WATTS WATER TECHNOLOGIES INC — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
Watts Water Technologies posted Q2 2026 net sales of $763.2M (up 19% reported, 12% organic) with operating margin of 20.2% (down 80 bps) and diluted EPS of $3.53 (up 17%). The company raised full-year 2026 sales guidance to 14%-17% growth (8%-11% organic) and operating margin to 19.4%-20.0%. Key drivers: data center growth (+30.7% organic in APMEA, +11.6% Americas organic), favorable pricing, and acquisitions contributing $34M (5% of growth), offset by tariff headwinds and acquisition dilution.
Why this rating
Strong organic growth and raised guidance are positive, but margin compression (60-80 bps) from tariffs and dilution moderates impact. Event is ~11% of annual revenue relative to $6.7B market cap—material but not transformational.
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