Key Takeaways WAT beat Q4 estimates with EPS up 10.5% and sales rising 7% year over year. Pharma and Industrial sales rose 8%, while Europe revenues climbed 13% reported.WAT guides 2026 EPS to $14.30-$14.50 on 5.5-7% constant currency sales growth.Waters Corporation (WAT) reported fourth-quarter 2025 non-GAAP earnings of $4.53 per share, which beat the Zacks Consensus Estimate by 0.67% and increased 10.5% year over year. Net sales of $932.4 million topped the Zacks Consensus Estimate by 0.55%. The figure in ...

经济观察网2026年2月9日，沃特世宣布完成与碧迪医疗(BD)生物科学与诊断解决方案业务的合并，交 易通过反向莫里斯信托结构实施，合并后公司成立四大事业部(分析科学、生物科学、先进诊断、材料 科学)。合并后首个交易日股价单日下跌13.94%，截至2月12日收盘价较合并前(2月5日)累计下跌约 15.9%。 高管变动 2026年2月10日，公司任命基因组学专家Claire M.Fraser博士为董事会新成员，以强化精准诊断领域的战 略治理。 财报分析 2026年2月12日发布的2025财年财报显示，全年营收31.65亿美元(同比增长6.99%)，净利润微增0.75%； 但第四季度营收9.32亿美元，净利润同比下滑2.67%。全年毛利率57.77%，经营活动现金流6.53亿美 元。制药业务(尤其中国市场增长超20%)和新兴产品(如PFAS检测、GLP-1相关收入)驱动增长，但短期 整合成本可能压制利润率。 机构观点 合并后多家机构更新目标价，区间为350美元至440美元。花旗与巴克莱上调至"买入"，美银证券则下调 目标价至350美元并维持"持有"，反映市场对整合效果及增长路径的分歧。 股票近期走势 近7日(202 ...

Waters (WAT) has been beaten down lately with too much selling pressure. While the stock has lost 19% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillator that measures the speed and change of price movem ...

Key Takeaways BDX completed the spin-off of Biosciences & Diagnostic and merged it with Waters.BD shareholders get 0.135 Waters shares per BD share; BD received $4B in cash proceeds.BDX will use $2B for buybacks and $2B for debt reduction to sharpen MedTech focus.Becton, Dickinson and Company (BDX) , popularly known as BD, recently announced that it has completed the previously disclosed spin-off of its Biosciences & Diagnostic business, followed by the merger of the separated entity with Waters Corporation ...

Evercore ISI resumed coverage of Waters (WAT) with an In Line rating and $360 price target. Shares have dipped by 13% post the Becton Dickinson (BDX) Life Sci transaction due to mixed results and cautious guidance, says the analyst, who notes that debate centers around management’s confidence in deal merits versus short-term concerns. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See Insiders’ Hot Stocks on TipRanks >> Read More on WAT: D ...

Waters Corporation (NYSE:WAT) stock is trading lower on Monday after the company released fourth-quarter 2025 financial results and issued fiscal 2026 guidance.Fourth Quarter Earnings SnapshotThe company reported quarterly sales of $932.36 million, an increase of 7% as reported and 6% in constant currency, beating the consensus of $928.09 million.Sales into the academic and government market decreased 2% as reported and 3% in constant currency.The analytical instruments provider reported adjusted earnings o ...

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Financial Data and Key Metrics Changes - The company achieved high single-digit reported revenue growth and low double-digit adjusted EPS growth in Q4, with sales growing 7% on a reported basis and 6% in constant currency [6][8] - Adjusted EPS grew low double digits to $4.53, while GAAP EPS was $3.77 [8][31] - For the full year, sales grew 7% on both a reported and constant currency basis, with adjusted EPS growing 11% to $13.13 [9][31] Business Line Data and Key Metrics Changes - Recurring revenue grew 9%, driven by chemistry growth, while instruments grew 3%, led by high single-digit LCMS growth [8][30] - Chemistry revenue grew 12% for the full year, contributing to the overall growth [9][31] - Instrument sales grew 5% for the full year, with high single-digit LCMS growth offset by a low single-digit decline in TA system sales [31][32] Market Data and Key Metrics Changes - Pharma revenue grew 9%, with high single-digit growth across Americas and Europe and low double-digit growth in Asia [13][31] - Industrial grew 6%, while academic and government declined 1% [31] - In China, sales grew 9% for the year, driven by strong performance in biotech and CDMOs [14][32] Company Strategy and Development Direction - The company completed the acquisition of BD's Biosciences and Diagnostic Solutions business, aiming to strengthen its position in high-growth adjacencies and enhance operational execution [6][17] - The strategic roadmap laid out five years ago continues to advance, with a focus on innovation and high-volume testing opportunities [7][9] - The company plans to expand its idiosyncratic growth driver framework from three to five drivers, adding biologics and informatics [14][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to deliver strong growth in 2026, with a guidance range of 5.5%-7% for organic constant currency revenue growth [35][36] - The company anticipates approximately $3 billion in revenue contribution from the acquired business in 2026, with a risk-adjusted growth assumption of 2.5% [26][35] - Management highlighted the importance of improving operational execution and pricing discipline to enhance revenue synergies [47][57] Other Important Information - The company expects to realize approximately $55 million of adjusted EBIT from cost synergies in 2026 and $50 million in revenue synergies [23][36] - Free cash flow totaled $677 million for the full year, with a net debt position of $820 million at year-end [34][36] Q&A Session All Questions and Answers Question: Concerns about BD results and recovery path - Management acknowledged several issues that emerged in Q4 impacting growth, emphasizing a focus on improving operational execution and leveraging new product launches for recovery [44][46] Question: Full year guidance and deceleration - Management clarified that the guidance reflects a prudent approach, incorporating potential headwinds and assuming mid-single-digit growth in China [54][55] Question: Synergy targets and operational excellence - Management confirmed a focus on achieving synergy targets through operational improvements and disciplined pricing strategies [66][70]

Waters (NYSE:WAT) Q4 2025 Earnings call February 09, 2026 08:30 AM ET Company ParticipantsAmol Chaubal - SVP and CFOCaspar Tudor - Head of Investor RelationsUdit Batra - President and CEOConference Call ParticipantsCatherine Schulte - Senior Research Analyst and Director, Life Sciences and DiagnosticsDoug Schenkel - Managing Director, Senior Research Analyst and Head of Life Science Tools and DiagnosticsJack Meehan - Equity Research Analyst, Life Science Tools and DiagnosticsTycho Peterson - Managing Direct ...

Waters (NYSE:WAT) Q4 2025 Earnings call February 09, 2026 08:30 AM ET Speaker1This call is being recorded. If anyone has any objections, please disconnect at this time. It is now my pleasure to turn the call over to Mr. Caspar Tudor, Head of Investor Relations. Please go ahead, sir.Speaker0Thank you, Leila, and good morning, everyone. Welcome to Waters Corporation's fourth quarter earnings call. Joining me today are Dr. Udit Batra, our President and Chief Executive Officer, and Amol Chaubal, our Senior Vice ...