Graco Inc. (GGG)
Graco makes fluid-handling systems and equipment for spraying, pumping, and dispensing.
Industrials stock comparison
GGG vs XYL: which business are you actually underwriting?
Compare Graco Inc. with Xylem Inc. using their business models, SEC classifications, fiscal calendars, current primary filings, and the research questions that matter. This is a thesis framework—not a price target or automatic winner.
- Sector
- Industrials
- Industry
- Same SIC
- Shared themes
- 0
- Updated
- 2026-02-25
GGG vs XYL: quick comparison
| Company fact | GGG | XYL |
|---|---|---|
| Company | Graco Inc. | Xylem Inc. |
| Exchange | NYSE | NYSE |
| SEC industry | Pumps & Pumping Equipment | Pumps & Pumping Equipment |
| Fiscal year-end | December 26 | December 31 |
| Latest annual filing | 10-K · 2026-02-17 | 10-K · 2026-02-25 |
GGG vs XYL: audited financials
XYL reported about 4.0× the revenue of GGG in the latest audited fiscal year. On profitability, GGG converted a larger share of revenue into net income (23.3% versus 10.6%). Scale and margin are starting facts for the thesis, not the verdict.
| Metric | GGG | XYL |
|---|---|---|
| Revenue | $2.2B | $9.0B |
| Net income | $522M | $957M |
| Operating cash flow | $684M | $1.2B |
| Diluted EPS | $3.08 | $3.92 |
| Net margin | 23.3% | 10.6% |
GGG: FY ending 2025-12-26 · XYL: FY ending 2025-12-31. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
How the businesses differ
Why this pair belongs in the comparison set
GGG and XYL share the SEC industry classification “Pumps & Pumping Equipment,” giving the comparison a primary-source operating relationship. A shared classification or theme makes the pair useful for a defined research question; it does not mean the companies have identical products, economics, or risks.
Xylem Inc. (XYL)
Xylem makes water pumps, treatment, and analytics technology for utilities and industry.
The useful starting point is not which ticker has performed better. It is whether the two companies convert the same economic forces into revenue and cash flow in the same way. GGG is classified by the SEC as Pumps & Pumping Equipment, while XYL is classified as Pumps & Pumping Equipment. The matching industry code strengthens the peer comparison, although product mix can still differ materially.
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The thesis, the numbers behind it, and what would break it. Full access is $15 a month.
Read the full researchWhich thesis does each company fit?
Use the distinction below to decide which filing deserves deeper work. It is a research routing rule, not a recommendation or prediction.
Study GGG when…
- Capital-spending and manufacturing PMIs
- Reshoring and supply-chain reconfiguration
- Defense budgets and geopolitical conflict
- Freight rates and logistics demand
Study XYL when…
- Capital-spending and manufacturing PMIs
- Reshoring and supply-chain reconfiguration
- Defense budgets and geopolitical conflict
- Freight rates and logistics demand
Shared research themes
Pumps & Pumping Equipment (SEC industry)
SEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable.GGG's fiscal year ends December 26, while XYL's ends December 31. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 3matched transaction rows for GGGand 0 for XYL. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
GGG primary filings
XYL primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
More comparisons involving GGG or XYL
GGG vs XYL FAQs
Are GGG and XYL direct competitors?
Graco Inc. and Xylem Inc. share the SEC industry classification “Pumps & Pumping Equipment.” That makes the operating comparison relevant, but it does not prove that every product, customer, or revenue stream competes directly.
Which is better, GGG or XYL?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this GGG vs XYL comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Graco Inc. and Xylem Inc. tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-09-25. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-09-25. Independent educational research; not investment advice.
A comparison is the setup. The thesis is the call.
GGG vs XYL shows how the businesses differ. Membership is the monthly sourced view of who could benefit, what could break, and what evidence matters next. $15/month or $150/year.
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