Xylem (XYL) reported $2.4 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 6.3%. EPS of $1.42 for the same period compares to $1.18 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $2.38 billion, representing a surprise of +0.86%. The company delivered an EPS surprise of +0.35%, with the consensus EPS estimate being $1.42.
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.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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: $534 million versus $529.46 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +13.9% change.
- Revenue- Applied Water: $475 million versus $470.93 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +4.6% change.
- Revenue- Water Infrastructure: $749 million compared to the $745.52 million average estimate based on six analysts. The reported number represents a change of +3% year over year.
- Revenue- Water Solutions and Services: $639 million compared to the $618.81 million average estimate based on six analysts. The reported number represents a change of +5.5% year over year.
- Adjusted Operating Income- Water Infrastructure: $204 million versus the two-analyst average estimate of $174.55 million.
- Adjusted Operating Income- Applied Water: $80 million versus $89.95 million estimated by two analysts on average.
- Adjusted Operating Income- Water Solutions and Services: $111 million compared to the $114.91 million average estimate based on two analysts.
- Adjusted Operating Income- Corporate and other: $-22 million compared to the $-18.7 million average estimate based on two analysts.
- Adjusted Operating Income- Measurement & Control Solutions: $83 million versus $87.08 million estimated by two analysts on average.
View all Key Company Metrics for Xylem here>>>
Shares of Xylem have returned +0.8% over the past month versus the Zacks S&P 500 composite's no change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Xylem Inc. (XYL): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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