XYL
Xylem Inc.Evidence as of 2026-09-02Overview · Xylem Inc.
Xylem Inc., together with its subsidiaries, engages in the design, manufacture, and servicing of engineered products and solutions for the water and wastewater applications in the United States, Europe, the Asia Pacific, and internationally. It operates through three segments: Water Infrastructure, Applied Water, and Measurement & Control Solutions. The Water Infrastructure segment offers various products, including…
Management team
- Ms. Shuping Lu · President of China & AsiaFind on LinkedIn
- Mr. Matthew Francis Pine · CEO, President, COO & DirectorFind on LinkedIn
- Ms. Claudia S. Toussaint Esq., J.D. · Senior VP, Chief People & Sustainability OfficerFind on LinkedIn
- Mr. Matthew Latino · Director of Investor RelationsFind on LinkedIn
Start your 7-day free trial to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.4 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Constructive (+0.4 of a possible +2; was +0.4 before debate) · confidence high. Reported revenues were $2,069,000,000 in FISCAL Q1 2025 (fiscal quarter ended 2025-04-25), $2,301,000,000 in FISCAL Q2 2025 (fiscal quarter ended 2025-07-25), $2,125,000,000 in FISCAL Q1 2026 (fiscal quarter ended 2026-04-24) and $2,336,000,000 in FISCAL Q2 2026 (fiscal quarter ended 2026-07-24). Management’s filing for the fiscal second quarter ended 30 June 2026 (reported as FISCAL Q2 2026) shows the $2,336 million revenue was a 1.5% increase versus $2,301 million in FISCAL Q2 2025.
Gross profit rose from $803,000,000 in FISCAL Q1 2026 to $963,000,000 in FISCAL Q2 2026, implying gross margins near 37.8% in FISCAL Q1 2026 (803/2,125) and about 41.2% in FISCAL Q2 2026 (963/2,336). Diluted EPS increased from $0.79 in FISCAL Q1 2026 to $1.11 in FISCAL Q2 2026. Shares outstanding declined from 243,141,405 on 2026-02-20 to 237,693,493 on 2026-04-24 and to 233,486,812 on 2026-07-24, consistent with $563,000,000 of repurchases in the fiscal quarter 2026-01-01 to 2026-03-31 versus $13,000,000 in the comparable quarter a year earlier.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Reported revenues were $2,069,000,000 in the fiscal quarter 2025-01-01 to 2025-03-31 (3mo).
XBRL companyfacts · 0001524472-25-000022Reported revenues were $2,301,000,000 in the fiscal quarter 2025-04-01 to 2025-06-30 (3mo).
XBRL companyfacts · 0001524472-25-000037Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Xylem reported revenue for the fiscal second quarter of 2026, ended 30 June 2026, of $2,336 million, an increase of 1.5% versus $2,301 million in the fiscal second quarter of 2025.
10-Q filed 2026-07-28The Company filed a Form 8-K on 13 August 2026 reporting that William K. Grogan will resign as Executive Vice President and Chief Financial Officer effective August 31, 2026, will remain employed through September 13, 2026 to assist transition, and that the Board appointed Andrea van der Berg as CFO effective September 1, 2026.
8-K filed 2026-08-13Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Momentum over the past 6 months is -15.6% and ranks in the 13th percentile of the 547-stock research universe as of 2026-09-01.
Moneyta signal set · 2026-09-01weakened in debate12-month momentum (12_1) is -16.6% and sits in the 18th percentile of the 547-stock research universe as of 2026-09-01.
Moneyta signal set · 2026-09-01weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
13F-reported institutional holders reported total XYL holdings valued at $25.25B for the quarter ended 2026-03-31, with 1,103 institutional holders and a net holder_count change of -28 from the prior reported quarter.
13F holdings · 1103 filers · as of 2026-03-31BlackRock, Inc. was the largest reported institutional holder in the 13F for the quarter ended 2026-03-31, with a reported value of $3.07B and a quarter-over-quarter reported value change of -10.6%.
13F holdings · 1103 filers · as of 2026-03-31Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Coverage includes multiple reports of large institutional portfolio moves into Xylem, including a $319.79 million new position disclosed by HSBC Holdings PLC in the second quarter.
News · thelincolnianonline.com · 2026-08-26There is also reporting that The Manufacturers Life Insurance Company acquired 122,042 shares of Xylem during the second quarter, a new disclosed position.
News · thelincolnianonline.com · 2026-08-29Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Jerome A. Peribere (Director) reported an open-market purchase of 1,210 shares valued at "$141k" on 2026-05-04; the filing shows no trading-plan flag (trading_plan: null).
Form 4 · Peribere Jerome A (Director) · $141k bought · 2026-05-04Geri-Michelle McShane (SVP, CAO) reported purchases of 3,147 shares valued at "$273k" and contemporaneous sales of 4,269 shares valued at "$501k" in the filing dated 2026-05-07; the filing shows no trading-plan flag for these transactions (trading_plan: null).
Form 4 · McShane Geri-Michelle (SVP, CAO) · $273k code M · 2026-05-07Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The trailing twelve‑month price/earnings ratio is 28.43 using EPS TTM = 3.76 and price = 106.89.
Valuation inputs · SEC XBRL + stored EOD closeEnterprise value is 26,628,405,335 and market capitalization is 24,957,405,335 as of the price date 2026-09-01, implying net debt of about 1.67 billion (long‑term debt 2,947,000,000 minus cash 1,276,000,000, both as of 2026-06-30).
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several company-specific fundamentals point to a favorable reading: Q2 2026 revenue rose to $2,336m (a year-over-year increase), gross profit and gross margin improved notably between Q1 and Q2 2026 (803m to 963m; ~37.8% to ~41.2%), and diluted EPS increased from $0.79 to $1.11 over the same two quarters. Management actions show active capital allocation toward share repurchases (563m in Q1 2026 and a steady decline in shares outstanding to 233.49m by 2026-07-24), which, together with a 1.58% TTM dividend yield and 10.3% three‑year dividend growth, indicate returns to shareholders. Institutional and insider activity provides supporting signals: multiple large new institutional positions (e.g., HSBC disclosed a $319.8m new position), XYL appears in major ETFs, and a cluster of director open-market purchases occurred without trading-plan flags. These company-level results and stakeholder behaviors weaken arguments that the moves against the stock are solely due to durable company deterioration, although market technicals and cash‑flow conversion metrics flag risks that merit attention.
Chair's verdict, claim by claim
Fragility · computed, not argued
diversified0.27
41 surviving claims rest on 24 distinct sources; the heaviest analyst carries 20% of them, and 98% of what the desk raised survived the debate.
The evidence set is moderately concentrated: 41 surviving claims draw on 24 distinct sources, and one analyst accounts for one-fifth of the desk's claims. Because 98% of the desk's raised points survived internal debate, the read is internally consistent but still sensitive to a relatively small number of high-weight contributors and to the underlying filings that many claims hinge on.
Peer context · computed, not argued
12-1 momentum ranks 8th of 8 in Specialty Industrial Machinery (as of 2026-09-01).
90-day volatility ranks 6th of 8 in Specialty Industrial Machinery (as of 2026-09-01).
dividend yield ranks 2nd of 8 in Specialty Industrial Machinery (as of 2026-09-01).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
14 filings· 3 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.4 to the score
8 documents· 3 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.4 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash+0.0 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.6 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
11 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot+0.8 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
Get this for the tickers you actually hold
Plus the one thing no sample can show: how each name correlates with your portfolio, and what hides inside your funds.
The full terminal on XYL Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.