Comparing the current results to its competitors, Waters reported Revenue increase in the 2 quarter 2026 by 113.27 % year on year. The sales growth was above Waters's competitors' average revenue growth of 40.4 %, achieved in the same quarter.
Waters Corporation, slower than the average decrease reported by the company's competitors of -53.22 %. recorded a net loss and most of the company's competitors saw a decline in earnings by -53.22 %
Waters's Comment on Competition and Industry Peers
The Company operates in the analytical instrument systems, supplies, and services market, competing primarily on product performance, reliability, and service, with price as a secondary factor. It is among the largest global manufacturers and distributors of liquid chromatography (LC) and LC-mass spectrometry (LC-MS) instrument systems, chromatography columns, and related services. The Company manufactures silica and polymeric resins, packs columns, and distributes its own products to maintain product consistency. Its service offerings accounted for over 35% of sales in 2025. Principal competitors in the service market include Revvity, Inc., Agilent Technologies, Inc., and Thermo Fisher Scientific Inc., which also provide services for the Company's instruments and pose competitive risks. These competitors generally have more diversified instrument businesses, greater financial resources, and broader distribution networks.
Agilent Technologies Inc. operates a business model centered on delivering innovative measurement solutions across industries like life sciences, diagnostics, and chemical analysis. Their revenue primarily comes from sales of instruments, software, and consumables, supplemented by support services. The company emphasizes strong partnerships and collaborations to enhance their market presence and influence.
Sources:
Waters Corporation’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
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