water solutions, with a current share price of $146.00 and trailing and forward P/E ratios of 38.80 and 27.78 respectively [1][2] Company Overview - Xylem designs and sells a comprehensive range of water solutions, including pumps, treatment systems, meters, and digital platforms, generating recurring revenue through maintenance contracts, software subscriptions, analytics, and equipment rentals [2] - The company originated from ITT Corporation, which spun off its water businesses in 2011, and has since established itself as a global leader in water technology [4] Market Position and Growth - Xylem is strategically positioned to benefit from long-term global trends such as urbanization, climate change, water scarcity, and tightening environmental regulations, which increase demand for advanced water infrastructure [3] - The company significantly enhanced its capabilities through the $7.5 billion acquisition of Evoqua Water Technologies in 2023, solidifying its position as the world's largest pure-play water technology firm [4] Innovation and Revenue - Innovation is central to Xylem's strategy, exemplified by projects like Reuse Brew in Germany, showcasing modern water reuse technologies [5] - By 2024, Xylem is projected to generate $8.56 billion in revenue, with a diversified geographic footprint across the U.S., Western Europe, Emerging Markets, and other regions [5] Addressing Global Challenges - The company addresses critical global water challenges, including scarcity, quality, affordability, and resilience, through products and services that improve efficiency, reduce waste, and extend infrastructure life [6] - With strong market leadership and diversified offerings, Xylem represents a compelling investment opportunity in the water technology sector [6]

Core Insights - Conestoga Capital Advisors reported that equity markets reached new all-time highs in Q3 2025, but their Mid Cap Composite underperformed the Russell Midcap Growth Index, returning -3.2% net-of-fees compared to a 2.8% gain for the index [1] Company Overview - Xylem Inc. (NYSE:XYL) specializes in designing, manufacturing, and servicing engineered products and solutions for utility, industrial, and residential sectors [2][3] - As of October 21, 2025, Xylem's stock closed at $147.19 per share, with a market capitalization of $35.827 billion [2] Performance Metrics - Xylem Inc. achieved a one-month return of 4.05% and a 52-week gain of 11.74% [2] - The company has seen strong demand for water infrastructure and utility solutions, leading to improved order momentum in wastewater, analytics, and smart metering segments [3] Strategic Developments - Margin improvements have been noted due to cost synergies from the Evoqua acquisition, enhancing earnings visibility for Xylem [3] Hedge Fund Interest - Xylem Inc. was held by 45 hedge fund portfolios at the end of Q2 2025, an increase from 39 in the previous quarter, indicating growing interest among institutional investors [4]