Waters Corporation (WAT) Presents At Wells Fargo 20th Annual Healthcare Conference 2025 (Transcript)

Core Insights - The company reported a quarter with high single-digit instrumentation growth, indicating strong performance in its base business [1] - There was a slight softness in the TA segment, but overall results were better than expected across various areas [1] - The company continues to experience momentum similar to Q1, suggesting a consistent growth trajectory [1] Business Performance - The base business is described as going from strength to strength, with ongoing positive momentum [1] - The company acknowledges a repetitive success pattern, indicating a stable operational strategy [1] Instrument Replacement Cycle - Discussion around the instrument replacement cycle is anticipated, suggesting it is a significant factor for future growth [1]