WATERS CORP /DE/ — Form 8-K
Filed November 3, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
Waters Corporation reported Q3 2026 revenue of $1.767B (beating guidance by $14M) with organic growth of 9% reported / 10% constant currency. Adjusted EPS grew 21% to $4.10 vs. guidance. The company raised full-year 2026 guidance: organic constant currency revenue growth to 9.1–9.7% (vs. prior ~8.5–9.0%), and adjusted EPS to $14.60–$14.70 (11–12% YoY growth). Separately, Waters acquired MOBILion Systems, Inc., a pioneer in SLIM ion mobility separation technology for proteomics; deal size not disclosed in this filing.
Why this rating
Q3 beat + guidance raise demonstrates strong organic growth (~10% constant currency) and successful BDS integration (acquired Feb 2026, now $896M quarterly revenue). However, MOBILion size unknown; organic growth and margin expansion are real but moderate relative to $21B market cap. Significant execution, not transformational.
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