Waters Corp reports Q3 2026 earnings beat, raises 2026 guidance and announces MOBILion acquisition
Waters Corporation posted third‑quarter 2026 revenue of $1.767 billion, up 121% year‑over‑year, and adjusted earnings per share of $4.10, surpassing analyst estimates. GAAP EPS was $0.82. The company raised its full‑year 2026 adjusted EPS outlook to $14.60‑$14.70 and revenue outlook to $6.479‑$6.497 billion, and lifted its Q4 revenue guidance to $1.80‑$1.82 billion. In the same release, Waters announced the acquisition of MOBILion Systems, Inc., a provider of high‑resolution ion mobility separation technology.
Why it matters
The higher guidance expands the revenue and earnings targets for investors, implying stronger cash flow expectations for the remainder of fiscal 2026 (the company’s filing states the new guidance). The acquisition adds molecular analysis capabilities, potentially broadening Waters’ product addressable market.
Key facts
- 1Total reported revenue for Q3 2026 was $1.767 billion, exceeding the guidance midpoint by $14 million. prnewswire.com
- 2Organic revenue grew 9% on a reported basis and 10% in constant currency. prnewswire.com
- 3GAAP diluted earnings per share for the quarter was $0.82. prnewswire.com
- 4Adjusted EPS for the quarter grew 21% to $4.10. prnewswire.com
- 5Full‑year 2026 adjusted EPS guidance was raised to $14.60‑$14.70. prnewswire.com
- 6Full‑year 2026 total revenue guidance was raised to $6.479‑$6.497 billion. prnewswire.com
Summary written by AlphAI AI Desk from 9 of 9 sources. Not investment advice. Figures are as stated by the linked sources.