Latest / Market News with Rodney Lake
Episode 49 | Evaluating Xylem: Growth, Margins, and Management in Transition
In Episode 49 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, explores Xylem, a water technology company that serves individual consumption and critical infrastructure like data centers. The company maintains stable gross margins around 37.5% and has steadily grown its net income and free cash flow, reaching a 12% net margin and $889 million in trailing twelve-month free cash flow. Lake notes that while new CEO Matthew Pine is an industry veteran, his short tenure makes it difficult to evaluate management, especially following Xylem’s transformative…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.