{"slug":"xylem","name":"자일럼","name_en":"Xylem Inc.","ticker":"XYL","updated_at":"2026-09-24T05:15:54.881593+00:00","canonical":"https://valuechain.wiki/xylem","citable":"밸류체인 그래프 기준 자일럼의 직접 연결 기업은 3곳(관계 기준 공급 2·매출 1)이고, 사슬을 2차까지 넓히면 5곳에 닿는다. 링크의 근거 출처는 7건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-09-24 기준).","citable_en":"Per the valuechain.wiki graph, Xylem Inc. is directly linked to 3 companies (2 supply, 1 revenue relationships) and reaches 5 companies within two hops; the links are backed by 7 dated sources, 2 of them primary filings (as of 2026-09-24).","kicker":"글로벌 물 기술 기업","kicker_en":"Global water technology company","lead":"자일럼은 상하수도와 산업 고객에게 펌프, 수처리 설비, 스마트미터, 분석 소프트웨어와 장기 운영 서비스를 판매한다. 배터리와 제어장치 같은 제품 부품을 조달하고, 인수를 통해 산업용 수처리와 디지털 물관리 역량을 넓힌다.","lead_en":"Xylem sells pumps, water-treatment systems, smart meters, analytics software, and long-term operating services to utilities and industrial customers. It procures product inputs such as batteries and control equipment and expands its industrial treatment and digital water capabilities through acquisitions.","categories":[{"key":"industrial-sensing-test","ko":"산업 센싱·계측","en":"Industrial Sensing & Test","theme":"industrial-automation","theme_ko":"산업자동화·로봇","theme_en":"Industrial Automation & Robotics","theme_kind":"chain","primary":true}],"segments":{"parts":[{"name":"Water Infrastructure","note":"2025 회계연도 매출 26억 3,600만 달러"},{"name":"Applied Water","note":"2025 회계연도 매출 18억 4,900만 달러"},{"name":"Measurement and Control Solutions","note":"2025 회계연도 매출 20억 8,600만 달러"},{"name":"Water Solutions and Services","note":"2025 회계연도 매출 24억 6,400만 달러"}],"total":"2025 회계연도 총매출 90억 3,500만 달러 (SEC 10-K XBRL, 2026-02-25)","track":"C"},"segments_en":{"parts":[{"name":"Water Infrastructure","note":"US$2.636 billion in FY2025 revenue"},{"name":"Applied Water","note":"US$1.849 billion in FY2025 revenue"},{"name":"Measurement and Control Solutions","note":"US$2.086 billion in FY2025 revenue"},{"name":"Water Solutions and Services","note":"US$2.464 billion in FY2025 revenue"}],"total":"US$9.035 billion in total revenue for FY2025 (SEC 10-K XBRL, 2026-02-25)"},"returns_yearly":{"2021":18.9,"2022":-6.6,"2023":4.8,"2024":2.6,"2025":18.8,"2026":-21.5},"return_asof":"2026-09-04","value_chain":{"leading":[{"slug":"coca-cola","name":"Coca-Cola","name_en":"The Coca-Cola Company","tier":3,"returns_yearly":{"2021":11.4,"2022":10.6,"2023":-4.4,"2024":8.9,"2025":15.6,"2026":27.7}},{"slug":"amazon","name":"아마존","name_en":"Amazon","tier":3,"returns_yearly":{"2021":2.4,"2022":-49.6,"2023":80.9,"2024":44.4,"2025":5.2,"2026":12}},{"slug":"dollar-general","name":"달러 제너럴","name_en":"Dollar General Corporation","tier":3,"returns_yearly":{"2021":13,"2022":5.6,"2023":-44.1,"2024":-43.1,"2025":79.6,"2026":1.8}},{"slug":"walmart","name":"Walmart Inc","name_en":"Walmart Inc","tier":3,"returns_yearly":{"2021":2,"2022":-0.5,"2023":12.9,"2024":74,"2025":24.5,"2026":0.6}},{"slug":"mcdonalds","name":"McDonald's","name_en":"McDonald's","tier":3,"returns_yearly":{"2021":27.8,"2022":0.5,"2023":15.1,"2024":0.1,"2025":7.9,"2026":-21.5}},{"slug":"ecolab","name":"에코랩","name_en":"Ecolab Inc.","tier":2,"returns_yearly":{"2021":9.4,"2022":-37.1,"2023":37.9,"2024":19.3,"2025":13.2,"2026":7}},{"slug":"procter-gamble","name":"Procter & Gamble","name_en":"Procter & Gamble","tier":2,"returns_yearly":{"2021":20.5,"2022":-5,"2023":-0.9,"2024":17.3,"2025":-12.3,"2026":4.5}},{"slug":"dow","name":"다우","name_en":"Dow Inc.","tier":1,"returns_yearly":{"2021":6.8,"2022":-6.6,"2023":14.7,"2024":-22.8,"2025":-37.4,"2026":25.7}}],"benefiting":[{"slug":"vitzrocell","name":"비츠로셀","name_en":"VITZROCELL","tier":1,"returns_yearly":{"2021":-6.2,"2022":15.7,"2023":10.9,"2024":44.4,"2025":71.5,"2026":33.1}},{"slug":"schneider-electric","name":"Schneider Electric","name_en":"Schneider Electric","tier":1,"returns_yearly":{"2021":25.9,"2022":1.6,"2023":25.8,"2024":36.1,"2025":0.5,"2026":11.7}}],"analysis":"글로벌 물 기술 기업. 2025년 +18.8% 뒤 2026년 -21.5%로 조정됐다. 공급단(평균 +20.7%)이 본주(-21.5%)보다 앞서 있다. 지출이 아래로 번지며 공급사 쪽 탄력이 먼저 나타나는 구도다.","analysis_en":"Xylem Inc. operates across Global water technology company. After +18.8% in 2025, it corrected -21.5% in 2026. The supply side (avg +20.7%) leads the stock (-21.5%), with spending rippling down to suppliers first. It procures product inputs such as batteries and control equipment and expands its industrial treatment and digital water capabilities through acquisitions.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"Evoqua Water Technologies Corp.","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2025-03-03","basis":"Evoqua 지분 100% 인수의 인수일 공정가치 총대가","value":6900000000,"period":"acquisition_completed_2023-05-24","basis_en":"Total acquisition-date fair value of consideration for 100% of Evoqua","qualifier":null},"note":"자일럼은 2023년 5월 Evoqua 지분 100%를 인수해 산업·지자체용 수처리 제품과 서비스 역량을 편입했다. 2024년 10-K에서 확정한 인수일 공정가치 대가는 69억 달러다.","note_en":"Xylem acquired 100% of Evoqua in May 2023, adding water-treatment products and services for industrial and municipal customers. Its 2024 Form 10-K finalized acquisition-date consideration at US$6.9 billion.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-03-03","url":"https://www.sec.gov/Archives/edgar/data/1524472/000152447225000013/xyl-20241231.htm","title":"Xylem Inc. 2024 Annual Report on Form 10-K","title_en":"Xylem Inc. 2024 Annual Report on Form 10-K","excerpt":"자일럼은 Evoqua 지분 100%를 인수했으며 인수일 공정가치 총대가는 69억 달러라고 공시했다.","excerpt_en":"The acquisition-date fair value of the consideration totaled $6,900 million."},{"stance":"confirms","publisher":"한국환경산업기술원 중국사무소","publisher_en":"Korea Environmental Industry & Technology Institute China Office","kind":"analysis","lang":"ko","published_at":"2024-05-16","url":"https://www.korcham-china.net/files/board/0009/C950A842-7425-4056-8E03-55FA30F002B6.pdf","title":"중국 환경산업 주간기술동향 Vol. 180: GWI 선정 2023년 세계 Top50 물기업","title_en":"China Environmental Industry Weekly Technology Trends Vol. 180: GWI 2023 Global Top 50 Water Companies","excerpt":"자일럼은 에보쿠아 인수에 힘입어 GWI 세계 물기업 순위가 4위에서 2위로 올랐다.","excerpt_en":"Xylem rose from fourth to second in GWI's global water-company ranking following its acquisition of Evoqua."}]},{"direction":"investment","counterparty":"Vacom Systems, LLC","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-25","basis":"Vacom Systems 자산 인수의 총 현금 대가","value":42000000,"period":"acquisition_2025-Q2","basis_en":"Total cash consideration for the Vacom Systems asset acquisition","qualifier":null},"note":"자일럼은 2025년 2분기 초 증발기와 결정화기 기술을 보유한 폐수처리 기업 Vacom Systems의 자산을 인수했다. 총 현금 대가는 4,200만 달러다.","note_en":"Xylem acquired the assets of wastewater-treatment company Vacom Systems, which specializes in evaporator and crystallizer systems, at the beginning of the second quarter of 2025. Total cash consideration was US$42 million.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-25","url":"https://www.sec.gov/Archives/edgar/data/1524472/000152447226000012/xyl-20251231.htm","title":"Xylem Inc. 2025 Annual Report on Form 10-K","title_en":"Xylem Inc. 2025 Annual Report on Form 10-K","excerpt":"자일럼은 2025년 2분기 초 Vacom Systems를 총 현금 대가 4,200만 달러에 인수했다고 공시했다.","excerpt_en":"The transaction has a total cash consideration of $42 million, of which $37 million was paid at closing."}]},{"direction":"cost","counterparty":"비츠로셀","counterparty_slug":"vitzrocell","confidence":"mid","metric":{"type":"contract_value","unit":"USD","as_of":"2025-05-07","basis":"비츠로셀이 자일럼에 공급하는 스마트 계량기용 리튬전지 3년 계약 총액","value":126340000,"period":"2026-01-01/2028-12-31","basis_en":"Three-year contract value for Vitzrocell lithium batteries supplied for Xylem smart meters","qualifier":null},"note":"비츠로셀은 자일럼 스마트미터에 들어가는 리튬일차전지를 2026년부터 2028년까지 공급하는 핵심 부품사다. 공시된 계약 총액은 1억 2,634만 달러다.","note_en":"Vitzrocell is a key component supplier contracted to provide lithium primary batteries for Xylem smart meters from 2026 through 2028. The disclosed contract value is US$126.34 million.","sources":[{"stance":"confirms","publisher":"뉴스와이어·다음뉴스","publisher_en":"Newswire via Daum News","kind":"news","lang":"ko","published_at":"2025-05-07","url":"https://v.daum.net/v/YORwA8aVpb","title":"비츠로셀, 미국 자일럼과 3년간 1802억원 규모 스마트 계량기용 배터리 공급계약 체결","title_en":"Vitzrocell Signs Three-Year KRW 180.2 Billion Smart-Meter Battery Supply Contract with Xylem","excerpt":"계약 규모는 총 1802억원(미화 1억2634만달러)이며 계약 기간은 2026년부터 2028년까지다.","excerpt_en":"The contract totals KRW 180.2 billion, or US$126.34 million, and runs from 2026 through 2028."}]},{"direction":"revenue","counterparty":"Anglian Water","counterparty_slug":null,"confidence":"mid","metric":{"type":"count","unit":"meters_per_day","as_of":"2024-10-16","basis":"Anglian Water 지역에 설치될 Sensus 스마트미터의 일일 설치 예정량 하한","value":1500,"period":"2025-2030","basis_en":"Minimum planned daily installation rate of Sensus smart meters in the Anglian Water region","qualifier":"more_than"},"note":"Anglian Water는 Arqiva와 자일럼의 Sensus 스마트미터 인프라를 2025년부터 2030년까지 확대하는 대형 유틸리티 고객이다. 하루 1,500개가 넘는 Sensus 미터 설치가 예정됐지만 계약액은 공개되지 않았다.","note_en":"Anglian Water is a large utility customer extending smart-meter infrastructure supplied by Arqiva and Xylem's Sensus brand from 2025 through 2030. More than 1,500 Sensus meters are scheduled for installation each day, but the contract value was not disclosed.","sources":[{"stance":"confirms","publisher":"자일럼 영국","publisher_en":"Xylem UK","kind":"ir","lang":"en","published_at":"2024-10-16","url":"https://www.xylem.com/en-uk/about-xylem/newsroom/press-releases/sensus-continues-as-anglian-water-smart-meter-provider/","title":"Sensus, Anglian Water 스마트미터 공급사로 계속 참여","title_en":"Sensus Continues as Anglian Water Smart Meter Provider","excerpt":"2025년부터 2030년까지 Anglian Water 지역에 하루 1,500개가 넘는 Sensus 스마트미터가 설치될 예정이다.","excerpt_en":"More than 1,500 Sensus smart meters will be installed in the Anglian Water region each day in 2025-30."}]},{"direction":"revenue","counterparty":"다우","counterparty_slug":"dow","confidence":"mid","metric":{"type":"contract_value","unit":"USD","as_of":"2026-06-08","basis":"다우 Fort Saskatchewan 산업단지 통합 용수 시스템의 설계·건설·장기 운영 계약액","value":null,"period":"agreement_announced_2026-06-08; system_expected_operational_2028-08","basis_en":"Value of the design, build, and long-term operation agreement for Dow's integrated water system in Fort Saskatchewan","qualifier":"confirmed_no_disclosed_value"},"note":"다우는 자일럼이 캐나다 Fort Saskatchewan 산업단지의 통합 용수 시스템을 설계, 건설하고 장기간 운영하는 핵심 고객이다. 계약 금액은 공개되지 않았다.","note_en":"Dow is a key customer under a long-term agreement for Xylem to design, build, and operate an integrated water system at its Fort Saskatchewan industrial complex in Canada. The contract value was not disclosed.","sources":[{"stance":"confirms","publisher":"자일럼","publisher_en":"Xylem","kind":"ir","lang":"en","published_at":"2026-06-08","url":"https://www.xylem.com/en-us/about-xylem/newsroom/press-releases/xylem-expands-long-term-water-partnership-with-dow/","title":"자일럼, 다우와 장기 물 파트너십 확대","title_en":"Xylem Expands Long-Term Water Partnership with Dow","excerpt":"자일럼은 다우의 캐나다 산업단지에서 첨단 용수 시스템을 설계, 건설하고 운영하는 계약을 발표했다.","excerpt_en":"Xylem will deliver a full end-to-end solution that includes engineering, system design, and long-term operation."}]},{"direction":"cost","counterparty":"Schneider Electric","counterparty_slug":"schneider-electric","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2024-08-25","basis":"AquaForce e-MTV 제품에 탑재되는 Schneider Electric PLC와 소프트웨어의 조달액","value":null,"period":"product_manual_revision_2024-06","basis_en":"Procurement value of Schneider Electric PLCs and software incorporated into the AquaForce e-MTV product","qualifier":"confirmed_no_disclosed_value"},"note":"자일럼의 Goulds Water Technology AquaForce e-MTV 펌프 제어 시스템에는 Schneider Electric이 제조한 PLC와 관련 소프트웨어가 들어간다. 부품 구매액은 공개되지 않았다.","note_en":"Xylem's Goulds Water Technology AquaForce e-MTV pump-control system incorporates PLCs and related software manufactured by Schneider Electric. Component purchasing value was not disclosed.","sources":[{"stance":"confirms","publisher":"자일럼 Goulds Water Technology","publisher_en":"Xylem Goulds Water Technology","kind":"ir","lang":"en","published_at":"2024-08-25","url":"https://www.xylem.com/siteassets/brand/goulds-water-technology/resources/manual/aquaforce-e-mtv-iom-im358-r2.pdf","title":"AquaForce e-MTV 패키지 부스터 시스템 설치·운영·정비 설명서 IM358 개정 2","title_en":"AquaForce e-MTV Packaged Booster System Installation, Operation and Maintenance Manual IM358 Revision 2","excerpt":"이 제품에는 피드백 제어를 위해 Schneider Electric이 제조한 PLC가 들어간다.","excerpt_en":"This product includes Programmable Logic Controllers (PLCs) manufactured by Schneider Electric to enable feedback control of the system."}]}]}