01—Abstract
Summary
Summary of the 8-K filed February 10, 2026. Cited figures are marked; the original filing is the authoritative source.
Xylem Inc. (NYSE: XYL) filed this Form 8-K under Item 2.02 (Results of Operations and Financial Condition) to furnish a February 10, 2026 press release reporting fourth-quarter and full-year 2025 results.
For full-year 2025, revenue was $9.035 billiona, up 6% on a reported basis and 5% organically, with diluted EPS of $3.92, up 7%, and adjusted EPS of $5.08, up 19%. Net income attributable to Xylem was $957 million for the year. Orders for the fourth quarter were $2.4 billion, up 9% on a reported basis and 7% organically, and fourth-quarter revenue was $2.4 billion, up 6% reported and 4% organically.
Fourth-quarter diluted EPS was $1.37b, up 2%, while adjusted EPS was $1.42, up 20%. Management attributed the adjusted profit growth to productivity and price, and the adjusted EBITDA margin for the quarter was 23.2%, up 220 basis points year over year. The Board declared a first-quarter dividend of $0.43 per share, an 8% increase, payable March 24, 2026 to holders of record as of February 24, 2026.
For 2026, Xylem guided to full-year revenue of approximately $9.1 to $9.2 billionc, up 1% to 3% on a reported basis and 2% to 4% organically, with adjusted EBITDA margin of approximately 22.9% to 23.3% and free cash flow margin of approximately 10.2% to 11%. The company also cited adjusted EPS guidance of $5.35 to $5.60 in the press release headline, and it highlighted its ongoing portfolio simplification and transformation efforts.
02—Key points
Key Highlights
- Full-year 2025 revenue of $9.035 billion, up 6% reported and 5% organically, described as a record.
- Full-year 2025 diluted EPS of $3.92, up 7%; adjusted EPS of $5.08, up 19%.
- Fourth-quarter orders of $2.4 billion, up 9% reported and 7% organically; fourth-quarter revenue of $2.4 billion, up 6% reported and 4% organically.
- Fourth-quarter adjusted EBITDA margin of 23.2%, up 220 basis points year over year, driven by productivity savings and price realization.
- 2026 guidance: revenue of $9.1 to $9.2 billion (2% to 4% organic growth per the release) and adjusted EPS of $5.35 to $5.60.
- 2026 adjusted EBITDA margin expected at approximately 22.9% to 23.3%, and free cash flow margin at approximately 10.2% to 11%.
- Quarterly dividend raised 8% to $0.43 per share, payable March 24, 2026.
03—Questions
Frequently Asked Questions
How did Xylem perform in the fourth quarter of 2025?
Fourth-quarter revenue was $2.4 billion, up 6% on a reported basis and 4% organically, and orders were $2.4 billion, up 9% reported and 7% organically. Diluted EPS was $1.37, up 2%, while adjusted EPS was $1.42, up 20%, driven by productivity and price.
What is Xylem's 2026 outlook?
Xylem forecasts 2026 revenue of approximately $9.1 to $9.2 billion, up about 1% to 3% reported and 2% to 4% organically. It expects adjusted EBITDA margin of approximately 22.9% to 23.3% and free cash flow margin of approximately 10.2% to 11%.
Why did reported net income differ from adjusted results?
The press release states that adjusted figures exclude the loss on sale of businesses, purchase accounting intangible amortization, restructuring and realignment costs, and special charges. In the fourth quarter, net income attributable to Xylem was $335 million versus adjusted net income of $348 million.
What is the dividend announcement?
The Board declared a first-quarter 2026 dividend of $0.43 per share, an 8% increase, payable March 24, 2026 to shareholders of record as of February 24, 2026.
What did management say about the outlook and strategy?
CEO Matthew Pine said the company expects resilient underlying demand in 2026 and is sharpening its focus on simplifying the product portfolio to deliver essential water technologies. Management said it remains confident in both its 2026 outlook and its long-term framework.
04—Continue