WAT · News · 20260804N
Operating Margin Drivers
WATERS CORP /DE/ · 2026-08-04 · Importance 65 · Surprise 82 · In source text
Waters posted a GAAP net loss of $136 million in the second quarter of 2026 despite revenue of $1.645 billion. GAAP EPS declined to a loss of $1.39 from acquisition-related accounting adjustments associated with the acquired businesses. Reported operating margin fell significantly, while integration costs and foreign-exchange pressure weighed on profitability. Adjusted EPS was $3.05, above the $3.01 consensus estimate and up from $2.95 a year earlier.
Key facts
- Waters Corporation reported second-quarter 2026 revenue of $1.645 billion and a GAAP net loss of $136 million source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| net_income | negative | realized | — | Waters Corporation reported second-quarter 2026 revenue of $1.645 billion and a GAAP net loss of $136 million |