$WAT

WATERS CORP /DE/

Insider trades
4
1
0
$1.4M
KUEBLER CHRISTOPHER A
0%
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High

Waters (WAT) Q2 2026 Earnings Call Transcript

Waters (WAT) reported Q2 2026 revenue of $1.645 billion, above the top of guidance, with 9% organic growth and adjusted EPS of $3.05. Full-year 2026 guidance was raised to 7% to 9% organic revenue growth and adjusted EPS of $14.45 to $14.65. Management cited cost actions, FX headwinds, China DRG headwinds, and progress in acquired biosciences and diagnostics.

Waters Q2 Earnings Call Highlights

Waters (NYSE:WAT) reported Q2 updates from its earnings call. Materials Science Division revenue rose to $87M. Biosciences and Diagnostic Solutions acquired from BD generated $817M revenue. Waters raised FY organic constant-currency growth outlook to 7% to 9%, projecting FY reported revenue of $3.370B to $3.431B and adjusted EPS of $14.45 to $14.65.

Waters (WAT) After Fresh Guidance And Earnings Update Is The Valuation Case Still Intact

Waters (WAT) issued new Q3 and full-year 2026 revenue guidance and reported Q2 results showing higher sales but a shift to a net loss, according to the company. The article cites a 90-day return of 14.57% and 1-year total shareholder return of 44.69%. It discusses valuation versus a $413.26 fair value estimate and notes recurring revenue up 11% this quarter.

WAT sentiment & insider activity

Over the past 7 days, alphai's AI scored 5 news stories mentioning WAT (WATERS CORP /DE/). Coverage has skewed bullish: 4 bullish, 1 neutral, and 0 bearish.

Recent WAT coverage spans earnings, insider activity and market movers.

In the last 30 days, WAT insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($1.4M). The most active reporter was KUEBLER CHRISTOPHER A with 1 filing.

What's driving WAT

  • Raised full-year guidance and top-end beat suggest improving demand and integration execution, but FX and China DRG headwinds remain key swing factors.

    fool.com · Aug 11, 2026

  • Guidance raise plus detailed acquired-business and cost-action metrics likely supports a near-term positive repricing, with focus on China headwinds and execution of the 180-day revitalization plan.

    yahoo.com · Aug 9, 2026

  • Fresh guidance and Q2 results reset the valuation debate around fair value versus downside margin if margins or growth miss.

    simplywall.st · Aug 8, 2026

  • The filing discloses an insider sale, which can be read as mild negative sentiment but is not, by itself, a fundamental catalyst.

    SEC EDGAR · Aug 7, 2026

  • Raised guidance and product/integration updates are near-term positives, but GAAP losses and integration execution risk keep the risk-reward mixed.

    simplywall.st · Aug 6, 2026

alphai scores every news story that mentions WAT with an AI model for sentiment and relevance, and aggregates insider trades from WATERS CORP /DE/'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $WAT

Score
$WATHighAI 9/10

Waters (WAT) Q2 2026 Earnings Call Transcript

Waters (WAT) reported Q2 2026 revenue of $1.645 billion, above the top of guidance, with 9% organic growth and adjusted EPS of $3.05. Full-year 2026 guidance was raised to 7% to 9% organic revenue growth and adjusted EPS of $14.45 to $14.65. Management cited cost actions, FX headwinds, China DRG headwinds, and progress in acquired biosciences and diagnostics.

$WATMedAI 8/10

Waters Q2 Earnings Call Highlights

Waters (NYSE:WAT) reported Q2 updates from its earnings call. Materials Science Division revenue rose to $87M. Biosciences and Diagnostic Solutions acquired from BD generated $817M revenue. Waters raised FY organic constant-currency growth outlook to 7% to 9%, projecting FY reported revenue of $3.370B to $3.431B and adjusted EPS of $14.45 to $14.65.

Waters (WAT) Is Up 5.1% After Raising 2026 Revenue Guidance Amid Integration Progress – What’s Changed

Waters (WAT) reported Q2 sales of $1.65B versus $771M a year earlier, with net income turning to a $136M net loss. The company raised 2026 revenue guidance to $1.75–1.76B for Q3 and $6.42–6.48B for full year, citing 9% organic constant-currency growth and progress integrating acquired BD businesses, plus a new Xevo TQ Absolute XR IVD system.

$WATMedAI 8/10

Waters Corporation Q2 2026 Earnings Call Summary

Waters Corp reported 9% organic constant-currency growth in Q2 2026, citing strength in pharma and academic end markets and a 400 bps growth acceleration in newly acquired Biosciences and Diagnostic Solutions. The company raised 2026 organic revenue guidance to 7-9%, expects acquired businesses to exit 2026 at 6%+ growth, and projects mid-teens adjusted EPS growth with margin expansion.

Waters (WAT) Stock Rises On Revenue Surge While Losses Cloud Earnings

Waters (NYSE:WAT) shares rose about 6% after Q2 revenue jumped to $1.645 billion, including $817 million from the BD Biosciences and Diagnostic Solutions acquisition. GAAP results showed a net loss of $136 million and basic EPS loss of $1.38, while free cash flow was $202 million. Organic revenue grew 7% reported and 9% constant currency.

$WATHighAI 8/10

Why Waters Corporation (WAT) Stock Is Trading Up Today

Waters Corp (NYSE:WAT) shares rose about 5% after the company reported Q2 results that beat Wall Street and lifted full-year guidance. Waters posted adjusted EPS of $3.05 on revenue of $1.65B, with 7% organic growth. The company now expects 2026 adjusted earnings around $14.55 per share at the midpoint.

$WATMedAI 8/10

Waters Corp (WAT) (Q2 2026) Earnings Call Highlights: Strong Organic Growth and Raised

Waters Corp (WAT) reported Q2 2026 earnings call highlights, citing strong organic growth and raised guidance. Management said FX translation is expected to reduce full-year revenue by about 60 bps and EPS by $0.25. China headwinds persist in acquired businesses, while guidance implies ~4% constant-currency growth in Q4. Adjusted EBIT margin guidance stays at 28.2%.

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