WAT · 8-K · 20260804PR331413
Revenue Performance and Mix
WATERS CORP /DE/ · 2026-08-04 · Importance 88 · Surprise 82 · No source text
Second-quarter reported revenue was $1.645 billion, up 113% from $771 million, including $828 million of organic revenue and $817 million from the acquired Biosciences and Diagnostic Solutions businesses. Organic revenue increased 7% as reported and 9% in constant currency, while acquired-business revenue increased 4% on a prior-year comparable basis to $817 million. Product revenue was $1.220 billion, up 158%, while service revenue was $425 million, up 43%. ASD revenue rose 7% to $669 million, WBD generated $368 million, ADx generated $521 million, and MSD revenue increased 6% to $87 million.
Key facts
- Total reported revenue for six months ended July 4, 2026: $2,912 million, a 103% increase versus prior year. source
- Net (loss) income for three months ended July 4, 2026: ($136) million; for three months ended June 28, 2025: $147 million. source
- Total reported revenue for second quarter 2026: $1.645 billion. source
- Revenue by product: Product revenue $1,220 million and Service revenue $425 million for Q2 2026. source
- Organic revenue for second quarter 2026: $828 million. source
- Six months organic constant currency revenue growth: 10% with currency translation impact 0%. source
- Organic revenue grew 7% as reported and 9% in constant currency versus prior year for Q2 2026. source
- Adjusted EPS for Q2 2026: $3.05, up 3% from $2.95 in Q2 2025. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +89.9% | Total reported revenue for six months ended July 4, 2026: $2,912 million, a 103% increase versus prior year. |
| revenue | positive | realized | +74.1% | Revenue by product: Product revenue $1,220 million and Service revenue $425 million for Q2 2026. |
| revenue | positive | realized | +50.3% | Organic revenue for second quarter 2026: $828 million. |
| revenue | positive | realized | +25.9% | Revenue by product: Product revenue $1,220 million and Service revenue $425 million for Q2 2026. |
| net_income | negative | realized | -17.2% | Net (loss) income for three months ended July 4, 2026: ($136) million; for three months ended June 28, 2025: $147 million. |
| revenue | positive | realized | — | Total reported revenue for second quarter 2026: $1.645 billion. |
| revenue | positive | realized | — | Six months organic constant currency revenue growth: 10% with currency translation impact 0%. |