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Sentiment · FY2026 Q2
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“You can see evidence of this in our collaborative agreement with Zurich-based ABB Robotics to produce automated laboratory solutions, ones that will help our customers find new ways of improved workflows and make operations more efficient and flexible.”
Agilent has a collaborative agreement with Zurich-based ABB Robotics to build automated laboratory solutions spanning pharma, biotech, energy, and food customers — a positive read-through for ABB's robotics business expanding into lab automation.
“Also in Q4, we closed our acquisition of BioVectra, demonstrating our commitment to providing customers the most advanced capabilities to accelerate our therapeutic programs.”
Agilent closed its acquisition of CDMO BioVectra, expanding into peptide synthesis and gene-editing therapy manufacturing capabilities.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Vijay Kumar | Evercore ISI | 14 (21%) |
| Patrick Donnelly | Citigroup | 14 (0%) |
| Dan Leonard | RBC Capital Markets |
| Mike Ryskin | Bank of America | 13 (8%) |
| Puneet Souda | Leerink Partners | 12 (8%) |
| Tycho Peterson | Jefferies | 11 (9%) |
| Jack Meehan | Nephron Research | 10 (0%) |
| Dan Brennan | TD Cowen | 10 (10%) |
| Brandon Couillard | Wells Fargo | 10 (0%) |
| Doug Schenkel | Wolfe Research | 9 (22%) |
| Firm | Analysts | Questions (Challenge)Percentage 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%) |
| RBC Capital Markets | 1 | 13 (8%) |
| Bank of America | 1 | 13 (8%) |
| Leerink Partners | 1 | 12 (8%) |
| JPMorgan | 2 | 10 (0%) |
| Nephron Research | 1 | 10 (0%) |
Agilent opened fiscal 2026 with 4.4% core growth and 7% reported revenue growth, modestly impacted by a $10 million winter storm disruption but supported by pharma growing 7% with GLP-1 testing up 50% and Chemicals & Advanced Materials rising 9% on semiconductor reshoring. The newly launched Altura column portfolio saw orders from 50% of top-20 biopharma companies within its first five months. Management maintained full-year core growth guidance of 4-6% with 75 basis points of margin expansion, raising EPS slightly to $5.90-$6.04 on favorable foreign exchange.
Demand | Revenue Growth | Margin | Macroeconomic | Guidance Reliability | Product Launch | Capex Investment | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 10 | 6 | 2 | 5 | 4 | 4 | 2 | 3 |
| 2025Q1 | 8 | 4 | 4 | 4 | 1 | 2 | 1 | 2 |
| 2025Q2 | 7 | 3 | 4 | 1 | 2 | 2 | 2 | 2 |
| 2025Q3 | 8 | 4 | 5 | 1 | 4 | 2 | 2 | 2 |
| 2025Q4 | 11 | 4 | 3 | 2 | 3 | 3 | 4 | 2 |
| 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 |
| Geographic Expansion | 3 | 2 | 2 | 2 | 2 | 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% |