XYL Xylem (XYL) Q1 FY25 earnings call
Xylem delivered a strong Q1 FY25, exceeding revenue and EPS expectations, driven by broad-based segment growth and significant margin expansion from productivity and simplification efforts. The company reaffirmed its full-year guidance, confident in its ability to manage evolving tariff dynamics through pricing actions and supply chain adjustments, despite anticipating some demand softening in the second half. Strategic initiatives like the Evoqua integration and operating model simplification are yielding tangible benefits, positioning Xylem for continued agility and long-term growth.
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XYL operating KPIs by quarter
| KPI | Dec 2024 Q4 FY24 | This call Mar 2025 Q1 FY25 | Sep 2025 Q3 FY25 | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|---|---|
| Backlog | $5.1BDemand remains positive, with our ending backlog of $5.1 billion essentially flat from the prior year, driven by progress executing an MCS on their past due backlog, but offset in part by growth across the other 3 segments.Source: earnings call transcript | $5.1BDemand remained solid with our ending backlog at $5.1 billion and our book-to-bill for the quarter above 1.Source: earnings call transcript | ~$5BBacklog remains robust, closing the quarter at approximately $5 billion.Source: earnings call transcript | $4.6BDemand remains positive with our backlog finishing at $4.6 billion.Source: earnings call transcript | $4.7BDemand remains solid with our ending backlog up sequentially to $4.7 billion, and our book-to-bill for the quarter was above 1.Source: earnings call transcript | $5.3BDemand remains healthy with our ending backlog at $5.3 billion and our book-to-bill for the quarter well above 1.Source: earnings call transcript | +12.8% |
| Backlog Measurement and Control Solutions | ~$1.9BThough total MCS backlog remained at roughly $1.9 billion, in line with the prior quarter.Source: earnings call transcript | $1.8BIn Measurement & Control Solutions, we continue to convert the backlog with the total for MCS coming down slightly from the prior quarter to $1.8 billion.Source: earnings call transcript | — | ~$1.4BIn Measurement & Control Solutions, we continue to convert the backlog with MCS' backlog finishing the year at roughly $1.4 billion.Source: earnings call transcript | ~$1.4BIn Measurement & Control Solutions, book-to-bill was below 1, but backlog remained flat sequentially at roughly $1.4 billion.Source: earnings call transcript | ~$1.2BFor Measurement and Control Solutions, in the quarter, book-to-bill was below 1, but backlog remained at roughly $1.2 billion.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.