We would highlight that Waters' revenue growth is expected to slow, with the forecast 4.1% annualised growth rate until the end of 2025 being well below the historical 5.3% p.a. growth over the last five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 6.1% per year. Factoring in the forecast slowdown in growth, it seems obvious that Waters is also expected to grow slower than other industry participants.
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What did you expect? Bad leadership is pervasive.
Big LC launch, the Alliance is, was a terrible.
Waters missed forecasts on this by a mile.
New products weak….
And waters a sitting duck for competitors to take share.
How can the stagnation be spun by EC? Or just defer+/cancel pay review as punishment
$1.5B acquisition a couple of years ago, continued growth in consumables, and only a meager 4% growth rate with P/E of 35? A conservative estimate of return on capital deployed is $300M+ = 10% growth. What segment is dying?
Why no ai strategy?
AI plays a significant role in reducing method development time for chromatography techniques. Firstly, it can be used to predict the most effective separation parameters for a given sample, reducing the need for extensive experimentation