Supply chain concentration and component availability
The business depends on global suppliers, including sole-source components, for manufacturing and delivery.
- Scope
- China, Taiwan, Mexico, Europe
- Materiality
- high
Xylem Inc.
Xylem Inc. is a U.S.-based water technology company that designs, manufactures, and services engineered products and solutions used across the water cycle. Its portfolio spans water transport and dewatering, treatment, measurement, analytics, smart metering, digital software, and related services for utility, industrial, residential, and commercial applications worldwide.
19,9 %
38,5 %
10,6 %
+5,5 %
1.63
1.28
| % | |
|---|---|
| Water Infrastructure | 28% Pumps, transport, dewatering, and treatment solutions for utility water and wastewater systems. |
| Applied Water | 25% Pumps and water systems for residential, commercial, and industrial building applications. |
| Measurement and Control Solutions | 23% Smart metering, analytics, communications, and control technologies for water and energy networks. |
| Water Solutions and Services | 24% Service, rental, project, and lifecycle support offerings across water infrastructure applications. |
Xylem sells to utilities, municipalities, industrial operators, and building owners that need to move, treat, measure,...
- Municipal utilitiesprimary
Buy pumps, treatment, metering, and monitoring systems for drinking water and wastewater networks.
- Industrial customersprimary
Buy process water, dewatering, and wastewater solutions for manufacturing and resource operations.
- Commercial and residential building marketssecondary
Buy applied water products for buildings, facilities, and housing-related water systems.
- Distributors and channel partnerssecondary
Purchase and resell products, especially in Applied Water, to reach fragmented local end markets.
- Energy and network operatorssecondary
Buy smart metering, communications, and analytics tools to monitor and optimize networks.
Xylem operates globally and serves customers in approximately 150 countries, with direct sales and channel partners...
- •Operates in approximately 150 countries through direct and channel sales
- •U.S. and western Europe are core demand regions
- •Emerging markets add growth but can be more volatile
- •Global supply chain includes suppliers in China, Taiwan, Mexico, and Europe
- •Local service centers and distributors support installed-base revenue
Xylem’s strategy centers on customer centricity, profitable growth, and building recurring revenue from services,...
01
Build recurring revenue from services and installed basemedium-term
Service, parts, and rentals improve revenue durability and deepen customer relationships.
02
Scale digital and smart water solutionsmedium-term
Connected monitoring, analytics, and smart metering increase customer value and differentiation.
03
Win in utility and infrastructure applicationslong-term
Large utility projects and network modernization support long-cycle demand and technical switching costs.
04
Improve commercial execution across channelsshort-term
Distributor and direct-sales effectiveness is central in fragmented markets and local service delivery.
Xylem faces exposure to supply chain disruptions, cybersecurity incidents, and regulatory complexity because its...
Cybersecurity and connected-product disruption
Digitally enabled pumps, meters, and monitoring systems can be targeted or disrupted after installation.
- Scope
- Connected products, critical infrastructure customers
- Materiality
- high
Regulatory and compliance burden
Operations span water quality, environmental, trade, anti-bribery, and data privacy regimes.
- Scope
- Global operations
- Materiality
- high
Competitive pressure
Customers compare performance, lifecycle cost, energy efficiency, and service quality across vendors.
- Scope
- Utility, industrial, and building markets
- Materiality
- high
Revenue recognition on contracts and projects
Quarterly revenue comparability
Goodwill and indefinite-lived intangible impairment
Earnings and balance sheet carrying values
Foreign currency translation
Reported revenue and operating profit
Long-term contract estimates
Revenue, gross margin, and working capital
EXELON CORP
EXC · Electric & Other Services Combined
Exelon Corp is a U.S.
Veralto Corp
VLTO · Instruments For Meas & Testing of Electricity & Elec Signals
Veralto Corp is a U.S.-based industrial technology company focused on monitoring, protecting, and improving critical resources and processes.
Mueller Water Products, Inc.
MWA · Miscellaneous Fabricated Metal Products
Mueller Water Products makes valves, hydrants, meters, leak detection and related equipment used to move, control and measure water across North American infrastructure.
TETRA TECH INC
TTEK · Services-Engineering Services
Tetra Tech is a U.S.-based consulting and engineering services company focused on water, environment, and sustainable infrastructure.
WATERS CORP /DE/
WAT · Laboratory Analytical Instruments
Waters Corp.
IIOT-OXYS, Inc.
ITOX · Services-Prepackaged Software
: 11/08/2026