XYL Q3 deep dive: portfolio reshaping and delayed utility spending drive guidance revision
Published . Updated .
Water technology company Xylem (NYSE:XYL) missed Wall Street’s revenue expectations in Q3 2026, with sales falling 3% year on year to $2.20 billion. The company’s full-year revenue guidance of $8.95 billion at the midpoint came in 2.6% below analysts’ estimates. Its non-GAAP
Directly affected
- XYL Xylem-15.5% 5d
Named in this report.
Indirectly affected
- XLU Utilities Select Sector SPDR+1.8% 30d
Utilities Select Sector SPDR: it holds power utilities. Linked by “utility” (power and utilities) in this story.
- NEE NextEra Energy+0.6% 30d
NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story.
- DUK Duke Energy+7.5% 30d
Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story.
- SO The Southern+6.9% 30d
The Southern (electric services): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story.
- AWK American Water Works+2.3% 19d
American Water Works (water supply): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XYL | +17.25% | -4.48% | base | after close | after close | after close | after close |
| XLUPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| NEEPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| DUKPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| SOPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| AWKPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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XYL Q3 deep dive: portfolio reshaping and delayed utility spending drive guidance revision Yahoo Finance
Source: Yahoo Finance
Price since this story was published: Select Sector Spdr Tr (XLU)
| Company | When | Move | Status |
|---|---|---|---|
| XYL | three days earlier | -4.48% | final price |
| XYL | five days earlier | +17.25% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna bought Xylem (XYL) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 36 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Xylem (XYL) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 50 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $15,001 - $50,000 on 2 Oct 2026. That is 29 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $15,001 - $50,000 on 14 Sep 2026. That is 47 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $1,001 - $15,000 on 2 Sep 2026. That is 59 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Rohit Khanna bought Duke Energy (DUK) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 36 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Duke Energy (DUK), worth $1,001 - $15,000 on 24 Aug 2026. That is 68 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Southern (SO), worth $250,001 - $500,000 on 21 Aug 2026. That is 71 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Southern (SO), worth $1,001 - $15,000 on 10 Aug 2026. That is 82 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Waste Management (WM) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 36 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Waste Management (WM) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 50 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Select Sector Spdr Tr (XLU)
Companies tied to this story
- XLU Select Sector Spdr Tr
In “XYL Q3 deep dive: portfolio reshaping and delayed utility spending drive guidance revision,” Select Sector Spdr Tr (XLU) is linked, with no stored direction, medium confidence. Reason on file: Utilities Select Sector SPDR: it holds power utilities. Linked by “utility” (power and utilities) in this story
- NEE Nextera Energy
In “XYL Q3 deep dive: portfolio reshaping and delayed utility spending drive guidance revision,” Nextera Energy (NEE) is linked, with no stored direction, medium confidence. Reason on file: NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story
- DUK Duke Energy
For “XYL Q3 deep dive: portfolio reshaping and delayed utility spending drive guidance revision,” Duke Energy (DUK) is linked, with no stored direction, medium confidence. Reason on file: Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story
- SO Southern
Southern (SO) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “XYL Q3 deep dive: portfolio reshaping and delayed utility spending drive guidance revision.” Reason on file: The Southern (electric services): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story
- WM Waste Management
Waste Management (WM) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “XYL Q3 deep dive: portfolio reshaping and delayed utility spending drive guidance revision.” Reason on file: Waste Management (refuse systems): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story
Select Sector Spdr Tr (XLU)
The 31 Oct 2026 story “XYL Q3 deep dive: portfolio reshaping and delayed utility spending drive guidance revision” names Select Sector Spdr Tr (XLU) because of this story.
What ties Select Sector Spdr Tr (XLU) to the headline is this: Utilities Select Sector SPDR: it holds power utilities. Linked by “utility” (power and utilities) in this story
A second company, Nextera Energy (NEE), is listed for a different reason: NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story
The price range for Select Sector Spdr Tr (XLU), and the dates in the story
DUK traded between 112.45 and 125.85 across 20 sessions. The latest close on file is 124.98. NEE traded between 75.91 and 82.81 across 19 sessions. The latest close on file is 82.12. XLU traded between 39.05 and 42.88 across 20 sessions. The latest close on file is 42.56.
A simple score for Select Sector Spdr Tr (XLU)
40 out of 100
“XYL Q3 deep dive: portfolio reshaping and delayed utility spending drive guidance revision” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.