Xylem Inc. (XYL) Stock Analysis
Recovery setup
Industrials · Specialty Industrial Machinery
Sell if holding. Multiple concerning factors at $111.47: Below 200-MA, MA slope -3.0%/30d (confirmed downtrend); Concentration risk — Geographic: United States (58.0%).
Xylem is a global water technology company with $9.0B revenue in 2025 and approximately 22,000 employees, designing and servicing products across Water Infrastructure, Applied Water, Measurement and Control Solutions, and Water Solutions and Services segments. The U.S. accounted... Read more
Sell if holding. Multiple concerning factors at $111.47: Below 200-MA, MA slope -3.0%/30d (confirmed downtrend); Concentration risk — Geographic: United States (58.0%). Chart setup: Death cross but MACD improving, RSI 53. Score 5.2/10, moderate confidence.
Passes 8/9 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 51d clear, semi cycle peak clear, materials cycle peak clear). Suitability: moderate.
About Xylem Inc.
About Xylem Inc.
Xylem Inc. posted $9.0 billion in 2025 revenues, with 58% from U.S. customers and 20% from Western Europe, serving utilities, industrial facilities, and municipalities in approximately 150 countries with approximately 22,000 employees. The company's four segments — Water Infrastructure ($2.636 billion), Applied Water ($1.849 billion), Measurement and Control Solutions ($2.086 billion), and Water Solutions and Services ($2.464 billion) — address water transport, treatment, metering, and outsourced services. Total backlog was $4,615 million at December 31, 2025, with approximately 60% expected to convert to revenue in 2026.
Xylem generates revenue through equipment sales, long-term service contracts, rental, and software subscriptions. Water Infrastructure sells water and wastewater pumps and filtration and disinfection equipment under the Flygt, Wallace & Tiernan, and Wedeco brands to utility and industrial customers through direct and indirect channels. Applied Water addresses building solutions and industrial water markets under the Bell & Gossett and Goulds Water Technology brands, primarily through independent distributors. Measurement and Control Solutions earns revenue from smart meters under the Sensus brand, analytical instruments under WTW and YSI, and cloud-based analytics through Xylem Vue; the North America smart metering sector is described in the 10-K as the fastest growing sector of the global meter industry. Water Solutions and Services provides outsourced water and wastewater treatment, mobile dewatering rental under the Godwin brand, and emergency response services across industrial and municipal customers.
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Supply chain exposure is a named risk: the 10-K discloses that certain key components are available only from sole- or single-source suppliers or a limited group of suppliers, and identifies significant direct and indirect suppliers in China, Taiwan, Mexico, and Europe. The filing specifically states that geopolitical changes in China-Taiwan relations could disrupt supplies of semiconductors, lithium batteries, carbide seals, and rare earth elements, which could adversely affect manufacturing of digitally-enabled products including pumps, controllers, and smart meters. Parts, components, and raw materials in use include motors, castings, PCBs, electronic components, semiconductors, rare earth minerals, steel, copper, and aluminum — all subject to pricing volatility from tariffs and geopolitical events.
See also: Industrials · Specialty Industrial Machinery
From Xylem Inc.'s most recent 10-K filing, extracted June 16, 2026.
Recent developments
updated 2026-06-15Recent Developments — Xylem Inc.
Latest news
- NEWS Analysts Have Conflicting Sentiments on These Industrial Goods Companies: Boeing (BA), Xylem (XYL) and EasyJet (OtherEJT — The Globe and Mail neutral
- NEWS Analysts Are Neutral on These Industrial Goods Stocks: Xylem (XYL), TopBuild (BLD) - The Globe and Mail — The Globe and Mail neutral
- NEWS UBS downgrades Xylem (XYL) - MSN — MSN negative
- NEWS XYL Downgraded by UBS -- Price Target Lowered to $132 - GuruFocus — GuruFocus negative
- NEWS Xylem downgraded at UBS on concerns about stalled growth (XYL:NYSE) - Seeking Alpha — Seeking Alpha negative
Generated 2026-06-17T09:02:28Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHGeographicUnited States58%10-K Item 1: 'United States| $| 5,209 | | | 58 | %|'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
2 floor-breakers
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Analyst Consensus
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Multiple concerning factors at $111.47: Below 200-MA, MA slope -3.0%/30d (confirmed downtrend); Concentration risk — Geographic: United States (58.0%). Chart setup: Death cross but MACD improving, RSI 53. Prior stop was $106.79. Score 5.2/10, moderate confidence.
Take-profit target: $135.58 (+21.5% upside). Prior stop was $106.79. Stop-loss: $106.79.
Concentration risk — Geographic: United States (58.0%); Below 200-MA, MA slope -3.0%/30d (confirmed downtrend).
Xylem Inc. trades at a P/E of 27.4 (forward 18.1). TrendMatrix value score: 6.1/10. Verdict: Sell.
28 analysts cover XYL with a consensus score of 3.9/5. Average price target: $151.
What does Xylem Inc. do?Xylem is a global water technology company with $9.0B revenue in 2025 and approximately 22,000 employees, designing and...
Xylem is a global water technology company with $9.0B revenue in 2025 and approximately 22,000 employees, designing and servicing products across Water Infrastructure, Applied Water, Measurement and Control Solutions, and Water Solutions and Services segments. The U.S. accounted for 58% of 2025 revenue; no individual customer exceeded 5% of consolidated revenues.