Xylem Inc. (XYL) earnings on July 28, 2026
Prior outlook: Optimistic Outcome: Accurate
XYL rose 4% after releasing earnings. The stock climbed even higher during the day, reaching a 5.8% gain before settling.
XYL price around the earnings
124.97
Change: +4.0%
2026-07-28, 20:00 UTC
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- Starting price
Prior thesis
Prior outlook: Optimistic Outcome: Accurate
- Thesis published
- Results released
Strong recent record of beating earnings and analyst targets cite a price target about 25.1% above the current price, supported by positive growth; the recent trend has been strong but is cooling, and extreme retail crowding tempers the scenario.
Context analyzed before publication
- Trend
- Cooled from +47.2 to +30.3; the recent trend is weakening into the event with price near resistance.
Analysts
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 1.91
- Analysts covering the stock
- 17
- Average price target
- 150.35
- Lowest price target
- 124
- Highest price target
- 183
- Upside to price target
- 25.1%
- Quarterly earnings growth
- 14.2%
- Revenue growth
- 2.7%
- Forward EPS
- 6.1
- Trailing EPS
- 4.04
- Analyst moves in the last 60 days
- 3
- Strong buy: 3
- Buy: 11
- Hold: 9
- Sell: 0
- Strong sell: 0
- Strong buy
- 3
- Buy
- 11
- Hold
- 9
- Sell
- 0
- Strong sell
- 0
- July 20, 2026 · Stifel: Maintains rating (Buy → Buy)
- July 16, 2026 · RBC Capital: Maintains rating (Outperform → Outperform)
- June 25, 2026 · Jefferies: Upgrades rating (Hold → Buy)
News and sentiment
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- Low
- Normalized volume
- 33%
News
Sources (2)
- Stifel Maintains Buy on Xylem, Lowers Price Target to $157 (opens in a new tab) — Benzinga
- RBC Capital Maintains Outperform on Xylem, Raises Price Target to $159 (opens in a new tab) — Benzinga
Technicals
Evidence
- Average true range (ATR)
- 2.1%
- Distance to 52-week high
- -20.6%
- 14-day change (14d)
- -0.9%
- 30-day change (31d)
- +3.1%
- 30-day relative strength
- +1.8%
- SPY change (31d)
- +1.3%
- Nearest support
- 119.33
- Nearest resistance
- 120.52
- Volume accumulation ratio (14d / 46d)
- 1.13
Trends
Evidence
- Average earnings surprise
- +6.3%
- April 28, 2026: actual EPS 1.12 vs estimate 1.08 (surprise +3.3%)
- February 10, 2026: actual EPS 1.42 vs estimate 1.41 (surprise +0.8%)
- October 28, 2025: actual EPS 1.37 vs estimate 1.23 (surprise +11.1%)
- July 31, 2025: actual EPS 1.26 vs estimate 1.15 (surprise +9.9%)
Expected move
- Implied move
- +2.1%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 4.6%
- 75th percentile move
- 5.8%
- 90th percentile move
- 9.8%
- Up / down moves
- 14 / 6
- Average up move
- +4.1%
- Average down move
- -6.2%
Monitoring and close
What Xylem Inc. reported
- Status
- Finished
| Actual EPS | 1.46 |
|---|---|
| EPS estimate | 1.34 |
| EPS surprise | +9.0% |
| Revenue | $2,336 million |
| Revenue estimate | $2,341 million |
| Revenue surprise | -0.2% |
Xylem beat Q2 2026 earnings estimates, raised annual guidance on AI demand. Sales in line, but revenue outlook slightly below. Optimistic on earnings, pessimistic on sales.
Sources (16)
- Xylem Q2 Earnings Call Highlights (opens in a new tab) — MarketBeat
- Xylem Inc (XYL) Q2 2026 Earnings Call Highlights: Record EPS and Strategic Growth Amidst Challenges (opens in a new tab) — GuruFocus.com
- Xylem Stock Rises as AI Infrastructure Lifts Water Demand (opens in a new tab) — GuruFocus.com
- Xylem Inc. Q2 2026 Earnings Call Summary (opens in a new tab) — Moby
- Xylem Q2 Earnings Beat Estimates on Margin Gains, View Raised (opens in a new tab) — Zacks
- Xylem Inc. 2026 Q2 - Results - Earnings Call Presentation (opens in a new tab) — SeekingAlpha
- Compared to Estimates, Xylem (XYL) Q2 Earnings: A Look at Key Metrics (opens in a new tab) — Zacks
- Xylem (NYSE:XYL): Quality Stock Delivers Earnings Beat and Raises Full-Year Guidance (opens in a new tab) — ChartMill
- Xylem (XYL) Q2 Earnings and Revenues Top Estimates (opens in a new tab) — Zacks
- Xylem Inc. (XYL) Q2 2026 Earnings Call Transcript (opens in a new tab) — SeekingAlpha
- Xylem raises annual profit forecast as AI growth lifts demand for water-treatment equipment (opens in a new tab) — Reuters
- Xylem (NYSE:XYL) Reports Q2 CY2026 In Line With Expectations (opens in a new tab) — StockStory
- Xylem Raises FY2026 Adj EPS Guidance from $5.35-$5.60 to $5.55-$5.70 vs $5.54 Est; Narrows FY2026 Sales Guidance from $9.200B-$9.300B to $9.200B vs $9.254B Est (opens in a new tab) — Benzinga
- Xylem reported adjusted earnings of $1.46 per share, beating the $1.34 estimate, but revenue of $2.336B missed the $2.341B forecast. — Benzinga
- Xylem Q2 Adj. EPS $1.46 Beats $1.34 Estimate, Sales $2.336B Miss $2.341B Estimate (opens in a new tab) — Benzinga
- Xylem Reports Second Quarter 2026 Results (opens in a new tab) — Yahoo
Pre-market second reading after the results
- Verdict
- Mixed results
Heading into the open, the figures confirm the optimistic scenario. In the 1572 past cases with a similar move, the close held that direction 76% of the time.
How the stock reacted
- Outcome
- Accurate
- Consolidated
- +4.0%
- Max favorable move (MFE)
- 5.8%
- Max adverse move (MAE)
- 0.3%