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Xylem raises its forecasts after 8% growth driven by demand for smart water solutions

  • Xylem raises its forecasts after 8% growth driven by demand for smart water solutions
    Xylem office in Strzelin, Poland.
    Xylem.
  • The company reports revenue of $2.3 billion and adjusted EPS of $1.37, with double-digit growth in its smart metering and water services divisions.

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Xylem Inc. has reported its results for the third quarter of 2025, posting revenue of $2.3 billion, an 8% increase compared with the same period last year (7% organic growth). Adjusted earnings per share (EPS) reached $1.37, a 23% year-over-year improvement.

Adjusted EBITDA margin stood at 23.2%, expanding by 200 basis points from the previous year, supported by cost control, productivity gains, and higher volumes across all business segments.

Performance was positive across all divisions. Measurement & Control Solutions (smart metering) recorded 11% organic growth, while Water Solutions & Services grew 10% organically. In infrastructure-related lines, Water Infrastructure rose 5% on a reported basis (≈3% organic) and Applied Water increased 2% reported (≈1% organic). Together, these results underpinned the group’s overall margin expansion during the quarter.

Adjusted EBITDA margin stood at 23.2%, expanding by 200 basis points from the previous year

Xylem’s President and CEO, Matthew Pine, emphasized that “the team delivered another strong quarter, exceeding expectations through disciplined execution and sustained commercial momentum.” He added that “revenue grew across all segments, with double-digit gains in Measurement & Control Solutions and Water Solutions & Services, while record adjusted EBITDA margin reflected the impact of our simplification initiatives, with strong margin expansion contributing to 23 percent adjusted EPS growth.”

According to Pine, “resilient market demand for our solutions and the team’s accelerating performance give us confidence to raise our full-year guidance. We are firmly on track to deliver our long-term financial framework and drive sustainable growth and value creation over the cycle.”

Xylem raises full-year 2025 guidance

In light of these strong results, the company has raised its full-year outlook for 2025. Xylem now expects to achieve revenue of approximately $9 billion, representing 5–6% reported growth and 4–5% organic growth.

The adjusted EBITDA margin is projected between 22.0% and 22.3%, compared with the previous range of 21.3–21.7%. The company also anticipates adjusted EPS between $5.03 and $5.08, up from the prior guidance of $4.70–$4.85.

Xylem maintains its free cash flow conversion target within a 9–10% range, underscoring its strong financial position and efficient conversion of operating profit into cash.

Outlook: sustained growth and digital transformation of the water cycle

The quarterly performance reinforces Xylem’s position as one of the leading global players in water technology, with strong growth in smart metering solutions and digital services for water cycle management.

The company notes that stable demand for water solutions and continued operational efficiency improvements support its confidence in sustaining growth in the coming years. However, it cautions about potential headwinds from macroeconomic factors, geopolitical tensions, and supply chain or currency volatility.

With these results, Xylem continues to advance its goal of building a business model focused on innovation, operational simplification, and long-term sustainable value creation.

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