Waters Corporation Q4 2025 Earnings Call Highlights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy WAT?
Source: seekingalpha
- Performance Growth: Waters Corporation reported Q4 2025 sales of $932 million, reflecting a 7% increase year-over-year, with adjusted EPS at $4.53, demonstrating strong market performance despite challenges from the BD acquisition integration.
- Acquisition Integration: The completion of the acquisition of BD's Biosciences and Diagnostic Solutions business has been finalized, with integration planning complete and execution underway, expected to enhance market competitiveness through the unification of world-class expertise.
- Future Outlook: Waters anticipates 2026 reported revenue between $6.405 billion and $6.455 billion, with a year-over-year growth rate of approximately 5.3%, and aims for an adjusted operating margin of 28.1%, indicating confidence in future growth.
- Innovation Drive: The transition to the Empower subscription model is expected to enhance economic benefits, while the launch of a new wave of innovative products will further solidify its leadership position in the scientific instruments market.
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Analyst Views on WAT
Wall Street analysts forecast WAT stock price to rise
13 Analyst Rating
8 Buy
5 Hold
0 Sell
Moderate Buy
Current: 319.830
Low
350.00
Averages
414.08
High
480.00
Current: 319.830
Low
350.00
Averages
414.08
High
480.00
About WAT
Waters Corporation offers analytical instruments, separations technologies, and software, serving the life, materials, food, and environmental sciences. The Company's segments include Waters and TA. The Company primarily designs, manufactures, sells and services high-performance liquid chromatography (HPLC), ultra-performance liquid chromatography (UPLC and together with HPLC, referred to as LC) and mass spectrometry (MS) technology systems and support products, including chromatography columns, other consumable products and comprehensive post-warranty service plans. The Company designs, manufactures, sells and services thermal analysis, rheometry and calorimetry instruments through its TA Instruments (TA) product line. The Company is also a developer and supplier of advanced software-based products that interface with the Company’s instruments, as well as other manufacturers’ instruments. It operates directly in over 35 countries and has products available in more than 100 countries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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