Company facts
- Industry
- Laboratory Analytical Instruments
- Headquarters
- Milford, Massachusetts
- Most recent report
- 8-K, filed Nov 3, 2026
- Incorporated
- Delaware
- Filings on record
- 1,007+ filings
- On EDGAR
- CIK 1000697
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 49
News 8 of 117
Prospectuses and Registrations 8 of 11
- 424B2 Prospectus supplement for an offering Mar 19, 2026
- FWP Free writing prospectus Mar 17, 2026
- 424B2 Prospectus supplement for an offering Mar 16, 2026
- S-3ASR Automatic shelf registration Mar 16, 2026
- S-8 Registration statement for an employee plan Feb 23, 2026
- 424B3 Prospectus supplement for an offering Dec 23, 2025
- S-4/A Registration statement for a merger or exchange, amended Dec 19, 2025
- S-4 Registration statement for a merger or exchange Dec 12, 2025
Proxies 8 of 26
- DEFA14A Extra proxy material Apr 9, 2026
- DEF 14A Proxy statement for a shareholder vote Apr 9, 2026
- DEFA14A Extra proxy material Apr 9, 2025
- DEF 14A Proxy statement for a shareholder vote Apr 9, 2025
- DEFA14A Extra proxy material Apr 12, 2024
- DEF 14A Proxy statement for a shareholder vote Apr 12, 2024
- PRE 14A Preliminary proxy statement Mar 27, 2024
- DEFA14A Extra proxy material Apr 13, 2023
Ownership 8 of 736
- 3 Insider reported their initial holding Nov 6, 2026
- 4 Insider reported a trade Oct 2, 2026
- 4 Insider reported a trade Oct 2, 2026
- 3 Insider reported their initial holding Aug 31, 2026
- 4 Insider reported a trade Aug 7, 2026
- 144 Notice of a proposed sale of restricted stock Aug 6, 2026
- 4 Insider reported a trade Jul 2, 2026
- 4 Insider reported a trade Jul 2, 2026
Other 8 of 68
What to read: Jul 2026 10-Q
SECSift found 2 of 10 sections worth reading, with 0 positive, 9 notable, and 2 negative flags.
Item 1
Core financials transformed by $13B BDS acquisition; results show net loss and massive debt.NotableItem 2
BDS acquisition transforms scale; restructuring, tariff risks, and debt profile detailed.Notable- U.S. Supreme Court invalidated IEEPA tariffs; refunds being processed, but new tariffs imposed.
- Legacy business revenue grew 7% in Q2 2026, excluding BDS acquisition contribution of $817 million.
- Cost of revenue included $154 million fair value step-up expense in Q2 2026 from BDS acquisition.
- Restructuring expected to yield $120 million annual salary savings; $14 million realized in Q2 2026.
- Total debt $5.1 billion as of July 4, 2026; $3.5 billion Senior Notes refinanced with a 364-day loan.
- No open-market share repurchases in 2026; remaining authorization is $1.0 billion.
- TSA with BD costs $90 million annually; $40 million incurred in H1 2026, included in SG&A.
What changed: Jul 2026 vs. Apr 2026
About 11% of WAT's Jul 2026 10-Q is new information. 57 paragraphs were added, 178 changed, and 60 removed. Below are the most important lines SECSift identified.
Changed
- BDS Business Q2 revenue rose to $817M (loss $203M) vs Q1 revenue of $481M (loss $123M).
- Goodwill increased by $95M due to measurement period adjustment (from $7.993B to $8.088B).
- SpinCo Term Loan balance fell from $500M to $450M; Revolving Credit Facility rose to $260M.
- Net receivable from BD rose from $140M to $673M, classified as a concentration.
- Receivable due from BD increased to $673 million at July 4, 2026 from $415 million at Q1 end.
- SpinCo Term Loan reduced to $450 million outstanding from $500 million at prior quarter end.
Everything here comes from Waters Corp's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Aug 20, 2026, from the 10-Q for Jul 2026.