Company facts
- Industry
- Laboratory Analytical Instruments
- Headquarters
- Milford, Massachusetts
- Most recent report
- 8-K, filed Aug 21, 2026
- Incorporated
- Delaware
- Filings on record
- 1,003+ filings
- On EDGAR
- CIK 1000697
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 49
News 8 of 116
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 733
- 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
- 4 Insider reported a trade Jun 25, 2026
- SCHEDULE 13G/A Large holder reported a passive stake, amended May 15, 2026
- 4 Insider reported a trade May 14, 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). Item 1
- Goodwill increased by $95M due to measurement period adjustment (from $7.993B to $8.088B). Item 1
- SpinCo Term Loan balance fell from $500M to $450M; Revolving Credit Facility rose to $260M. Item 1
- Net receivable from BD rose from $140M to $673M, classified as a concentration. Item 1
- Receivable due from BD increased to $673 million at July 4, 2026 from $415 million at Q1 end. Item 2
- SpinCo Term Loan reduced to $450 million outstanding from $500 million at prior quarter end. Item 2
Removed
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.