Thread regarding Waters Corp. layoffs

All wrapped up in a bow.

Amol Chawwal, Senior Vice President and Chief Financial Officer, Waters Corporation: Yeah. So Puneet, a couple of things. I'd like look. Our gross impact is 45,000,000, and and most of that shows up in the second half of the year, primarily because in q two, you have some inventory. But our teams did an excellent job of bringing more inventory and stockpiling before the deadlines.

And that partly is also the reason why the cost associated with that was the drag on our q two gross margins. But then sort of second half is pretty clean and can be extrapolated into the future. Within that, if you say within the '45, roughly 15,000,000 is offset with surcharges. Roughly 14,000,000 is manufacturing cost actions, that are largely on a landing mode. I mean, the actions that we have embedded in our guide are pretty much on the landing mode at this point.

So we feel pretty comfortable there and roughly 6,000,000 is discretionary spend management. In terms of your other question on IP and so it does affect, right, because at the end of the day, where you are manufacturing, you have an IP there, so you are bringing the product into another domicile at a certain transfer price. You can't change those transfer prices very easily without sort of moving, the IP in the first place. So the 45,000,000 exposure that we outlined includes all of that impact in it. Again, there are more moves sort of planned that will go live at the beginning of next year, which will allow us to completely offset the impact as we go into '26

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| 891 views | | 5 replies (last May 11, 2025) | Reply
Post ID: @OP+1jtk51eae

5 replies (most recent on top)

Stop sending American jobs to India already.

What is the board thinking lmfao! Get rid of the anti Americanism now.

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Post ID: @11x+1jtk51eae

The 45 million exposure to tariffs for the second half of the year isn't too bad.but is only if the tariffs remain at 10% which is doubtful.

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Post ID: @ef+1jtk51eae

Ugh. When will these Indians be gone. They’re anti American and engage in egregious conflicts of interest, both shipping american jobs to their home country,

Get rid of them already!

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Post ID: @e2+1jtk51eae

Blathering chain smoking id--t

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Post ID: @dw+1jtk51eae

Is that the actual transcript of him? Wow, he sounds really stupid if so

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Post ID: @ax+1jtk51eae

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