Xylem Projects 5% Q4 Revenue Growth to $2.37B, EPS of $1.41

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Xylem’s water technology revenue rose 7.8% year over year to $2.27 billion last quarter, exceeding analysts’ forecasts by 1.9%. Analysts project Q4 revenue of $2.37 billion (+5% YoY) and adjusted EPS of $1.41, while peers Mueller Water and Arrow Electronics reported sales growth of 4.6% and 20.1%, respectively.

1. Q4 Earnings Preview

Xylem will report fourth-quarter results tomorrow before the market opens, with focus on revenue growth and profitability metrics following a strong prior quarter.

2. Last Quarter Performance

In the previous quarter, Xylem achieved $2.27 billion in revenue, marking a 7.8% increase year over year and surpassing consensus estimates by 1.9%, driven by robust demand in water infrastructure and treatment segments.

3. Analyst Expectations

Current consensus forecasts call for $2.37 billion in Q4 revenue (up 5% YoY) and adjusted earnings per share of $1.41, reflecting a slight deceleration from last year’s double-digit growth but continued operational leverage.

4. Peer Comparison and Sentiment

Competitors Mueller Water Products and Arrow Electronics reported 4.6% and 20.1% revenue gains, respectively, while industrial machinery stocks have averaged a 7.7% share price rise over the past month; Xylem is up 2.2% with an average target of $166.59.

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