Xylem
Xylem returns on capital
Annual and trailing 12-month returns on invested capital, equity and assets.
ROIC
% · Annual / TTM
ROCE
% · Annual / TTM
ROIIC
% · Annual / TTM
ROE
% · Annual / TTM
ROA
% · Annual / TTM
ROIC − WACC
Percentage points · Scenario
Quarterly data
| Fiscal period | Ended | ROIC% | ROCE% | ROIIC% | ROE% | ROA% | ROIC − WACCPercentage points |
|---|---|---|---|---|---|---|---|
| FY 2026 Q2 | Jun 30, 2026 | — | 8.95% | — | 9.47% | 5.9% | — |
| FY 2026 Q1 | Mar 31, 2026 | — | 8.65% | — | 9% | 5.85% | — |
| FY 2025 Q4 | Dec 31, 2025 | 8.37% | 8.45% | 38.26% | 8.65% | 5.61% | 0.7 pp |
| FY 2025 Q3 | Sep 30, 2025 | — | 7.84% | — | 8.7% | 5.69% | — |
| FY 2025 Q2 | Jun 30, 2025 | — | 7.57% | — | 8.76% | 5.69% | — |
| FY 2025 Q1 | Mar 31, 2025 | — | 7.37% | — | 8.62% | 5.58% | — |
| FY 2024 Q4 | Dec 31, 2024 | 7.19% | 7.19% | 198.84% | 8.55% | 5.46% | -0.5 pp |
| FY 2024 Q3 | Sep 30, 2024 | — | 6.86% | — | 8.09% | 5.2% | — |
| FY 2024 Q2 | Jun 30, 2024 | — | 6.27% | — | 7.56% | 4.8% | — |
| FY 2024 Q1 | Mar 31, 2024 | — | 7.29% | — | 9.63% | 5.56% | — |
| FY 2023 Q4 | Dec 31, 2023 | 7.88% | 6.43% | 1.76% | 8.92% | 5.06% | 0.2 pp |
| FY 2023 Q3 | Sep 30, 2023 | — | 6.39% | — | 7.49% | 4.1% | — |
| FY 2023 Q2 | Jun 30, 2023 | — | 6.13% | — | 5.38% | 2.9% | — |
| FY 2023 Q1 | Mar 31, 2023 | — | 10.07% | — | 10.98% | 4.6% | — |
| FY 2022 Q4 | Dec 31, 2022 | 11.46% | 9.39% | 10.66% | 10.58% | 4.38% | 3.8 pp |
| FY 2022 Q3 | Sep 30, 2022 | — | 8.68% | — | 10.11% | 3.92% | — |
| FY 2022 Q2 | Jun 30, 2022 | — | 8.4% | — | 13.5% | 4.96% | — |
| FY 2022 Q1 | Mar 31, 2022 | — | 8.66% | — | 13.76% | 5.03% | — |
| FY 2021 Q4 | Dec 31, 2021 | 11.5% | 8.55% | 122.54% | 13.81% | 5.02% | 3.8 pp |
| FY 2021 Q3 | Sep 30, 2021 | 11.97% | 8.91% | — | 15.5% | 5.57% | 4.3 pp |
| FY 2021 Q2 | Jun 30, 2021 | 10.36% | 7.84% | — | 13.06% | 4.47% | 2.7 pp |
| FY 2021 Q1 | Mar 31, 2021 | 8.38% | 6.91% | — | 10.54% | 3.76% | 0.7 pp |
| FY 2020 Q4 | Dec 31, 2020 | 7.48% | 5.64% | — | 8.57% | 3.09% | -0.2 pp |
| FY 2020 Q3 | Sep 30, 2020 | 6.02% | 5.79% | — | 7.79% | 2.81% | -1.7 pp |
| FY 2020 Q2 | Jun 30, 2020 | — | 4.86% | — | 8.77% | 3.13% | — |
| FY 2020 Q1 | Mar 31, 2020 | 9.17% | 7.28% | — | 12.84% | 4.78% | 1.5 pp |
| FY 2019 Q4 | Dec 31, 2019 | 10.02% | 8.07% | — | 14.01% | 5.37% | 2.3 pp |
| FY 2019 Q3 | Sep 30, 2019 | — | 8.15% | — | 18.46% | 6.85% | — |
| FY 2019 Q2 | Jun 30, 2019 | 12.98% | 10.93% | 85.98% | 21.19% | 7.69% | 5.3 pp |
| FY 2019 Q1 | Mar 31, 2019 | 12.55% | 10.91% | 872.28% | 20.57% | 7.41% | 4.8 pp |
| FY 2018 Q4 | Dec 31, 2018 | 13.49% | 11.28% | 44.99% | 20.83% | 7.8% | 5.8 pp |
| FY 2018 Q3 | Sep 30, 2018 | 9.91% | 11.12% | 33.48% | 15.55% | 5.6% | 2.2 pp |
| FY 2018 Q2 | Jun 30, 2018 | 9.41% | 10.92% | 43.83% | 15.17% | 5.31% | 1.7 pp |
| FY 2018 Q1 | Mar 31, 2018 | 9.1% | 10.39% | 23.6% | — | 5.1% | 1.4 pp |
| FY 2017 Q4 | Dec 31, 2017 | 9.19% | 10.11% | 219.11% | 14.11% | 4.96% | 1.5 pp |
| FY 2017 Q3 | Sep 30, 2017 | 10.07% | 10.14% | -0.62% | — | 5.36% | 2.4 pp |
| FY 2017 Q2 | Jun 30, 2017 | 8.97% | 9.44% | -3.71% | — | 4.88% | 1.3 pp |
| FY 2017 Q1 | Mar 31, 2017 | 8.32% | 8.97% | -5.95% | — | 4.23% | 0.6 pp |
| FY 2016 Q4 | Dec 31, 2016 | 8.94% | 8.95% | -4.3% | 12.17% | 4.67% | 1.2 pp |
| FY 2016 Q3 | Sep 30, 2016 | 13.72% | 11.3% | 25.82% | — | 6.88% | 6 pp |
| FY 2016 Q2 | Jun 30, 2016 | 14.02% | 11.6% | 36.75% | — | 7.2% | 6.3 pp |
| FY 2016 Q1 | Mar 31, 2016 | 14.03% | 11.62% | 8.32% | — | 6.89% | 6.3 pp |
| FY 2015 Q4 | Dec 31, 2015 | 13.95% | 11.53% | — | 16.15% | 7.14% | 6.3 pp |
| FY 2015 Q3 | Sep 30, 2015 | 12.76% | 11.5% | — | — | 6.81% | 5.1 pp |
| FY 2015 Q2 | Jun 30, 2015 | 12.68% | 11.54% | — | — | 7.07% | 5 pp |
| FY 2015 Q1 | Mar 31, 2015 | 13.24% | 12.03% | — | — | 7.41% | 5.5 pp |
| FY 2014 Q4 | Dec 31, 2014 | 13% | 11.58% | — | 15.43% | 6.91% | 5.3 pp |
| FY 2014 Q3 | Sep 30, 2014 | 11.87% | 11.35% | — | — | 6.44% | 4.2 pp |
| FY 2014 Q2 | Jun 30, 2014 | 10.98% | 10.57% | 36.58% | — | 5.8% | 3.3 pp |
| FY 2014 Q1 | Mar 31, 2014 | 9.73% | 9.45% | -23.38% | — | 4.98% | 2 pp |
| FY 2013 Q4 | Dec 31, 2013 | 9.7% | 9.14% | -35.27% | 10.57% | 4.76% | 2 pp |
| FY 2013 Q3 | Sep 30, 2013 | 9.69% | 8.67% | -28.3% | — | 4.97% | 2 pp |
| FY 2013 Q2 | Jun 30, 2013 | 9.63% | 9.26% | -39.15% | — | 5.1% | 1.9 pp |
| FY 2013 Q1 | Mar 31, 2013 | 11.19% | 10.84% | — | — | 6.04% | 3.5 pp |
| FY 2012 Q4 | Dec 31, 2012 | 12.35% | 11.85% | 85.6% | 15.23% | 6.55% | 4.7 pp |
| FY 2012 Q3 | Sep 30, 2012 | 10.88% | 12.04% | — | — | 6.31% | 3.2 pp |
| FY 2012 Q2 | Jun 30, 2012 | — | — | — | — | — | — |
| FY 2012 Q1 | Mar 31, 2012 | — | — | — | — | — | — |
| FY 2011 Q4 | Dec 31, 2011 | — | — | — | — | — | — |
| FY 2011 Q3 | Sep 30, 2011 | — | — | — | — | — | — |
Sources and calculations
Financial inputs from company filings. Last checked Oct 18, 2026. A dash means missing inputs or an undefined calculation.
Period changes use the preceding fiscal quarter or year. Percentage changes divide by the absolute prior value; a zero or missing baseline has no percentage change. Percentage metrics show changes in percentage points.
Quarterly returns use trailing 12-month earnings and period-end balances averaged with the same fiscal quarter one year earlier. NOPAT uses the reported effective tax rate only when pretax profit is positive and the rate is between 0 and 100%. WACC starts at 7.7%, rounded from the US nonfinancial market · generic proxy benchmark in NYU Stern · January 2026. It is an editable US sector proxy applied across history, not a company estimate; foreign reporting currencies also need a currency-specific assessment.
Market prices: Yahoo Finance · XYL, USD. Latest completed close Sep 25, 2026. Price data retrieved Sep 28, 2026.
- ROIC
- NOPAT / average invested capital × 100. NOPAT = operating income × (1 − effective tax rate). Invested capital = equity including noncontrolling interests + debt − cash and equivalents. Average uses period end and one year earlier.
- ROCE
- Operating income / average (assets − current liabilities) × 100, using period end and one year earlier.
- ROIIC
- Year-over-year change in annual/TTM NOPAT / positive year-over-year change in invested capital × 100. Capital reductions and missing inputs yield unavailable values.
- ROE
- Earnings attributable to owners / average equity attributable to owners × 100, using period end and one year earlier.
- ROA
- Net income / average total assets × 100, using period end and one year earlier.
- ROIC − WACC
- ROIC less your WACC assumption, in percentage points. The same scenario rate is applied across history; it is not a reported or historical company WACC.