$XYL

Xylem 3Q 2026: Revenue $2.2B, Net income $291M, EPS $1.25— 10-Q Summary

Xylem reported 3Q 2026 revenue of $2.2B, down 3% YoY, but net income rose to $291M and EPS to $1.25. Orders and backlog grew, but full-year revenue is expected to decline about 1%. Organic revenue declined 0.3%, with Applied Water up 8.7% and Measurement and Control Solutions down 5.1%.

Original reporting
Published Oct 27, 2026, 4:31 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 27, 2026, 4:38 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Xylem 3Q 2026: Revenue $2.2B, Net income $291M, EPS $1.25— 10-Q Summary — source image
Decision brief

The 30-second read

$XYLBearishMed
01

Why it matters

The mixed results could trigger a short‑term sell‑off, but long‑term fundamentals remain solid.

02

Market read

Earnings release provides fresh data for traders to adjust positions in XYL and related water‑tech stocks.

03

What to watch

Backlog increase and services contract strength may offset short‑term revenue weakness.

Relevance 8/10Novelty 8/10Timing: post-market release

Background

Xylem is a leading provider of water‑technology solutions; the 10‑Q filing presents its first public Q3 2026 numbers.

Company-level read

Ticker impact

$XYLBearishHigh confidence
Context

Xylem reported Q3 2026 results with revenue down 3% to $2.2B and net income up 28% to $291M.

Expected impact

likely downside as investors weigh revenue decline against earnings growth

Evidence & confidence

Revenue contraction signals weaker demand, while profit growth may not offset market concerns.

Market effects

Water infrastructure sector may see modest pressure from Xylem's revenue decline.

U.S. industrial investors could reassess exposure to water‑tech stocks.

Limited; impact confined to Xylem and its immediate peers.

Counterpoint

The strong net income growth and expanding backlog could support a bounce if management improves guidance.

Key entities

  • Xylem Inc.

    Water‑technology firm reporting Q3 2026 earnings.

Related articles

$XYLMedAI 8/10

Xylem (XYL) Q3 2026 Earnings Call Transcript

Xylem (XYL) reported Q3 2026 orders of $2.3B (+10% organic), revenue of $2.2B (flat organic), and adjusted EPS of $1.44 (+5%). Backlog grew 13% to $5.5B. Guidance: FY revenue ~$8.95B (flat organic), FY adjusted EPS $5.40-$5.45. Q4 revenue expected to decline 1-2% organic. Plans divestitures and segment reorganization.

$XYLMed

Xylem Inc. Q3 2026 Earnings Call Summary

Xylem Inc. reported Q3 2026 revenue shortfall due to cautious utility spending. The company plans to divest non-core assets, reducing China exposure, and restructure into three segments in 2027. Despite lower full-year guidance, EBITDA margins expanded by 70 basis points. Management highlighted growth in data centers and semiconductor sectors, with data center revenue expected to reach 2% of total revenue by year-end.

$XYLHighAI 8/10

Why Xylem (XYL) stock is nosediving

Xylem (XYL) shares dropped 9.7% after missing Q3 revenue and earnings estimates, reporting $2.20B revenue and $1.44 EPS. The company lowered its full-year 2026 revenue guidance to $8.95B and adjusted EPS to $5.40-$5.45. Management plans to divest two business units and reorganize operations.

$XYLHighAI 8/10

Why is Xylem stock tumbling today?

Xylem (XYL) shares fell 8.2% to $99.40 after reporting Q3 2026 results that missed earnings and revenue expectations. The company reduced its full-year 2026 outlook, citing project delays and cautious customer spending. XYL plans to divest two businesses and reorganize its segments. Analysts had already lowered price targets, and the stock is down 25% from its 52-week high.