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Sentiment · FY2026 Q2
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Patrick Donnelly | Citigroup | 14 | 0% |
| Vijay Kumar | Evercore ISI | 14 | 21% |
| Mike Ryskin | Bank of America | 13 | 8% |
| Dan Leonard | UBS | 12 | 8% |
| Puneet Souda | Leerink Partners | 12 | 8% |
| Tycho Peterson | Jefferies | 11 | 9% |
| Dan Brennan | TD Cowen | 10 | 10% |
| Jack Meehan | Nephron Research | 10 | 0% |
| Brandon Couillard | Wells Fargo | 10 | 0% |
| Doug Schenkel | Wolfe Research | 9 | 22% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Citigroup | 1 | 14 | 0% |
| Evercore ISI | 1 | 14 | 21% |
| Jefferies | 2 | 13 | 8% |
| Bank of America | 1 |
| 13 |
| 8% |
| UBS | 1 | 12 | 8% |
| Leerink Partners | 1 | 12 | 8% |
| JPMorgan | 2 | 10 | 0% |
| Nephron Research | 1 | 10 | 0% |
Agilent delivered a strong Q2 with $1.83 billion in revenue growing 6.3% core, beating guidance by 80 basis points on broad-based instrument strength including low double digit LC, LCMS, and GC growth. The Ignite operating system drove 130 basis points of operating margin expansion to 26.4% through strategic pricing of approximately 200 basis points and manufacturing overhead reduction exceeding 50 basis points. Management raised full-year EPS guidance by $0.08 to $6.00-$6.10 and core growth guidance by 30 basis points to 4.5-6.0%, reflecting healthy demand in pharma, strong semiconductor-driven CAM growth of 8%, and continued instrument replacement cycle momentum offset by China softness and food market weakness in Asia.
Demand | Revenue Growth | Margin | Macroeconomic | Guidance Reliability | Product Launch | Capex Investment | Trade Tariffs | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 10 | 6 | 2 | 5 | 4 | 4 | 2 | 2 |
| 2025Q1 | 8 | 4 | 4 | 4 | 1 | 2 | 1 | 1 |
| 2025Q2 | 7 | 3 | 4 | 1 | 2 | 2 | 2 | 5 |
| 2025Q3 | 8 | 4 | 5 | 1 | 4 | 2 | 2 | 2 |
| 2025Q4 | 11 | 4 | 3 | 2 | 3 | 3 | 4 | 1 |
| 2026Q1 | 11 | 6 | 4 | 2 | 4 | 1 | 3 | 1 |
| 2026Q2 | 13 | 3 | 2 | 4 | 1 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Demand | 10 | 8 | 7 | 8 | 11 | 11 | 13 |
| Revenue Growth | 6 | 4 | 3 | 4 | 4 | 6 | 3 |
| Margin | 2 | 4 | 4 | 5 | 3 | 4 | 2 |
| Macroeconomic | 5 | 4 | 1 | 1 | 2 | 2 | 4 |
| Guidance Reliability | 4 | 1 | 2 | 4 | 3 | 4 | 1 |
| Product Launch | 4 | 2 | 2 | 2 | 3 | 1 | 2 |
| Capex Investment | 2 | 1 | 2 | 2 | 4 | 3 | 1 |
| Trade Tariffs | 2 | 1 | 5 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
A Agilent Technologies | 8 | +10.0% | |
| CRL Charles River Laboratories | 4 | +1.2% | |
| DGX Quest Diagnostics | 9 | +9.2% | |
| DHR Danaher Corporation | 7 | +3.7% | |
| IDXX Idexx Laboratories | 8 | +14.3% | |
| IQV IQVIA | 7 | +8.4% | |
| LH LabCorp | 8 | +5.8% | |
| MTD Mettler Toledo | 7 | +7.2% | |
| RVTY Revvity | 5 | +7.0% | |
| TMO Thermo Fisher Scientific | 7 | +6.2% | |
| WAT Waters Corporation | 9 | +91.5% |