Every material Form 8-K Waters filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Waters Corporation reported third-quarter 2026 total revenue of $1.767 billion and adjusted EPS of $4.10, driven by 9% organic revenue growth. Supported by strong operational momentum and integration progress, the company raised its full-year 2026 reported revenue and adjusted EPS guidance, while also announcing the acquisition of MOBILion Systems, Inc.
Total reported revenue for the third quarter ended October 3, 2026, reached $1.767 billion, with GAAP EPS of $0.82 and adjusted EPS of $4.10.
Organic revenue grew 9% as reported and 10% in constant currency during the third quarter.
The company raised its full-year 2026 reported revenue guidance by $43 million at the midpoint to a range of $6.479 billion to $6.497 billion.
Full-year 2026 adjusted EPS guidance was updated to a range of $14.60 to $14.70.
Waters disclosed that Robert L. Carpio III resigned as Senior Vice President of its Analytical Sciences Division to pursue other opportunities, relinquishing his duties on August 20, 2026. Tina Wu, currently SVP of Materials Sciences and President, China, will take over the Analytical Sciences role, a leadership change in a business unit.
Robert L. Carpio III notified Waters on August 17, 2026 of his resignation as SVP, Waters Analytical Sciences Division.
Carpio relinquished his duties effective August 20, 2026.
Tina Wu, SVP, Waters Materials Sciences Division and President, China, will assume the Analytical Sciences SVP role.
Wu joined Waters in June 2026 after more than 20 years at DuPont, most recently as Global Vice President and President of DuPont Mobility & Materials since 2021.
Waters reported second-quarter 2026 results on August 4, 2026, with reported revenue of $1.645 billion, up from $771 million a year earlier. The acquired Biosciences and Diagnostic Solutions businesses contributed $817 million of that revenue. The company posted a GAAP net loss of $136 million, or $1.39 per diluted share, reflecting acquisition-related purchase accounting charges, while adjusted EPS rose 3% to $3.05 and Waters raised all components of its full-year 2026 guidance.
Organic revenue of $828 million grew 7% as reported and 9% in constant currency.
GAAP diluted loss of $1.39 per share, compared with diluted EPS of $2.47 in the second quarter of 2025.
Adjusted EPS of $3.05, compared with $2.95 a year earlier.
Full-year 2026 adjusted EPS guidance raised to $14.45 to $14.65; total reported revenue expected at $6.415 billion to $6.476 billion.
Waters reported first-quarter 2026 revenue of $1.267 billion, $56 million above the high end of its guidance range, and adjusted EPS of $2.70, up 20% from $2.25 a year earlier. The company raised its full-year 2026 adjusted EPS guidance to $14.40 to $14.60 and its organic constant currency revenue growth guidance to 6.5% to 8.0%. GAAP results were a loss of $0.87 per diluted share, reflecting acquisition-related purchase accounting charges from the Becton, Dickinson biosciences and diagnostics business acquired February 9, 2026.
Revenue was $1.267 billion versus $662 million a year earlier, including $520 million from the acquired Biosciences and Diagnostic Solutions businesses.
Organic revenue grew 13% as reported and 11% in constant currency, to $747 million.
GAAP diluted loss of $0.87 per share compared with diluted EPS of $2.03 a year earlier; purchased intangibles amortization was $152 million.
Second-quarter 2026 adjusted EPS guidance is $2.95 to $3.05; full-year 2026 reported revenue is expected at $6.405 billion to $6.455 billion.
Waters Corporation's subsidiary Augusta SpinCo Corporation completed a $3.5 billion offering of senior notes in five tranches maturing from 2027 to 2036. The company plans to use the proceeds, together with cash on hand, to repay $3.5 billion of debt under a delayed draw term loan incurred in February 2026, replacing short-term borrowing with longer-dated notes.
Five tranches totaling $3.5 billion, with coupons from 4.321% (due 2027) to 5.245% (due 2036)
Net proceeds plus cash on hand to repay $3.5 billion under the delayed draw term loan incurred in February 2026
Notes are fully and unconditionally guaranteed on a senior unsecured basis by Waters and certain subsidiaries
Underwriting agreement dated March 17, 2026, led by Barclays, Citigroup, J.P. Morgan, BofA Securities and HSBC
Waters Corporation closed its combination with the Biosciences and Diagnostic Solutions businesses of Becton, Dickinson and Company (BD) on February 9, 2026, through a Reverse Morris Trust transaction. The filing says Waters shareholders will own 60.8% of the combined company on a fully diluted basis and BD shareholders 39.2%, and that the deal added $4.0 billion of new term debt at the SpinCo level, which Waters guarantees.
Waters pre-closing shareholders own 60.8% and BD shareholders 39.2% of the combined company, on a fully diluted basis.
SpinCo borrowed $4.0 billion of unsecured term loans on February 6, 2026: $3.5 billion due 364 days after funding and $500.0 million due on the second anniversary.
Claire M. Fraser, Ph.D., joined the Waters board effective February 9, 2026, increasing its size from 10 to 11 members.
Waters reported fourth-quarter 2025 sales of $932 million, up 7% as reported, and non-GAAP EPS of $4.53, up 10%. GAAP diluted EPS fell to $3.77 from $3.88, and the company said it would close its acquisition of Becton, Dickinson's Biosciences and Diagnostic Solutions business on the release date and guided 2026 reported revenue to $6.405 billion to $6.455 billion.
Q4 2025 sales $932 million, up 7% as reported and 6% in constant currency
Q4 GAAP diluted EPS $3.77 vs $3.88 a year earlier; non-GAAP EPS $4.53 vs $4.10
2026 guidance: non-GAAP EPS $14.30 to $14.50 and reported revenue $6.405 billion to $6.455 billion, including about $3.000 billion from the acquired business
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Waters filing is on SEC EDGAR ↗. 8-K briefs of other companies →