| WAT |
Report |
2Q26 adjusted EPS |
BEAT |
pred ~$3.11 vs. cons $3.00 |
MEDIUM |
| WAT |
Report |
2Q26 total reported revenue |
IN-LINE |
pred ~$1.64B vs. cons $1.63B |
MEDIUM |
| WAT |
Report |
2Q26 BDS acquired-business revenue |
BEAT |
pred ~$818M vs. cons $802M |
MEDIUM |
| WAT |
Guide |
FY26 adjusted EPS guidance |
BETTER |
guide ~$14.70 midpoint vs. cons $14.55 (FY26) |
MEDIUM |
| WAT |
Guide |
FY26 organic constant-currency growth guidance |
BETTER |
guide ~7.75% midpoint vs. cons 7.25% (FY26) |
MEDIUM |
| WAT |
Guide |
FY26 BDS revenue guidance |
BETTER |
guide ~$3.06B vs. cons $3.04B (FY26) |
LOW |
| WAT |
Guide |
3Q26 cost-synergy realization commentary |
BETTER |
guide ~$25M realized vs. cons $20M (3Q26) |
MEDIUM |
| WAT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| WAT |
Return |
5-day cumulative residual |
+6.0% (FOLLOW-THROUGH) |
A BDS revenue beat of ~$818M versus ~$802M and a FY26 EPS-guide midpoint near ~$14.70 versus ~$14.55 would raise out-period estimates, while confirmation of roughly ~$25M of 3Q26 synergy realization versus ~$20M expected supports the second-half margin and deleveraging math. |
MEDIUM |