Xylem Inc.
XYL · Pumps & Pumping Equipment · 237.7M shares · +5%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: -$35M (gross $25M, SBC $60M)
Reference price $117.46 · est. market cap ~$27.9B — last insider sale, 2026-05-07 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B75Leading global water-technology franchise with high margins, strong returns and a clean balance sheet.
Strengths
- Operating margin 78th pct, net margin 74th, ROA 79.2nd pct with $1.5B cash
- Durable installed base, market-leading brands and recurring service revenue across ~150 countries
- Low leverage (D/E 0.12) supporting consistent capital returns and M&A
Risks
- Mid-pack revenue growth (45th pct) and ROE (8.3%, 56th) limit upside
- Tariff/inflation cost pressure and supply-chain exposure (chips, rare earths)
- Gross margin only sector-average (44.9th pct)
Notable findings
- Customer concentration~58% of revenue from one customer/distributor — In 2025, 58% of our total revenue was from sales to U
- Strong balance sheetStrong balance sheet — $1.5B cash & investments
- Insider buyingInsider buying — 1 open-market buy(s) by 1 insider(s) (~$141,098, last 6mo) Form 4 ↗
- Revenue declineRevenue -11.3% YoY
- Insider sellingInsider selling — 1 open-market sale(s) by 1 insider(s) (~$501,437, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
38.5%
Operating margin
13.5%
Net margin
10.6%
Return on equity
8.3%
Return on assets
5.4%
ROIC
7.5%
Revenue growth (QoQ)
-11.3%
Net-income growth
7.5%
Debt / equity
0.1×
Net debt / EBITDA
-0.0×
Current ratio
1.6×
EBITDA
$1.8B
Tangible book value
$876M
Cash & investments
$1.5B
Stock comp / revenue
0.6%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-14 | Glatch Lisa | Grant | 1.7K | $116.88 |
| 2026-05-14 | Harker Victoria D | Grant | 1.7K | $116.88 |
| 2026-05-14 | Tretikov Lila | Grant | 1.7K | $116.88 |
| 2026-05-14 | Peribere Jerome A | Grant | 1.7K | $116.88 |
| 2026-05-14 | Morelli Mark D | Grant | 1.7K | $116.88 |
| 2026-05-14 | Yadav Uday | Grant | 1.7K | $116.88 |
| 2026-05-14 | ELLIS EARL RAY | Grant | 1.7K | $116.88 |
| 2026-05-14 | FRIEL ROBERT F | Grant | 2.5K | $116.88 |
| 2026-05-07 | McShane Geri-Michelle | Sell | 4.3K | $117.46 |
| 2026-05-07 | McShane Geri-Michelle | Option exercise | 3.1K | $86.76 |
| 2026-05-04 | Peribere Jerome A | Buy | 1.2K | $116.61 |
| 2026-03-05 | Aulick Rodney | Tax withheld | 234 | $126.19 |
| 2026-03-05 | Grogan William K | Tax withheld | 641 | $126.19 |
| 2026-03-05 | Emmerich Meredith | Tax withheld | 158 | $126.19 |
| 2026-03-05 | Cozad Stacy | Tax withheld | 70 | $126.19 |
| 2026-03-05 | Cho Albert | Tax withheld | 177 | $126.19 |
| 2026-03-05 | McShane Geri-Michelle | Tax withheld | 64 | $126.19 |
| 2026-03-05 | Toussaint Claudia S | Tax withheld | 305 | $126.19 |
| 2026-03-05 | Yarkadas Hayati | Tax withheld | 41 | $126.19 |
| 2026-03-05 | Pine Matthew Francis | Tax withheld | 1.8K | $126.19 |
| 2026-03-05 | McGann Michael J. | Tax withheld | 238 | $126.19 |
| 2026-03-02 | Cho Albert | Grant | 1.0K | — |
| 2026-03-02 | Cho Albert | Tax withheld | 1.6K | $128.98 |
| 2026-03-02 | McShane Geri-Michelle | Grant | 616 | — |
| 2026-03-02 | McShane Geri-Michelle | Tax withheld | 654 | $128.98 |
| 2026-03-02 | McShane Geri-Michelle | Tax withheld | 188 | $128.98 |
| 2026-03-02 | McShane Geri-Michelle | Tax withheld | 150 | $128.98 |
| 2026-03-02 | Cho Albert | Tax withheld | 295 | $128.98 |
| 2026-03-02 | Cho Albert | Tax withheld | 371 | $128.98 |
| 2026-03-02 | Toussaint Claudia S | Tax withheld | 602 | $128.98 |
| 2026-03-02 | Toussaint Claudia S | Tax withheld | 797 | $128.98 |
| 2026-03-02 | Toussaint Claudia S | Tax withheld | 2.6K | $128.98 |
| 2026-03-02 | Toussaint Claudia S | Grant | 2.0K | — |
| 2026-03-02 | Pine Matthew Francis | Grant | 16K | — |
| 2026-03-02 | Pine Matthew Francis | Tax withheld | 4.9K | $128.98 |
| 2026-03-02 | Pine Matthew Francis | Tax withheld | 847 | $128.98 |
| 2026-03-02 | Pine Matthew Francis | Tax withheld | 2.3K | $128.98 |
| 2026-03-02 | Emmerich Meredith | Grant | 1.6K | — |
| 2026-03-02 | Cozad Stacy | Grant | 1.6K | — |
| 2026-03-02 | Aulick Rodney | Tax withheld | 238 | $128.98 |
| 2026-03-02 | Aulick Rodney | Grant | 1.6K | — |
| 2026-03-02 | Grogan William K | Tax withheld | 5.9K | $128.98 |
| 2026-03-02 | Grogan William K | Grant | 5.1K | — |
| 2026-03-02 | McGann Michael J. | Grant | 1.6K | — |
| 2026-03-02 | McGann Michael J. | Tax withheld | 2.1K | $128.98 |
| 2026-03-02 | McGann Michael J. | Tax withheld | 213 | $128.98 |
| 2026-03-02 | McGann Michael J. | Tax withheld | 510 | $128.98 |
| 2026-03-02 | Yarkadas Hayati | Tax withheld | 565 | $128.98 |
| 2026-03-02 | Yarkadas Hayati | Tax withheld | 94 | $128.98 |
| 2026-03-02 | Yarkadas Hayati | Tax withheld | 117 | $128.98 |
| 2026-03-02 | Yarkadas Hayati | Grant | 2.3K | — |
| 2026-03-02 | Grogan William K | Tax withheld | 578 | $128.98 |
| 2026-03-01 | Toussaint Claudia S | Grant | 1.3K | $128.98 |
| 2026-03-01 | Cho Albert | Grant | 1.3K | $128.98 |
| 2026-03-01 | Cho Albert | Grant | 1.1K | $128.98 |
| 2026-03-01 | Cho Albert | Grant | 735 | $128.98 |
| 2026-03-01 | Cho Albert | Grant | 587 | $128.98 |
| 2026-03-01 | Pine Matthew Francis | Grant | 5.2K | $128.98 |
| 2026-03-01 | Pine Matthew Francis | Grant | 4.3K | $128.98 |
| 2026-03-01 | Pine Matthew Francis | Grant | 2.9K | $128.98 |
| 2026-03-01 | Pine Matthew Francis | Grant | 2.2K | $128.98 |
| 2026-03-01 | McGann Michael J. | Grant | 2.0K | $128.98 |
| 2026-03-01 | McGann Michael J. | Grant | 1.6K | $128.98 |
| 2026-03-01 | McGann Michael J. | Grant | 1.1K | $128.98 |
| 2026-03-01 | McGann Michael J. | Grant | 489 | $128.98 |
| 2026-03-01 | Grogan William K | Grant | 5.6K | $128.98 |
| 2026-03-01 | Grogan William K | Grant | 4.6K | $128.98 |
| 2026-03-01 | Grogan William K | Grant | 3.1K | $128.98 |
| 2026-03-01 | Toussaint Claudia S | Grant | 2.4K | $128.98 |
| 2026-03-01 | Toussaint Claudia S | Grant | 1.9K | $128.98 |
| 2026-03-01 | Toussaint Claudia S | Grant | 1.8K | $128.98 |
| 2026-03-01 | Yarkadas Hayati | Grant | 4.5K | $128.98 |
| 2026-03-01 | Yarkadas Hayati | Grant | 3.7K | $128.98 |
| 2026-03-01 | Yarkadas Hayati | Grant | 2.5K | $128.98 |
| 2026-03-01 | Yarkadas Hayati | Grant | 1.8K | $128.98 |
| 2026-03-01 | McShane Geri-Michelle | Grant | 721 | $128.98 |
| 2026-03-01 | McShane Geri-Michelle | Grant | 595 | $128.98 |
| 2026-03-01 | McShane Geri-Michelle | Grant | 405 | $128.98 |
| 2026-03-01 | McShane Geri-Michelle | Grant | 489 | $128.98 |
| 2026-01-02 | Aulick Rodney | Tax withheld | 457 | $136.18 |
| 2025-12-15 | Aulick Rodney | Tax withheld | 1.8K | $138.25 |
| 2025-11-04 | Harker Victoria D | Sell | 1.7K | $148.14 |
| 2025-10-30 | Toussaint Claudia S | Sell | 10K | $152.64 |
| 2025-10-21 | Emmerich Meredith | Tax withheld | 841 | $147.19 |
| 2025-09-18 | Grogan William K | Tax withheld | 4.3K | $142.18 |
| 2025-09-05 | McShane Geri-Michelle | Sell | 1.0K | $139.96 |
| 2025-09-02 | Cozad Stacy | Grant | 735 | $140.35 |
| 2025-08-18 | Glatch Lisa | Sell | 4.9K | $140.66 |
| 2025-08-04 | Harker Victoria D | Sell | 1.8K | $143.63 |
| 2025-05-27 | Aulick Rodney | Tax withheld | 1.7K | $126.24 |
| 2025-05-13 | Tretikov Lila | Grant | 1.3K | $126.93 |
| 2025-05-13 | Peribere Jerome A | Grant | 1.3K | $126.93 |
| 2025-05-13 | FRIEL ROBERT F | Grant | 1.9K | $126.93 |
| 2025-05-13 | Harker Victoria D | Grant | 1.3K | $126.93 |
| 2025-05-13 | Glatch Lisa | Grant | 1.3K | $126.93 |
| 2025-05-13 | ELLIS EARL RAY | Grant | 1.3K | $126.93 |
| 2025-05-13 | Morelli Mark D | Grant | 1.3K | $126.93 |
| 2025-05-13 | Yadav Uday | Grant | 1.3K | $126.93 |
| 2025-03-11 | Pine Matthew Francis | Gift | 34K | $123.63 |
| 2025-03-10 | Toussaint Claudia S | Gift | 6.2K | $129.78 |
| 2025-03-07 | McShane Geri-Michelle | Sell | 4.1K | $128.18 |
| 2025-03-07 | McShane Geri-Michelle | Option exercise | 3.1K | $80.66 |
| 2025-03-05 | Toussaint Claudia S | Grant | 2.0K | $129.67 |
| 2025-03-05 | McShane Geri-Michelle | Grant | 530 | $129.67 |
| 2025-03-05 | Cho Albert | Grant | 1.1K | $129.67 |
| 2025-03-05 | McGann Michael J. | Grant | 1.6K | $129.67 |
| 2025-03-05 | Pine Matthew Francis | Grant | 14K | $129.67 |
| 2025-03-05 | Emmerich Meredith | Grant | 1.1K | $129.67 |
| 2025-03-05 | Capers Dorothy Trefon | Grant | 1.4K | $129.67 |
| 2025-03-05 | Yarkadas Hayati | Grant | 2.3K | $129.67 |
| 2025-03-05 | Aulick Rodney | Grant | 1.6K | $129.67 |
| 2025-03-05 | Grogan William K | Grant | 4.3K | $129.67 |
| 2025-03-04 | Capers Dorothy Trefon | Sell | 12K | $127.26 |
| 2025-03-04 | Capers Dorothy Trefon | Option exercise | 4.2K | $101.09 |
| 2025-03-04 | Capers Dorothy Trefon | Option exercise | 7.9K | $86.76 |
| 2025-03-01 | Pine Matthew Francis | Tax withheld | 2.1K | $129.78 |
| 2025-03-01 | Capers Dorothy Trefon | Tax withheld | 816 | $129.78 |
| 2025-03-01 | Yarkadas Hayati | Grant | 2.5K | $129.78 |
| 2025-03-01 | Yarkadas Hayati | Grant | 3.0K | $129.78 |
| 2025-03-01 | Yarkadas Hayati | Grant | 3.0K | $129.78 |
| 2025-03-01 | Yarkadas Hayati | Tax withheld | 456 | $129.78 |
| 2025-03-01 | Yarkadas Hayati | Tax withheld | 179 | $129.78 |
| 2025-03-01 | McShane Geri-Michelle | Grant | 526 | $129.78 |
| 2025-03-01 | McShane Geri-Michelle | Grant | 630 | $129.78 |
| 2025-03-01 | McShane Geri-Michelle | Grant | 630 | $129.78 |
| 2025-03-01 | McShane Geri-Michelle | Tax withheld | 687 | $129.78 |
| 2025-03-01 | McShane Geri-Michelle | Tax withheld | 236 | $129.78 |
| 2025-03-01 | Cho Albert | Grant | 737 | $129.78 |
| 2025-03-01 | Cho Albert | Grant | 882 | $129.78 |
| 2025-03-01 | Cho Albert | Grant | 882 | $129.78 |
| 2025-03-01 | Cho Albert | Tax withheld | 918 | $129.78 |
| 2025-03-01 | Cho Albert | Tax withheld | 379 | $129.78 |
| 2025-03-01 | Capers Dorothy Trefon | Grant | 1.3K | $129.78 |
| 2025-03-01 | Capers Dorothy Trefon | Grant | 1.6K | $129.78 |
| 2025-03-01 | Capers Dorothy Trefon | Grant | 1.6K | $129.78 |
| 2025-03-01 | Capers Dorothy Trefon | Tax withheld | 1.5K | $129.78 |
| 2025-03-01 | Toussaint Claudia S | Grant | 2.1K | $129.78 |
| 2025-03-01 | Toussaint Claudia S | Grant | 2.5K | $129.78 |
| 2025-03-01 | Toussaint Claudia S | Grant | 2.5K | $129.78 |
| 2025-03-01 | Toussaint Claudia S | Tax withheld | 2.2K | $129.78 |
| 2025-03-01 | Toussaint Claudia S | Tax withheld | 1.0K | $129.78 |
| 2025-03-01 | McGann Michael J. | Grant | 526 | $129.78 |
| 2025-03-01 | McGann Michael J. | Grant | 630 | $129.78 |
| 2025-03-01 | McGann Michael J. | Grant | 630 | $129.78 |
| 2025-03-01 | McGann Michael J. | Tax withheld | 544 | $129.78 |
| 2025-03-01 | McGann Michael J. | Tax withheld | 406 | $129.78 |
| 2025-03-01 | Aulick Rodney | Tax withheld | 166 | $129.78 |
| 2025-03-01 | Grogan William K | Tax withheld | 396 | $129.78 |
| 2025-03-01 | Pine Matthew Francis | Grant | 2.5K | $129.78 |
| 2025-03-01 | Pine Matthew Francis | Grant | 3.0K | $129.78 |
| 2025-03-01 | Pine Matthew Francis | Grant | 3.0K | $129.78 |
| 2025-03-01 | Pine Matthew Francis | Tax withheld | 3.1K | $129.78 |
| 2025-01-02 | Aulick Rodney | Tax withheld | 1.3K | $116.02 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-29 | 2026-05-29 | 0001193125-26-248342 ↗ |
| 8-K | 2026-05-18 | 2026-05-14 | 0001524472-26-000091 ↗ |
| 10-Q | 2026-04-28 | 2026-03-31 | 0001524472-26-000068 ↗ |
| 8-K | 2026-04-28 | 2026-04-28 | 0001524472-26-000065 ↗ |
| 10-K | 2026-02-25 | 2025-12-31 | 0001524472-26-000012 ↗ |
| 8-K | 2026-02-25 | 2026-02-25 | 0001524472-26-000014 ↗ |
| 8-K | 2026-02-10 | 2026-02-10 | 0001524472-26-000008 ↗ |
| 10-Q | 2025-10-28 | 2025-09-30 | 0001524472-25-000046 ↗ |
| 8-K | 2025-10-28 | 2025-10-28 | 0001524472-25-000043 ↗ |
| 8-K | 2025-07-31 | 2025-07-31 | 0001524472-25-000035 ↗ |
| 10-Q | 2025-07-31 | 2025-06-30 | 0001524472-25-000037 ↗ |
| 8-K | 2025-05-16 | 2025-05-13 | 0001524472-25-000025 ↗ |