Compared to Estimates, Xylem (XYL) Q3 Earnings: A Look at Key Metrics

For the quarter ended September 2025, Xylem (XYL) reported revenue of $2.27 billion, up 7.8% over the same period last year. EPS came in at $1.37, compared to $1.11 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $2.22 billion, representing a surprise of +1.98%. The company delivered an EPS surprise of +10.48%, with the consensus EPS estimate being $1.24.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Xylem performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenue- Measurement & Control Solutions: $522 million versus $502.6 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +14% change.
• Revenue- Applied Water: $456 million versus $463.59 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +2% change.
• Revenue- Water Infrastructure: $656 million versus the five-analyst average estimate of $647.39 million. The reported number represents a year-over-year change of +5.3%.
• Revenue- Water Solutions and Services: $634 million compared to the $604.59 million average estimate based on five analysts. The reported number represents a change of +10.1% year over year.
• Adjusted Operating Income- Water Infrastructure: $145 million compared to the $130.79 million average estimate based on two analysts.
• Adjusted Operating Income- Applied Water: $89 million versus $87.28 million estimated by two analysts on average.
• Adjusted Operating Income- Water Solutions and Services: $127 million versus $103.37 million estimated by two analysts on average.
• Adjusted Operating Income- Corporate and other: $-22 million versus $-18.8 million estimated by two analysts on average.
• Adjusted Operating Income- Measurement & Control Solutions: $90 million compared to the $95.01 million average estimate based on two analysts.

View all Key Company Metrics for Xylem here>>>

Shares of Xylem have returned +3.8% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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