Welcome to our dedicated page for Xylem SEC filings (Ticker: XYL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Xylem Inc. filings document the regulatory disclosures of a public operating company focused on water solutions and resource management. Recent Form 8-K reports furnish quarterly and annual financial results, including press-release exhibits for orders, revenue, earnings measures and guidance-related disclosures.
Other Xylem filings record capital actions such as common-stock repurchase authorization, while definitive proxy materials cover governance, shareholder voting matters and executive compensation disclosures, including equity-award and pay-versus-performance information.
Xylem Inc. (XYL) is conducting a shelf takedown offering of $1,500,000,000 aggregate principal amount of senior unsecured notes, comprising $500,000,000 5.250% notes due 2029, $500,000,000 5.450% notes due 2032 and $500,000,000 5.850% notes due 2037. Interest is paid semi-annually, and the notes mature on September 28, 2029, January 15, 2032 and January 15, 2037, respectively.
Xylem expects net proceeds of about $1.49 billion, to be used with cash on hand to fund its approximately $1.46 billion cash acquisition of the Cornell Pump and Roper Pump businesses, pay related costs and for general corporate purposes. If the acquisition is not completed by the specified outside date or is abandoned, all series of notes must be redeemed at 101% of principal plus accrued interest under a Special Mandatory Redemption. The notes are senior unsecured obligations, issued in minimum denominations of $2,000, are not escrowed, and will not be listed on any securities exchange.
Xylem Inc. (XYL) is conducting a takedown under its shelf registration to issue multiple series of senior unsecured notes. The notes will pay fixed semi-annual interest and have staggered maturities, and will rank equally with Xylem’s other unsecured, unsubordinated indebtedness.
Net proceeds, together with cash on hand and, if needed, borrowings under a committed 364‑day bridge facility of up to $1.5 billion, are intended primarily to fund the cash Acquisition of Cornell Pump and Roper Pump from Indicor, LLC for approximately $1.46 billion, plus related costs and general corporate purposes. The offering is not contingent on closing the Acquisition. If the Acquisition is not completed by the Special Mandatory Redemption End Date (the later of August 10, 2027 or a contractually permitted extension), if the equity purchase agreement is terminated, or if Xylem abandons the deal, Xylem must redeem all notes at 101% of principal plus accrued interest via a Special Mandatory Redemption.
The notes include an optional redemption feature based on a Treasury Rate “make‑whole” calculation before specified par call dates and at par thereafter, as well as a change of control triggering event that gives holders a put right at 101% of principal plus accrued interest if ratings fall below investment grade around a change of control. The notes will be issued in minimum denominations of $2,000 and integral multiples of $1,000, will not be listed on an exchange, and may trade over the counter without an assured liquid market.
Xylem Inc. (XYL) entered into a new Five-Year Revolving Credit Facility Agreement providing a senior unsecured revolving credit facility with aggregate commitments of $1.5 billion, available in U.S. dollars and Euros, with a syndicate of banks arranged by Citibank, BNP Paribas, ING, JPMorgan and Wells Fargo. The company may request increases of up to $500 million, for a maximum aggregate principal amount of $2.0 billion. The facility is intended for working capital and other general corporate purposes.
Borrowings bear interest at a base rate or Term SOFR or EURIBOR plus a margin set by a pricing grid tied to Xylem’s credit rating and an annual Sustainability Spread Adjustment, and commitment and letter of credit fees also vary with its credit rating and a Sustainability Fee Adjustment. The agreement includes a consolidated total debt to consolidated EBITDA maintenance requirement and customary covenants and events of default. Certain subsidiaries may be designated as borrowers, and there were no borrowings outstanding when the agreement was executed. In connection with this, Xylem terminated its March 1, 2023 five-year $1.0 billion revolving credit facility, which had an accordion feature up to $1.3 billion.
Xylem Inc. (XYL) reported equity awards to EVP & Chief Financial Officer Andrea Michele van der Berg. On September 1, 2026, she received 1,693 shares of common stock as restricted stock units and 6,034 non-qualified stock options with an exercise price of $106.89 per share, all vesting in one-third increments on March 1, 2027, 2028, and 2029. Following these awards, she directly holds 10,691 shares of common stock and 6,034 stock options expiring on September 1, 2036, and no Rule 10b5-1 trading plan is reported.
Xylem Inc. (XYL) reported that executive officer Joseph Patrick Johnston, EVP & President, AW, received equity-based compensation on September 1, 2026. He was granted 645 restricted stock units of common stock and 2,298 non-qualified stock options with an exercise price of $106.89 per share, expiring September 1, 2036. Both the RSUs and options are scheduled to vest in one-third increments on March 1, 2027, 2028, and 2029. Following these awards, he directly holds 2,285 shares of common stock and 2,298 stock options, and no Rule 10b5-1 plan is reported.
Xylem Inc. (XYL) had a Form 4 filed by William K. Grogan, its EVP & Chief Financial Officer, reporting insider ownership information but no reportable transactions in this filing. The report does not show any purchases, sales, option exercises, or other equity movements during the covered period.
Xylem Inc. (XYL) reports the initial equity holdings of EVP & Chief Financial Officer Andrea Michele van der Berg. Her compensation includes restricted stock units (RSUs) scheduled to vest in tranches, such as 272 shares on March 1, 2027 and 3,379 shares on June 1, 2029. She also holds multiple stock options (right to buy common stock) with exercise prices between $63.55 and $129.67, expiring from February 27, 2030 through March 2, 2036, with several option blocks already fully vested and exercisable.
Xylem Inc. appointed Andrea van der Berg as Executive Vice President and Chief Financial Officer, effective September 1, 2026, succeeding William K. Grogan, who will resign as CFO effective August 31, 2026 and remain through mid-September to support the transition.
Van der Berg currently leads finance for Xylem’s Water Infrastructure segment and has more than 20 years of finance and business leadership experience across corporate finance, FP&A, investor relations, treasury and operations. Her compensation includes a base salary of $675,000, AIP eligibility with a target of 80% of base salary, and an LTIP target of $1,750,000, plus a one-time LTIP award of $787,500 in 2026.
Xylem stated that third-quarter and full-year 2026 financial guidance issued on July 28, 2026 is reaffirmed. The company describes itself as a global water solutions provider with $9 billion of revenue in 2025 and approximately 22,000 employees.
Xylem Inc. director D Christian Koch reported an acquisition of 1,247 shares of common stock through an award of restricted stock units valued at $120.27 per share. These units are scheduled to vest in full on the trading day prior to the 2027 Annual Meeting of Shareholders, subject to any timely deferral election under the company’s Deferred Compensation Plan. Following this grant, Koch holds 1,247 shares directly.
Xylem Inc. increased the size of its Board of Directors from 9 to 10 members and appointed D. Christian Koch to fill the new seat, effective August 13, 2026. He was also appointed to the Leadership Development and Compensation Committee and the Nominating and Governance Committee, effective immediately. The Board determined that he is independent under Xylem’s Corporate Governance Principles, New York Stock Exchange listing standards and applicable SEC rules. Koch currently serves as Board Chair, President and Chief Executive Officer of Carlisle Companies Incorporated, which has approximately $5 billion in annual revenue. Xylem describes itself as a Fortune 500 global water solutions company with $9 billion of revenue in 2025 and about 22,000 employees, focused on water and resource management.