Xylem Management
Management criteria checks 4/4
Xylem's CEO is Matthew Pine, appointed in Jan 2024, has a tenure of 2.67 years. total yearly compensation is $11.29M, comprised of 9.9% salary and 90.1% bonuses, including company stock and options. directly owns 0.021% of the company’s shares, worth $5.31M. The average tenure of the management team and the board of directors is 4 years and 5.4 years respectively.
Key information
Matthew Pine
Chief executive officer
US$11.3m
Total compensation
| CEO salary percentage | 9.92% |
| CEO tenure | 2.7yrs |
| CEO ownership | 0.02% |
| Management average tenure | 4yrs |
| Board average tenure | 5.4yrs |
Recent management updates
Recent updates
New Narrative • Sep 01
Xylem's Profit Margins Are Projected to Grow Over 11% in Coming Years
Investment thesis: Xylem is a high-quality water-infrastructure company benefiting from essential municipal, industrial, commercial and residential water spending. Long-term demand is supported by ageing water infrastructure, water scarcity, water-treatment requirements, digital monitoring and rising data-centre water demand.
Narrative Update • Aug 24
XYL: AI Data Center Water Demand Will Support Future Returns
The analyst price target for Xylem has been revised higher from $150.65 to $153.88, with analysts pointing to updated assumptions for slightly faster revenue growth, higher profit margins, and the potential for AI related water infrastructure spending to support the business. Analyst Commentary Recent research on Xylem highlights a mix of optimism around growth opportunities and some caution around valuation and sector risks.Seeking Alpha • Aug 10
Xylem: The Rebound Battles Sentiment
Summary Xylem remains a 'Buy,' leveraging secular trends in AI data centers and digital water management for sustained EPS growth. Despite a slight revenue miss, XYL raised 2026 EPS guidance and continues to expand margins through portfolio optimization and high-margin digital offerings. Shares trade at a 15% discount to fair value, with a forward P/E of 21.4 versus a justified 25, offering 20% upside potential in the next year. XYL’s robust balance sheet, low payout ratio, and 14-year dividend growth streak support continued dividend expansion and long-term compound returns. Read the full article on Seeking AlphaAnalysis Article • Jul 30
Analyst Estimates: Here's What Brokers Think Of Xylem Inc. (NYSE:XYL) After Its Second-Quarter Report
Investors in Xylem Inc. ( NYSE:XYL ) had a good week, as its shares rose 5.2% to close at US$122 following the release...
Narrative Update • Jul 30
XYL: Future Returns Will Depend On AI Demand And Policy Uncertainty
The analyst fair value estimate for Xylem has been adjusted to $129.00 from $123.56 as analysts factor in recent price target increases tied to a solid Q2 operating performance, resilient municipal demand, and expectations for a more normal industrial path ahead. Analyst Commentary Recent research on Xylem shows a mix of optimism on execution and margins, alongside a more cautious pocket of views that focus on valuation and potential growth risks.
Narrative Update • Jul 01
XYL: Utility Recurring Revenue And Water Partnerships Will Drive 2026 Upside
The updated Xylem analyst price target edges lower to about $182 from $186, as analysts balance a slightly higher discount rate with modestly adjusted assumptions around growth, margins, recurring utility driven revenue, and future P/E expectations. Analyst Commentary Recent Street research on Xylem paints a mixed picture, but there are clear pockets of optimism that focus on the company’s role across the water value chain, its margin profile, and the stability of utility driven demand.Analysis Article • Jun 21
Xylem (XYL) Stock Could Be 26% Undervalued After Dow And Moleaer Water Deals
Moleaer and Xylem (XYL) have agreed to roll out chemical free nanobubble water treatment across impaired lakes and waterways, connecting Xylem’s water quality monitoring with practical restoration projects for municipal and environmental clients. See our latest analysis for Xylem. Despite fresh agreements with Moleaer and Dow that underline Xylem’s focus on water reuse and treatment projects, the stock’s short-term momentum has cooled. The 90 day share price return is down 7.1% and the year...Narrative Update • Jun 16
XYL: Long-Term Water Partnership Expansion Will Support Future Returns
Analysts have trimmed their average price target on Xylem by several dollars, reflecting a period of broad target reductions from firms such as Stifel, Citi, Barclays, UBS, JPMorgan, Oppenheimer and Jefferies, while assumptions around discount rate, profit margin and future P/E have been modestly adjusted. Analyst Commentary Recent research on Xylem points to a more cautious stance overall, with several firms trimming price targets and, in some cases, ratings.Narrative Update • Jun 02
XYL: Essential Water Infrastructure Demand And Buybacks Will Support Future Returns
Xylem's analyst price target has been nudged down by about $2 to roughly $151. Analysts are factoring in slightly higher discount rates, modestly adjusted profit margin expectations, and a lower future P/E multiple, while still reflecting steady revenue growth assumptions.Narrative Update • Apr 29
XYL: Water Infrastructure Exposure And Buybacks Will Support Future Upside
Xylem's analyst price target has been revised lower by about $6 to reflect a reduced assumed future P/E multiple, while analysts keep their revenue growth and profit margin expectations relatively steady. Analyst Commentary Recent Street research on Xylem has centered on resetting price targets and ratings, with several firms revising targets lower and at least one downgrade.Narrative Update • Apr 14
XYL: Future Returns Will Rely On Execution As Market Scrutiny Increases
Analysts have lowered the Xylem price target by about $3, reflecting slightly reduced fair value estimates and P/E assumptions, even as they factor in modestly stronger revenue growth and profit margins. Analyst Commentary Recent Street commentary on Xylem has leaned cautious, with several Bearish analysts trimming price targets and rethinking how much they are willing to pay for the stock relative to current earnings.Narrative Update • Mar 30
XYL: Higher Fair Value Will Rely On 2026 Execution And Margins
The analyst fair value estimate for Xylem has moved from $164.00 to $186.00, reflecting analysts' updated view on margins and long term P/E assumptions following a wave of recent price target resets and a fresh bullish initiation. Analyst Commentary Recent Street research on Xylem has centered on resetting price targets while refining expectations for margins and long term P/E assumptions.Narrative Update • Mar 16
XYL: Water Infrastructure Demand And Buybacks Will Support Future Upside
The analyst price target for Xylem has been reduced by $13. This change reflects a series of recent target cuts across the Street as analysts factor in updated expectations for funding conditions and growth across the water technology sector.Narrative Update • Mar 02
XYL: Future Returns Will Depend On Execution And Evolving Funding Conditions
Narrative Update on Xylem We are trimming our analyst price target for Xylem by about $11 to reflect slightly lower modeled fair value, modestly softer revenue growth and profit margin assumptions, and a reduced future P/E that is in line with recent target cuts from multiple covering firms. Analyst Commentary Recent Street research on Xylem reflects a more cautious tone, with several bearish analysts reducing their price targets by a wide range of amounts.Narrative Update • Feb 16
XYL: Water Infrastructure Demand And Margin Gains Will Support Future Upside
Our updated narrative on Xylem reflects a lower fair value estimate of $158.41, with analysts generally trimming price targets as they factor in more tempered revenue growth expectations, a slightly higher discount rate, and a softer future P/E, partly balanced by modestly stronger projected profit margins. Analyst Commentary Recent Street research on Xylem has centered on recalibrated price targets, with several firms trimming their views and one initiating coverage with a constructive stance on the business.Analysis Article • Feb 13
Xylem's (NYSE:XYL) Upcoming Dividend Will Be Larger Than Last Year's
Xylem Inc. ( NYSE:XYL ) will increase its dividend from last year's comparable payment on the 24th of March to $0.43...Narrative Update • Feb 02
XYL: Steady Water Exposure Will Rely On Execution And Evolving Funding Dynamics
Analysts have made a modest trim to their price target on Xylem, reflecting a slightly lower fair value estimate of about $138 per share, alongside updated assumptions for revenue, profit margins, and future P/E, while still highlighting the company’s diversified water technology exposure. Analyst Commentary Recent Street research around Xylem offers a mixed picture, with some optimism on the long term water technology theme, but also a clear signal that expectations are being fine tuned.Narrative Update • Jan 19
XYL: Margin Execution And Funding Trends Will Shape Steady Water Exposure
Analysts have raised their price target on Xylem, with the updated fair value estimate moving from $116.00 to about $138.46 as they factor in research that points to steady growth expectations, improving profit margins and support from diversified water technology exposure. Analyst Commentary Recent Street research on Xylem reflects a mix of confidence and caution, with price targets clustered in a relatively tight range and ratings spanning from Neutral to Overweight.Narrative Update • Jan 05
XYL: Business Optimization And Data Center Demand Will Support Future Margin Strength
Analysts have nudged their targets on Xylem higher into a roughly $160 to $173 range, citing better than expected margin progress tied to business optimization efforts and expectations for solid data center related demand. This supports only minor tweaks to our valuation inputs and keeps our fair value estimate at about $167.41.Analysis Article • Jan 05
Is It Time To Consider Buying Xylem Inc. (NYSE:XYL)?
Let's talk about the popular Xylem Inc. ( NYSE:XYL ). The company's shares received a lot of attention from a...Analysis Article • Dec 23
Investors Appear Satisfied With Xylem Inc.'s (NYSE:XYL) Prospects
With a price-to-earnings (or "P/E") ratio of 35.7x Xylem Inc. ( NYSE:XYL ) may be sending very bearish signals at the...Narrative Update • Dec 22
XYL: Business Optimization Will Drive Future Margin Expansion And Data Center Demand
Our Xylem price target edges slightly lower to approximately $167.41 from $168.06, as analysts balance modestly softer long term growth assumptions against improving margin trajectories, highlighted in recent target increases to $160, $172, and $173. Analyst Commentary Recent Street research reflects a generally constructive stance on Xylem, with multiple upward revisions to price targets anchored in improving profitability and resilient end market drivers, particularly around digital and data centric water infrastructure demand.Narrative Update • Dec 08
XYL: Business Optimization Will Drive Future Margin Expansion And Demand Resilience
Xylem's updated analyst price target has inched higher, with fair value estimates rising by about $0.30 to $168.06 as analysts point to better than expected margin progression, ongoing business optimization, and resilient, cycle resistant water infrastructure demand that is supporting gradually higher future multiples. Analyst Commentary Recent Street research skews constructive on Xylem, with a series of price target increases reflecting stronger execution on margins and confidence in the durability of water infrastructure demand.Narrative Update • Nov 23
XYL: Business Optimization Will Drive Margin Expansion And Increased Demand Resilience
The analyst price target for Xylem has risen from approximately $163.24 to $167.76. This reflects analysts' recognition of the company's business optimization efforts and improved margin outlook in recent reports.Narrative Update • Nov 06
XYL: Margin Progression And Business Optimization Will Drive Resilient Share Performance
Xylem's analyst price target has risen from approximately $158.67 to $163.24 per share, as analysts cite steady margin improvements, continued business optimization, and resilient demand supporting their upbeat outlook. Analyst Commentary Recent Street research activity for Xylem reflects both increasing optimism regarding the company's execution and select areas of caution.Narrative Update • Oct 22
Analysts Grow Cautiously Optimistic on Xylem as Price Targets and Valuation Expectations Inch Higher
Xylem's analyst price target has increased slightly to $158.67 from $157.89. Analysts cite ongoing resilience, stable demand in water infrastructure, and positive momentum from simplification efforts supporting a constructive outlook, despite mixed trends across some market segments.Narrative Update • Oct 08
Smart Metering And Water Infrastructure Will Secure Lasting Value
Xylem's analyst price target has increased modestly by nearly $2 to $157.89. Analysts cite resilient sector demand, simplification momentum, and strong quarterly results as supporting factors for the new valuation.Seeking Alpha • Apr 29
Xylem: An Undervalued Stock With Secular Tailwinds
Summary Xylem is now a $27 billion (by market cap) major player in water technology. To date, XYL increased its dividend for 15 consecutive years, with a 10-year dividend growth rate of 10.9%. With the payout ratio sitting at 43.8%, Xylem has plenty of dividend firepower in order to keep that low-double-digit dividend growth coming. Xylem advanced its revenue from $3.7 billion in FY 2015 to $8.6 billion in FY 2024, with a compound annual growth rate of 9.8%. Read the full article on Seeking AlphaSeeking Alpha • Mar 28
Xylem Inc.: Bubbling For Long-Term Growth
Summary Our assessment is that Xylem Inc. stock is a hold, but add it to a watch list for potential buy under $120 per share. We anticipate a FY'25 target price in the mid-to-high $140 range if the EPS hits $5.25 or higher; the stock enjoys momentum but is volatile. Steady growth with robust financials: increasing EPS, strong cash flow, low debt, and consistent dividend; minimal immediate risks, low short interest. The water infrastructure industry has tremendous growth potential. Xylem is well-positioned with improving margins, solid management, and positive earnings. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
Xylem: A Strong Water Play Starts To Look More Compelling
Summary Xylem shares have pulled back 20% from 2024 highs due to high valuations, a slight correction in outlook, and rising interest rates. Despite the pullback, Xylem remains a solid operator in a well-positioned industry, with valuation multiples becoming more appealing on further dips. Xylem's growth is driven by acquisitions like Evoqua, complementing a sound positioning of the business itself, with sales doubling over a decade and margins improving. While earnings multiples are demanding, Xylem's strong balance sheet and focus on innovation and M&A justify premium valuations, making it attractive around the $100 mark. Read the full article on Seeking AlphaCEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$1b |
| Mar 31 2026 | n/a | n/a | US$981m |
| Dec 31 2025 | US$11m | US$1m | US$957m |
| Sep 30 2025 | n/a | n/a | US$948m |
| Jun 30 2025 | n/a | n/a | US$938m |
| Mar 31 2025 | n/a | n/a | US$906m |
| Dec 31 2024 | US$11m | US$1m | US$890m |
| Sep 30 2024 | n/a | n/a | US$830m |
| Jun 30 2024 | n/a | n/a | US$765m |
| Mar 31 2024 | n/a | n/a | US$663m |
| Dec 31 2023 | US$4m | US$648k | US$609m |
| Sep 30 2023 | n/a | n/a | US$492m |
| Jun 30 2023 | n/a | n/a | US$352m |
| Mar 31 2023 | n/a | n/a | US$372m |
| Dec 31 2022 | US$2m | US$536k | US$355m |
| Sep 30 2022 | n/a | n/a | US$319m |
| Jun 30 2022 | n/a | n/a | US$421m |
| Mar 31 2022 | n/a | n/a | US$422m |
| Dec 31 2021 | US$2m | US$507k | US$427m |
| Sep 30 2021 | n/a | n/a | US$462m |
| Jun 30 2021 | n/a | n/a | US$385m |
| Mar 31 2021 | n/a | n/a | US$303m |
| Dec 31 2020 | US$7m | US$337k | US$254m |
Compensation vs Market: Matthew's total compensation ($USD11.29M) is about average for companies of similar size in the US market ($USD14.74M).
Compensation vs Earnings: Matthew's compensation has been consistent with company performance over the past year.
CEO
Matthew Pine (54 yo)
2.7yrs
Tenure
US$11,286,806
Compensation
Mr. Matthew Francis Pine serves as President, Chief Executive Officer and Director at Xylem Inc. from January 1, 2024 and served as its Chief Operating Officer since January 1, 2023. He has been an Indepen...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, President & Director | 2.7yrs | US$11.29m | 0.021% $ 5.3m | |
| Executive VP and Chief People & Sustainability Officer | 5.7yrs | US$2.28m | 0.017% $ 4.3m | |
| Executive VP & President of Water Infrastructure | 6.5yrs | US$2.70m | 0.012% $ 3.1m | |
| Executive VP and President of Integrated Services & Solutions | 3.3yrs | US$2.32m | 0.044% $ 11.0m | |
| Executive VP & CFO | no data | no data | 0.00046% $ 115.5k | |
| Executive VP & COO | no data | no data | no data | |
| Senior VP & Chief Accounting Officer | 7.5yrs | no data | 0.0010% $ 263.7k | |
| Senior Director of Investor Relations | no data | no data | no data | |
| Executive VP & Chief Legal Officer | 1.1yrs | no data | 0.000080% $ 20.1k | |
| Executive VP and Chief Strategy & External Affairs Officer | 6.7yrs | no data | 0.0061% $ 1.5m | |
| Managing Director of Xylem India | 4.6yrs | no data | no data | |
| Executive VP and Chief Growth & Commercial Officer | 3.3yrs | no data | no data |
4.0yrs
Average Tenure
56yo
Average Age
Experienced Management: XYL's management team is considered experienced (4 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, President & Director | 2.7yrs | US$11.29m | 0.021% $ 5.3m | |
| Independent Chairman | 13.8yrs | US$420.13k | 0.012% $ 3.0m | |
| Independent Director | 3.3yrs | US$272.33k | 0.0022% $ 555.0k | |
| Independent Director | less than a year | no data | no data | |
| Independent Director | 14.9yrs | US$275.13k | 0.0072% $ 1.8m | |
| Independent Director | 13.3yrs | US$288.13k | 0.012% $ 2.9m | |
| Independent Director | 4.6yrs | US$291.63k | 0.0014% $ 359.1k | |
| Independent Director | 6.2yrs | US$270.13k | 0.0037% $ 934.2k | |
| Independent Director | 6.2yrs | US$270.13k | 0.0037% $ 926.7k | |
| Independent Director | 3.5yrs | US$300.13k | 0.0013% $ 326.5k |
5.4yrs
Average Tenure
61.5yo
Average Age
Experienced Board: XYL's board of directors are considered experienced (5.4 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/20 04:00 |
| End of Day Share Price | 2026/09/18 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Xylem Inc. is covered by 39 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| null null | Argus Research Company |
| Michael Halloran | Baird |
| Scott Davis | Barclays |