Sentiment · FY2026 Q3
As of FY2026 Q2, the Tellvest earnings-call sentiment score for Agilent Technologies (A) is 8/10.
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.
Scored from Agilent Technologies’s FY2026 Q2 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.70B | +0.8% | $1.22 | -24.7% | 24.0% | 20.6% | $388M |
| FY2025 Q1 | $1.68B | +1.4% | $1.11 | -5.9% | 22.4% | 18.9% | $334M |
| FY2025 Q2 | $1.67B | +6.0% | $0.75 | -28.6% | 18.0% | 12.9% |
| $107M |
| FY2025 Q3 | $1.74B | +10.1% | $1.18 | +21.6% | 20.7% | 19.3% | $259M |
| FY2025 Q4 | $1.86B | +9.4% | $1.53 | +25.4% | 23.8% | 23.3% | $452M |
| FY2026 Q1 | $1.80B | +7.0% | $1.07 | -3.6% | 19.6% | 17.0% | $175M |
| FY2026 Q2 | $1.83B | +10.0% | $1.20 | +60.0% | 21.7% | 18.5% | $370M |
| FY2026 Q3 | $1.88B | +8.1% | $1.28 | +8.5% | 23.6% | 19.3% | $519M |