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Waters (WAT) investor relations material
Waters Jefferies London Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies London Healthcare Conference 2025 summary18 Nov, 2025
Market trends and growth drivers
Instrument replacement cycle for LCMS is ongoing, with high single-digit growth and not yet halfway complete.
Idiosyncratic growth drivers include GLP-1 and PFAS testing, both showing strong revenue and order growth.
Pharma sector shows double-digit growth in the US and Europe, driven by replacement cycles and new products, while China’s growth is led by CDMOs.
CROs are stabilizing but not yet recovering to previous highs; biotech funding is a factor.
Some pharma segments, like China generics and early-stage biotech, remain weak.
Product innovation and portfolio expansion
Significant R&D investment in bioseparations, with over 70% of column R&D now focused on biologics.
New platforms like SEC and Protein A columns have driven record growth, with chemistry growth expected to move to high single digits or low double digits.
CDMS technology offers a new category for large molecule analysis, with global demand and first shipments already made.
PFAS and GLP-1 testing markets are growing faster than expected, with substantial share gains.
Informatics and software, especially Empower, are being expanded to new instruments and moving to a subscription model.
Integration and business development (BD)
Integration planning for BD is progressing, with 400 synergy initiatives identified and being implemented.
FACS DiVa S8 flow cytometer and FXI incubator are key innovations, with new launches planned through 2026.
BD Core for HPV testing is expected to grow rapidly once approved, especially with home collection capabilities.
Positive surprises in integration include opportunities in microbiology workflow and QAQC for sterile pharma testing.
Waters aims to replace competitor-sourced MALDI-TOF with in-house prototypes.
CDMS market share ambition over 5 years?
Empower subscription model: expected revenue uplift?
BD integration: immediate value-add opportunities?
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Q4 202510 Feb, 2026
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Frequently asked questions
Waters Corporation is a pioneer in analytical instrumentation, with over 100 years of experience in product innovation, process development, and concept-to-commercialization capabilities. Their specialty measurement company provides innovative solutions for customers who analyze the key ingredients for life. As the world leader in chromatography, mass spectrometry, flow cytometry, and thermal analysis methods and instruments, they are committed to helping researchers solve their biggest breakthrough challenges. Waters Corporation is based in Milford, Massachusetts.
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