secwatch.observer — SEC 8-K summary
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Issuer:     Xylem Inc. (XYL)
CIK:        0001524472
Form:       8-K
Filed at:   2026-10-27T11:01:43+00:00
Accession:  0001524472-26-000146
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 5.02, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

Xylem Q3 adj EPS $1.44 (+5%), revenue $2.2B flat organic; FY26 EPS guide cut to $5.40-$5.45; divesting AW Int'l, SFC
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- Q3 orders $2.3B, up 7% reported and 10% organically; revenue $2.2B, down 3% reported but flat organically.
- GAAP EPS $1.25 (+34%), adjusted EPS $1.44 (+5%); net income $291M at 13.2% margin (+320 bps); adjusted EBITDA margin 23.9% (+70 bps).
- FY26 guidance cut: revenue ~$8.95B (-1% reported, flat organic) vs prior up 2%; adjusted EPS $5.40-$5.45 from $5.55-$5.70; FCF margin ~10.2%.
- Plans to divest Applied Water International and Specialty Flow Control; shifting from four segments to three on Jan 1, 2027 (Treatment and Services, Flow Solutions, Measurement and Analytics).
- Water Infrastructure President Hayati Yarkadas exits as officer Jan 1, 2027; stays through divestitures at CHF 557,469 salary plus $1.2M success incentive.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1524472/000152447226000146/0001524472-26-000146-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1524472/000152447226000146/xyl-20261027.htm
  HTML page:      https://secwatch.observer/filing/0001524472-26-000146

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