Xylem Review Following Investor Meeting 
<p>Oppenheimer analysts provided a review on <a href='https://financialmodelingprep.com/financial-summary/XYL'>Xylem Inc. (NYSE:XYL)</a> following the investor meetings with CFO Sandy Rowland and VP of IR Andrea van der Berg.</p>
<p>The analysts come away incrementally constructive on the company's medium-term prospects, highlighting management’s commentary on underlying demand, with near-term revenue upside only limited by China lockdowns (approximately $40–50 million H1 impact) and well-documented chip shortages. </p>
<p>Adding strong price traction (particularly AWS), the analysts view the company's 2022 guidance framework as reasonable barring a significant shift in macro backdrop. Perhaps more importantly, management sounded confident in accelerating M&CS backlog conversion as chip supply improves and stressed the team's focus on strategic capital deployment/compound earnings growth. </p>

NYSE:XYL