Xylem reported second quarter revenue of $2.34 billion, representing 1% organic growth year-over-year, and adjusted earnings per share of $1.46, a 16% increase. The results exceeded consensus estimates for EPS while revenue was roughly in-line.

Key Highlights

  • Orders grew 41% organically to $3.1 billion, signaling robust future demand.
  • Adjusted EBITDA margin expanded by 150 basis points year-over-year to 23.3%, exceeding expectations due to productivity savings and price realization.
  • The company raised its full-year 2026 adjusted EPS guidance to a range of $5.55 to $5.70, while slightly narrowing its full-year organic revenue growth forecast to 2% to 3%.