Waters Corp

WAT

Market cap $24B

Waters Corporation ( WAT ) Jefferies London Healthcare Conference 2025 November 18, 2025 9:30 AM EST Company Participants Udit Batra - President, CEO & Director Conference Call Participants Tycho Peterson - Jefferies LLC, Research Division Presentation Tycho Peterson Jefferies LLC, Research Division Okay. Thank you, everybody.

MILFORD, Mass. , Nov. 11, 2025 /PRNewswire/ -- Waters Corporation (NYSE:WAT) announced that Udit Batra, Ph.D.

Drives efficiency and reliability in Quality Control and Development environments, integrating seamlessly with world-class Empower™ Chromatography Data System (CDS). Mitigates CDS communication errors encountered in up to 70% of multi-vendor LC-CAD configurations.1 Delivers near-universal detection of an expansive range of analytes across pharmaceutical formulations, food additives, and environmental pollutants, including those that are challenging to measure using UV or mass spectrometry methods.

WAT posts strong Q3 results with 16% earnings growth and higher sales, lifting its full-year outlook for 2025.

Armstrong World Industries, Inc. (AWI) shares outperformed in the quarter due to beating expectations, driven by favorable positioning in key verticals and strong operating leverage. Somnigroup International Inc. (SGI) was a top performer as it continues to gain incremental share in the bedding market, despite the weakness in the end market. Waters Corporation (WAT) underperformed on the announcement that it will acquire Becton Dickinson's Biosciences and Diagnostics divisions.

Waters Corporation ( WAT ) Q3 2025 Earnings Call November 4, 2025 8:00 AM EST Company Participants Caspar Tudor - Head of Investor Relations Udit Batra - President, CEO & Director Amol Chaubal - Senior VP & CFO Conference Call Participants Tycho Peterson - Jefferies LLC, Research Division Jack Meehan - Nephron Research LLC Puneet Souda - Leerink Partners LLC, Research Division Casey Woodring - JPMorgan Chase & Co, Research Division Douglas Schenkel - Wolfe Research, LLC Daniel Arias - Stifel, Nicolaus & Company, Incorporated, Research Division Catherine Ramsey - Robert W. Baird & Co. Incorporated, Research Division Brandon Couillard - Wells Fargo Securities, LLC, Research Division Presentation Operator Welcome to the Waters Corporation's Third Quarter 2025 Financial Results Conference Call.

Waters (WAT) came out with quarterly earnings of $3.4 per share, beating the Zacks Consensus Estimate of $3.21 per share. This compares to earnings of $2.93 per share a year ago.

Lab equipment maker Waters Corp raised its annual profit forecast on Tuesday, after beating third-quarter profit estimates on improved demand from biotech clients for its tools used in drug development and research.

Highlights Sales of $800 million exceeded guidance; grew 8% as reported and 8% in constant currency Delivered GAAP EPS of $2.50 and non-GAAP EPS of $3.40, which reflects strong, 16% growth in Adjusted Earnings Per Share that exceeded guidance Instruments grew 6% in constant currency, led by high single-digit LC & MS growth, and TA Division returning to positive growth Recurring revenue grew 9% in constant currency; chemistry grew double digits, with strong uptake of new bioseparations products In constant currency, Pharma grew 11%, driven by broad-based growth across all regions, including double-digit growth in the Americas Raising full-year 2025 constant currency sales growth guidance and raising full-year 2025 non-GAAP EPS guidance Third Quarter 2025 MILFORD, Mass. , Nov. 4, 2025 /PRNewswire/ -- Waters Corporation (NYSE: WAT), today announced its financial results for the third quarter of 2025.

Sold 243,780 shares for an estimated $85.09 million based on the average price for Q3 2025 The transaction represented a 1.7% change in the fund's reportable assets under management for Q3 2025 Post-sale stake: 0 shares, valued at $0