XYL
Xylem Inc.

Xylem Inc.XYL

Industrials · Specialty Industrial Machinery
106.96USD
+0.38%
Sep 24, 2026
XYL overview ready
Global water-technology supplier enabling municipal water infrastructure modernization
Xylem is a global water-technology supplier providing pumps, treatment equipment, measurement and control systems, analytics, digital software, and field/rental services to utility, industrial, and building customers.
Narrative is still early
Exposed to the Water Infrastructure Modernization and Resilience narrative through Municipal Water and Wastewater Treatment Upgrades — pure play.
An early price trend
Longer-term context reads early trend, with a near-term setup of reclaim attempt.
Fair valuation
The price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.
Unremarkable fundamentals
Primary risk
Exposure to infrastructure spending cycles.
Market Sep 11Filing Jun 30Price action Aug 9

Conviction Level

Theme Heat has no canonical measurement for this company — a research-profile dimension, not an input to this score.

NarrativeHeat—ThemeHeat—PriceAction9.1Valuation4.1CompanyPosition7.3
Price
Loading price history…

Price Action

An early price trend
Longer-term context reads early trend, with a near-term setup of reclaim attempt.
EntryBreakout + retest

Price broke through the weekly SMA200, then retested it constructively and recovered — a fresh structural entry rather than a chase.

Key Financials

Market Cap
$25.0B
Avg Volume (60D)
2.0M
60 sessions
Revenue Growth YoY
+5.5%
FY2025 vs FY2024
Gross Margin
+39.2%
Trailing twelve months
Operating Margin
+14.5%
Trailing twelve months
Free Cash Flow Yield
+3.8%
P/E
24.5x
EV / Sales
2.9x
Market metrics as of Sep 11, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Only one valuation perspective could be built for this company, and it reads fair.
Xylem Inc. has a Fair valuation stance because the price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.

Company Research

Thesis
Xylem is a global water-technology supplier providing pumps, treatment equipment, measurement and control systems, analytics, digital software, and field/rental services to utility, industrial, and building customers.
Opportunity
Moderate opportunity
Utility and municipal spending to replace aging drinking-water, wastewater, and stormwater assets while upgrading treatment capability, water-quality compliance, operational resilience, and system efficiency.
Key risk
Exposure to infrastructure spending cycles.

Narrative & Theme

Water Infrastructure Modernization and Resilience
Part of Municipal Water and Wastewater Treatment Upgrades, with strong fit.
XYL has direct, broad revenue exposure to the municipal and utility water-upgrade cycle rather than merely sector adjacency.
Narrative HeatUnavailable
Theme HeatUnavailable

Business & Markets

Industrials · Specialty Industrial Machinery
What they do

Xylem Inc. designs, manufactures, and services engineered products and solutions for water-related applications across utility, industrial, residential, and commercial building sectors worldwide.

How it earns

The company generates revenue primarily through transactional sales of products and project-based services.

Products & services
Water, wastewater, and storm water pumps and controls
Filtration, disinfection, and biological treatment equipment
Customers & end markets
Utility companies
Industrial customers
Residential and commercial building services
Market position

Xylem is a leader in specialty industrial machinery focused on water technology solutions.

Demand drivers
Medium cyclicality

Demand is influenced by infrastructure investment cycles and industrial activity but supported by essential water needs.