92% turnout backs Waters (NYSE: WAT) board, auditor and pay
Waters Corporation announced the results of its annual shareholder meeting, revealing that approximately 92.4% of eligible shares were represented. Shareholders re-elected all nominated directors, ratified PricewaterhouseCoopers LLP as the independent auditor for 2026, and approved a non-binding advisory resolution for executive compensation. The strong turnout and approval rates indicate substantial shareholder support for the company's governance, audit functions, and pay practices.
What Thermo Fisher CEO Said at Investor Day That the Market Is Still Processing
Thermo Fisher Scientific (TMO) held its 2026 Investor Day, where CEO Marc Casper and CFO Jim Meyer presented a case for a temporary market pain, emphasizing a structural opportunity despite academic and government funding suppression and a recent acquisition. Management reaffirmed a 7% long-term organic revenue CAGR by 2028, with current improvements in pharma and biotech sectors and potential upside from China and the NVIDIA partnership. The stock is trading near a multi-year valuation low, with analysts overwhelmingly rating it a Buy.
Research Tools & Consumables Stocks Q1 Results: Benchmarking Danaher (NYSE:DHR)
The article reviews the Q1 earnings of research tools & consumables stocks, highlighting mixed results across the sector. Danaher (NYSE:DHR) reported revenues slightly below expectations, leading to an 11.4% stock decline. In contrast, Waters Corporation (NYSE:WAT) significantly outperformed, while Revvity (NYSE:RVTY), Thermo Fisher (NYSE:TMO), and Avantor (NYSE:AVTR) also presented varying financial outcomes and market reactions.
Waters Corporation stock (US9418481035): diagnostics specialist in focus after Q1 2025 results
Waters Corporation, a key player in analytical instruments, reported higher Q1 2025 sales and earnings, driven by strong performance in its pharmaceutical and industrial segments. The company's business model relies on high-performance instruments, services, and consumables, with recurring revenue streams providing stability. For US investors, the stock offers exposure to pharmaceutical innovation and quality standards but carries risks related to competition, regulation, and macroeconomic factors.
Danaher Corp. stock (US2358511028): earnings beat keeps focus on life sciences recovery
Danaher Corp. reported a first-quarter 2026 earnings beat, exceeding Wall Street expectations, though revenue growth remained modest. The company's performance keeps investor attention on the recovery pace of its life sciences and diagnostics segments, which are crucial for its long-term growth. Danaher's diversified portfolio and strategic management system position it to capitalize on healthcare and scientific research trends, but near-term share price volatility reflects ongoing market sentiment concerns about demand in key end markets.
Should TSA’s FIFA World Cup Screening Deal Prompt a Rethink of Agilent Technologies’ (A) Security Ambitions?
Agilent Technologies Inc. secured a contract with the U.S. Transportation Security Administration (TSA) to deploy its Bulk Alarm Resolution Technology at FIFA World Cup host city airports, showcasing its R&D capabilities beyond traditional lab settings. While this highlights the versatility of Agilent's technology in high-stakes aviation security, the article suggests it doesn't immediately alter the company's core focus on pharma, chemicals, and regulatory testing demand. The company's future growth and investment narrative, projecting $8.6 billion revenue by 2029, still heavily rely on its core business, alongside emerging opportunities in precision medicine and the ongoing challenge of tariff-driven costs.
Waters Corporation stock (US9418481035): shares rise on May 5 earnings and product launch
Waters Corporation's stock has gained investor attention following its May 5 earnings report and the launch of a new lab instrument. The company, which provides analytical tools for drug development and quality control, is closely watched by U.S. investors due to its NYSE listing and its position as a proxy for lab spending. Recent positive stock performance underlines continued interest in this medical and laboratory equipment firm.
Q1 Earnings Highlights: Sotera Health Company (NASDAQ:SHC) Vs The Rest Of The Research Tools & Consumables Stocks
This article analyzes the Q1 2026 earnings for Sotera Health Company (NASDAQ:SHC) and compares its performance to other research tools & consumables stocks. It highlights Waters Corporation as the top performer with significant revenue growth, while Revvity showed the weakest performance against analyst estimates. The piece also briefly touches on broader market shifts from AI and crypto anxieties to geopolitical risks influencing investment decisions.
Waters Corporation stock (US9418481035): shares react to Q1 2026 results and updated outlook
Waters Corporation reported mixed Q1 2026 results and a cautious full-year outlook, leading to a muted share-price reaction. The company specializes in analytical instruments like liquid chromatography and mass spectrometry, serving pharmaceutical, industrial, and academic sectors. Its business model blends capital equipment sales with recurring revenue from consumables and services, aiming for stability amidst capital spending fluctuations.
New Labcorp app uses OpenAI to explain your lab results
Labcorp has launched MyLabcorp, an AI-powered mobile app designed to help consumers understand their lab results and track health trends over time. The HIPAA-compliant app integrates Labcorp test results with OpenAI-powered explanations and clinically reviewed educational content. This initiative aims to address the growing consumer demand for clearer health information by providing personalized insights and facilitating more informed conversations with healthcare providers.
Waters Corporation stock (US9418481035): conference appearance and earnings outlook in focus
Waters Corporation is gaining investor attention due to its upcoming presentation at the Jefferies Global Healthcare Conference and recent earnings impacted by one-off items. The company, a specialist in life sciences tools and analytical instruments, will be scrutinized for its core business model, key revenue drivers like chromatography and mass spectrometry, and its competitive position in a market driven by increasing regulatory standards and scientific complexity. Investors will be watching how the company normalizes margins and earnings after these unusual items subside, and how it manages competition and market fluctuations.
Waters Corporation stock (US9418481035): product news and conference appearance draw fresh attention
Waters Corporation has launched a new multi-angle light scattering detector and is set to appear at the Jefferies Global Healthcare Conference, drawing fresh investor attention. The company's core business involves providing analytical instruments and software for chemical component analysis, with a focus on biopharmaceutical characterization. Waters' strategic moves, including product innovation and investor engagement, aim to strengthen its competitive position and address the evolving needs of the life sciences sector.
SWISS RE LTD's Waters Corp(WAT) Holding History
SWISS RE LTD holds 36 shares of Waters Corp (WAT) valued at $10,720 as of March 31, 2026, representing 0.07% of its portfolio. The initial trade was in Q4 2025, and two purchases were made at an average price of $362.07. Currently, SWISS RE LTD has an estimated loss of $1,037.25 on its WAT holdings due to a -7.96% decline from the average purchase price.
Why Waters' CEO is heading to the Jefferies Global Healthcare Conference
Waters Corporation (NYSE: WAT) announced that its President and CEO, Udit Batra, Ph.D., will participate in a fireside chat at the Jefferies Global Healthcare Conference on June 3, 2026, at 10:30 AM ET. A live webcast and 90-day replay of the event will be available on Waters' investor relations website. This appearance is part of Waters' ongoing investor outreach, following strong Q1 2026 results and other positive company developments.
Is Wall Street Bullish or Bearish on Becton, Dickinson and Company Stock?
Becton, Dickinson and Company (BDX) has underperformed the broader market and its sector, despite spinning off its Biosciences & Diagnostic Solutions business to become a pure-play MedTech company. While the company reported better-than-expected Q2 results and raised its FY26 adjusted EPS projection slightly, the forecast is still below pre-spinoff expectations. Wall Street analysts maintain a "Moderate Buy" consensus, with Barclays recently raising its price target, indicating potential upside for the stock.
Waters Corporation stock (US9418481035): chromatography specialist in focus after latest quarterly results
Waters Corporation, a US-based specialist in analytical instruments and chromatography systems, is in focus after releasing its latest quarterly figures and updating its outlook for 2026. The article details the company's core business model, key revenue drivers, and competitive position within the life science tools industry. It also explains why Waters Corporation is relevant for US investors seeking exposure to the pharmaceutical and biotechnology sectors.
Is It Time To Reconsider Thermo Fisher Scientific (TMO) After Its Recent Share Price Slide?
Thermo Fisher Scientific (TMO) has seen a significant share price decline recently, making it appear undervalued according to Simply Wall St's analysis. Both the Discounted Cash Flow (DCF) model and the Price-to-Earnings (P/E) ratio indicate that the stock is undervalued, suggesting a potential opportunity for investors. The article encourages readers to explore various valuation narratives and consult detailed reports for a comprehensive understanding.
SpyGlass Pharma Reports First Quarter 2026 Financial Results and Provides Corporate Updates
SpyGlass Pharma announced its Q1 2026 financial results and provided corporate updates, highlighting progress in its BIM-IOL System and BIM-DRS programs. The company reported successful topline 12-month data from the BIM-IOL System Phase 1/2 trial, showing significant IOP reduction and elimination of topical eye drops for most participants. Following its IPO in February 2026, SpyGlass Pharma is well-funded, with $251.0 million in cash, expected to support operations through 2028.
Is Thermo Fisher (TMO) Quietly Reinforcing Its End‑to‑End Biopharma Role With New IBTROZI Duties?
Thermo Fisher Scientific (TMO) is expanding its role in the biopharma industry, recently taking on the manufacturing of Nuvation Bio's IBTROZI in the US, strengthening its position as an end-to-end partner. This move, alongside new product launches like the Gibco CTS DynaXS Single Use Bioreactor, aims to deepen Thermo Fisher's integration into pharma and biotech workflows, fostering recurring service-like revenue. Despite potential margin pressures from tariffs and China-related headwinds, the company's broader strategy focuses on enhancing its comprehensive offerings in drug development and bioproduction.
Ingredion’s Tate & Lyle buy would create a $10B global ingredient powerhouse
Global ingredients manufacturer Ingredion has made a $3.7 billion conditional offer to acquire British firm Tate & Lyle, a move that would create a $10.38 billion powerhouse in the food and beverage industry. Ingredion proposes to pay Tate & Lyle shareholders up to 615 pence per share. This acquisition would align with Ingredion's strategy to expand its texture and healthful solutions segment, while Tate & Lyle has been strategically pivoting away from sugar to focus on specialty and better-for-you ingredients.
Waters Corporation $WAT Shares Sold by Bank Julius Baer & Co. Ltd Zurich
Bank Julius Baer & Co. Ltd Zurich recently reduced its holdings in Waters Corporation (NYSE:WAT) by 11.3% in the fourth quarter, selling 4,220 shares and retaining 33,135 shares valued at $12.68 million. Despite this reduction, Waters reported strong Q1 earnings, beating analyst estimates with $2.70 EPS on $1.27 billion in revenue, and provided optimistic guidance for Q2 and FY2026. Analysts maintain a "Moderate Buy" consensus rating for Waters with an average target price of $396.00.
Waters Corp. stock outperforms competitors despite losses on the day
Waters Corp. (WAT) shares fell 1.20% on Friday to $329.22, marking a third consecutive day of losses. Despite this decline, the stock still outperformed the broader market, as the S&P 500 Index dropped 1.24% and the Dow Jones Industrial Average fell 1.07% on the same day.
Waters Corporation stock (US9418481035): Fundsmith stake and recent moves draw investor attention
Fundsmith LLP has reported a 4.4% passive stake in Waters Corporation, an analytical instruments specialist. Waters Corporation shares are currently trading around $333, down from $380 at the beginning of the year, despite recent earnings outperformance. Analysts generally maintain a constructive outlook, with a consensus price target suggesting potential upside.
Fundsmith LLP reports 4.4% stake in Waters Corp (WAT)
Fundsmith LLP has filed an amendment to its Schedule 13G/A, disclosing a 4.4% ownership stake in Waters Corp (WAT). This amounts to 4,308,930 shares, with specified sole voting and dispositive powers. The filing indicates a passive investment intent and certifies regulatory comparability with U.S. regimes.
Waters (WAT) CFO shows routine tax withholding of vested RSU shares
Waters Corporation's SVP & Chief Financial Officer, Amol Chaubal, reported a routine tax-related share disposition. The company withheld 239 shares of common stock to cover tax obligations from vested restricted stock units, not sold them on the market. After this transaction, Chaubal directly holds approximately 7,622.8449 common shares, including shares acquired through an employee stock purchase plan.
Bioinformatics Platforms Market Is Going to Boom | • Illumina Inc • Thermo Fisher Scientific Inc • QIAGEN N.V
Worldwide Market Reports has released an in-depth study on the Bioinformatics Platforms Market, forecasting its size and trends from 2026-2033. The report, based on primary interviews and secondary data, analyzes growth drivers, opportunities, risks, and challenges, integrating SWOT and Porter's Five Forces analysis. It covers market segments by type, deployment mode, and application, and profiles key players like Illumina Inc., Thermo Fisher Scientific Inc., and QIAGEN N.V., providing regional coverage and strategic takeaways for decision-makers.
Agilent Technologies (A) Valuation Check As New Biopharma Collaborations And Logic Analyzers Expand Growth Story
Agilent Technologies (A) has been actively expanding its growth story through new biopharma collaborations and the launch of its 16850 Series portable logic analyzers. Despite recent share price easing, analysts' targets and intrinsic estimates suggest the stock is undervalued, with a fair value of $160.69 compared to the current $112.74. The company's strategic investments in higher-margin recurring revenue streams like consumables, software, and services are contributing to consistent growth and potential margin expansion.
Becton Dickinson (BIT:1BDX) - Stock Analysis
Becton Dickinson (BIT:1BDX) is trading below its estimated fair value with earnings forecast to grow by 9.63% per year, and pays a reliable dividend of 2.91%. The company recently appointed a new CFO, declared a quarterly dividend, and launched several innovative medical products including the BD CentroVena One Insertion System and the BD PureWick Urine Collection System. Becton Dickinson continues to expand its portfolio with advancements in portal hypertension care, AI-powered immunology research tools, breast biopsy systems, and connected care platforms.
Does Qiagen's (QGEN) Bigger Dividend and Governance Shift Signal a New Capital Allocation Playbook?
QIAGEN N.V. (QGEN) has proposed a 40% increase in its annual cash dividend and announced significant governance changes, including appointing a co-founder as Honorary Chairman, signaling a refreshed capital return framework. While these changes highlight a commitment to shareholder returns, the core investment narrative for QIAGEN still hinges on its molecular diagnostics and testing platforms driving earnings amid competitive and macro headwinds. The article emphasizes that operational risks and catalysts, like the expansion of the QuantiFERON franchise, remain key factors for the company's growth story.
Waters Corp. stock underperforms Wednesday when compared to competitors
Waters Corp. (WAT) stock fell 4.91% on Wednesday, closing at $334.93, a performance that lagged behind its competitors. This occurred on a mixed trading day where the S&P 500 Index rose, but the Dow Jones Industrial Average declined. The stock is currently trading 19.13% below its 52-week high reached in November.
Waters Corporation stock (US9418481035): Analytical instruments leader for US life sciences
Waters Corporation is a dominant analytical instruments company, specializing in chromatography and mass spectrometry tools vital for US biotech and pharmaceutical research. The company's business model relies on recurring revenue from consumables, which constitute over 60% of sales, ensuring stable cash flow. Waters Corporation holds a strong competitive position with its UPLC technology, making it an attractive pure-play investment for those interested in the growth of the US life sciences sector.
Waters Corporation stock (US9418481035): Q1 2026 results and BD spin-merge integration
Waters Corporation reported its Q1 2026 results on May 5, 2026, as the company progresses with the integration of Becton Dickinson's Biosciences and Diagnostic Solutions unit, a $17.5 billion spin-merge. The merger expands Waters' market reach into diagnostic and clinical applications, creating a more diversified entity. The stock saw a modest gain of 1.19% on May 12, reflecting investor interest despite the integration's complexity.
Agilent Technologies Inc. stock (US00846U1016): Short interest rises amid market pressures
Short interest in Agilent Technologies Inc. (NYSE: A) increased by 7.64% to 4.82 million shares as of April 30, 2026, representing 1.71% of its public float. This rise comes as the stock has underperformed benchmarks, with a 0.99x return versus the S&P 500's 1.24x. Agilent, a leader in life sciences tools, maintains a strong market position despite these pressures but warrants continued monitoring by investors.
Is Waters Corporation (WAT) A Good Stock To Buy Now?
This article summarizes a bullish thesis on Waters Corporation (WAT), highlighting its recent share price selloff after its Q4 2025 results and a transformative merger with BD’s Biosciences and Diagnostic Solutions division, which presents an attractive entry point. The company boasts strong fundamentals, recurring revenue from consumables and services, and consistent profitability, with the merger expected to drive significant growth and synergies. Despite short-term integration risks, Waters' discounted valuation and robust cash flows position it for potential multiple expansion and sustained shareholder returns.
How Danaher’s New Euro Debt, Dividend and Conferences At Danaher (DHR) Has Changed Its Investment Story
Danaher Corporation recently issued €3.00 billion in senior notes, affirmed its quarterly dividend, and participated in industry conferences, indicating management's confidence and long-term focus. This activity, particularly the debt issuance for the Masimo acquisition, impacts Danaher’s investment narrative by increasing financial commitments and highlighting execution risks related to leverage and market pressures. Despite varied fair value estimates, the financing sharpens focus on sustainable growth amidst potential funding challenges for life sciences customers.
Agilent Technologies (BIT:1A) - Stock Analysis
This Simply Wall St analysis provides an overview of Agilent Technologies (BIT:1A), highlighting its valuation as 29.8% undervalued with forecasted earnings growth of 13.27% per year. The report details the company's financial health, past performance, and recent news, including product launches, FDA approvals, and an upcoming acquisition. It also covers analyst consensus, shareholder returns, and key financial statistics.
Waters Corp. stock underperforms Tuesday when compared to competitors despite daily gains
Waters Corp. (WAT) shares rose by 1.19% on Tuesday, closing at $352.21, despite an overall mixed trading session where the Dow Jones Industrial Average gained and the S&P 500 Index fell. The stock underperformed its competitors and closed nearly 15% below its 52-week high achieved in November.
[10-Q] WATERS CORP /DE/ Quarterly Earnings Report
Waters Corporation (WAT) filed its quarterly earnings report (Form 10-Q) for the period ended April 4, 2026. This report highlights the significant impact of the Biosciences & Diagnostic Solutions (BDS) Business Acquisition, which closed on February 9, 2026, on the company's financial results. While total revenue increased by 91% to $1.267 billion, operating income declined significantly to a loss of $47 million due to acquisition-related expenses, including fair value step-up expenses and increased intangibles amortization.
WATERS CORP /DE/ 1Q 2026: Revenue $1.27B, EPS $(0.87) — 10-Q Summary
Waters Corp (WAT) reported first-quarter 2026 results, showing a significant increase in revenue to $1.27 billion, up from $662 million in Q1 2025, primarily driven by the BDS acquisition. Despite the revenue growth, the company recorded a net loss of $72 million and diluted EPS of $(0.87), attributed to acquisition-related amortization and step-up costs. The BDS acquisition was a major contributor, adding approximately $520 million to revenue, while legacy Waters revenue also grew by 13% year-over-year.
Waters Corp. stock outperforms competitors despite losses on the day
Waters Corp. (WAT) stock fell 1.99% to $348.07, ending a four-day winning streak, despite an overall positive trading session for the S&P 500 and Dow Jones Industrial Average. The company's shares underperformed the broader market indices but still managed to outperform some of its competitors on the day.
What Makes Waters Corporation (WAT) an Investment Bet?
Artisan Mid Cap Fund released its Q1 2026 investor letter, highlighting Waters Corporation (NYSE:WAT) as an investment. The fund increased its position in Waters due to its strong recurring revenue, leadership in its market, and expected benefits from a rebound in the pharmaceutical sector. While recognizing Waters Corporation's potential, Insider Monkey suggests that some AI stocks may offer higher returns in a shorter timeframe.
Waters stock (US9418481035): Beats earnings, gains 1.3% on strong quarter
Waters Corporation (NYSE: WAT) exceeded Q1 earnings estimates with $2.70 EPS, surpassing the consensus by 17%. This performance drove a 1.32% stock gain, reaching $355.12 on May 8. Analysts maintain a "moderate buy" rating with an 11% upside potential, despite the stock being down 6.7% year-to-date.
Invesco Water Resources ETF underperforms S&P 500 and peers since late 2024
The Invesco Water Resources ETF (PHO) has underperformed both the S&P 500 and other water-focused ETFs since late 2024. This underperformance is attributed to PHO's portfolio having limited exposure to core water industry stocks, with top holdings like Waters, Roper, and Ecolab having only modest ties to the water sector. The ETF's performance might improve if the AI capital expenditure boom slows down and sectors like software and life sciences recover, aligning with its current portfolio tilt.
What Just Happened with BD and Waters
Becton, Dickinson and Company (BDX) completed a $17.5 billion spin-merge of its Biosciences and Diagnostic Solutions (BDS) unit with Waters Corporation (WAT), aiming to create two focused entities. BD immediately saw its fiscal 2026 adjusted EPS guidance cut by 15-18%, leading to an initial 17.22% stock plunge. Waters, however, gained a doubled total addressable market and enhanced molecular diagnostics capabilities, although it also experienced a post-merger stock drop due to market uncertainty.
Waters Corporation stock (US9418481035): Lab equipment maker reports Q1 2026 results with modest gro
Waters Corporation announced modest revenue growth and stable operating margins for Q1 2026, driven by consistent demand for its analytical instruments in life sciences and industrial sectors. The company reiterated its full-year 2026 revenue growth expectations, emphasizing its resilient business model based on high-margin instruments and recurring revenue from consumables and services. Waters Corporation remains a key player for investors looking for exposure to specialized analytical technology essential for pharmaceutical development and quality control.
Waters Reports Strong First Quarter Following BD Biosciences and Diagnostics Acquisition
Waters Corporation announced strong first-quarter 2026 financial results, including double-digit organic growth, after integrating its recently acquired BD Biosciences and Diagnostic Solutions businesses. The acquisition significantly expands Waters' presence in life sciences and diagnostics, leading to a company reorganization into four primary operating divisions. Waters has also raised its full-year guidance, projecting higher revenue and earnings per share due to anticipated revenue synergies between its analytical and diagnostic divisions.
Previewing the Product Logic Behind Waton's Next AI Trading Platform
This article provides a preview of the product logic driving Waton's upcoming AI trading platform. It delves into the design and functionality that will underpin the new tool, showcasing the intelligence and automation capabilities it aims to offer traders.
Jim Cramer Highlights Acquisition By Waters Corporation Following Quarterly Results
Jim Cramer highlighted Waters Corporation (NYSE:WAT) as an AI winner, noting its impressive first-quarter results following the acquisition of Becton, Dickinson’s Biosciences and Diagnostic business. Despite initial market skepticism about the deal, Waters' stock rallied 13.5%, making it the S&P 500's top performer for the day. Cramer emphasized the company's role as an "arms dealer to the life science industry" and predicted it would become a much larger player on Wall Street once the acquisition fully closes.
Thermo Fisher’s New Cell Therapy Bioreactor And Bioprocess Hub Might Change The Case For Investing In TMO
Thermo Fisher Scientific has expanded its bioproduction capabilities with a new cell therapy bioreactor and a Bioprocess Design Center in Massachusetts. These developments aim to strengthen the company's role in cell and gene therapy manufacturing by providing end-to-end support for customers. While these additions reinforce Thermo Fisher's integrated bioproduction narrative, investors should also consider ongoing pressures from China exposure and margin headwinds.
Becton, Dickinson and Company (NYSE:BDX) Q2 2026 Earnings Call Transcript
Becton, Dickinson and Company (BD) announced stronger-than-expected Q2 2026 earnings, with reported EPS of $2.90 against expectations of $2.78. The company is actively executing its "New BD" strategy, focusing on expanding high-growth platforms, accelerating innovation, and maintaining operational excellence. BD is raising its full-year adjusted EPS guidance while committing to disciplined capital allocation that prioritizes share repurchases due to what it views as undervalued stock, alongside strategic tuck-in M&A.
