AGILENT TECHNOLOGIES (A) Company Report

Agilent posted Q1 revenues of $1.8 bn, up 4.4% core (7% reported), with a 2.6% FX tailwind.
Non-GAAP operating margin was 24.6% and EPS $1.36, both in line with guidance; results would have topped midpoints excluding a $10 M weather impact.
End markets: pharma +7%, chemicals & advanced materials +9% (materials >20%), diagnostics +7%, while academia & government –8%; instrument book-to-bill ≥1.0 for eight quarters.
Maintained FY26 core growth guidance 4–6% (now $7.3–7.5 bn reported) and EPS $5.90–6.04; Q2 core growth ~4–5.5% with EPS $1.39–1.42.

2 days ago

Transcript

Agilent reports Q1 2026 results and guidance update

Earnings

Guidance Update

Share Buyback

Agilent delivered $1.8 billion in Q1 revenue (+4.4% core), with an operating margin of 24.6% and non-GAAP EPS of $1.36.
FY26 guidance raised to $7.3 billion–$7.5 billion in revenue (+4–6% core) and $5.90–$6.04 in non-GAAP EPS; Q2 guidance is $1.79 billion–$1.82 billion in revenue (+4–5.5% core) and $1.39–$1.42 EPS.
Q1 cash flow: operating cash flow of $268 million, CapEx of $93 million, $152 million in share repurchases, $72 million in dividends, and net leverage of 0.8x.
Growth drivers include scaling enterprise services, strong uptake of new products (Altura columns; Pro iQ LC-MS), and the Ignite operating system, with tariff headwinds expected to ease and support sequential margin expansion.

2 days ago

Transcript

Agilent reports Q1 2026 earnings

Earnings

Guidance Update

Product Launch

Q1 financials: $1.8 billion revenue, 4.4% core growth; 24.6% operating margin; $1.36 EPS; includes a $10 million storm impact (mostly recouped)
Guidance update: FY 2026 core growth 4–6%, EPS $5.90–6.04; Q2 core growth 4–5.5%, EPS $1.39–1.42
End-market trends: Pharma +7% (GLP-1 +50%), Chemicals & Advanced Materials +9% (materials +20%), Diagnostics & Clinical +7%, Environmental & Forensics flat, Food –4% (ex-China + double digits), Academia & Government –8%
Product launches: Altura ultra-inert columns (bio column growth >30%), ProIQ LC-MS (single-quad growth +40%), Omnis platform expansion, S540MD Slide Scanner, Rampant Insight BRT system with a $9 million TSA contract
Ignite operating system: delivered ~200 bps of pricing gains, tariff expense reductions, procurement savings, and > 2× growth in digital orders

2 days ago

Transcript

Agilent reports Q1 FY2026 results

Earnings

Guidance Update

Share Buyback

Agilent reported Q1 revenue of $1.80 B, up 7.0% reported (+4.4% core), despite a ~$10 M winter storm impact.
Non-GAAP operating margin was 24.6% (down 50 bps YoY) and EPS was $1.36, up 4% YoY.
Generated $268 M of operating cash flow, including $152 M in share repurchases and $72 M in dividends.
Maintained FY26 guidance with revenue of $7.3 B–$7.5 B, core growth of 4%–6%, and EPS of $5.90–$6.04 (FX adds +$0.04).

2 days ago

Presentation

Agilent reports Q1 FY2026 results

Earnings

Guidance Update

Agilent delivered $1.80 billion in Q1 revenue, up 7.0% reported and 4.4% core year-over-year (ended Jan. 31, 2026).
GAAP net income was $305 million (EPS $1.07), down 4% from Q1 2025, while non-GAAP net income rose to $386 million (EPS $1.36), up 4% year-over-year.
Full-year 2026 revenue outlook was raised to $7.3–7.5 billion (up 5.5–7.5% reported; 4–6% core) and non-GAAP EPS to $5.90–6.04.
Q2 FY2026 guidance calls for $1.79–1.82 billion in revenue (up ~7–9% reported; 4–5.5% core) and non-GAAP EPS of $1.39–1.42.

2 days ago

8-K

Agilent announces Q1 FY2026 results

Earnings

Guidance Update

Agilent reported $1.80 billion in revenue for the quarter ended January 31, 2026, up 7.0% reported and 4.4% on a core basis year-over-year.
GAAP net income was $305 million with EPS of $1.07 (down 4%), while non-GAAP net income was $386 million with EPS of $1.36 (up 4%).
The company raised its full-year 2026 revenue outlook to $7.3 billion–$7.5 billion (up 5.5%–7.5% reported; 4%–6% core) and its non-GAAP EPS guidance to $5.90–$6.04.
Fiscal Q2 2026 guidance calls for $1.79 billion–$1.82 billion in revenue (up ~7%–9% reported; 4%–5.5% core) and non-GAAP EPS of $1.39–$1.42.

2 days ago

Press Release

Agilent receives FDA approval for PD-L1 IHC 22C3 pharmDx in epithelial ovarian carcinoma

Product Launch

Agilent Technologies received FDA approval for its PD-L1 IHC 22C3 pharmDx (Code SK006) as the only companion diagnostic to identify first-line epithelial ovarian, fallopian tube, or primary peritoneal carcinoma patients eligible for KEYTRUDA treatment.
This marks the first immuno-oncology companion diagnostic approval in this disease, expanding precision medicine options where therapeutic alternatives are limited.
The approval is the seventh FDA-approved companion diagnostic indication for PD-L1 IHC 22C3 pharmDx to guide KEYTRUDA across multiple cancer types.
The assay, developed in partnership with Merck & Co., was validated in the KEYNOTE-B96 trial to assess PD-L1 expression for patient selection.

Feb 11, 2026, 11:45 AM

Press Release

Agilent presents FY25 results and FY26 guidance at J.P. Morgan Healthcare Conference

Guidance Update

Revenue Acceleration/Inflection

Agilent delivered $6.9 B in FY25 revenue (+6% CAGR FY20–25) and $5.59 non-GAAP EPS (+11% CAGR FY20–25).
Q1 FY26 guidance: net revenue of $1.79 B–$1.82 B and EPS of $1.35–$1.38; FY26 guidance: $7.3 B–$7.4 B revenue with EPS of $5.86–$6.00.
Long-range outlook targets 5–7% annual core growth, 50–100 bps of operating margin expansion per year, and double-digit EPS growth over the next 3–5 years.
Maintains leadership with >90% customer satisfaction, >90% retention, $1.2 B digital orders in FY25, and 82% free cash flow to adjusted net income conversion (FY20–25).

Jan 13, 2026, 5:00 PM

Presentation

Agilent outlines growth strategy at 44th J.P. Morgan Healthcare Conference

New Projects/Investments

Agilent reported ~$7 billion revenue with 26% operating margins and two-thirds recurring revenue, a 700 bps increase since 2020.
Its Ignite operating system doubled pricing to 100 bps in 2025, tripled cost reductions, and simplified the organization to accelerate execution.
Reiterated long-range targets of 5–7% organic revenue CAGR, 50–100 bps operating margin expansion, and double-digit EPS growth.
Instrument replacement cycles are driving above-market growth: LC +11%, LCMS +16% in Q4 with a 200–300 bps uplift, and GC high-single-digit growth with ~100 bps uplift over a 3–5 year cycle.
Specialty CDMO business is expected to grow mid-teens in 2026 fueled by GLP-1 and siRNA demand, plus $300 million of incremental TAM from pharma reshoring by 2030.

Jan 13, 2026, 5:00 PM

Transcript

Agilent Technologies presents at 44th Annual J.P. Morgan Healthcare Conference

Guidance Update

Agilent highlighted its presence in large, high-growth markets (~$80–83 B, 4–6% CAGR) with $7 B revenue and 26% operating margins, and a shift toward recurring revenue (now two-thirds of total, +700 bps since 2020).
Strategic priorities include customer enablement & intimacy, accelerating innovation (asymmetric investments in key products), lab productivity & digital solutions, and targeted adjacent market expansions supported by the Ignite operating system.
Strong fundamentals: industry-leading 90% customer satisfaction and retention rates, record $1.2 B digital revenues (40% of orders), and high-value field engineer leads (30% of leads with 2× conversion).
Segment outlook: LDG sees instrument replacement cycles and pharma reshoring (~$1 B TAM to 2030) driving growth; AMG benefits from GC replacement and PFAS regulatory tailwinds; ACG leverages consumables, services, and enterprise solutions in top pharma labs.
Reiterated long-range targets: 5–7% revenue CAGR, 50–100 bps margin expansion, and double-digit EPS growth, with FY26 guidance of 4–6% core revenue growth and 75 bps operating margin improvement.

Jan 13, 2026, 5:00 PM

Transcript

Earnings Transcripts

Quarterly earnings call transcripts for AGILENT TECHNOLOGIES.

Q1 2026

Feb 25, 2026

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Q4 2025

Nov 24, 2025

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Q3 2025

Aug 27, 2025

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AGILENT TECHNOLOGIES (A)

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