Waters Corporation (NYSE:WAT) Bank of America Global Healthcare Conference 2023 Call September 13, 2023 8:20 AM ET Company Participants Udit Batra - President and Chief Executive Officer Conference Call Participants Derik De Bruin - Bank of America Merrill Lynch Derik De Bruin Good afternoon, and welcome to Bank of America’s Global Healthcare Conference Community Live from London. I’m Derik De Bruin, the Senior U.S. Life Sciences and Diagnostics Tools analyst, and it is my pleasure to welcome our next compa ...

Waters™ Q2 2023 Earnings Call Presentation August 2, 2023 Forward-Looking Statements & Non-GAAP Financial Measures This presentation contains forward-looking statements regarding future results and events, including financial and operational guidance and projected estimates. For this purpose, any statements that are not statements of historical fact may be deemed forward-looking statements. Words such as "may," "will," "expect," "plan," "anticipate," "estimate," "intend," "outlook," and similar expressions ...

Waters Corporation (NYSE:WAT) Q2 2023 Earnings Conference Call August 2, 2023 8:00 AM ET Company Participants Caspar Tudor - Head, Investor Relations Udit Batra - President & Chief Executive Officer Amol Chaubal - Senior Vice President & Chief Financial Officer Conference Call Participants Vijay Kumar - Evercore ISI Luke Sergott - Barclays Dan Brennan - TD Cowen Derik De Bruin - Bank of America Matt Sykes - Goldman Sachs Josh Waldman - Cleveland Research Operator Good morning. Welcome to the Waters Corporat ...

Summary of Waters Corporation Conference Call Company Overview - **Company**: Waters Corporation (NYSE: WAT) - **Event**: Jefferies 2023 Global Healthcare Conference - **Date**: June 8, 2023 - **Participants**: Udit Batra (CEO), Brandon Couillard (Jefferies) Key Points Industry and Market Demand - Instrument growth rate for Waters is expected to be around **5%** over the long term, driven by prescription volume and Phase III starts in the pharmaceutical sector [3][4][11] - The company emphasizes the importance of looking at long-term trends rather than short-term fluctuations, which can be misleading [3][11] - Historical fluctuations in instrument growth have been correlated with macroeconomic events, with notable declines observed during 2008-09, 2011-12, and 2019-20 [7][8][10] Factors Influencing Growth - Key drivers for growth include: 1. Increasing prescription rates and Phase III starts, particularly for novel modalities and large molecules [14] 2. Execution in instrument replacement and innovation [5][6] 3. Pricing strategies [5] - Current indicators suggest that these factors are more favorable than in the past [6][11] Regional Insights - China is projected to experience flat to low single-digit growth, with specific segments like CDMOs under pressure and pre-commercial biotech halted [49][51][52] - The academic and government sectors in China saw significant growth in Q1 but are expected to slow down in subsequent quarters [50] Recent Acquisition - Waters recently acquired Wyatt Technology, which focuses on large molecules and bioanalytical characterization [21][22] - The acquisition aims to enhance Waters' capabilities in faster-growing markets, particularly in the characterization of large molecules [22][27] Product Innovations - Waters has introduced several new products, including: - **Alliance iS**: A new platform aimed at reducing human errors in data submission by **40%** [39][42] - **Xevo TQ Absolute**: The most sensitive instrument for detecting PFAS at part per quadrillion levels [43][44] - The company is focused on expanding its portfolio in bioanalytical characterization, particularly for large molecules [32][33] Future Outlook and M&A Strategy - Waters is prioritizing organic growth and successful integration of Wyatt before pursuing additional M&A opportunities [30][31] - The company remains committed to capital allocation focused on growth, innovation, and potential future share buybacks [31][33] Use of Technology - Waters is leveraging generative AI tools to enhance internal data analysis and improve customer service through predictive analytics [55][56] Conclusion - Waters Corporation is positioned for steady long-term growth driven by strong demand in the pharmaceutical sector, successful integration of recent acquisitions, and ongoing product innovation. The company is cautious about short-term fluctuations and is focused on maintaining operational excellence and strategic growth initiatives.

Waters Corporation (NYSE:WAT) Q1 2023 Earnings Conference Call May 9, 2023 8:00 AM ET Company Participants Caspar Tudor - Head of Investor Relations Udit Batra - President and Chief Executive Officer Geof Wyatt - Chief Executive Officer, Wyatt Technology Cliff Wyatt - President, Wyatt Technology Amol Chaubal - Senior Vice President and Chief Financial Officer Conference Call Participants Luke Sergott - Barclays Vijay Kumar - Evercore ISI Dan Brennan - TD Cowen Matt Sykes - Goldman Sachs Derik De Bruin - Ban ...

Waters Corporation (NYSE:WAT) Cowen 43rd Annual Health Care Conference March 6, 2023 9:50 AM ET Company Participants Udit Batra - President, CEO and Director Conference Call Participants Daniel Brennan - Cowen and Company Daniel Brennan Excellent. Well, thank you, thanks for being here. I'm Dan Brennan from Cowen, Day 1 of the TD Cowen Healthcare Conference. Really pleased to be joined with me on stage here without Udit Batra, obviously, CEO of Waters Corporation. So Udit, first of all, welcome. Udit Batra ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 01-14010 Waters Corporation (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) 34 Maple Street M ...

Waters™ Q4 2022 Earnings Call Presentation February 15, 2023 Forward-Looking Statements & Non-GAAP Financial Measures This presentation contains forward-looking statements regarding future results and events, including financial and operational guidance and projected estimates. For this purpose, any statements that are not statements of historical fact may be deemed forward-looking statements. Words such as "may," "will," "expect," "plan," "anticipate," "estimate," "intend," "outlook," and similar expressio ...

Waters Corporation (NYSE:WAT) Q4 2022 Earnings Conference Call February 15, 2023 8:00 AM ET Company Participants Caspar Tudor - Head of Investor Relations Udit Batra - President and Chief Executive Officer Geof Wyatt - Chief Executive Officer, Wyatt Technology Cliff Wyatt - President, Wyatt Technology Amol Chaubal - Senior Vice President and Chief Financial Officer Conference Call Participants Luke Sergott - Barclays Vijay Kumar - Evercore Matt Sykes - Goldman Sachs Dan Brennan - Cowen Derik De Bruin - Ban ...

Waters™ J.P. Morgan 41st Annual Healthcare Conference Udit Batra, Ph.D. President & CEO January 9, 2023 Cautionary Statements This presentation contains forward-looking statements regarding future results and events, including financial and operational guidance and projected estimates. For this purpose, any statements that are not statements of historical fact may be deemed forward-looking statements. Words such as "may," "will," "expect," "plan," "anticipate," "estimate," "intend," "outlook," and similar e ...