earnings
confidence high
sentiment positive
materiality 0.75
Xylem Q2 orders surge 42% to $3.1B; raises full-year adjusted EPS guidance to $5.55-$5.70
Xylem Inc.
- Revenue $2.3B (+2% reported, +1% organic); GAAP EPS $1.11 (+19%), adjusted EPS $1.46 (+16%).
- Orders $3.1B, up 42% reported and 41% organically, driven by strong demand across water solutions.
- Adjusted EBITDA margin 23.3%, up 150 bps YoY; net income margin 11.3%, up 150 bps.
- Full-year 2026 revenue guidance ~$9.2B (2% reported, 2-3% organic); adjusted EPS raised to $5.55-$5.70 from $5.35-$5.60.
- CEO cites AI infrastructure and industrial demand broadening opportunity set; free cash flow margin unchanged at 10.2-11.0%.