Xylem Inc. (XYL) is well-poised for growth in the coming quarters, courtesy of its businesses and accretive acquisitions. The company's efforts to reward its shareholders add to its appeal. Headquartered in Rye Brook, NY, Xylem is one of the leading providers of water solutions worldwide. It is involved in the full water-process cycle, including the collection, distribution and return of water to the environment. XYL has a significant presence in the United States, the Asia Pacific, Europe and various other ...

onuma Inthapong/E+ via Getty Images Xylem Inc. (NYSE:XYL) has been performing well over the past 12 months, with the share price increasing 45% since November 2023. In this article, I considered reviewing Xylem's recent financial performance, with a focus on the headwinds and pressures that the company is currently facing, including a significant decline in orders in their water infrastructure segment due to delays in large infrastructure projects in China. In my view, shareholders have fully priced in the ...

LEXINGTON, Ky., Sept. 6, 2024 /PRNewswire/ -- ElectraMet® has entered into a memorandum of understanding with Xylem Inc. (NYSE: XYL) to explore collaboration on scalable peroxide and metals removal solutions for North American lithium-ion battery recyclers and microelectronics manufacturers. The potential solutions will leverage ElectraMet's technology for the targeted removal and recovery of metals, as well as peroxide abatement – crucial deliverables in microelectronics waste treatment and battery recycli ...

An analyst downgrade hit the stock today, but that could be creating a buying opportunity. Shares of water infrastructure technology company Xylem (XYL -4.93%) were down by almost 5% as of 11:30 a.m. ET today. The decline comes after an analyst rating downgrade to a hold from a buy amid concerns over earnings momentum and valuation. Here's the lowdown. A good year for the water technology sector An analyst at TD Cowen maintained a $138 price target (the stock opened around that price today) but downgraded t ...

A month has gone by since the last earnings report for Xylem (XYL) . Shares have added about 1.7% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Xylem due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Xylem Q2 Earnings & Revenues Beat,'24 View Raised Xylem's secon ...

Xylem Inc. (XYL) is witnessing growth across most of its businesses. The Measurement & Control Solutions (M&CS) segment is benefiting from the robust demand for advanced technology solutions like smart metering and other applications, primarily in the United States. The segment's organic sales were up 26% year over year, driven by smart metering demand and execution. Growth in the transport application business, driven by a strong pipeline of capital projects in Western Europe and increased infrastructure p ...

报告行业投资评级 - 报告给予Xylem Inc买入评级,目标价165美元 [2][3] 报告的核心观点 - Xylem是领先的纯水务公司,具有中单位数以上的增长前景,且相对同行更加抗周期 [3] - Xylem有机会通过定价策略和生产效率提升,每年扩大约100个基点的EBITDA利润率 [16][17][18] - 美国和其他发达经济体的老旧水基础设施、全球城市化趋势以及水质监管等因素将为Xylem带来长期增长机遇 [3][4][15][18] 行业概况 水基础设施 - 美国EPA估计未来20年(2021-2040年)国家饮用水基础设施融资需求约6250亿美元 [18] - 双边基础设施法案已拨款超过500亿美元用于改善美国水基础设施 [4][18] - 城市化趋势将推动新兴市场对水基础设施的大量投资需求 [155][156][157][158] 水质监管 - 美国EPA将对6种PFAS化合物制定最高污染物限值标准,预计将有约4100-6700家供水系统需采取行动 [148][149] - 政府支持计划如双边基础设施法案将提供90亿美元资金用于帮助受PFAS污染的供水系统 [153] 公司业务 - Xylem的水基础设施和水务服务业务(占2023年销售额60%)将是PFAS监管趋势的主要受益者 [136] - 测量与控制解决方案业务(占2023年销售额20%)受益于先进计量基础设施和非收益性水的需求增长 [228] - 应用水业务(占2023年销售额20%)受益于城市化和工业需求增长 [217]

Xylem beat second-quarter estimates, but investors were not impressed.Shares of Xylem (XYL -5.69%), the water infrastructure specialist, were falling today after the company beat analyst estimates in its second-quarter earnings report, but it still wasn't enough to live up to the stock's high valuation.As a result, the stock finished the day down 5.7% on Tuesday. Xylem's results were strong but weren't enoughRevenue in the quarter jumped 26% or 9% organically, reaching $2.17 billion and topping estimates of ...

Xylem Inc.’s (XYL) second-quarter 2024 adjusted earnings of $1.09 per share surpassed the Zacks Consensus Estimate of $1.06. Also, the bottom line increased 11% year over year.XYL’s revenues of $2.17 billion beat the consensus estimate of $2.16 billion. The top line jumped 26% year over year, driven by strong commercial and operational execution, and resilient demand. Organic revenues in the quarter rose 9%.Orders of $2.09 billion increased 12% year over year. Organically, orders were down 1%.Segmental Deta ...

财务业绩 - 2024年上半年收入为42.02亿美元，同比增长32.5%[15] - 2024年上半年毛利为15.71亿美元，毛利率为37.4%[15] - 2024年上半年净利润为3.47亿美元，同比增长81.7%[15] - 2024年第二季度和2024年上半年的净收入分别为1.94亿美元和3.47亿美元[72] - 公司报告第二季度收入为21.69亿美元，同比增长26.0%[135] - 订单为20.87亿美元，同比增长12.4%，有机增长下降1.2%[135] - 每股收益为0.80美元，同比增长77.8%，调整后每股收益为1.09美元，同比增长11.2%[135] - 净利润率为8.9%，同比增长360个基点[135] - 调整后EBITDA利润率为20.8%，同比增长170个基点[135] - 2023年全年收入为31.7亿美元，同比增长32.6%[148] - 2024年全年收入预计为42.02亿美元[149] 分部业绩 - 水基础设施分部收入为6.31亿美元，同比增长21.6%[128] - 水测量与控制解决方案分部收入为4.82亿美元，同比增长25.5%[128] - 水解决方案与服务分部收入为6.00亿美元，同比增长76.0%[128] - 水基础设施分部营业收入增加22百万美元，同比增长19.0%，但营业利润率下降100个基点[185] - 水基础设施分部调整后EBITDA增加61百万美元，同比增长37%，调整后EBITDA利润率提升90个基点[185] - 应用水务分部第二季度营业收入为7100万美元，营业利润率为15.6%，同比下降15.5%[186] - 测量和控制解决方案分部第二季度营业收入为7900万美元，营业利润率为16.4%，同比大幅增长172.4%[187] - 水务解决方案和服务分部第二季度营业收入为4700万美元，营业利润率为7.8%，同比增长80.8%[188] 现金流和财务状况 - 2024年6月30日现金及现金等价物余额为8.15亿美元[20] - 2024年6月30日总资产为157.65亿美元[20] - 2024年6月30日总负债为54.17亿美元[20] - 2024年6月30日股东权益为103.48亿美元[20] - 2024年上半年经营活动产生的现金流量净额为3.77亿美元[24] - 2024年上半年投资活动产生的现金流量净额为-1.28亿美元[24] - 2024年上半年筹资活动产生的现金流量净额为-4.19亿美元[24] - 公司当前可用流动性约为18亿美元，包括8.15亿美元现金和10亿美元可用信贷额度[199][200] 收购与整合 - 公司完成收购Evoqua Water Technologies Corp.，总交易价值为69亿美元[32] - 收购Evoqua后公司获得了43.01亿美元的商誉[33] - 收购Evoqua获得的可辨认无形资产包括商标、专有技术、客户关系、在手订单等，总公允价值为17.69亿美元[36][37][38] - 收购Evoqua后公司发行了5,877.91万股新股作为支付对价[32] - 公司出售了Evoqua的碳再活化和浆料业务给Desotec US LLC，交易价格为9,100万美元[44] - 公司完成收购Evoqua公司[134] 重组与费用 - 2024年上半年重组和资产减值费用为3300万美元[62] - 2024年上半年重组费用主要用于提升竞争力和整合Evoqua公司[62] - 2024年上半年资产减值费用为1600万美元[62] - 2024年第二季度公司确认了1300万美元的减值损失,主要与水处理与服务板块的重组相关[79] 衍生工具和融资 - 2024年6月30日公司持有的外汇合约名义金额为3.23亿美元,主要包括美元兑欧元、瑞典克朗兑欧元、英镑兑欧元等[82] - 2024年6月30日公司持有的跨货币掉期合约名义金额为16.26亿美元,用于管理欧元兑美元汇率风险[83] - 公司于2024年6月30日预计在未来12个月内将有400万美元的现金流量套期保值损失重新分类计入收益[85] - 公司于2024年6月30日应付账款中包含2.5亿美元和1.76亿美元的供应链融资项目[88] - 公司于2023年3月1日签署了新的5年期循环信贷额度协议,额度为10亿美元,可增加至13亿美元[94] - 公司于2023年5月9日签署了2.7亿美元的定期贷款,用于偿还Evoqua的部分债务[95] - 公司拥有6亿美元的美元商业票据项目和5.35亿欧元的欧元商业票据项目,截至2024年6月30日和2023年12月31日均未使用[97][98] - 公司于2021年4月1日与PNC Bank等方签订了一项总额最高1.5亿美元的应收账款证券化计划[99] 股权激励 - 2024年上半年股票激励计划相关费用为1300万美元和3100万美元[106] - 截至2024年6月30日，公司尚未确认的股票期权、受限股票单位和绩效股票单位相关费用分别为800万美元、5000万美元和1900万美元[106] - 2024年上半年共有177,000份新的股票期权被授予，加权平均行权价为127.94美元[107][108] - 2024年上半年共有1,038,000份股票期权被行权，加权平均行权价为61.22美元[107][108] - 公司在2024年6月30日结束的6个月内授予了271,000份受限股单位，加权平均授予日公允价值为128