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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Tycho Peterson | Jefferies | 12 | 25% |
| Puneet Souda | Leerink Partners | 12 | 8% |
| Catherine Schulte | Robert W. Baird | 10 | 40% |
| Jack Meehan | Nephron Research | 8 | 0% |
| Dan Arias | Stifel | 6 | 17% |
| Vijay Kumar | Evercore ISI | 6 | 0% |
| Brandon Couillard | Wells Fargo | 5 | 0% |
| Dan Brennan | TD Cowen | 5 | 0% |
| Doug Schenkel | Wolfe Research | 4 | 75% |
| Matt Sykes | Goldman Sachs | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jefferies | 1 | 12 | 25% |
| Leerink Partners | 1 | 12 | 8% |
| Robert W. Baird | 1 | 10 | 40% |
| Nephron Research |
| 1 |
| 8 |
| 0% |
| Goldman Sachs | 2 | 6 | 0% |
| Evercore ISI | 1 | 6 | 0% |
| Stifel | 1 | 6 | 17% |
| Wells Fargo | 1 | 5 | 0% |
Waters delivered exceptional Q1 with total company revenue of $1.267B as organic revenue grew 13% reported and 11% in constant currency, driven by the BD acquisition integration exceeding expectations. Adjusted EPS grew 20% to $2.70 while management raised full-year guidance by $0.10 to EPS $14.40-$14.60 and organic constant currency growth to 6.5-8%. Chemistry and bioseparations product leadership continued with cross-selling momentum from the acquisition, though China market constraints partially offset by localization efforts and respiratory testing created a headwind in diagnostics.
Demand | M&A | Guidance Reliability | Revenue Growth | Geographic Expansion | Trade Tariffs | Competitive Dynamics | Product Launch | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 12 | 1 | 3 | 2 | 2 | 2 | 3 | |
| 2025Q1 | 11 | 2 | 2 | 1 | 2 | 6 | 1 | |
| 2025Q2 | 7 | 4 | 2 | 3 | 3 | 3 | 2 | |
| 2025Q3 | 7 | 2 | 5 | 3 | 2 | 1 | ||
| 2025Q4 | 2 | 8 | 4 | 2 | ||||
| 2026Q1 | 3 | 4 | 1 | 5 | 1 | 3 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 12 | 11 | 7 | 7 | 2 | 3 |
| M&A | 1 | 2 | 4 | 2 | 8 | 4 |
| Guidance Reliability | 3 | 2 | 2 | 5 | 4 | 1 |
| Revenue Growth | 2 | 1 | 3 | 3 | 2 | 5 |
| Geographic Expansion | 2 | 2 | 3 | 2 | 1 | |
| Trade Tariffs | 6 | 3 | ||||
| Competitive Dynamics | 2 | 1 | 2 | 3 | ||
| Product Launch | 3 | 1 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
WAT Waters Corporation | 9 | +91.5% | |
| A Agilent Technologies | 8 | +10.0% | |
| CRL Charles River Laboratories | 4 | +1.2% | |
| DGX Quest Diagnostics | 9 | +9.2% | |
| DHR Danaher Corporation | 7 | +3.7% | |
| IDXX Idexx Laboratories | 8 | +14.3% | |
| IQV IQVIA | 7 | +8.4% | |
| LH LabCorp | 8 | +5.8% | |
| MTD Mettler Toledo | 7 | +7.2% | |
| RVTY Revvity | 5 | +7.0% | |
| TMO Thermo Fisher Scientific | 7 | +6.2% |