Bay Harper ’26 pitched Xylem Inc. (NYSE: XYL) on November 3, 2025. Xylem is a global water technology company that develops innovative solutions for water transport, treatment, and digital monitoring. The company operates across four segments—Water Infrastructure, Applied Water, Measurement & Control Solutions, and Water Solutions & Services—providing integrated systems that address the full water cycle. Through its broad portfolio and global service network, Xylem enables its customers to enhance performance, reduce water loss, and meet evolving sustainability standards.
Bay’s investment thesis emphasized Xylem’s pivotal role in the modernization of global water infrastructure, supported by aging systems, tightening regulation, and growing climate adaptation needs. The company’s 2023 acquisition of Evoqua Water Technologies highlights its established M&A playbook and expanded Xylem’s reach in advanced treatment, filtration, and outsourced water operations while creating a recurring revenue growth engine. Xylem also benefits from structural tailwinds such as regulatory modernization, digital transformation, and the integration of IoT, analytics, and AI to drive smart water network adoption. Additionally, its “80/20” productivity initiative, paired with partnerships with technology leaders like Amazon and Idrica, enhances digital innovation, operational efficiency, and margin expansion. The combination of scale, recurring revenue, and advanced technology positions Xylem as a leader in sustainable, climate-resilient water solutions.
As Xylem’s stock is currently trading near all-time highs, SMIF voted not to purchase at this time and will continue to monitor the company’s performance.
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