| WAT |
Report |
Q2 2026 Adjusted EPS |
BEAT |
pred ~$3.10 vs. cons $3.01 |
HIGH |
| WAT |
Report |
Q2 2026 Total Company Reported Revenue |
BEAT |
pred ~$1.645B vs. cons $1.6223B |
MEDIUM |
| WAT |
Report |
Q2 2026 Organic Constant-Currency Revenue Growth |
BEAT |
pred ~9.0% vs. cons ~7.0% |
MEDIUM |
| WAT |
Guide |
FY2026 Organic CC Revenue Growth Guidance |
BETTER |
guide ~7.5%-9.0% (raised from 6.5%-8.0%) vs. cons ~7.3% (FY2026) |
MEDIUM |
| WAT |
Guide |
FY2026 Adjusted EPS Guidance |
BETTER |
guide ~$14.60-$14.80 (raised from $14.40-$14.60) vs. cons $14.55 (FY2026) |
MEDIUM |
| WAT |
Guide |
Q3 2026 Adjusted EPS Guidance (first quarter with synergy flow-through) |
BETTER |
guide ~$3.25-$3.35 vs. cons $3.25 (Q3 2026) |
LOW |
| WAT |
Guide |
FY2026 Cost Synergy Target Commentary |
UNCHANGED |
guide ~$55M reaffirmed vs. cons $55M (FY2026) |
MEDIUM |
| WAT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| WAT |
Return |
5-day cumulative residual |
+1.0% (FADE) |
Consensus already sat near/above the top of Q2 guidance, so a beat mainly confirms rather than surprises the Street, and management's own 'derisked' 2H26 organic growth guide (~6% CC vs >9% H1 run-rate) caps how much analysts can raise out-quarter (Q3/Q4) estimates even after a Q2 beat-and-raise headline print — implicit cuts to the back-half growth trajectory and the fact that most of the synergy/China-localization upside is still Q3-onward (not yet in numbers) mean the initial pop likely fades as models get trued up over the following days. |
LOW |