onuma Inthapong/E+ via Getty Images Xylem Inc. (NYSE:XYL) has been performing well over the past 12 months, with the share price increasing 45% since November 2023. In this article, I considered reviewing Xylem's recent financial performance, with a focus on the headwinds and pressures that the company is currently facing, including a significant decline in orders in their water infrastructure segment due to delays in large infrastructure projects in China. In my view, shareholders have fully priced in the ...

LEXINGTON, Ky., Sept. 6, 2024 /PRNewswire/ -- ElectraMet® has entered into a memorandum of understanding with Xylem Inc. (NYSE: XYL) to explore collaboration on scalable peroxide and metals removal solutions for North American lithium-ion battery recyclers and microelectronics manufacturers. The potential solutions will leverage ElectraMet's technology for the targeted removal and recovery of metals, as well as peroxide abatement – crucial deliverables in microelectronics waste treatment and battery recycli ...

An analyst downgrade hit the stock today, but that could be creating a buying opportunity. Shares of water infrastructure technology company Xylem (XYL -4.93%) were down by almost 5% as of 11:30 a.m. ET today. The decline comes after an analyst rating downgrade to a hold from a buy amid concerns over earnings momentum and valuation. Here's the lowdown. A good year for the water technology sector An analyst at TD Cowen maintained a $138 price target (the stock opened around that price today) but downgraded t ...

A month has gone by since the last earnings report for Xylem (XYL) . Shares have added about 1.7% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Xylem due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Xylem Q2 Earnings & Revenues Beat,'24 View Raised Xylem's secon ...

Xylem Inc. (XYL) is witnessing growth across most of its businesses. The Measurement & Control Solutions (M&CS) segment is benefiting from the robust demand for advanced technology solutions like smart metering and other applications, primarily in the United States. The segment's organic sales were up 26% year over year, driven by smart metering demand and execution. Growth in the transport application business, driven by a strong pipeline of capital projects in Western Europe and increased infrastructure p ...

Investment Rating - The report initiates coverage of Xylem Inc with a Buy rating and a price target of $165, indicating a favorable outlook for the company [1][5][9]. Core Viewpoints - Xylem Inc is positioned as the leading pure-play water company, expected to achieve a mid-single-digit (MSD+) growth profile, which is less cyclical compared to peers. The company has a margin expansion opportunity of approximately 100 basis points per year [1][5][9]. - The growth outlook is supported by several secular trends, including aging water infrastructure, government funding for upgrades, stricter regulations on water quality, and global urbanization [3][5][25]. - The company generated approximately $7.4 billion in sales for FY23, with a diverse product suite that includes water flow, test and measurement, and treatment/filtration equipment [7][9]. Summary by Sections Investment Thesis - Xylem is expected to benefit from substantial demand for replacement and new equipment due to aging infrastructure in developed economies, supported by government funding and regulations addressing water contamination [3][5][25]. - The company is projected to achieve a sales compound annual growth rate (CAGR) of around 6% through 2028, which is above the market's expectations [3][5][27]. Financial Projections - Revenue projections for Xylem are as follows: $8.6 billion in 2024, $9.0 billion in 2025, and $9.6 billion in 2026, with net earnings expected to reach $1.0 billion in 2024 and $1.2 billion in 2025 [1][12]. - The report anticipates an EBITDA margin improvement from 16% in 2024 to 20% by 2028, reflecting the company's operational efficiency and strategic pricing actions [4][12]. Market Drivers - Key market drivers include the estimated $625 billion funding need for national drinking water infrastructure over the next 20 years, with over $50 billion allocated by the Bipartisan Infrastructure Law for improvements [6][26]. - Urbanization trends indicate that approximately 68% of the global population will live in urban areas by 2050, increasing the demand for water infrastructure and treatment solutions [6][26]. Competitive Positioning - Xylem's balance sheet is strong, with a net debt to EBITDA ratio of 0.7x, positioning the company favorably against its peers [5][11]. - The company is currently trading at a premium compared to its peers, reflecting its higher growth potential and lower cyclicality [14][18].

Xylem beat second-quarter estimates, but investors were not impressed. As a result, the stock finished the day down 5.7% on Tuesday. Revenue in the quarter jumped 26% or 9% organically, reaching $2.17 billion and topping estimates of $2.14 billion. The organic results exclude the impact of its acquisition of Evoqua Water Technologies. What's next for Xylem Xylem might have gained on today's news, but the stock was already up roughly 20% year to date and trades at a forward price-to-earnings ratio of more th ...

XYL's revenues of $2.17 billion beat the consensus estimate of $2.16 billion. The top line jumped 26% year over year, driven by strong commercial and operational execution, and resilient demand. Organic revenues in the quarter rose 9%. Segmental Details The Applied Water segment generated revenues of $456 million, down 5% year over year. Organic sales fell 4% on a year-over-year basis. The segmental performance was hurt by softness in developed markets and an unfavorable mix. The Zacks Consensus Estimate wa ...

| --- | --- | --- | |--------------------------------------------------------------------------------------------------------|----------|---------------------------------------------| | (in millions) \nXylem Common Stock issued to Evoqua stockholders (58,779,096 shares) | Fair \n$ | Value of Purchase Consideration \n6,121 | | Estimated replacement equity awards | | 160 | | Payment of certain Evoqua indebtedness | | 619 | | Total | $ | 6,900 | 9 | --- | --- | --- | --- | --- | |------------------------------ ...

Xylem Inc. (NYSE:XYL) Q2 2024 Earnings Conference Call July 30, 2024 9:00 AM ET Company Participants Andrea van der Berg - Vice President, Investor Relations Matthew Pine - Chief Executive Officer Bill Grogan - Chief Financial Officer Conference Call Participants Deane Dray - RBC Capital Markets Mike Halloran - Robert W. Baird Scott Davis - Melius Research Nathan Jones - Stifel Nicolaus Joseph Giordano - TD Cowen Andrew Kaplowitz - Citigroup Bryan Blair - Oppenheimer Operator Good day, everyone, and welcome ...