Earnings intelligence
Earnings Signals
A clear read on the latest earnings surprise, its evidence, and what could invalidate the call.
WAT
WATERS CORP /DE/FY2026 · Q3 · reaction revision
Long bias
EPS beat estimates by 2.5%; Revenue beat estimates by 0.8%; guidance raised; fresh reaction +4.6%.
Evidence coverage
100%
Completeness,
not win probability
- Release
- mixed
- Guidance
- raised
- Market reaction
- +4.55%
EPS
4.1
Consensus 4 USD/share
REVENUE
1,767
Consensus 1,753.798 USDm
Recent signals
- PWROriginal view: Bullish
Issued
EPS beat estimates by 20.7%; Revenue beat estimates by 8.8%; guidance raised; fresh reaction +7.1%.
- ENTGOriginal view: Bullish
Issued
EPS beat estimates by 19.4%; Revenue beat estimates by 8.7%; guidance raised; one-time EPS benefit identified; fresh reaction +1.7%.
- APHOriginal view: —
Issued —
—
- LHOriginal view: Bullish
Issued
EPS beat estimates by 3.0%; Revenue beat estimates by 1.4%; guidance raised; fresh reaction +8.9%.
- JAZZOriginal view: Bullish
Issued
Revenue beat estimates by 2.9%; guidance raised; fresh reaction +8.3%.
- GEVOriginal view: —
Issued —
—
Today’s reports
There are no higher-impact or watchlist earnings events in today’s live calendar.
Why the model sees it this way
- EPS: 4.1 reported vs 4 consensus · above consensus.
- REVENUE: 1,767 reported vs 1,753.798 consensus · above consensus.
- Guidance was raised.
- The measured market reaction was +4.55%.
Risks & open questions
- Still missing: standardized eps surprise.
- Still missing: reaction spread bps.
Signal track record
ResearchCurrent verdict
The live record is still building
35 directional calls have resolved. That is below the 200-event evidence gate, so results remain preliminary.
Resolved calls
35 / 200
minimum evidence gate
| Horizon | Calls | Direction correct | Net mean | vs drift | 95% range |
|---|---|---|---|---|---|
| +3 sessions | 51 | 51.0% | -0.17% | +0.77% | -2.45…1.91% |
Evidence history2 revisions
Revision history
- Revision 1 · fast release · positive ·
- Revision 2 · reaction revision · positive ·