Analysis: Xylem Inc.

US:XYL

Why is Xylem Inc. stock rising?

  • Xylem raised full-year 2026 EPS and EBITDA-margin guidance despite electric-metering delays.
  • The April $850 million outsourced-water contract is moving into capital build and a long-term service tail.
  • The WaterFleet acquisition adds mobile water treatment capability and a hyperscaler data-center project in Texas.
  • Data-center revenue is expected to increase about 200% in 2026 as hyperscaler and infrastructure-partner wins convert.
  • MCS is expected to exit 2026 with EBITDA margin well above 25% after the international metering divestiture.

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