Want to see WAT full AI Analyst Report?
Net Sales by Segment
Breaks down sales by business segments, revealing which areas are driving growth and which might need strategic adjustments to improve performance.The big change is the sudden appearance of four new, large segment lines in Q1 2026—this is the BD acquisition being reported by sub‑segment and explains the step‑up in reported sales; management says those businesses will contribute ~ $3.035B in 2026. Crucially, Waters’ legacy organic business is also healthy (raised organic guidance to 6.5%–8% and double‑digit Q1 organic growth), so the revenue bump is acquisition‑plus‑organic. Watch near‑term GAAP charges, China/respiratory headwinds and lagging instrument recovery, with real profit leverage hinging on the $50M revenue/$55M cost synergies hitting later in 2026.
Date | Waters | TA | Analytical Sciences | Biosciences | Advanced Diagnostics | Materials Sciences |
|---|---|---|---|---|---|---|
Jun 30, 2026 | $0.00 | $0.00 | $669.00M | $368.00M | $521.00M | $87.00M |
Mar 31, 2026 | $0.00 | $0.00 | $607.00M | $232.00M | $349.00M | $79.00M |
Dec 31, 2025 | $823.94M | $108.42M | $0.00 | $0.00 | $0.00 | $0.00 |
Sep 30, 2025 | $713.38M | $86.51M | $0.00 | $0.00 | $0.00 | $0.00 |
Jun 30, 2025 | $688.84M | $82.50M | $0.00 | $0.00 | $0.00 | $0.00 |
Mar 31, 2025 | $587.30M | $74.41M | $0.00 | $0.00 | $0.00 | $0.00 |
Dec 31, 2024 | $764.31M | $108.41M | $0.00 | $0.00 | $0.00 | $0.00 |
Sep 30, 2024 | $655.65M | $84.65M | $0.00 | $0.00 | $0.00 | $0.00 |
Jun 30, 2024 | $622.56M | $85.97M | $0.00 | $0.00 | $0.00 | $0.00 |
Mar 31, 2024 | $561.90M | $74.94M | $0.00 | $0.00 | $0.00 | $0.00 |