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Xylem Inc. (XYL) Stock Fundamental Analysis & AI Rating 2026

XYL NYSE Pumps & Pumping Equipment IN CIK: 0001524472
Updated This Month • Analysis: Mar 19, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 28, 2026 (in 12 days) • Pre-market ET • EPS est. $1.09 (vs $1.03 prior year) • All earnings →
Combined AI Rating
BUY
76% Confidence
AGREEMENT
BUY
75% Conf
HOLD
78% Conf

📊 XYL Key Takeaways

Revenue: $9.0B
Net Margin: 10.6%
Free Cash Flow: $910.0M
Current Ratio: 1.63x
Debt/Equity: 0.17x
EPS: $3.92
AI Rating: BUY with 75% confidence
Xylem Inc. (XYL) receives a BUY rating with 76% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $9.0B, net profit margin of 10.6%, and return on equity (ROE) of 8.3%, Xylem Inc. demonstrates strong fundamentals in the Industrial sector. Below is our complete XYL stock analysis for 2026.

Is Xylem Inc. (XYL) a Good Investment?

Claude

Xylem demonstrates solid financial health with strong liquidity (1.62x current ratio), excellent interest coverage (34.9x), and conservative leverage (0.17x debt/equity), providing a stable foundation. The company generates substantial free cash flow of $910M with a healthy 10.1% FCF margin, supporting operations and potential shareholder returns, though revenue growth stagnation and modest ROE of 8.3% suggest the business is mature and capital efficiency could improve.

ChatGPT

Xylem shows solid fundamental quality with healthy margins, strong free cash flow generation, and a conservative balance sheet with low leverage and strong interest coverage. The main limitation is muted top-line growth, with revenue essentially flat and only modest net income expansion, which suggests a fundamentally sound business but not one currently showing strong growth acceleration.

Why Buy Xylem Inc. Stock? XYL Key Strengths

Claude
  • + Exceptional interest coverage ratio of 34.9x indicates minimal financial distress risk
  • + Strong free cash flow generation of $910M demonstrates ability to fund operations and capital allocation
  • + Conservative leverage with debt-to-equity of 0.17x and substantial equity base of $11.5B
  • + Healthy gross margin of 38.5% and operating margin of 13.5% show pricing power and cost control
  • + Solid liquidity position with current ratio of 1.62x and $1.5B cash balance
ChatGPT
  • + Strong profitability profile with 38.5% gross margin, 13.5% operating margin, and 10.6% net margin
  • + Excellent financial health driven by low debt-to-equity of 0.17x, current ratio of 1.62x, and interest coverage of 34.9x
  • + High-quality cash generation with $910M free cash flow and a 10.1% free cash flow margin

XYL Stock Risks: Xylem Inc. Investment Risks

Claude
  • ! Revenue growth stalled at 0.0% YoY, indicating market saturation or competitive pressures in pumping equipment sector
  • ! ROE of 8.3% and ROA of 5.4% are modest, suggesting inefficient capital deployment relative to equity base
  • ! Net income growth of only 0.7% YoY despite EPS growth of 7.4% indicates share buybacks masking underlying earnings weakness
  • ! Capital expenditure of $331M represents only 3.7% of revenue, potentially indicating underinvestment in growth initiatives
  • ! Significant insider activity with 21 Form 4 filings in 90 days warrants monitoring for potential management confidence signals
ChatGPT
  • ! Revenue growth is currently flat, limiting operating leverage and earnings upside
  • ! Return metrics are respectable but not exceptional, with ROE of 8.3% and ROA of 5.4%
  • ! Net income growth remains modest, raising the risk of slower fundamental momentum if demand softens

Key Metrics to Watch

Claude
  • * Revenue growth trajectory - critical indicator of whether market demand stabilizes or deteriorates
  • * Return on equity (ROE) improvement - needs to exceed 10% to demonstrate efficient capital allocation
  • * Free cash flow margin sustainability - maintain above 10% to ensure continued dividend and reinvestment capacity
  • * Operating margin trends - watch for compression that would indicate competitive or cost pressures
  • * Debt reduction progress - opportunity to further improve leverage given strong FCF generation
ChatGPT
  • * Revenue growth and order conversion trends
  • * Free cash flow margin and operating margin sustainability

Xylem Inc. (XYL) Financial Metrics & Key Ratios

Revenue
$9.0B
Net Income
$957.0M
EPS (Diluted)
$3.92
Free Cash Flow
$910.0M
Total Assets
$17.6B
Cash Position
$1.5B

💡 AI Analyst Insight

Xylem Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

XYL Profit Margin, ROE & Profitability Analysis

Gross Margin 38.5%
Operating Margin 13.5%
Net Margin 10.6%
ROE 8.3%
ROA 5.4%
FCF Margin 10.1%

XYL vs Industrial Sector: How Xylem Inc. Compares

How Xylem Inc. compares to Industrial sector averages

Net Margin
XYL 10.6%
vs
Sector Avg 10.0%
XYL Sector
ROE
XYL 8.3%
vs
Sector Avg 15.0%
XYL Sector
Current Ratio
XYL 1.6x
vs
Sector Avg 1.8x
XYL Sector
Debt/Equity
XYL 0.2x
vs
Sector Avg 0.7x
XYL Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Xylem Inc. Stock Overvalued? XYL Valuation Analysis 2026

Based on fundamental analysis, Xylem Inc. has mixed fundamental signals relative to the Industrial sector in 2026.

Return on Equity
8.3%
Sector avg: 15%
Net Profit Margin
10.6%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.17x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Xylem Inc. Balance Sheet: XYL Debt, Cash & Liquidity

Current Ratio
1.63x
Quick Ratio
1.28x
Debt/Equity
0.17x
Debt/Assets
33.4%
Interest Coverage
34.94x
Long-term Debt
$2.0B

XYL Revenue & Earnings Growth: 5-Year Financial Trend

XYL 5-year financial data: Year 2023: Revenue $7.4B, Net Income $427.0M, EPS $2.35. Year 2024: Revenue $8.6B, Net Income $355.0M, EPS $1.96. Year 2025: Revenue $9.0B, Net Income $609.0M, EPS $2.79.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Xylem Inc.'s revenue has grown significantly by 23% over the 5-year period, indicating strong business expansion. The most recent EPS of $2.79 reflects profitable operations.

XYL Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
10.1%
Free cash flow / Revenue

XYL Quarterly Earnings & Performance

Quarterly financial performance data for Xylem Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $2.1B $153.0M $0.89
Q2 2025 $2.2B $153.0M $0.80
Q1 2025 $2.0B $153.0M $0.63
Q3 2024 $2.1B $152.0M $0.63
Q2 2024 $1.7B $92.0M $0.45
Q1 2024 $1.4B $99.0M $0.54
Q3 2023 $1.4B $12.0M $0.07

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Xylem Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$1.2B
Cash generated from operations
Stock Buybacks
$15.0M
Shares repurchased (TTM)
Capital Expenditures
$331.0M
Investment in assets
Dividends Paid
$391.0M
Returned to shareholders

XYL SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Xylem Inc. (CIK: 0001524472)

📋 Recent SEC Filings

Date Form Document Action
Mar 30, 2026 DEF 14A xyl-20260514xdef14a.htm View →
Mar 6, 2026 4 xslF345X05/form4.xml View →
Mar 6, 2026 4 xslF345X05/form4.xml View →
Mar 6, 2026 4 xslF345X05/form4.xml View →
Mar 6, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about XYL

What is the AI rating for XYL?

Xylem Inc. (XYL) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (HOLD) with 76% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are XYL's key strengths?

Claude: Exceptional interest coverage ratio of 34.9x indicates minimal financial distress risk. Strong free cash flow generation of $910M demonstrates ability to fund operations and capital allocation. ChatGPT: Strong profitability profile with 38.5% gross margin, 13.5% operating margin, and 10.6% net margin. Excellent financial health driven by low debt-to-equity of 0.17x, current ratio of 1.62x, and interest coverage of 34.9x.

What are the risks of investing in XYL?

Claude: Revenue growth stalled at 0.0% YoY, indicating market saturation or competitive pressures in pumping equipment sector. ROE of 8.3% and ROA of 5.4% are modest, suggesting inefficient capital deployment relative to equity base. ChatGPT: Revenue growth is currently flat, limiting operating leverage and earnings upside. Return metrics are respectable but not exceptional, with ROE of 8.3% and ROA of 5.4%.

What is XYL's revenue and growth?

Xylem Inc. reported revenue of $9.0B.

Does XYL pay dividends?

Xylem Inc. pays dividends, with $391.0M distributed to shareholders in the trailing twelve months.

Where can I find XYL SEC filings?

Official SEC filings for Xylem Inc. (CIK: 0001524472) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is XYL's EPS?

Xylem Inc. has a diluted EPS of $3.92.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is XYL a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Xylem Inc. has a BUY rating with 76% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is XYL stock overvalued or undervalued?

Valuation metrics for XYL: ROE of 8.3% (sector avg: 15%), net margin of 10.6% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy XYL stock in 2026?

Our dual AI analysis gives Xylem Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is XYL's free cash flow?

Xylem Inc.'s operating cash flow is $1.2B, with capital expenditures of $331.0M. FCF margin is 10.1%.

How does XYL compare to other Industrial stocks?

Vs Industrial sector averages: Net margin 10.6% (avg: 10%), ROE 8.3% (avg: 15%), current ratio 1.63 (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI