Waters Corporation

Q4 2022 Earnings Conference Call

2/15/2023

spk10: Good morning and welcome to the Waters Corporation fourth quarter 2022 financial results conference call. All participants will be in a listen only mode until the question and answer session of today's call. This conference is being recorded. If anyone has any objections, please disconnect it this time. It is now my pleasure to turn the call over to Mr. Casper Tudor, head of investor relations. Please go ahead, sir.
spk17: Thank you, Catherine. Good morning, everyone, and welcome to the Waters Corporation fourth quarter earnings call. We are very pleased to be speaking to you from Santa Barbara this morning, where Wired Technology is located. We have a lot to cover today, given our earnings results and our exciting announcement. Today, I am joined by Dr. Udit Batra, Waters President and Chief Executive Officer, and Amol Charbel, Waters Senior Vice President and Chief Financial Officer. We are also glad to be joined by Wyatt Technologies Chief Executive Officer, Jeff Wyatt, as well as its President, Cliff Wyatt. Now, before we begin, I will cover the cautionary language. In this conference call, we will make various forward-looking statements regarding future events or future financial performance of the company. In particular, we will provide guidance regarding future, possible results, and commentary on potential market and business conditions, including with respect to the announced transaction with Wyatt that may impact Waters Corporation over the first quarter of 2023, full year 2023, and 2024. These statements are only our present expectations, and actual events or results may differ materially. For more details, please see the risk factors included in our most recent annual report on Form 10-K, our Form 10-Qs, and the cautionary language included in this morning's earnings release. During today's call, we will refer to certain non-GAAP financial measures, including in our discussions of the results of operations. Reconciliations of the non-GAAP financial measures to the most directly comparable GAAP measures are attached to our earnings release issued this morning and in the appendix of our presentation, which were available on the company's website. Unless stated otherwise, references to quarterly results increasing or decreasing are in comparison to the fourth quarter of fiscal year 2021. In addition, unless stated otherwise, all year-over-the-year revenue growth rates and ranges given on today's call are given on a comparable constant currency basis. Finally, we do not intend to update our predictions or projections except as part of a regularly scheduled costly earnings release or as otherwise required by law. Now, I'd like to turn the call over to our President and Chief Executive Officer, Dr. Udit Bhatia.
spk16: Udit? Thank you, Kasper, and good morning, everyone. Before diving in, I would like to extend our thoughts and our prayers to the thousands of those who are affected in Turkey and Syria by the earthquakes. Today marks a major milestone in accelerating value creation for our customers and shareholders as we progress to the next step in the execution of our strategy. This morning, we made the exciting announcement that Viya Technology, the recognized leader in light scattering, will be joining forces with Waters. bringing with it a fast-growing, attractive business with key capabilities to accelerate our 1.8 billion double-digit growth opportunity in bioprocess characterization. More than 40 years ago, Wyatt was the first to commercialize light scattering instruments, incorporating lasers as their light source. Ever since, they've defined and redefined state-of-the-art light scattering instrumentation, software, and services. Along the way, They've also added several related technologies, including dynamic light scattering, viscometry, refractometry, and field probe fractionation. Together, their innovative products are used to determine the properties of novel therapeutics, such as cell and gene therapy, vaccines, and proteins, as well as synthetic polymers and nanoparticles. Wyatt was the top asset and priority we identified for bioanalytical characterization, making the acquisition a significant step forward in this high growth adjacency. I would like to take this opportunity to invite Jeff and Cliff to say a few words about this exciting combination.
spk13: Jeff? Thank you, Udit. We are thrilled to be with you here today at this incredible moment for our company. For over four decades, Wyatt Technology has delighted customers with industry-leading innovation in light scattering, characterizing life-enhancing large molecule therapeutics. Our common scientific heritage, deep mutual respect
spk14: not have been more excited or could not be more excited about this combination. Waters will broaden Wyatt's global reach scale and will accelerate deployment of light scattering technologies in downstream and QA, QC spaces, integrating this technology onto Waters' well-established Empower platform. Waters is such a natural and logical fit for us in this next exciting chapter of Wyatt's
spk16: Thank you, Jeff, and thank you, Cliff. We are honored to get this unique opportunity to carry Wired forward into the future. This combination is a fantastic opportunity to integrate our powerful analytical technologies, which are highly complementary to each other. And as you highlighted, Jeff, our shared deep scientific culture and common passion for customer success will accelerate integration and drive value creation for our customers and shareholders in the years to come. Today, Waters has a strong and growing portfolio serving large molecule separation and characterization, which are approximately 30% of our pharmaceutical revenues. These applications serve high-volume downstream workflows in biologic development and QAQC central labs using LCUV and LC mass spec. Wyatt's significant exposure to the very fast-growing biologic applications will build on this presence and will give our customers an unmatched set of analytical solutions across large molecules, including gene therapy and viral vectors. For WIAT, as Cliff mentioned, this combination will provide expanded geographic reach and will accelerate the adoption of light scattering in downstream applications through our established presence and empowered informatics platform. As you can tell, we're excited to share more details about the strategic benefits of this combination. However, this is our fourth quarter and our full year's earnings call and we have some excellent results to share with you first. So now, I will cover our key messages and financial results for the core business. Then we will continue outlining the value of this combination as we take this next step in the evolution of our strategy. Looking at our financial results, we ended another very successful year delivering strong results in the fourth quarter with growth across our end markets. This was led by by yet another outstanding double-digit instrument growth quarter. Our incredible performance this year would not have been possible without our dedicated and talented colleagues. We overcame numerous macroeconomic and pandemic-related challenges throughout 2022, including global supply chain challenges, COVID lockdowns, inflationary pressures, and currency headwinds, all while responding to high customer demands for our products. We have three key messages which reflect the strength in our core business and the exciting future that lies ahead. First, we continue to deliver consistently strong execution. You can see this in our 2022 performance, where we sustained strong growth after a stellar year in 2021. You can also see this in our three-year CAGR of approximately 9% in constant currency, where our results have placed us amongst the top players in the industry since the beginning of our transformation. Second, our revitalized portfolio has contributed to our growth, and we expect this to continue. New products have resulted in growth opportunities in large molecules, applications, PFAS, and battery testing, while supporting strong core instrument replacement. Third, while we have accomplished a lot in the past two and a half years, we are now augmenting our organic efforts with M&A to accelerate our journey into high-growth adjacency. Turning now to our fourth quarter results, our revenue grew 3% as reported and 9% on a constant currency basis. We saw a broad sprint across our end markets and regions with robust customer demand. Industrial was again our fastest-growing end market, up 14%, led by environmental testing, which grew over 20%, and TA, which grew mid-teens. Parma saw continued robust growth, up 6%, with strength in both small and large molecule applications. Strength was led by Europe, which grew low double digits, offset by headwinds in China. Academic and government grew 8% as increased activity and funding resulted in strong year-end spending in several of our geographies. Instruments grew double digits, led by Masspec. New products contributed across our portfolio with RKH PLC, Acuity Premier, and Cyclic Unit Sales Inc., growing over 40%. Meanwhile, our newest instrument launches, Zivo TQ Absolute and Zivo G3, saw excellent continued traction with very strong demand. Recurring revenues grew high single digits supported by our e-commerce and service attachment growth initiatives. Our Q4 non-gap adjusted earnings per share was $3.84. This is up 5% year over year, despite FX headwinds of 8%. For the full year, revenue grew 7% as reported and 12% in constant currency. 2022 was a very strong year for Waters where we executed well throughout the organization against a challenging macroeconomic environment. Our growth was broad-based across our geographies and end markets, each of which grew low double digits or above. This trend was led by instrument sales, which grew 16% for the year, with LC, MassSpec, and TA systems all growing double digits. For the full year, non-GAAP adjusted earnings per share was $12.02, up 7% year-over-year, despite FX headwinds of 9%. Now, as we enter 2023, our end markets remain robust and healthy, with strong customer demand for our products. These attractive end markets have beautiful growth drivers and are well-funded. We saw solid auto growth in the fourth quarter, and our backlog remains at elevated levels. We expect the strong instrument sales we saw in 2022 to drive future growth in our recurring revenues. So, our end markets are healthy, we've regained our commercial momentum, innovation has been revitalized, and we have strengthened our organization with new leadership capabilities, bringing a proven track record in transformations. Now we're entering the next phase of our execution strategy as we accelerate our path toward faster growth. This brings us now to the chart on the next slide. As you can see, biologics manufacturing is a complex process, and we have shared an example which shows how large-scale monoclonal antibodies are produced. It starts with the upstream production of the drug substance where the raw material components are fingerprinted and monitored during initial cell culture creation before the protein or antibody of choice is produced. Then, in downstream manufacturing, cells and debris are separated from the MAP in a series of filtration and separation steps. Each step involves numerous stages of testing to ensure that the product is stable and effective. Then, as a last step, in QAQC, The final purified drug product is formulated and filled in vials or pre-filled syringes. Throughout the process, different tools and technologies are required for characterization, depending upon what you need to analyze. Liquid chromatography with ultraviolet detection, or LCUV, is used extensively across all four stages. At the same time, mass spec is increasingly being used with BioAccord seeing a lot of traction in cell culture media characterization, clone selection, and process optimization in both upstream and downstream manufacturing. It is also seeing adoption in QAQC applications. We shared details on this at the beginning of the year and have included a slide in the appendix. In addition to LC-UV and LC-MS, Powerful techniques such as dynamic light scattering and multi-angle light scattering are also used to give relevant information about the size, molecular weight, and aggregation of biologics. By combining the data from each of these detectors, our customers can develop a more comprehensive profile of their biologics. This is essential to speeding up the manufacturing process and reducing the cost of complex biologics such as cell and gene therapies. The bioanalytical characterization market is around 1.8 billion, growing around 10% to 12%. Waters already has a strong, established position in LC-UV and LC mass spec, whereas wire technology is a pioneer in light scattering. Hence, this combination is a fantastic opportunity to integrate our powerful analytical technologies, which are highly complementary to each other and will accelerate our journey in this opportunity. Let me now ask Jeff to describe the company and its highly innovative portfolio. Jeff.
spk13: Thanks again, Udit. Well, Wyatt is a remarkable company, and we owe much of its success in high-growth applications to our amazing team. Our flagship technology is multi-angle light scattering, MOLS, which is used by leading biopharma, biotech, and academic institutions to measure fundamental properties of complex biologics, including cell and gene therapies, mRNA vaccines, biopolymers, biosimilars, and therapeutic proteins. We're based here in Santa Barbara, California and have 225 outstanding employees, of whom roughly we've built Wyatt into the recognized leader in light scattering detection, defining the segment very much like Waters did for liquid chromatography and mass spectrometry. Our sales have grown around 20% on a three-year CAGR to approximately $110 million today. More than 80% of our revenues are in large molecule applications. Our biopharma customers are eager to use light scattering for QA and QC applications and have been keen for us to combine our software with Empower. So you can only imagine how excited we are with this combination, which will add additional choices and capabilities for our existing customers and let us delight even more. Back to you, Rudit.
spk16: Thank you, Jeff. I look forward to welcoming our new colleagues to Waters. Let's now talk about some of the benefits that integrating Viat and Waters capabilities can provide for our customers. In our existing Waters portfolio, our LC systems separate complex mixtures into individual constituents for bulk property analysis by UV and detailed characterization by mass spec. These are properties such as titer, aggregation, and protein sequence. A missing piece has been additional critical information about the intact molecule, like the empty full capsid ratio of adeno-associated viruses, or the size of lipid nanoparticles or mRNA therapies. These will be augmented by wires, moles, detectors, which will allow our customers to develop a more comprehensive, critical quality attribute profile for their biologics. This is essential to fully characterizing their manufacturing process. In each case, for these tools to gain successful adoption in point of view settings, they must be, number one, sophisticated but simple for use in high volume applications, such as what we've already demonstrated with BioAccord. Number two, supported by leading service like Waters already has to help run workflows and respond to evolving needs. And number three, and most importantly, they need to be connected to a common informatics platform so that all the data comes together in one place. Our ambition is to create an ecosystem of sophisticated yet simple instruments that can all use Empower to collect data and submit to regulators. No differently than what Waters established for small molecules years ago. This transaction... will create a number of compelling revenue synergies and results in an attractive set of pro forma financials. First, from a geographic footprint, Waters' revenues are highly diversified, whereas Wyatt's presence is concentrated in the United States. This provides us an opportunity to expand Wyatt's geographic footprint in Europe and Asia, particularly in China. Second, HPLC instruments and size exclusion chemistry columns are sold together with light scattering instruments. we expect to see cross-selling synergies with our liquid chromatography instruments and chemistry. Third, WIRES instruments and expertise will enable Waters to meaningfully accelerate the high-growth adjacency opportunity in bioanalytical characterization. This will give our customers an unmatched set of analytical solutions across large molecule applications and will augment our ability to create a comprehensive bioanalytical platform. Fourth, Wired's portfolio is well-established in upstream development settings for large molecule applications today. Wired's Empower platform, as well as our presence and expertise in high-volume downstream recurring applications, will accelerate the use of light scattering in biologics manufacturing and in QAQC. Now, to the pro forma. The combination will increase our large molecule footprint to around 35% of our pharmaceutical revenues. Our increased exposure to these faster-growing markets will raise the combined growth profile of the markets we serve by at least 50 basis points. We expect the transaction to contribute more than 60 basis points to our annualized constant currency growth over the next five years. We also expect it to add more than 50 basis points to our industry-leading adjusted operating margin. we expect to realize a high single digit plus return on invested capital by year five. Although we expect the wired business to grow low double digits in the near to mid-term, in addition, we expect this combination to create more than $70 million in annualized revenue synergies by year five. Now, I would like to pass the call to Amol to walk us through further details on the financings. He will then continue covering our fourth quarter financial performance and provide our guidance for 2023. Amol. Thank you, Udit, and good morning, everyone.
spk18: It's been great to work with Jeff, Cliff, and the entire team at Wyatt Technology. Like Udit, I'm very thankful to the Wyatt family for considering us as the rightful stewards of their mission and legacy and for providing us this opportunity to create value for our customers and for our shareholders. Now to the transaction highlights. This $1.36 billion investment will result in immediate accretion of our revenue growth and our adjusted operating margin percentage. The synergies that Udit just described, along with Wyatt's highly attractive financials, are expected to result in a creative non-GAAP EPS impact as early as first quarter of 2024. Altogether, as Udit mentioned, This combination is expected to deliver a high single digit plus return on invested capital by year five. We will fund this investment through cash on our balance sheet and existing debt capacity that is available on our revolver. On day one, our net debt to EBITDA ratio will be around 2.3. we will temporarily suspend our share buyback program for the remainder of 2023 and will utilize our free cash flow to pay down the debt through the rest of the year. We expect our net debt to EBITDA ratio to land at around 1.7 by year-end 2023. The transaction is expected to close in the second quarter of this year, subject to regulatory approval. and customary closing conditions. Now to our fourth quarter financial results. We delivered an excellent close to a very strong year for Waters, with constant currency growth of 9%. Waters division grew 8%, and TA grew 15%. By end market, Pharma grew 6%, Industrial grew 14%, and academic and government grew 8%, which Udit already covered. By geography, sales in Asia grew 7%, America's grew 8%, and Europe grew 11%. In Asia, growth in the region overall was strong. Japan grew 25%, and India grew 15%. China declined low single digits for the quarter, as a sharp increase in COVID infections at year-end resulted in delayed spending due to customer site closures. We expect these headwinds from the post-zero COVID reopening to continue into the first quarter of 2023 before catching up throughout the remainder of the year. In other regions, the U.S. grew 8% and Europe grew 11%, with broad strength across NMART. By products and services, instruments grew 10%, led by mass spec, which grew over 30%. Recurring revenues grew 7%, with chemistry up 8%, and service up 7%. Finally, TA grew 15%, with double-digit growth across our major geographies. Growth was led by sales in electronics and battery applications. as well as strong growth in advanced materials and chemical testing. Looking now at our full year results by end market, pharma grew 10%, industrial grew 15%, and academics and government grew 13%. In pharma, growth was led by large molecule applications, which grew mid-teens, while small molecule grew high single digits. By geography, sales in Asia grew 12%, America's grew 14%, and Europe grew 10%. By products and services, instruments grew 16% for the full year, with liquid chromatography, mass spec, and TA system sales all up double digits. In our recurring revenues, chemistry grew 9%, supported by our strong launch of max peak premier columns in large molecule applications and further expansion in digital commerce adoption. Service grew 8% with continued expansion in attachment rates, which increased 150 basis points in 2022 and have increased 350 basis points since 2019. Now I would like to comment on our fourth quarter and full year non-GAAP financial performance versus the prior year. Gross margin for the quarter was 59.4%, up 140 basis points versus prior year, driven by sales volume and pricing, partially offset by inflationary costs. For the full year, gross margin came in as expected at 58%. Operating margin for the quarter was 33.7%, growth of 110 basis points versus prior year, driven by cross-margin dynamics. For the full year, operating margin was approximately 30.2%, which was flat with last year. On an underlying basis, we expanded our operating margins by approximately 100 basis points versus our guide of 20 to 30 basis points at the beginning of the year. This is net of our investments in higher growth adjacencies and despite the higher instrument mix in our revenue. On an as reported basis, our expansion was offset by 80 basis points of FX headwinds and 20 basis points of additional compensation to help our colleagues with the temporary impacts of inflation. In the quarter, our effective operating tax rate was 17.6%, and for the full year, it was 15.6%. For the full year, as anticipated, our effective tax rate increased by 180 basis points, primarily due to change regarding the capitalization of R&D costs. Average share count came in at 59.6 million shares, which is about 1.8 million less than the fourth quarter of last year. Our non-GAAP earnings per fully diluted share for the fourth quarter increased 5% to $3.84 compared to $3.67 last year. Foreign exchange headwinds lowered our non-GAAP EPS growth by 8%. On a GAAP basis, our earnings per fully diluted share was $3.81 last year. For the full year, our non-GAAP earnings per fully diluted share increased 7% to $12.02 versus $11.20 in the prior year. The foreign exchange headwind lowered our non-GAAP EPS growth by 9%. On a GAAP basis, full year earnings per share was $11.73. Turning to free cash flow, capital deployment, and our balance sheet, we define free cash flow as cash from operations, less capital expenditures, and excludes special items. In the fourth quarter of 2022, free cash flow was 145 million after funding 62 million of capital expenditures. Excluded from the free cash flow was $8 million related to the investment in our Taunton precision chemistry operations. In the quarter, we continued to build inventory to secure supply and build safety stock given strong instrument demand. For the full year, free cash flow was $506 million after funding $176 million of capital expenditures and includes approximately $100 million of additional inventory versus the prior year end. Excluded from the free cash flow was $32 million related to the investment in our Taunton precision chemistry operations and a $38 million tax reform payment. We maintain a strong balance sheet, access to liquidity, and a well-structured debt maturity profile. This trend allows us the ability to prioritize investing in growth, including M&A, which will meaningfully accelerate value creation in well-thought-out, attractive adjacent markets. In Q4, we repurchased approximately 475,000 shares of our common stock for $149 million. At the end of the quarter, our net debt position was approximately $1.1 billion, with a net debt to EBITDA ratio of about 1.1. Now as we look Towards the year ahead, I would like to provide you with our thoughts for 2023. We have seen strong performance throughout 2022, driven by robust end market demand, excellent commercial execution across our geographies, and new product introductions driving growth. As we enter 2023, we expect our sales momentum to remain solid in our durable end markets and that our refreshed portfolio and growth initiatives will continue to enhance our performance. These dynamics support a full year 2023 guidance of organic constant currency sales growth of 5% to 6.5% excluding wire. At current rates, negative currency translation is expected to subtract approximately one percentage point, resulting in full-year reported organic sales growth guidance of 4% to 5.5%. We expect the wire transaction to close in the second quarter of 2023, and depending on the timing, we expect it to add approximately 2% to 3% to our full-year 2023 revenue growth. Therefore... our total reported sales growth guidance is six percent to eight and a half percent versus 2022 including wire for the full year 2023 organic gross margin is expected to be approximately 58 and organic operating margin is expected to be approximately 30 before fx this includes 20 to 30 basis points of net margin expansion after 70 to 80 basis points of investment in high growth adjacencies. FX is expected to be a headwind of 50 basis points, particularly in the first half of the year. The addition of YF in Q2 is expected to be accretive to our full year 2023 adjusted operating margin by 20 to 30 basis points. Excluding the transaction, we expect our full-year net interest expense to be approximately $42 million. The transaction is expected to add $27 million to $43 million of additional interest expense depending on the timing of the close. The full-year tax rate is expected to remain at approximately 15.5%. Since we will be temporarily suspending our share repurchase program for the remainder of the year and using free cash flow to pay down debt, our average diluted 2023 share count is expected to be approximately 59.5 million. Rolling all this together on a non-GAAP basis, our full year 2023 earnings per fully diluted share guidance, excluding the transaction, is projected in the range of $12.70 to $12.90. This represents 6% to 7% growth versus last year and includes a negative currency impact of approximately 3 percentage points at current FX rates. The wire transaction is expected to be accretive to EPS as early as in the first quarter of 2024. And this is even net of our share price. buyback suspension for the remainder of 2023. Overall, we expect it to deliver a high single-digit plus adjusted return on invested capital net of tax by year five. Due to interest expense incurred on higher debt balance and the suspension of share repurchase program this year, the transaction is expected to result in a 2023 EPS headwind of approximately 15 cents Hence, including wire, non-GAAP full year 2023 earnings per fully diluted share is projected in the range $12.55 to $12.75. Looking to the first quarter of 2023, we expect constant currency sales growth to be 4% to 6%, which is 10% to 11% on a two-year stacked growth. At today's rates, currency translation is expected to subtract approximately four percentage points, resulting in first quarter reported sales growth guidance of flat to 2%. First quarter non-GAAP earnings per fully diluted share are estimated to be in the range $2.55 to $2.65. with a negative currency impact of approximately six percentage points. Now, I would like to turn it back to Udit for some summary comments. Udit?
spk16: Thank you, Amol. As I outlined at the beginning of our transformation journey and later at our investor day last year, our first focus was to regain our commercial momentum and strengthen our organization with new leadership capabilities. As you have observed over the last two and a half years, We have delivered incredible results with consistently strong execution. And we have assembled an amazing leadership team that brings with it a proven track record in transformation, which is pivotal to driving seamless integration. Our second focus was to revitalize our portfolio. The success of our new product launches, the increased vitality index of our portfolio, and the rich pipeline ahead of us underscores our accomplishments this year. Today, we're entering our next phase, which is to accelerate value creation for our customers and shareholders by adding a fantastic, fast-growing technology platform and increasing our capabilities to address high-growth adjacent markets. So with that, I'll turn the call back over to Casper.
spk17: Thank you, Udit. That concludes our formal comments, and we are now ready to open the phone lines for questions.
spk10: We'll now begin our formal question and answer session. please limit your questions to one and one follow-up. The first question is coming from Luke Surgat of Barclays. Your line is open.
spk01: Great, guys. Thanks for the question here. So I guess before we get into why, can you kind of give us a sense on, you know, continued instrument strength? You guys hear it a lot. Your visibility here, how the backlog built. Mass back up over 30%. That's from the strength in the business building here the last six months. Any kind of color here we can get going forward on the new instrument launches there and the revitalization?
spk16: Sure, Luke. Thank you for the question. Instrument growth, the quarter again finished with double-digit instrument growth. For the year, it's 16%. It's really across the board. For the full year, you see mass spec well into the 20s, TA in the high teens, LC also in the double-digit range. And this is largely due to the success of our commercial initiatives, which were around instrument replacement and really focusing on our new product launches. And there you've seen a complete revitalization of the portfolio, especially on the mass spec side, where we've gained traction in biologics application with The Zivo G3 with the BioAccord, more recently with the Cyclic, and the Zivo DQ Absolute for food and environmental applications on the LC side. Same thing with RKH, BLC, and Acuity Premier. So you see very strong new products coming through which are gaining traction. Now, as we look ahead, I mean, orders are as strong as ever. We see a very, very healthy backlog going into the year. And as we look forward, the end markets are still very robust, right? So we don't expect, and across the board, they're pretty robust, industrial, pharma itself, as well as academic with additional funding. But as we look ahead, I would caution against using the 16% and extrapolating. I think we've been saying this for a while. These are incredible growth numbers. On a stacked basis, you're looking at double-digit growth for instruments. but we cannot expect the instrument growth to continue at a double-digit level. I mean, the long-term average is around 3% to 4%. And if I were to just dig into the guide a little bit, let me say 5% to 6.5%. So if you just take the higher end and make it consistent, let's say, with the recurring revenues, and the lower end consistent with the instrument growth in the future, long-term averages for instrument growth are between 3% and 4%. add 100 basis points of additional commercial execution and another 100 basis points for pricing, and there you have the 5-ish percent instrument growth. So we think long-term we should be seeing healthy instrument growth, and I've heard several comments which say, hey, you know, you've seen really significant instrument growth. Will it come crashing down?
spk15: Not at all.
spk16: We don't see any signs of that. We do see it. reverting back to sort of long-term growth averages, and we think we will out-execute the overall market growth with our commercial initiatives, with our new products, and with additional pricing.
spk01: All right, great. Just a quick follow-up on that. Can you clarify if orders grew faster than sales? And then I'd love to dig in on why it where. So where that fits into the overall characterization portfolio. So you have the BioAccord on the raw materials on the upstream. Where would Wyatt's light scattering technologies kind of fit into the overall instrument portfolio and the bioprocessing workflow?
spk16: This is a fantastic question. So the orders are growing very nicely, Luke, and we've been saying that for a while and they continue to do so. Now moving on to Wyatt, look, It's a perfect strategic fit. We've been talking about bioanalytical characterization, a $1.8 billion market growing 10% to 12%. And Wired, $110 million. I mean, there are hardly many companies that are accretive to us in the industry on margins, 40% margins, and growing at a 20-ish percent CAGR, right? So terrific, terrific financial profile. When you look at the bioanalytical space and you talk about LC-UV and LC-Mass spec, LCUV and mass spec are used to characterize the sequence of the proteins, the configuration of the proteins, the chemical composition. They're exquisite techniques to characterize the composition of the molecules and the composition of raw materials, upstream-downstream process development, and, of course, in QAQC. Light scattering, on the other hand, gives you biophysical characterization, the size of the molecules. the level of aggregation of the molecule. Think about monoclonal antibodies and proteins. And even more exciting these days is what it does for us in viral vector therapies, empty versus full capsids. Light scattering allows you to get at that. Lipid nanoparticles, how aggregated they are, how well characterized, how full they are with mRNA molecules. Super exciting applications. And our customers, and Jeff and Cliff tell me, have been asking us or their customers have been asking us to integrate it with a compliant software platform so they can use it in QA, QC applications. It's already used by a significant number of large pharma players as an at-line testing tool. So super excited, highly complimentary. It gives you even a better footprint of biologics. And our dream is and our ambition is to make large molecule characterization similar to small molecule characterization as we've done in the past.
spk10: The next question is coming from Vijay Kumar of Evercore. Your line is open.
spk12: Hey, guys. Congrats on the transaction. I had two questions. First, maybe on the guidance here. The five to six and a half percent guide for the year, what is that reserving for pricing and China outlook? I thought FX headwinds came down. Why is FX a margin headwind?
spk16: I'll comment a bit on China first and what we expect there and I'll pass it on to Amol to pick it up from there. Look, Q4 in China has been especially tough with 50-75% of our colleagues at any point in time being infected due to the reopening and Despite that, if you take – remember last year we had a shipment delay from third quarter to fourth quarter. If you take that into account, China grew roughly 4-ish percent despite that headwind. We expect our colleagues to, of course, enjoy the Chinese New Year, reconnect with their families after several years, and we see the same with the customers. So step by step, I think China will open up. We expect better growth in the second half of the year than the first half. But Vijay, as you can imagine, it's anyone's guess how fast this comes back. We currently assume a high single digit-ish sort of growth for the full year with the second half of the year being stronger than the first half. Amol, do you want to talk about the guide in FX?
spk18: Yeah, so Vijay, the FX situation has improved versus what we said at the end of Q3 earnings call. Now we are looking at 1% headwind on sales and about 3% headwind on EPS. the 3% headwind on EPS translates to about 50 basis points headwind on operating margin. And the reason for that is, I mean, U.S. dollar progressively strengthened throughout the course of 2022, and then it sort of weakened towards the end of 2022. But where it is today, it is still a significant headwind for the first half of the year 2023. And that is sort of playing through the numbers.
spk19: And the reason there is a headwind on the operating margin is, We are one of the most geographically diversified companies in the sector, and we have a lot of revenue coming out of markets like Japan and China.
spk18: And while we are operationally hedged in a currency like euro and pound, we still have significant profit there. So if you have a headwind, that profit shrinks. And then we don't have the level of cost structure in these other markets like China and Japan, which then creates a higher FX flow through on our operating margin versus our sales profile by a little bit.
spk16: And that's why you see the headwind on FX on operating margin. And just with your question on pricing, it was roughly 300 basis points for this year. We expect 200 basis points as an assumption for 2023. And you can imagine that's largely because the inflation is still not gone. Second, our new products definitely should command a higher margin as you go forward. teams have built the muscle through these very, very difficult times on passing, on pricing, wherever it seems reasonable. And same on FX, right?
spk19: I mean, we had 80 points of headwind on FX, and the business was resilient. It sort of offset pretty much all that impact and delivered a flat operating margin.
spk18: So if dollar goes back to where it started back in 2022, I mean, all the work is done in terms of margin expansion.
spk19: Now, going into the year, we feel very good about where our margin profile is.
spk12: That's helpful. One quick one on the acquisition. 70 million of revenue synergies, that's a big number relative to why it's revenue-based. Can you give us some background on how well was this asset known? What kind of due diligence was done? What wide revenue mix is coming from established biopharma versus early stage? What gives you the confidence in the revenue synergy?
spk16: I'll try to take them one after the other. 80% of the applications for Wyatt are in large molecule applications. As you know, we screen, and we were pretty clear on the investor day, we screen a lot of targets, and I can tell you without reservation, in bioanalytical, biophysical characterization, this is the number one asset that we had in our minds. We spoke with Jeff and we spoke with Cliff and we started our discussion. This was not something that's unknown to us. We've known this company really well, really well for a significant period of time. And what Waters does on the chemical characterization, on the compositional characterization, Wyatt does for using light scattering for physical characterization.
spk15: So with 80% off.
spk16: their revenues coming from large molecules. The growth is roughly 20-ish percent on a three-year CAGR. Margins are accretive to our margins, and as I said before, this is not something that we see in the industry as much. $110 million in sales already. It will be accretive to our revenue growth and margin growth, to our revenue and margins on day one. And to the $70 million, it comes across four dimensions. First... Wired is heavily concentrated in the United States and to some extent in Europe with less than 20% of their sales coming from APAC. And as you know, with Waters, we're geographically quite diversified with APAC constituting 40% of our sales. We think there's a significant opportunity to expand and serve many more customers in fast-growing areas across the globe. We want to provide customers with many more choices. If you look at light scattering instruments, especially malls, it is sold with SEC columns and Waters has leading SEC columns in the industry. The LC is used as a separator before you insert products, insert molecules into light scattering for characterization. Not dissimilar to mass spec, we think the attachment rates could be significantly higher as we do the software integration across the two companies. Number three, it starts us on the journey of building a bioanalytical platform with a suite of products that all eventually have one compliant software that can be used across to submit data to regulators. And then finally, there's an immediate opportunity to serve our customers, a really big pain point of taking malls into QAQC, and who better than Waters to usher that journey through. So that's why we think by year five, there's a potential for 70 plus million in synergies, and even higher if the bioanalytical platform starts getting established sooner and we do empower integration faster. So that, I think, gives you a color across the synergies, Vijay.
spk10: The next question is coming from Matt Sykes of Goldman Sachs. Your line is open.
spk08: Hi, good morning. Thanks for taking my questions. Congrats on the acquisition of the quarter. Maybe just if you could help us put kind of a finer point on services and chemistry growth in 23. Udrit, I heard your comment about think about it sort of as the high end of your guide, but just given the instrument growth that you've seen in 22 and previous to that, how should we be thinking about services and chemistry growth in 23?
spk16: Yeah, so Matt, it's a great question. Look, I mean, it's a proven guide at this stage on services in particular, right? I mean, that we've seen in instruments over the last two years. In addition, we've increased our attachment rates by 350 basis points since we started our transformation journey roughly two-ish years ago. But I think at this point in time, especially given the uncertainty we see in China, we think it's a prudent starting point to assume what we've assumed for service. And for chemistry, I mean, it goes from strength to strength. We've seen our e-commerce platform do extremely well We now have about 35% of our sales going through e-commerce. We intend to increase that number higher. Max peak premier columns and the pipeline looks extremely good, especially serving larger molecules and complex therapies. And now with a deeper understanding after the acquisition closes of the biologic space, we think there's a significant growth opportunity there as well. And there too, we are a bit prudent thinking through what the rest of the year holds, especially in China. So I think that's how I would look at it, right? So really positive, but really thinking through how the year will emerge in China and as the year progresses, we'll have more information. Thank you.
spk08: Great. And then just one quick follow-up on Europe. Obviously, very strong growth there in Q4 and for the full year. You know, obviously, a mild winter there, so things seem to be better than expected. Could you just talk about what you're assuming for Europe this year and kind of thoughts in terms of the end market demand within Europe for 23?
spk16: Yeah. Look, I mean, Europe's been a standout across the board, right, right through the early parts of the pandemic and then, of course, this year itself. And also on a stacked basis, it looks extremely good. The full year numbers for Europe were in the double-digit range, as you've seen. As we look ahead, I mean, our assumptions are still sort of going back to market-plus in Europe, which is mid to high single digits for the balance of 2023. The orders look extremely good across all end markets, and I'll remind you that Europe is more heavily weighted towards pharma And then in the mass spec space, Europe came out really, really strong, especially with applications in food testing for the ZVOTQ absolute and environmental testing, which is where we saw the first and the fastest adoption of the mass spec portfolio. So mid to high single digits with all the puts and takes. Really excited about what we're seeing in terms of mass spec, especially in pharma and industrial in Europe.
spk10: The next question is coming from Dan Brennan of Cowen. Your line is open.
spk06: Great. Thanks. Thanks for the questions. And obviously, congrats on the quarter and the steal. Maybe just one on why to start off. Just kind of a multi-party here. Obvious question is the company's been growing 20. Your guidance is 10 to 12. Is that just prudence or is there any COVID in the numbers? Just kind of why that delta. And then could you just clarify like what percent of their business, you said 80% is biologics. What percent of that is actually used in manufacturing, whether on a clinical basis or on a commercial basis versus R&D today?
spk16: So, look, Dan, firstly, thank you for your question. You can imagine that we're just getting into the integration, and there is, of course, a little bit of prudence built in, and we want to make sure that we start off on the right foot. As the integration goes, we don't expect the business to slow down, but that's the low double-digit guide has that in the assumptions. And in terms of biologics, I mean, a bulk of the applications are in large pharma, in discovery and development, and in QA, QC, and online and at-line testing. So, I mean, I think that's where you see most of the applications and increasingly now more weighted towards biologics. cell and gene therapy applications where these small particles need to be characterized really well before they are injected into people. So I hope that gives you more color. We don't intend to break down the full biologics piece, but you can imagine it's mostly late stage and PAT testing and QA, QC. Amol? Yeah, not much COVID in the numbers, right?
spk18: So it's pretty clean in that sense.
spk19: So as we said, a bit prudence there.
spk18: And then here on the second piece,
spk19: I mean, light scattering is further along in terms of upstream adoption in large molecule setting.
spk18: I mean, as Jeff mentioned, customers are eager to take it downstream. And now with this and with our Empower platform, we will be able to accelerate that journey.
spk16: And then one last thing. I've used light scattering myself in my PhD. I didn't want to let the call finish without stating this. And I was reviewing my PhD thesis before this call. And you know what? Of course, it's great. And for the life of me, I don't understand all the equations that I was using to get it. So we're super excited even at a personal level to get access to the technology.
spk06: Great. And then just maybe one on the instrument outlook. Listen, kudos. The growth's been outstanding. Just wondering, on the 5% instrument outlook, I mean, investors have become accustomed to waters exceeding the numbers that you put out and, you know, there's still a lot of, you know, really positive momentum there. It looks like it's around an 8% four-year CAGR if you want to look at that. Just kind of give us a sense what's baked in on the 5% UDIT maybe for mass spec specifically. And is there, you know, like that 8% CAGR, I know you've kind of talked about the three to 4% long-term trend and, you know, you're trying to be prudent here, but just maybe give us a sense on, you know, what the mass spec contribution is and to the extent we were to, get 12 months out, and you were to be stronger than that, where do you think the biggest opportunity would be for that? Thank you.
spk16: Same thing, right? I mean, we don't expect mass spec to fall off a cliff. I mean, the applications are tremendous. The 5-ish percent, I mean, the math is pretty simple, right? I mean, 3% to 4% long-term growth, 100 basis points of pricing in addition to the past, and about 100 basis points of commercial execution and innovation in that number. And you can imagine, I mean, look, coming off such really, really strong growth over the last two years, we think the growth will start to normalize. Now, that said, there's also a bit of prudence with China built in, right? I mean, China is one of the fastest growing markets. And I think at this point in time, we feel comfortable saying, look, it's a high single digit market by the end of the year. If the recovery goes faster, of course, there's there's upside, and if there is more traction for new products, there is upside. So I think it's a great place to start the year, and we'll keep you posted as more facts emerge.
spk10: The next question is coming from Derek Dubrone, Bank of America. Your line is open.
spk04: Hi, good morning, and thank you for taking my question. Can we talk a little bit about the pharma business, please? The 6% growth in the quarter, a little bit lower than we were looking for. Can you unpack that, talk about what was the potential impact from China? What are you seeing in demand at CROs and CDMOs? I mean, that's been a driver. Have they pulled back on capital spending at all? And just sort of, you know, your major peer in LC has talked about some of the slowing of the replacement cycle in LC and PhRMA. in the second half of the year. Just sort of wondering what you're going to bake in for that. So just a little bit more color on your pharma business, please. Thank you.
spk16: Sure. Thanks, Derek, for the question. Look, I mean, pharma is a healthy end market. We see no weakness in pharma, especially as we are in the late stages of pharma, right? Discovery, sorry, late stage development and QA, QC. A numbers perspective, on a full year basis, it's double-digit growth. For the Q, it came in at 6%, largely because of China. If you exclude China, it's also double-digit growth. That should hopefully give you some clarity on what we're seeing in pharma. Going forward, we don't see the demand abating at all. We see significant demand for our products on the instrument side, especially mass spec, and to some extent, LCs with the new products as well. We see very nice traction on the consumable side, and service should benefit from really strong instrument growth that we've seen over the past two years. So, see, really no slowdown, especially as the portfolio now even more so goes towards large-scale, large molecules, especially biologics, on mass spec, on LC with the instruments, especially like Acuity Premier for consumables, especially with MaxPeak. And with mass spec, with the BioAccord gaining increasing traction, with the G3 QTOF gaining more and more traction, we feel very good about what we see in pharma going forward. Now to your question on slowdown on LC cycles, look, I mean, we don't expect any of the instruments to be overall growing between 16% and 20% like we've seen in the last couple of years. I mean, we've always been very clear about it. Where the new normal occurs is something that will emerge over the next few months, but it's not going to go back to zero or negative growth. That we are 100% certain, right? So that's why we've guided 5% to 6.5%. And Dan had asked that question earlier on what is the justification for 5%. We think it's a prudent starting point for the year. Mol, anything to add on the instrument side? No, I think you covered it well. Thank you.
spk10: The next question is coming from Rachel Vattenstahl of JP Morgan. Your line is open.
spk11: Great. Thanks for taking the questions, you guys, and congrats on the quarter and the deal. So first up, I just kind of wanted to follow up on some of these China comments. You've talked about China returning to high single-digit growth for the year in 2023, but I really wanted to dig into the expectations embedded into that 1Q guide for China. So you noted that China declined low single digits in 4Q and that you expect that to continue into 1Q next. So can you just give us some color on, do you expect further sequential declines in China? And then how much of a headwind do you think China will be to that 4% to 6% growth that you've guided to for 1Q?
spk18: Yeah, so I mean, look, we expect some of the headwind we saw in China in Q4 to continue into Q1.
spk19: And our adjusted Q4, when you adjust for that shipping, was sort of 4%. And we think sort of our Q1 in China would be similar. And then, as we know, China bounces back very quickly, and so we expect that trend to sort of catch up through the remainder of the year when people are back to work.
spk16: Yeah, in terms of end markets, Rachel, this is Udit, in terms of end markets, in terms of what we see as visibility, there is no signal that the fundamental demand for our products in China is slowing down. There is no such signal. So we feel very good about China, and it's a good place to start at the beginning of the year to assume a high single-digit-ish growth. And as I mentioned, if the recovery is faster, of course you expect faster growth.
spk10: The next question is coming from Josh Waldman, Cleveland Research. Your line is open.
spk05: Hi, guys. Thanks for taking my questions. Udit, I appreciate you were reviewing your PhD thesis before the call. Really covering all your bases. Just two questions for you, I think, Uta. Wondered if you could give us an update on where you think Waters is in the LC replacement opportunity. Maybe comment on what portion of the LC sold in 22 were in the Acuity or ARC platform versus the Legacy Alliance and what you think that could look like in 23. Just, I guess, curious your thoughts on, like, if we do see a slowing in the LC replacement cycle, you know, kind of broadly. Do you think water is pushed to rotate customers into the newer LC platforms? Could it elongate that refresh?
spk16: Yeah. So, Josh, thank you for your comment. Look, on the LC replacement cycle and, I guess, overall the instrument replacement cycle, We've been pretty clear we're almost one-third of the way through in 2022 when we started about two years, two-ish years ago. So there's a pretty significant runway. Now, these things don't go in a smooth, smooth way, right? So they go in, given that these are large, large orders, they go in a lumpy cycle, be it LC, be it mass spec, be it acuity, be it ARC. So I think that's the first comment on what you should expect in smoothness of the growth. Second, in terms of what has accelerated the growth and how the replacement cycle has happened, undoubtedly the introduction of Arc HPLC has given the customers more of an impetus to replace the old alliance instruments and that has helped us quite a bit. Some of them have also replaced it with the Acuity line, which is more the UPLC space. Like for like, there are equal number of customers who've gone from Alliance to Alliance. Customers have gone from Alliance to Arc, and then fewer have gone from Alliance to Acuity. Acuity, I'll remind you, is a UPLC platform, whereas Arc HPLC was specifically designed for high volume, small molecule applications in QA, QC, and it's a direct sort of replacement for Alliance. So I hope that gives you a bit more color, but I think the right assumption would be alliance to RKHPLC and alliance to alliance and then acuity in a small minority of applications.
spk10: The next question is coming from Jack Mann of Nefron Research. Your line is open.
spk09: Good morning. Congrats on the Wyatt deal. I had just a question on that, which is could you tell us What is their mix today of instruments versus recurring? Do you think there's any opportunity to shift that over time? And then just one clarification, 70 million of revenue synergies, is that included in the low to mid-teens growth you talk about, or would that be added over time?
spk18: Yeah, so let me quickly cover the second one.
spk19: The low double-digit growth that we're talking about, that's the standalone business, the 70 million synergies that we're talking about are sort of incremental to that. And on the first question, there's roughly about 75% of the revenue is instruments, roughly a quarter today is what we traditionally call recurring revenue, but as you know with waters, we think instruments are also recurring. And again, there is a great opportunity on that, not just on the light scattering platform, but also the HPLC and the SEC columns that go with it. And with
spk16: With such a significant service team around the globe, slightly shy of 2,000 people, we believe that there is a significant opportunity to increase the service attachment rates. And in addition, about 1,400 to 1,500 field sales representatives should help us increase penetration of light scattering. And Jeff is smiling as I say this. light scattering deeper into our collective customer segments. So extremely, extremely excited about the opportunity there. But as Amol said, we think of instruments as recurring just as much as we think of service and consumables. They just recur over a longer timeframe. And if you're disciplined, you can make sure that they are.
spk10: The next question is coming from Patrick Donnelly of Citi. Your line is open.
spk07: Hey, guys, thank you for taking the questions. Udit, maybe one on the industrial piece. That put a pretty nice growth in the quarter, I think, in the mid-teens. Can you just talk about what you're seeing there? I mean, I know in the past quarters you've talked a little bit about PFAS testing, environmental being nice tailwinds. So maybe just talk through what you're hearing from the customer base there, expectations into 23. Thanks.
spk16: Sure. So thanks for the question, Patrick. Industrial for the year, just on the fact, I mean, grew 15%. And we saw nice high teens in the U.S., mid-teens in Europe, China high single-digit to low teens despite the lockdowns. And industrial across the board, right? So applications in food testing with the ZVOTQ Absolute with PFAS testing was excellent. The PA business with battery testing was excellent. especially with the introduction of our new powder rheometer, we see incredible opportunity there to increase penetration of our existing instruments and that's been going extremely well. And electronic chemicals testing has also been doing extremely well in the TA business, which has been in the high teens in the industrial segment. So industrial across all regions, across the food and environmental segments as well as material segment has been doing extremely, extremely well. So I hope that gives you color on how we explain the results so far. Going forward with the new products, there is a lot more runway for Zero-TQ Absolute and PFAS applications. We intend, of course, to take that instrument into the pharma space. We think that's an incredible opportunity. For TA, we are seeing really, really good traction of our products in the battery testing value chain, all the way from raw materials to process development, not unlike bioprocessing, to now establishing online at-line testing with our instruments for several of our customers. So also going forward, a really healthy outlook. And I think the only prudence that we've sort of built in is with what we expect in China. China is a pretty strong grower in that segment as well, and we want to make sure that we get more data before we start reaching out more.
spk10: The next question is coming from Pruneet Suda, SVB Securities. Your line is open.
spk03: Yeah, hi, Uzit and Jeff. Congrats on this acquisition. It's great to see light scattering outlook going into QAQC. So maybe my first question there is, when you look at the downstream QAQC and late stages, Um, you know, when you look at the five to five years, 70 million synergies, is that sort of the timeline you're thinking about moving light scattering into, you know, a number of these applications and that could you maybe elaborate, um, what is needed to integrate malls into, you know, empower and what's the sort of the outlook for empower, um, uh, potentially becoming sort of the backbone for biomolecules with bio cord and light scattering. And last one, if I could squeeze in any thoughts on the China loan stimulus benefit for 2023. Thank you.
spk16: So to your first question, Puneet, thanks for the question. So your first question on light scattering and its application in biologics. Light scattering is actually further ahead than mass spec in late stages of characterization of particles. As you can imagine, and particles being biologics here. As you can imagine, proteins, when they are purified, can sometimes appear as aggregates, and this can create severe immunogenic responses in patients. And so light scattering is the technique of choice to ensure that the proteins that we consume as therapeutics or viral vectors for cell and gene therapy are not aggregated. This is the instrument of choice for it. So there is a pretty significant penetration in some large accounts and key accounts for night scattering. We see a lot of opportunity in that area to expand geographically and also to take it into key accounts that Waters has had and relationships that Waters has had, especially in QAQC. Now to your question on Empower. Look, I would think about software in two to three steps. The first step is to make sure that the instruments talk to each other, and that work's been ongoing for a while as the companies have collaborated over the years. And so there's a data bridge that would be built, a rather seamless data bridge, so our customers can transfer data from one instrument to the other and control one instrument from the software of the other. The final piece is, of course, on Empower and a compliant software. That is an ambition that we have for instruments across the board, not just light scattering for mass spec, as well as LCUV and several other instruments. That's a journey that we've started with the Waters Connect platform. The architecture is rather open, so you can imagine over the next one to two years, you should start to see serious progress in that direction. slightly longer term than the immediate talking of instruments to each other and transferring data from one to the other.
spk19: And just to clarify, right, on the 70 million that we talk about, there is very little, or we're assuming that is the time where it's super early days on Empower. Most of that is coming really from geographical expansion and ACC column and HPLC attachment.
spk16: Yeah, so the first two synergies, geographic expansion, segment expansion... Increased attachment over the next five-year period get us to close to 70 million. And the last two, the larger sort of opportunities, the more ambition with the bioanalytical platform and taking malls into QC with Empower is something that we expect in the latter part of the five-year period, but not a significant contribution to the 70 million.
spk18: And then the last piece on China, Puneet. I mean, it's early days. We're still evaluating. Hard to put a number at this stage on that.
spk16: So at this point, I want to thank you for your participation and all your questions. And on behalf of our entire management team, on behalf of Jeff and Cliff and the Wired family, I'd like to thank you for your continued support and interest in our company. Thank you very much.
spk10: This will conclude today's conference. All parties may disconnect at this time.
Disclaimer

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