| WAT |
Report |
BD Biosciences pro forma growth (Q2 2026) |
BEAT |
pred ~flat to +1% pro forma vs. cons ~+2.5% implied (UNVERIFIED standalone consensus) |
LOW |
| WAT |
Report |
Legacy Waters organic growth (Q2 2026) |
BEAT |
pred ~7.5-8% vs. cons 6.96% (Visible Alpha, Aug 3 2026) |
MEDIUM |
| WAT |
Report |
Adj. EPS (Q2 2026) |
BEAT |
pred ~$3.05-$3.10 vs. cons $3.008 (Visible Alpha, Aug 3 2026) |
MEDIUM |
| WAT |
Guide |
Total Revenue - FY 2026 (full year) |
BETTER |
guide ~$6.50-6.55B vs. cons $6.445B (Visible Alpha, Aug 3 2026) |
MEDIUM |
| WAT |
Guide |
Adj. EPS - FY 2026 (full year) |
BETTER |
guide ~$14.60-14.70 vs. cons $14.522 (Visible Alpha, Aug 3 2026) |
MEDIUM |
| WAT |
Guide |
Adj. EPS - Q3 2026 (next quarter) |
BETTER |
guide ~$3.65-3.75 vs. cons ~$3.60 (Visible Alpha, Aug 3 2026) |
MEDIUM |
| WAT |
Guide |
BD integration tone / qualitative (FY 2026) |
BETTER |
Biosciences inflects to positive pro forma; synergy phasing confirmed; BACTEC FXI ramp update vs. cons expectation of continued uncertainty |
MEDIUM |
| WAT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| WAT |
Return |
5-day cumulative residual |
+8.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side rebuilds H2 estimates on synergy confirmation; all three prior Archetype A quarters showed positive 5-day follow-through (+2.3%, +15.7%, +14.0%); H2 estimate revisions are the mechanism |
MEDIUM |