Xylem reported FY2025 revenue of $9.0 billion and Q1 2026 revenue of $2.1 billion. The thesis depends on water infrastructure demand, utility and industrial capex, margin execution, cash conversion and integration discipline.
Xylem: the water infrastructure compounder still has to prove the cycle
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Thesis summary
Xylem reported FY2025 revenue of $9.0 billion and Q1 2026 revenue of $2.1 billion. The thesis depends on water infrastructure demand, utility and industrial capex, margin execution, cash conversion and integration discipline.
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