WAT Waters Corporation

company

SEC Filings & Insider Trading Activity 2026

Risk Factors

• • $4.0B debt assumed via BDS Business Acquisition ($3.5B tranche due Feb 2027, $500M due Feb 2028); planned refinancing creates near-term capital market dependency
• • ~69% of net sales outside U.S.; U.S. Supreme Court Feb 2026 ruling invalidated IEEPA tariffs, creating cost structure and supply chain planning uncertainty

Management Discussion & Analysis

• • Revenue $3.17B, up 7% YoY; Waters segment $2.81B (+8%), TA segment $352M (-1%)
• • Operating margin 25.4% vs 27.9% in 2024; $82M BDS acquisition costs and $20M ERP expenses weighed on 2025

Business Overview

• • Core business: Designs, manufactures, sells, and services LC, MS, and thermal analysis instruments, consumables, and software for life, materials, and food sciences
• • Transformative acquisition: Completed $16.8B BDS Business (BD Biosciences & Diagnostic Solutions) acquisition Feb 2026 via Reverse Morris Trust; BD shareholders received ~39.2% of combined company; reorganized into four segments

Management Discussion & Analysis

• • Revenue $800M for Q3 FY2025, up 8% YoY from $740M; nine months revenue $2.23B, up 7% YoY from $2.09B
• • Operating margin 24.0% Q3 FY2025 vs 28.5% YoY; nine months margin 23.8% vs 25.6% YoY, declined due to merger-related costs

Risk Factors

• • Newly added merger-related risk: consummation contingent on regulatory approvals, IRS ruling, shareholder approval; delay risks due to US government shutdown Oct 2025
• • Updated financial risk: $4.0B new SpinCo debt plus potential $1.8B Waters Special Dividend funded by new indebtedness and 364-day bridge loan

What are the latest WAT SEC filings in 2026?

Waters Corporation (WAT) has filed a 10-K annual report on February 23, 2026, a 10-Q quarterly report on November 4, 2025, an 8-K current report on March 23, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did WAT file its most recent 10-K annual report?

Waters Corporation (WAT) filed its most recent 10-K annual report on February 23, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view WAT 10-Q quarterly reports?

Waters Corporation (WAT)'s most recent 10-Q quarterly report was filed on November 4, 2025. SignalX displays every WAT 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has WAT filed recently?

Waters Corporation (WAT)'s most recent 8-K was filed on March 23, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find WAT insider trading activity (Form 4)?

SignalX aggregates every WAT Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does WAT file with the SEC?

Waters Corporation (WAT) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new WAT filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs — such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Waters Corporation (WAT).

What is WAT's SEC CIK number?

Waters Corporation (WAT)'s SEC CIK (Central Index Key) number is 1000697. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1000697 to look up all WAT filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find WAT return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Waters Corporation (WAT) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.