Thread regarding Waters Corp. layoffs

Boston journal piece.

Milford-based Waters Corp. saw declining sales across markets in the second quarter of 2024, as the company disclosed it has scaled back its headcount in China.

Sales for Waters Corp. in the second quarter were $709 million. This figure exceeded the company’s previous estimated guidance for the quarter, but represented a decrease of 4% compared to $751 million in sales seen in the same quarter in 2023, according to an earnings press release issued by Waters Corp. on Wednesday.

The company’s sales in the academic and government market decreased 15% in the second quarter, sales of instrument systems fell 14%, sales into the industrial market dropped 4%, and pharmaceutical market sales decreased 3%.

In March 2024, Waters Corp. laid off approximately 2% of its workforce, primarily in China, as the result of a significant reduction in customer demand in that market, according to the company’s second quarter filing with the Securities and Exchange Commission.

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With 8,000 global employees in the first quarter of 2024, according to data provided to the WBJ Research Department, a 2% reduction in headcount would leave the company with 7,840 employees.

The company has an administration, sales, and service facility in Beijing and a research, administration, sales and service site in Shanghai, among 21 primary company facilities around the globe, according to Waters Corp.’s annual filing for fiscal 2023.

The sales decline was spread across the company’s global presence, but was led by the company’s operations in China and Japan, as sales in Asia decreased 7% during the quarter. Sales fell 3% in the Americas and also fell 3% in Europe.

Despite the sales slump, the company is optimistic that the second half of the year will bring the return of growth.

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| 571 views | | 7 replies (last August 4, 2024) | Reply
Post ID: @OP+1tPm3GAw

7 replies (most recent on top)

Shouldn't think they let 160 go in china alone.so where else?

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Post ID: @1ngz+1tPm3GAw

Re share price holding, it also has a very high pe ratio at 34 compared to industry average of 15_17.this means you are paying way over the top for shares that may at most increase 5 _6% over the next 5 years.hardly worth the risk on present performance.it is also one of the most shorted stocks meaning it is always fluctuating between highs and lows $3.60 down to $2.60.

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Post ID: @1tvp+1tPm3GAw

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The research and development tax credit in detail
What the R&D tax credit is, how it works, and how to qualify
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Article Posted date15 February 2023
7 min read
Whether you are already claiming the R&D tax credit or just considering your eligibility, it is essential to remember that R&D does not just happen in the laboratory – quite often it is the work a company would consider to be a day-to-day activity: developing a new product; devising or making improvements to a production process; trying out a new material to reduce costs. The list is extensive, and with a potential saving of up to 25% of qualifying expenditure, it is worth checking if your activities meet the criteria.

Overview of the R&D tax credit
The R&D tax credit was first introduced in 2004 and since then has been amended and generally enhanced with each subsequent Finance Act.

The tax credit operates on a group basis and is available to companies, within the charge to Irish tax, that undertake R&D activities in the European Economic Area (EEA) or the UK. The credit is available for expenditure which is allowable for a corporate tax deduction in Ireland, or would be so allowable but for the fact that for accounting purposes it is capitalised as an intangible asset.

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The research and development (“R&D”) tax credit...

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10 key facts
The R&D tax credit is worth up to 25% of qualifying expenditure.
This credit is available in addition to the trading deduction available for R&D spend. This can result in a net subsidy of 37.5% (i.e. 12.5% corporation tax deduction + 25% R&D tax credit).
Eligible expenditure can include expenses (e.g. salaries, materials consumed, overheads etc.) that are deductible for the purposes of computing corporation tax.
Expenditure incurred on R&D activities outsourced to a third-party or third-level institution can be included in an R&D tax credit claim, subject to restrictions (see below for key points).
Expenditure incurred on Plant and Machinery (P&M) can be classed as qualifying R&D spend. In order to qualify, P&M must be eligible for wear and tear capital allowances and must be used for the purposes of undertaking R&D activities.
Expenditure on construction or refurbishment of a building used for qualifying R&D activity may also be classed as qualifying R&D spend. The credit is available for expenditure provided a number of conditions are met, for example the R&D activities carried on in that building over a period of 4 years must represent at least 35% of all activities carried on in the building.
Expenditure met by grant assistance received from the State, the EU, or EEA does not qualify for the credit.
Companies have 12 months from the end of the relevant accounting period in which to make a claim.
Key employees who have been actively involved in R&D activities can benefit from an employee reward mechanism, effectively allowing them to receive part of their remuneration tax free (see below for key points).
Generally Revenue has 4 years from the end of the year in which the claim is made to commence an audit.
All of the above are subject to certain conditions, which companies should investigate thoroughly with a tax advisor prior to submitting an R&D tax credit claim.

At the time of publication, the small & micro companies enhanced regime, which was announced in Finance Act 2019, has yet to receive the required Ministerial order, which is delayed due to Covid-19.

You could be entitled to a cash refund from Revenue worth 25% of your qualifying R&D spend
Use of the credit
In the first instance, the R&D tax credit can be used to reduce a company’s (or group’s) current year corporation tax liability.
Where a company does not have sufficient corporation tax liability in the current accounting period, it can choose to carry the credit back for offset against the corporation tax liability in the preceding period. Any remaining excess can be carried forward indefinitely against future corporation tax liabilities.
Instead of carrying the credit forward, a company may elect to have any remaining excess credit paid as a cash refund by Revenue over three years (complex rules apply). The amount of money that a company can claim under the above cash back mechanism is limited to the greater of:
The corporation tax paid by the company during the period of 10 years prior to the previous accounting period, or
The sum of the payroll tax liabilities for the period in which the expenditure on R&D was incurred and in the prior period, subject to conditions.
Outsourcing R&D
Expenditure incurred on R&D activities outsourced to a third party or third level institution can be included in an R&D tax credit claim, subject to certain rules:

Payment to a third party is limited to the greater of 15% of the company’s overall R&D spend or €100,000.
Payment to a third level institution is limited to the greater of 15% of the company’s overall R&D spend or €100,000. For accounting periods ending before 22 December 2019, the relief is restricted to 5%.
The total amount claimed must not exceed the qualifying expenditure incurred by the company itself in the period.
The company must notify the third party provider in writing that it can

I have been involved in alot of these kind of projects and knew nothing about this.
‘Key Employee’ reward mechanism
Key employees who have been involved in R&D activities can benefit from a ‘key employee’ reward mechanism, which effectively allows them to receive part of their remuneration tax free. This is subject to complicated rules and should be investigated thoroughly; some of the key points to note are:

The employee cannot be a director of, or have a material interest in, the company or be connected to such a person.
The employee must spend at least 50% of their time on R&D activities (i.e. the conception or creation of new knowledge, products, processes, methods, or systems) and at least 50% of their emoluments must qualify for the credit.
The amount of credit that can be surrendered to key employees is capped at the amount of corporation tax due by the company before taking the R&D tax credit into account, i.e. the company must be taxpaying.
The employee’s effective rate of income tax cannot be reduced below 23%.
In the event of a reduction in the credit amount following a Revenue audit, the onus is on the company to repay the credit surrendered to key employees

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Post ID: @cgn+1tPm3GAw

I’ve left a comment after the article, everyone else who is fed up should do the same. If we don’t speak up, this nonsense will only continue. I haven’t spent 15 years at Waters to finish my career in this environment.

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Post ID: @shi+1tPm3GAw

Regarding the secrecy around Wexford, it’s all about tax incentives. We have to keep up appearances even though leadership has given our workers and the community the sc--ws.

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Post ID: @kwd+1tPm3GAw

Why the secrecy about this in wexford?.god knows we've had enough bullsh-t meetings.

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Post ID: @szx+1tPm3GAw

Read into it what you will
2023 also saw significant reductions in personnel in the U.S and europe . andnow 2024 in Asia

For the moment the share price is holding. Is it on the back of two years worth redundencies ? and money saved /

When Asia turns around, where is the expertise to capialise on any upswing ? it can take a year to get an F.S.E up to any meaningful level
and the re-org is a disaster for most .

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Post ID: @iap+1tPm3GAw

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