Graco Inc. (GGG)
Graco makes fluid-handling systems and equipment for spraying, pumping, and dispensing.
GGG vs XYL: how the two businesses compare
- Bigger business: XYL, with $9.0B of yearly revenue, about 4.0× GGG's $2.2B.
- More profitable: GGG keeps 23 cents of each sales dollar as profit, against 11 cents at XYL.
- More cash from each sale: GGG turns 31 cents of each sales dollar into operating cash flow, against 14 cents at XYL.
From each company's latest annual SEC filing. Fiscal years can end on different dates.
Xylem (XYL) is the larger business by reported revenue: $9.0B in its fiscal year ended Dec 2025, about 4.0× GGG's $2.2B (fiscal year ended Dec 2025). GGG's net margin was 23.3% and XYL's 10.6%. Both file with the SEC under the same industry code, SIC 3561 (Pumps & Pumping Equipment).
Figures come from each company's own SEC filings. This page compares the businesses; it is not a price target or a verdict.
- Industrials
- Pumps & Pumping Equipment
- Same classification
- Different
- GGG December 26 · XYL December 31
- Feb 25, 2026
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
- Scale: XYL's $9.0B of revenue is about 4.0× GGG's $2.2B.
- Net margin: GGG kept 23.3% of revenue as net income versus 10.6% at XYL.
- Cash conversion: operating cash flow equalled GGG 30.6% of revenue, or 1.31× net income; XYL 13.7% of revenue, or 1.30× net income. A ratio well above 1× usually reflects non-cash charges or working-capital release; well below 1× can reflect working-capital build or non-cash gains.
- Periods: the fiscal years end 5 days apart (2025-12-26 and 2025-12-31), so these annual figures cover close to the same months.
| Metric | GGG | XYL |
|---|---|---|
| Revenue | $2.2B2024-12-28 to 2025-12-26 · SEC filing | $9.0B2025-01-01 to 2025-12-31 · SEC filing |
| Net income | $522M2024-12-28 to 2025-12-26 · SEC filing | $957M2025-01-01 to 2025-12-31 · SEC filing |
| Operating cash flow | $684M2024-12-28 to 2025-12-26 · SEC filing | $1.2B2025-01-01 to 2025-12-31 · SEC filing |
| Diluted EPS | $3.082024-12-28 to 2025-12-26 · SEC filing | $3.922025-01-01 to 2025-12-31 · SEC filing |
| Net margin | 23.3%2024-12-28 to 2025-12-26 · SEC filing | 10.6%2025-01-01 to 2025-12-31 · SEC filing |
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.
Where GGG and XYL overlap, and where they don't
Overlap
- Same SEC industry: both report under SIC 3561, Pumps & Pumping Equipment.
- Nearly aligned fiscal calendars: GGG's year ends December 26 and XYL's December 31.
Differences
- Scale: XYL reported about 4.0× the annual revenue of GGG.
- Profitability: net margin of 23.3% for GGG versus 10.6% for XYL.
Overlap is drawn from SEC classifications and Yield Theory research themes. It is not evidence that the companies sell to the same customers or compete product for product.
Xylem Inc. (XYL)
Xylem makes water pumps, treatment, and analytics technology for utilities and industry.
What moves each company
Company-specific drivers maintained by Yield Theory. Use them to decide which filing deserves deeper work; they are not predictions.
What moves GGG
We have not yet published a company-specific driver list for GGG. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-02-17.
What moves XYL
We have not yet published a company-specific driver list for XYL. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-02-25.
The investment question
You now know XYL reports about 4.0× GGG's revenue, and GGG keeps more of each dollar as net income. Those are the facts. The investment question is what each share price already assumes about the pumps & pumping equipment cycle, and which evidence in the next filings would prove that assumption wrong.
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Read the full researchSEC 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 3 matched transaction rows for GGG and 0 matched transaction rows 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 and Xylem 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.
Is GGG or XYL the bigger company by revenue?
Xylem (XYL) is the larger business by reported revenue: $9.0B in its fiscal year ended Dec 2025, about 4.0× GGG's $2.2B (fiscal year ended Dec 2025). GGG's net margin was 23.3% and XYL's 10.6%. Both file with the SEC under the same industry code, SIC 3561 (Pumps & Pumping Equipment). Each figure is the annual amount tagged in the company's own SEC XBRL filing; market value depends on live prices, which this page does not publish.
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 2026-11-09. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-11-09. Independent educational research; not investment advice.
Which business differences matter to the investment thesis?
GGG vs XYL compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.
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