Earnings Call
Jul 28, 2026
Q2 FY2026
EPS Estimate
1.34
EPS Actual
1.46
Post-Earnings Close
$124.97
Earnings Reaction
+4.0%
Xylem posted a record second-quarter EPS of $1.46, up 16% year-over-year and comfortably ahead of the $1.34 consensus estimate, on revenue of roughly $2.3 billion that grew 1% organically, in line with expectations. The headline numbers, however, tell only part of the story. The more consequential development this quarter was the widening divergence between Xylem's accelerating industrial and data-center-driven growth vectors and the near-term drag from electric metering delays in its Measurement and Control Solutions segment, a split that is reshaping how investors should think about the company's growth profile heading into 2027.
Report generated on Jul 28, 2026
AI-generated earnings analysis. Not investment advice.
Chief Executive Officer
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
Read the full XYL analysis
The complete report, with key themes, analyst Q&A summary, notable quotes, and market context — is free with an account. No password, no card.