Filing excerpt
risks associated with unexpected disruptions in operations, including risks associated with our transition to a new ERP system;
sec.gov/Archives/edgar/data/1000697/000119312526344691/d170082d10q.htmRead the full source
Waters10-Q: Capex increase
Waters discloses operational disruption risks from its transition to a new ERP system.
What happened
The company is undergoing a new ERP implementation, a major IT initiative that carries significant risk of business disruption.
Source
Other signals in this filing (6)
- Legacy modernizationWaters spending $90M annually on post-acquisition Transitional Services Agreement for IT, HR, and Finance.Legacy modernization
- Acquisition completedIntegrating BDS Business acquisition with $90M annual transition services agreement.Acquisition completed
- Platform strategyCompany undergoing transition to a new ERP system, citing operational disruption risks.Platform strategy
- Restructuring chargeWaters spending $90M annually on Transition Services Agreement with BD post-acquisition.Restructuring charge
- Software implementationWaters acknowledges operational disruption risks from its ongoing new ERP system transition.Software implementation
- Market expansionFacing increased competitive and regulatory pressures in the Chinese market.Market expansion
Extracted by Autobound
From the Signal API record- Signal
- 10-Q: Capex increase
What this signalsFilings often name leadership changes, deals and spending plans.
- Filed
- Aug 11, 2026
More from Waters
- PatentsWaters Technologies Corporation's patent output is slowing: 43 grants in the past year, 2 in the past 30 days.Patents
- RedditA user is troubleshooting a Waters Acquity M-Class FL Sample Manager that is failing to deliver samples, reporting that every run appears to be solvent only despite the unit passing all built-in...Reddit
- GlassdoorRole overlap and office politics impact development teamsGlassdoor
- 8-KWaters Corp appoints Tina Wu to lead its Analytical Sciences Division8-K
- 10-QWaters spending $90M annually on post-acquisition Transitional Services Agreement for IT, HR, and Finance.10-Q
- EarningsWaters Corporation (NYSE: WAT) Reports Second Quarter 2026 Financial ResultsEarnings
More 10-Q signals at other companies
- SEC 10-QMillerKnoll, Inc.Jeffrey M. Stutz appointed Interim Chief Executive Officer.SEC 10-Q
- SEC 10-QCID HoldCo, Inc.Disclosed material weaknesses in financial reporting due to insufficient accounting staff and controls.SEC 10-Q
- SEC 10-QScholastic CorporationCore school channels decline with fewer book fairs and lower club participation.SEC 10-Q
The full record
From the Signal API recordDetails
- CIK
- 1000697
- Accession number
- 0001193125-26-344691
- Timeframe
- Current year
- Filing year
- 2026
- Fiscal year
- 0
- Why it matters
- Budget available
- Signal category
- Financial
Topics and mentions
Technologies
- ERP
Extraction
- Confidence
- High
- Relevance
- 80%
- Sentiment
- Neutral
- Detected
- Aug 18, 2026
- signal_type
sec-10q- signal_subtype
capexIncrease
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This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.
Company
linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the API
Signal
signal_nameValue in the APIassociationValue in the API
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GET /v1/signals/519a6008-0435-4e43-ac91-d8fd9bf8a176 returns this record as JSON. POST /v1/companies/enrich returns every signal for waters.com.
{
"signal_id": "519a6008-0435-4e43-ac91-d8fd9bf8a176",
"signal_type": "sec-10q",
"signal_subtype": "capexIncrease",
"detected_at": "2026-08-18T07:08:27.399+00:00",
"company": {
"name": "Waters",
"domain": "waters.com"
},
"data": {
"detail": "The company is undergoing a new ERP implementation, a major IT initiative that carries significant risk of business disruption. This signals a large-scale project creating opportunities for implementation partners, data migration specialists, and change management consultants.",
"metrics": {
"timeframe": "current_year"
},
"summary": "Waters discloses operational disruption risks from its transition to a new ERP system.",
"excerpts": "risks associated with unexpected disruptions in operations, including risks associated with our transition to a new ERP system;",
"relevance": 0.8,
"sentiment": "neutral",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/1000697/000119312526344691/d170082d10q.htm",
"filing_date": "2026-08-11",
"filing_year": 2026,
"fiscal_year": 0,
"sales_relevance": "Budget available",
"signal_category": "financial",
"technologies_mentioned": [
"ERP"
]
}
}
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