Stock AnalysisJuly 14, 2026 · 6 min read

Is Xylem Stock (XYL) Halal? Current Quantitative Sharia Screen

Xylem provides water infrastructure, treatment, metering and analytics; this page combines current filing-backed ratios with qualitative business and derivative analysis.

Time-sensitive screening snapshot: financial ratios and business mix can change after each filing. This is educational research, not a fatwa or investment advice. Verify the latest filing and your preferred Sharia standard before acting.

The Short Answer

Xylem stock (XYL) is generally halal at the activity level and financially passes the asset-based checks examined here, with methodology-dependent caveats. Water and wastewater infrastructure are generally permissible, but the filing does not provide a universal prohibited-revenue or standalone interest-income numerator for every customer, end use or derivative.

Current quantitative Sharia screen

Based on 10-Q figures for the period ended 2026-03-31; calculated 2026-07-14.

USD · millions
Interest-bearing debt / assets
11.43%Within limit
Below 33.333% under FTSE Yasaar

1,938 / 16,954

Cash + interest-bearing securities / assets
4.77%Within limit
Below 33.333% under FTSE Yasaar

808 / 16,954

Receivables + cash / assets
15.36%Within limit
Below 50% under FTSE Yasaar

2,604 / 16,954

FTSE Yasaar
v4.6, February 2026
Financial
Incomplete
Overall
Incomplete

Debt is 11.43%, liquidity is 4.77% and receivables plus cash/assets is 15.36%; the entered balance-sheet ratios pass, but a standalone interest-income numerator is unavailable for the complete FTSE financial result.

MSCI Islamic (total-assets series)
October 2024 methodology
Financial
Pass
Overall
Incomplete

Debt, liquidity and receivables plus cash pass the examined MSCI total-assets checks. This is a calculation against the named method, not an index-membership claim; income and end-use allocation remain incomplete.

Malaysia SAC financial ratios
single 5% activity benchmark adopted November 2025
Financial
Pass
Overall
Incomplete

Debt is 11.43%, liquidity is 4.77% and receivables plus cash/assets is 15.36%; the entered ratios pass. This is a calculation against SAC ratios, not an official classification of a U.S.-listed security.

Market-cap denominator methods
MSCI M-Series, S&P and Dow Jones methods differ
Financial
Not calculated
Overall
Not calculated

A properly licensed and reproducible historical market-cap series is not stored, so these methods are not estimated from a current spot price.

Business-activity disclosure

Xylem provides pumps, treatment systems, smart meters, analytics, services and other equipment for the full water cycle across Water Infrastructure, Applied Water, Measurement and Control Solutions, and Water Solutions and Services. Water and wastewater infrastructure is generally permissible at the activity level.

Limitation: The filing does not provide a scholar-specific prohibited-revenue numerator for every industrial, energy, agricultural, municipal or customer end use, and it does not isolate a standalone interest-income amount.

Purification

The filing does not separately disclose a universal interest-income or prohibited-revenue numerator. No fixed purification percentage is prescribed.

Inputs, assumptions and primary sources
  • Inputs use Xylem's March 31, 2026 Form 10-Q; amounts are USD millions.
  • Interest-bearing debt is $1,938 million: $531 million of short-term borrowings and current maturities plus $1,407 million of long-term debt.
  • Cash and cash equivalents are $808 million. The filing does not separately report an interest-bearing securities portfolio, so no additional balance is entered.
  • Receivables use the reported net balance of $1,796 million.
  • Total quarterly revenue is $2,125 million, including $2,059 million of customer-contract revenue and $66 million of lease revenue. The filing reports net interest expense and interest income from cross-currency swaps but does not provide a standalone interest-income numerator.

This is a reproducible financial screen, not a fatwa. A failed total-assets screen can coexist with a pass under a market-cap methodology. ZakatInvest keeps the qualitative assessment separate so numerical thresholds do not erase material context.

This is a reproducible ZakatInvest calculation from Xylem's first-quarter 2026 Form 10-Q for the period ended March 31, 2026. It is not a fatwa, index-membership claim or personalized investment advice.

Current Quantitative Screen (March 31, 2026)

  • Debt / assets: 11.43% — below the examined 33%–33.333% asset-based limits
  • Cash / assets: 4.77% — $808 million of cash and cash equivalents
  • Receivables + cash / assets: 15.36% — $1,796 million of net receivables plus cash
  • Interest income: Not separately calculated — the filing reports net interest expense and cross-currency-swap interest effects rather than a standalone numerator
  • Market-cap denominator methods: Not calculated because a licensed, reproducible historical market-cap series is not stored

The entered financial ratios pass the examined FTSE Yasaar, MSCI total-assets and Malaysia SAC checks. The overall result remains methodology-dependent because income allocation, purification and downstream end-use treatment are incomplete.

Xylem's Business Activity

  • Water Infrastructure: Pumps, transport and treatment applications for utilities and infrastructure
  • Applied Water: Water-handling equipment for residential, commercial, agricultural and industrial markets
  • Measurement and Control Solutions: Smart meters, leak detection, analytics and control systems
  • Water Solutions and Services: Treatment systems, services, rentals and outsourced water management

Xylem addresses the full water cycle from collection and distribution through treatment and return to the environment. These are generally permissible infrastructure activities, while customer end uses and specific treatment arrangements require the investor's chosen look-through standard.

Qualitative Issues to Keep in View

Mixed customers and end uses

Xylem serves municipalities, utilities, industrial, energy, agricultural, commercial and residential customers. The filing does not allocate revenue by every downstream use, so this page does not invent a prohibited-revenue percentage.

Water Solutions and Services perimeter

The Water Solutions and Services segment includes capital projects, services, rentals and treatment applications. A proposed approximately $219 million optical sensing and measurement acquisition is expected to expand the Measurement and Control Solutions perimeter after closing and should trigger a future review.

Debt, derivatives and purification

Xylem reports $1,938 million of interest-bearing debt and uses cross-currency swaps; interest income from those swaps reduces reported net interest expense. Because a standalone interest-income amount is not disclosed, no fixed purification rate is prescribed.

How to Read the Result

Xylem's water-infrastructure business is generally permissible and the entered asset-based ratios pass. The screen is not an unconditional certification: market-cap methods are not calculated, customer end uses are not universally allocated, and qualified scholars may differ on derivatives, treatment services and purification.

Bottom Line

Xylem is currently generally halal with methodology-dependent caveats. As of March 31, 2026, debt/assets are 11.43%, receivables plus cash/assets are 15.36%, and the filing does not provide a standalone interest-income numerator. Investors should review the full water-services perimeter and apply the methodology of a qualified Sharia adviser.

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