XYL at a glance
Xylem Inc. (XYL, SEC CIK 1524472) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on September 29, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Xylem Inc. (XYL) reported revenue of $9.0 billion (up 5.5% from FY2024) and net income of $957.0 million. Diluted EPS was $3.92.
- As of June 30, 2026, 45 institutional investment managers tracked by SignalX reported holding Xylem Inc. (XYL) shares worth $11.9 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $9.0B
- +5.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 45 funds
- $11.9B · +0 vs prior quarter
- Latest 8-K
- Sep 29, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Management Discussion & Analysis
- Revenue $9,035M in 2025, up $473M (+5.5% YoY); organic growth $419M (+4.9%), with emerging markets declining
- Operating margin 13.5% vs 11.8%; adjusted operating margin 17.8% vs 16.0%; adjusted EBITDA margin 22.2% vs 20.6%
- Best segment: Water Infrastructure adjusted op margin 22.1% vs 17.8%; worst: Measurement & Control Solutions adjusted op margin 16.9% vs 17.5%
- Operating cash flow $1,241M (down 2%); capex $331M; free cash flow $910M (down 3%); dividends per share up 11%
- 2026 guidance: total revenue growth 1%-3%, organic 2%-4%; key risks include tariffs, emerging market softness, and restructuring execution ($80M-$120M savings targeted)
Risk Factors
- Tariff legal risk: U.S. Supreme Court (Feb 20, 2026) affirmed Federal Circuit ruling that IEEPA-based tariffs exceed presidential authority, but other tariffs remain in place with uncertain scope and durability
- Geopolitical supply exposure: China-Taiwan tensions threaten supply of semiconductors, lithium batteries, carbide seals, and rare earth elements critical to digitally-enabled pumps, controllers, and smart meters
- Supply chain concentration: Key components sourced from sole- or single-source suppliers; significant direct/indirect supplier base in China, Taiwan, Mexico, and Europe with no disclosed alternatives
- Competitive disruption: Large technology firms entering water tech markets, potentially commercializing AI faster than Xylem to drive efficiencies or create superior products
- Goodwill impairment risk: Goodwill and indefinite-lived intangible assets totaling ~$9B on balance sheet as of Dec 31, 2025, vulnerable to rising cost of capital or failed acquisition integration
Business Overview
- Global water technology company; designs, manufactures, and services engineered products across the full water cycle for utility and industrial customers
- 2025 revenue $9.0B vs $8.6B in 2024 vs $7.4B in 2023; ~22,000 employees with ~$4,615M backlog (down from $5,070M in 2024)
- Strategic pivot to 80/20 principle across all pillars: customer centricity, profitable growth, operational excellence, signaling portfolio simplification and margin focus
- U.S. revenue $5.2B (58% of total), up from $4.9B in 2024; Water Solutions and Services segment at $2.5B reflects continued integration of 2023 Evoqua acquisition
- Addressable market estimated at ~$800B total; 40% projected gap between global water supply and demand by 2030 underpins long-term demand thesis
AI summary of the XYL 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $2,336M, up 1.5% YoY from $2,301M
- Operating margin 16.7% vs 13.3%; net margin 11.3% vs 9.8%
- Best segment Water Infrastructure revenue $683M, up 5.1%; worst Measurement and Control Solutions $508M, down 5.9%
- Orders $3,086M, up 42.0% YoY; Water Solutions and Services orders $1,449M, up 151.1%
- Six-month operating cash flow $398M vs $338M; free cash flow $219M vs $169M
Risk Factors
- No risk-factors section provided; changes versus the latest 10-K cannot be assessed
- Capital-allocation risk: $1.5 billion share-repurchase authorization approved February 25, 2026
- Liquidity risk: $453 million remained available under the repurchase program at June 30, 2026
- Financing risk: 5.200% senior notes due 2033 issued May 29, 2026
- Financing risk: 5.450% senior blue notes due 2036 issued May 29, 2026
AI summary of the XYL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- $1.5B senior unsecured debt issuance funding all or part of the Cornell Pump and Roper Pump acquisition
- Tranches mature 2029, 2032 and 2037 with annual coupons of 5.250%, 5.450% and 5.850%
Item 1.01: Entry into a Material Definitive Agreement
- $1.5B senior unsecured revolving facility supports working capital and general corporate purposes
- Expansion option of up to $500M increases maximum commitments to $2B
Item 1.02: Termination of a Material Definitive Agreement
- Xylem terminated its 2023 senior unsecured revolving facility on September 8, 2026
- Replaced facility provided $1,000,000,000 of revolving borrowing capacity
Item 7.01: Regulation FD Disclosure
- CFO transition announced, creating near-term leadership and execution risk
- Previously issued third-quarter 2026 guidance reaffirmed, reducing immediate earnings-surprise concerns
Item EX-99.1: Item EX-99.1
- Andrea van der Berg appointed Executive Vice President and CFO effective September 1, 2026
- CFO transition from William Grogan, who departs for another opportunity after supporting handover through mid-September
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CFO William K. Grogan resigns August 31, 2026 for another opportunity, remaining through September 13 for transition support
- Andrea van der Berg becomes CFO September 1, 2026, promoting an internal finance leader with Xylem experience since 2020
AI summaries of XYL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for XYL
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| McShane Geri-Michelle | A | Oct 1, 2026 | 4,225 | - |
| van der Berg Andrea Michele | A | Sep 1, 2026 | 1,693 | - |
| Johnston Joseph Patrick | A | Sep 1, 2026 | 2,298 | $106.89 |
| van der Berg Andrea Michele | A | Sep 1, 2026 | 6,034 | $106.89 |
| Johnston Joseph Patrick | A | Sep 1, 2026 | 645 | - |
| KOCH D CHRISTIAN | A | Aug 13, 2026 | 1,247 | $120.27 |
| FRIEL ROBERT F | A | May 14, 2026 | 2,481 | $116.88 |
| Harker Victoria D | A | May 14, 2026 | 1,711 | $116.88 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $8.6B | $9.0B |
| Gross Profit | - | $3.2B | $3.5B |
| Operating Income | $652.0M | $1.0B | $1.2B |
| Net Income | $609.0M | $890.0M | $957.0M |
| Gross Margin | - | 37.5% | 38.5% |
| Op. Margin | - | 11.8% | 13.5% |
| Net Margin | - | 10.4% | 10.6% |
| Balance Sheet | |||
| Total Assets | - | $16.5B | $17.6B |
| Equity | - | $10.6B | $11.5B |
| ROE | - | 8.4% | 8.3% |
| Per Share | |||
| EPS | $2.79 | $3.65 | $3.92 |
| Cash Flow | |||
| Operating CF | $837.0M | $1.3B | $1.2B |
Source: XBRL data in Xylem Inc. (XYL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate XYL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 45 | $11.90B |
| Q1 2026 | 45 | $11.35B |
| Q4 2025 | 42 | $12.84B |
| Q3 2025 | 45 | $14.31B |
| Q2 2025 | 41 | $12.68B |
| Q1 2025 | 40 | $8.39B |
| Q4 2024 | 36 | $6.68B |
| Q3 2024 | 32 | $3.53B |
- BNY Mellon+3.49M (+295%)
- Invesco Ltd+1.32M (+35%)
- AQR Capital Management+995.3K (+235%)
- Goldman Sachs Group+410.1K (+21%)
- State Street Corp+271.0K (+2%)
- BlackRock−615.9K (-2%)
- Vanguard Capital Management LLC−283.5K (-2%)
- Ameriprise Financial−161.4K (-14%)
- Vanguard Portfolio Management LLC−152.3K (-1%)
- Wells Fargo & Co−143.2K (-7%)
- Cincinnati Financial+123.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 326 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
XYL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 8-K | Sep 29, 2026 | - | Analysis | - |
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 8-K | Aug 18, 2026 | - | Analysis | - |
| 4 | Aug 14, 2026 | - | - | - |
| 8-K | Aug 13, 2026 | - | Analysis | - |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 10-Q | Jul 28, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | May 29, 2026 | - | Analysis | |
| 8-K | May 18, 2026 | - | Analysis | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 4, 2026 | - | - | - |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
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XYL SEC filings: frequently asked questions
Which institutions hold XYL stock?
As of June 30, 2026, the largest Xylem Inc. (XYL) holders among the 13F filers tracked by SignalX were BlackRock ($3.0 billion), Vanguard Capital Management LLC ($1.8 billion), Vanguard Portfolio Management LLC ($1.5 billion), State Street Corp ($1.4 billion), Invesco Ltd ($603.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was XYL's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Xylem Inc. (XYL) reported revenue of $9.0 billion (up 5.5% from FY2024) and net income of $957.0 million. Diluted EPS was $3.92. The figures come from the XBRL data in the 10-K.
What are the main risks in XYL's latest 10-K?
In the 10-K filed February 25, 2026, Xylem Inc. (XYL) flagged: Tariff legal risk: U.S. Supreme Court (Feb 20, 2026) affirmed Federal Circuit ruling that IEEPA-based tariffs exceed presidential authority, but other tariffs remain in place with uncertain scope and durability. Geopolitical supply exposure: China-Taiwan tensions threaten supply of semiconductors, lithium batteries, carbide seals, and rare earth elements critical to digitally-enabled pumps, controllers, and smart meters. (AI summary of the Risk Factors section.)
What did XYL report in its latest 8-K?
Xylem Inc. (XYL) filed an 8-K on September 29, 2026 reporting Item 8.01 (Other Events). $1.5B senior unsecured debt issuance funding all or part of the Cornell Pump and Roper Pump acquisition.
What are the latest XYL SEC filings?
Xylem Inc. (XYL) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on September 29, 2026 and a Form 4 insider filing on October 1, 2026.
What is XYL's SEC CIK number?
Xylem Inc. (XYL)'s SEC Central Index Key (CIK) is 1524472. EDGAR lists every XYL filing under that number.
Ask anything about XYL
The research agent reads XYL's filings, financials, insider trades and 13F holders, then answers with sources.