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 ...

Core Insights - The article discusses the journey to financial independence through disciplined living and strategic investing, highlighting the importance of dividend growth investing and identifying undervalued high-quality stocks [2]. Group 1: Financial Independence Journey - The individual transitioned from a state of financial struggle at age 27 to achieving financial freedom by age 33 [2]. - The approach involved living well below means and making intelligent investment decisions with hard-earned capital [2]. Group 2: Investment Focus - The content emphasizes dividend growth investing as a primary strategy, focusing on living off dividends and seeking high-yield investment opportunities [2]. - There is a particular interest in identifying undervalued high-quality dividend growth stocks for long-term investment [2].

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]

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Group 1: Investment Overview - Energy Transfer, Xylem, and Waste Management are identified as stable investment options amid macroeconomic challenges such as higher tariffs, inflation, and elevated interest rates [1][2] - These companies are expected to generate stable and predictable returns due to the essential nature of their services, making them attractive for conservative investors [2] Group 2: Energy Transfer - Energy Transfer operates over 125,000 miles of pipeline across 44 U.S. states, serving as a major midstream company for transporting natural gas, NGLs, crude oil, and refined products [3] - As a master limited partnership (MLP), it offers a forward dividend yield of nearly 7% and has increased its payout annually for 12 years [4] - From 2014 to 2024, its earnings per unit (EPU) grew at a CAGR of 8%, with expectations of a 12% CAGR from 2024 to 2027 [5][6] - The stock is currently valued at 11 times next year's projected EPU, indicating it may be a safe haven for income-oriented investors [6] Group 3: Xylem - Xylem is a leading water technology provider, offering products for water delivery, usage analysis, and wastewater treatment across over 150 countries [7] - Its earnings per share (EPS) grew at a CAGR of 7% from 2014 to 2024, with a projected CAGR of 13% from 2024 to 2027 due to increasing global demand for clean water [8] - The stock is valued at 27 times next year's earnings and offers a forward yield of 1.4%, positioning it as a key player in the global water infrastructure market [9] Group 4: Waste Management - Waste Management serves over 20 million customers and is a leading waste disposal and recycling company in North America, also converting waste into renewable energy [10][11] - Its EPS grew at a CAGR of 9% from 2014 to 2024, with expectations of a 12% CAGR from 2024 to 2027 [12][13] - The stock is valued at 26 times next year's earnings and offers a forward yield of 1.5%, making it a solid investment in the growing demand for efficient waste management and recycling services [13]

Core Insights - The global Water Desalination market is projected to grow from US$ 17.64 billion in 2024 to US$ 40.28 billion by 2033, with a compound annual growth rate (CAGR) of 9.61% from 2025 to 2033 [1][14][15] Market Overview - The desalination market is expanding due to increasing freshwater scarcity driven by population growth, climate change, and economic development [2][4] - Technological advancements, particularly in membrane technology and energy recovery systems, have made desalination more economically viable [3][5] Growth Drivers - The depletion of freshwater resources is a significant global issue, with 1.2 billion people lacking access to clean water, and two-thirds of the world's population expected to face water scarcity by 2025 [6] - Rapid urbanization and population growth are increasing the demand for water desalination, especially in urban areas where water contamination is a concern [8] - Government investments in sustainable water management programs are boosting the desalination market [4][17] Key Technologies - The main desalination technologies include reverse osmosis (RO), multi-stage flash distillation, multi-effect distillation, and electrodialysis, each with unique benefits regarding energy consumption and cost-effectiveness [5][22] Market Segmentation - The report covers various segments including technology, application, water source, and geographical regions [19][22] Key Players - Notable companies in the Water Desalination market include Acciona, Dow, Evoqua Water Technologies, Siemens AG, DuPont, Doosan Enerbility, Toray Industries Inc., and Xylem [16][22] Regional Insights - North America is expected to hold the largest market share in the Water Desalination industry [18]