特别提示 微信公众号机制调整，请点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 短短两周内，国际贸易环境的变化给各行各业带来了诸多不确定性，特别是药厂和科研人员在高关税环境下，正苦苦寻 找新的替代品供应链，既要保证质量，又能实现成本可控。在此背景下，如何保障科研和检测工作的顺利进行，成为业 界关注的焦点。 近日， YILIMART平台宣布称：沃特世全系列色谱柱及消耗品产品已正式入驻 。这一举措不仅是沃特世在渠道布局上 的进一步延伸，更为国内用户提供了长期稳定的产品采购新途径，有效应对关税波动带来的成本上升和供应链不稳定的 风险。 据悉，YILIMART平台有着以下三大核心优势： 一、供应链保障，降低断供风险 YILIMART平台依托沃特世完善的全球供应链体系，致力于确保产品供应的及时性和稳定性，能够在关税波动和国际物 流变化的背景下，保持供货周期的连续性，帮助用户规避因关税波动导致的供应链中断风险。 二、价格透明，提升采购效率 为应对部分高端科研消耗品价格浮动频繁的问题，YILIMART平台有着公开透明的定价体系，用户可一键查询实时价 格，在线下单，简化了传统采购 ...

Core Viewpoint - Waters (WAT) is positioned well to continue its trend of beating earnings estimates, particularly in the Zacks Medical - Instruments industry [1]. Group 1: Earnings Performance - Waters has a strong history of beating earnings estimates, with an average surprise of 5.66% over the last two quarters [2]. - In the last reported quarter, Waters achieved earnings of $4.10 per share, surpassing the Zacks Consensus Estimate of $4.02 per share by 1.99% [3]. - For the previous quarter, the company reported earnings of $2.93 per share against an expectation of $2.68 per share, resulting in a surprise of 9.33% [3]. Group 2: Earnings Estimates and Predictions - Estimates for Waters have been trending higher, supported by its history of earnings surprises [6]. - The stock has a positive Zacks Earnings ESP of +0.20%, indicating increased analyst optimism regarding its near-term earnings potential [9]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat, with a historical success rate of nearly 70% for stocks with this combination [7][9]. Group 3: Upcoming Earnings Report - Waters' next earnings report is anticipated to be released on May 6, 2025 [9].

导读： 近期，关税战愈演愈烈，在此背景下，我们特别盘点美国十家科学仪器企业在华的发展布局，以期洞察未来趋势。 他还着重表示，珀金埃尔默太仓工厂扩建项目已完成，新的现代化生产设施和运营平台将在现有的太仓基地附近投产，面积扩大近四倍，并将 逐步实现全品类产线转移。这将进一步提升公司在中国市场的生产和运营规模，更好地服务中国客户。珀金埃尔默将持续关注中国市场与客户 需求的变化，不断推出适应中国市场的产品和解决方案，为中国客户提供创新技术和专业服务。 特别提示 微信公众号机制调整，请点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 2 0 2 5年2月2 8日，胡润研究院发布《2 0 2 4在中国的美国企业特别报告》，报告共收集了7 0家标普5 0 0成分股美国企业的数据，这些企业均披露 了其在中国市场的营收数据。 样本企业在全球市场的收入总额超过2 . 5万亿美元，相当于美国2 0 2 3年GDP总和的9%。报告中不仅提及了苹 果、特斯拉、沃尔玛等知名企业，还特别关注了珀金埃尔默、r e v v it y等科学仪器领域的美国品牌。 回顾历史，自上世纪8 0年代前后，珀金埃 ...

MILFORD, Mass., April 8, 2025 /PRNewswire/ -- Waters Corporation (NYSE:WAT) will hold its Q1 2025 financial results conference call on Tuesday, May 6th, 2025 at 8:00 a.m. Eastern Time. A live webcast of the presentation will be available on Waters Investor Relations website at https://ir.waters.com. A replay of the webcast will also be available until at least June 3rd, 2025, at midnight Eastern Time. About Waters Corporation  Waters Corporation (NYSE:WAT) is a global leader in analytical instruments, separ ...

4月1日，碧迪拟出售生命科学业务事件有了最新进展，该公司正与科学仪器行业两大巨头 赛默飞、丹纳赫 就出售其生命科学业务进行谈判。 此外，该公司还在与 沃特世、凯杰、瑞孚迪 等体量较小的潜在买家探索通过"反向莫里斯信托"免税换股方式完成交易。 早在2月6日，碧迪向外界披露了其正有条不紊地筹备拆分旗下极具价值的生命科学部门。该部门包括集成诊断解决方案（IDS）部门和生物科 学业务（BDB）部门。其中，IDS业务将保留在新的碧迪集团内。 导读： 4月1日，碧迪拟出售生命科学业务事件有了最新进展，该公司正与科学仪器行业两大巨头赛默飞、丹纳赫、沃特世、凯杰、瑞孚迪等就出售其生命科学业 务进行谈判。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 谁将成为最后赢家？ 如今，赛默飞、丹纳赫、沃特世、凯杰、瑞孚迪5潜在买家率先浮出水面，不意外的，都是科学仪器行业"知名老演员"。那么，谁将成为最后赢 家？ 据悉，此次拆分是由激进投资者St a r b o a r d Va l u e推动的。他们坚信，拆分后的生命科学部门能够摆脱原有的组织架构束缚，以更加独立 ...

News Summary "The addition of the Alliance iS Bio HPLC System with PDA detection allows biopharmaceutical laboratories to perform enhanced spectral analysis, including impurity detection, peak purity analysis, multi-wavelength detection, and method validation, to deliver safe and effective products," said Fraser McLeod, Vice President, General Manager, QA/QC, at Waters Corporation. "Built on the Alliance iS HPLC Platform, the system is designed to simplify the analysis of complex biopharmaceuticals in devel ...

Group 1: Joint Venture and Licensing Agreement - BP plc and SOCAR have entered Israel's offshore gas sector through a joint licensing agreement with NewMed Energy, marking BP's first venture in Israel and SOCAR's first exploration project outside Azerbaijan [1] - The consortium secured exploration rights in Zone I after winning a competitive bid in Israel's 4th Offshore Bid Round in 2023, with SOCAR holding a 33.34% stake, and BP and NewMed Energy each holding 33.33% [2] Group 2: Strategic Importance and Future Plans - The Israeli government views this agreement as a key move to strengthen domestic gas production and expand exports, with natural gas being crucial for the country's economic and political standing [3] - Additional exploration licenses are expected to be awarded later this year, with the fifth bidding round planned for 2025 [3] Group 3: SOCAR's Expansion in Israel - SOCAR has been increasing its footprint in Israel's offshore gas industry, having acquired a 10% stake in the Tamar gas field earlier this year, which is a critical energy asset in the Mediterranean [4] - SOCAR's involvement in Israel's offshore sector is seen as a key part of its upstream expansion strategy in the region [4] Group 4: Israel's Gas Production Landscape - With major gas discoveries like Tamar and Leviathan already in production, Israel has emerged as a significant gas supplier in the Eastern Mediterranean [5] - BP and SOCAR's entry into Israel's exploration efforts aligns with the country's push to expand gas production and strengthen its role in regional energy markets [5]

Company Overview - Winnebago Industries, Inc. (NYSE: WGO) is a prominent player in the RV and recreational boat sectors, established in 1958 and recognized for its RVs [1] - The company expanded its portfolio by acquiring luxury boat manufacturer Chris-Craft in 2018 and also purchased Barletta [1] Analyst Background - Ian Bezek, a former hedge fund analyst at Kerrisdale Capital, has extensive experience in Latin American markets, focusing on countries like Mexico, Colombia, and Chile [2] - He specializes in identifying high-quality compounders and growth stocks at reasonable prices in the US and other developed markets [2]

MILFORD, Mass., March 7, 2025 /PRNewswire/ -- Waters Corporation (NYSE: WAT) announced that Udit Batra Ph.D., Waters President and Chief Executive Officer, will participate in a fireside chat at the Leerink Partners Global Healthcare Conference on Tuesday, March 11th, 2025 at 10:00AM Eastern Time. A live webcast of the event will be available on the 'Events & Presentations' section of Waters Investor Relations website at https://ir.waters.com. A replay of the webcast will be available for 90 days. About Wat ...

Company Overview - Waters Corporation operates in over 35 countries with approximately 7,600 employees and offers products in more than 100 countries[12]. - The company has two operating segments: Waters, focusing on LC and MS systems, and TA, specializing in thermal analysis instruments[15]. - Waters believes it is one of the largest manufacturers of LC and LC-MS systems, chromatography columns, and related services globally[36]. - The company employed approximately 7,600, 7,900, and 8,200 employees at December 31 for 2024, 2023, and 2022, respectively, with about 39% located in the United States[72]. - The company has approximately 1,100, 1,200, and 1,200 employees involved in research and development efforts at the end of 2024, 2023, and 2022, respectively[68]. Product Development and Innovation - In 2023, Waters introduced the DynaPro ZetaStar instrument for nanoparticle analysis, enhancing sensitivity and measurement speed[21]. - The Alliance iS HPLC System was launched to reduce compliance risk and improve measurement accuracy, integrating with cloud-native monitoring software[28]. - Waters introduced the new Oasis WAX/GCB and GCB/WAX cartridges for PFAS analysis, ensuring low residual PFAS through accredited QC testing[29]. - The company launched the Xevo TQ Absolute System, the most sensitive benchtop tandem mass spectrometer in its class, in 2022[35]. - The company has expanded its product line with the introduction of HPLC CONNECT software for enhanced digital synchronization between systems[22]. - In 2024, Waters introduced the Alliance iS Bio HPLC System, designed to eliminate up to 40% of common errors in biopharma quality control[29]. - The introduction of the Battery Cycler Microcalorimeter Solution in 2023 significantly reduces experiment time from months to weeks for battery cell characterization[50]. - The new SELECT SERIES MRT System now offers 50% higher resolution, achieving 300,000 FWHM resolution, and a 3X faster scan rate[40]. Financial Performance - The Company’s total net sales for 2024 were $2,958,387 thousand, flat compared to 2023 and down 1% from 2022[186]. - Product sales decreased by 3% in 2024 to $1,844,176 thousand, while service sales increased by 6% to $1,114,211 thousand[186]. - Operating income for 2024 was $826,353 thousand, a 1% increase from $817,676 thousand in 2023[190]. - Net income for 2024 was $637,834 thousand, a slight decrease of 1% from $642,234 thousand in 2023[192]. - The effective tax rate for 2024 was 15.5%, compared to 12.8% in 2023[192]. - The Company generated $762 million in net cash flow from operating activities in 2024, an increase from $603 million in 2023[193]. - Capital expenditures for 2024 were $142 million, down from $161 million in 2023, primarily due to the completion of new manufacturing facilities[194]. Market and Sales Dynamics - The Company’s pharmaceutical segment accounted for 58% of net sales in 2024, with 31% from other industrial accounts and 11% from academic institutions and governmental agencies[52]. - In 2024, the Company generated $397 million in total net sales from China, a significant 30% decrease from $565 million in 2022 due to lower customer demand and economic conditions[92]. - Approximately 68% of the Company's net sales in 2024 were outside the United States, primarily denominated in foreign currencies, exposing the Company to foreign currency exchange rate fluctuations[1]. - Sales in China declined by 10% in 2024 and 22% in 2023, primarily due to lower demand and increased government regulations[187]. - Approximately 58% of the Company's net sales in 2024 were to worldwide pharmaceutical accounts, which are subject to unfavorable market conditions[102]. Acquisitions and Investments - Waters has made significant acquisitions, including Wyatt Technology in May 2023, to enhance its product offerings[14]. - The Company completed the acquisition of Wyatt Technology, LLC for a total purchase price of $1.3 billion in cash, expanding its portfolio and exposure to large molecule applications[185]. - The financial results for the year ended December 31, 2024, include the full-year results of Wyatt, while the results for 2023 included only seven-and-a-half months of Wyatt's financial results[185]. - The Company financed the Wyatt acquisition in May 2023 through borrowings, resulting in a significant increase in outstanding debt[109]. Operational Challenges and Risks - The Company anticipates potential risks from foreign currency exchange rate fluctuations and geopolitical instability affecting its operations[87]. - The Company is subject to risks from global economic conditions, including inflation and interest rate changes, which may affect demand for its products[97]. - The Company faces competition from major players such as Agilent Technologies, Shimadzu Corporation, and Thermo Fisher Scientific, among others, in the analytical instrument systems market[78]. - The Company is subject to risks from global economic conditions, including inflation and interest rate changes, which may affect demand for its products[97]. - The Company is subject to various legal and regulatory proceedings that can divert management attention and incur significant expenses[151]. Workforce and Development - The Company has made significant investments in workforce development and inclusion initiatives to enhance talent retention and development[71]. - The Company reduced its worldwide workforce by approximately 5% during 2024 and 2023 to align resources with growth strategies, which may impact productivity and customer relationships[129]. - The Company experienced a reduction in workforce impacting about 2% of its employees, primarily in China, due to the decline in sales[92]. Environmental, Social, and Governance (ESG) - The company published its 2024 ESG Report in November 2024, detailing efforts to address environmental impact and uphold social responsibilities[83]. - The Company is committed to monitoring environmental regulations, particularly in the European Union and China, regarding hazardous substances in electronic equipment[66]. - The Company may incur significant costs related to compliance with evolving environmental, social, and corporate governance (ESG) expectations[150]. - The Company is evaluating its supply chain for conflict minerals and plans to file its 2024 Form SD with the SEC in May 2025[145]. Cybersecurity and Compliance - Cybersecurity threats pose risks to the Company's technology infrastructure, which could lead to interruptions and material adverse effects on business operations[134]. - The Company has implemented a robust cybersecurity risk management framework, including annual audits and vulnerability assessments[161]. - The Company has invested resources to protect its technology infrastructure, but risks remain regarding potential security incidents[135]. - The Company faces risks related to compliance with complex regulations, which could result in fines, product recalls, or operational restrictions[139]. Shareholder Returns and Stock Performance - The Company has not declared or paid any dividends on its common stock in the past three fiscal years and does not intend to pay cash dividends in the foreseeable future[176]. - The Company has a remaining authorization of $1.0 billion for share repurchases, with the program extended through January 21, 2028[183]. - The Company’s stock price performance from December 31, 2019, to December 31, 2024, shows a cumulative total return of 58.78%[182].