Xylem(US:XYL) Benzinga·2026-02-11 18:23Core Viewpoint - Xylem Inc reported strong fourth-quarter earnings, exceeding analyst expectations in both earnings per share and sales figures [1][2] Financial Performance - The company posted quarterly earnings of $1.42 per share, surpassing the analyst consensus estimate of $1.41 per share [1] - Quarterly sales reached $2.397 billion, exceeding the analyst consensus estimate of $2.374 billion [1] - For FY2026, Xylem projects adjusted EPS between $5.35 and $5.56, slightly below market estimates of $5.56 [1] - The company anticipates sales of $9.100 billion to $9.200 billion, compared to expectations of $9.331 billion [1] Management Commentary - CEO Matthew Pine highlighted the strong fourth quarter as a culmination of solid execution and transformation within the company, noting record full-year revenue, adjusted EBITDA margin, and adjusted EPS [2] - Pine emphasized broad-based demand across major end markets and healthy organic revenue and orders growth as key drivers of momentum heading into 2026 [2] Stock Performance - Following the earnings announcement, Xylem shares experienced a decline of 2.1%, trading at $126.24 [2] Analyst Ratings and Price Targets - Barclays analyst William Grippin maintained an Overweight rating on Xylem but reduced the price target from $166 to $156 [4] - RBC Capital analyst Deane Dray also maintained an Outperform rating while lowering the price target from $176 to $162 [4]