Waters Corp WAT

Zacks Investment Research 11 nov

Waters Corporation received FDA 510(k) clearance for its BD OneFlow LST Test and BD OneFlow B-CLPD T1 Test, ready-to-use flow cytometry tests designed to diagnose B-cell non-Hodgkin lymphoma and chronic lymphocytic leukemia. The tests deliver 96.3% sensitivity and 98.2% specificity, reduce manual steps by 95%, and are expected to launch commercially in spring 2027. The stock rose 2.9% following the announcement.

Zacks Investment Research 9 nov

Waters Corporation announced the acquisition of MOBILion Systems to strengthen its position in the $2 billion LCMS proteomics market. The deal combines MOBILion's SLIM ion mobility separation technology with Waters' mass spectrometry capabilities to enhance protein analysis, biomarker discovery, and AI-driven research workflows. The acquisition is expected to support clinical applications and blood-based diagnostics over time.

Zacks Investment Research 3 nov

Waters Corporation delivered robust third-quarter 2026 results with adjusted EPS rising 21% to $4.10 and revenues surging 121% to $1.77 billion, driven by strong demand for analytical instruments and chemistry consumables. The company raised its 2026 revenue guidance to $6.479B-$6.497B and adjusted EPS guidance to $14.60-$14.70, while announcing the acquisition of MOBILion Systems to strengthen its proteomics market position.

Zacks Investment Research 3 nov

Waters Corporation reported Q3 2026 earnings of $4.1 per share, beating consensus estimates of $3.99, with revenues of $1.77 billion exceeding expectations by 0.81%. The company has consistently beaten estimates over the last four quarters. However, the stock received a Zacks Rank #3 (Hold) rating, suggesting near-term performance in line with the market. Waters shares have gained 18.4% year-to-date versus the S&P 500's 10.2% gain.

Zacks Investment Research 28 oct

Waters Corporation is expected to report Q3 2026 revenues of $1.745-$1.762 billion with adjusted EPS of $3.95-$4.05, representing 16-19% year-over-year growth. The company is anticipated to benefit from strong pharmaceutical spending, increased GLP-1 testing demand, instrument replacement cycles, and contributions from recently acquired Biosciences and Diagnostic Solutions businesses. However, an earnings beat is not predicted by Zacks' model despite positive fundamentals.