Agilent Technologies, Inc. (A) SEC Filings & Earnings Calls
EquiReason read 15 Agilent Technologies, Inc. SEC filings in the last 12 months. Latest: 8-K on 2026-09-08 — Board chair retirement and new director appointment; routine governance transition with no disagreement..
Source: SEC EDGAR filings · figures as of 2026-07-31 · read by EquiReason
- Market cap
- 48.8B
- P/E TTM
- 34.1
- Dividend yield
- 0.6%
- 52-week
- —
- Next earnings
- 23 Nov, in 30 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
1 Sep 202610-QAgilent reported Q3 FY2026 results with revenue up 8% YoY, gross margin expanding 440bps, and operating income up 23%.earningsopen
Figures in the filing · each found in the filing text
| Total net revenue · Q3-2026 | $1.88B | +8% y/y |
| Total net revenue (9M) · 9M-2026 | $5.51B | +8% y/y |
| Life Sciences and Diagnostics Markets revenue · Life Sciences and Diagnostics Markets · Q3-2026 | $746M | +11% y/y |
| Agilent CrossLab revenue · Agilent CrossLab · Q3-2026 | $786M | +6% y/y |
| Applied Markets revenue · Applied Markets · Q3-2026 | $346M | +7% y/y |
| Total gross margin · Q3-2026 | 55.5% | |
| Total gross margin (9M) · 9M-2026 | 54.0% | |
| Operating margin · Q3-2026 | 23.6% | |
| Operating margin (9M) · 9M-2026 | 21.7% | |
| Income from operations · Q3-2026 | $444M | +23% y/y |
Risks flagged
Tariff and geopolitical uncertainty
“While tariffs and the Middle East conflict remain dynamic, we have mitigated the adverse impact related to our costs of revenue during the three and nine months ended July 31, 2026” · word for word
Restructuring execution risk
“In the third quarter of fiscal year 2026, we implemented a new restructuring plan designed to optimize our management structure to better serve our customers.” · word for word
26 Aug 20268-K · 2.02Agilent reports Q3 FY2026 revenue $1.88B (+8.1% YoY), non-GAAP EPS $1.62 (+18% YoY), raises FY2026 revenue guidance to $7.49-7.51B and EPS to $6.18-6.21, citing improving end markets and strong demand.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q3-2026 | $1.88B | +8% y/y |
| GAAP operating margin · Q3-2026 | 23.6% | |
| Non-GAAP operating margin · Q3-2026 | 28.3% | |
| GAAP net income · Q3-2026 | $362M | +8% y/y |
| Non-GAAP net income · Q3-2026 | $459M | +18% y/y |
| GAAP EPS · Q3-2026 | $1.28 | +9% y/y |
| Non-GAAP EPS · Q3-2026 | $1.62 | +18% y/y |
| LDG revenue · Life Sciences and Diagnostics Markets Group · Q3-2026 | $746M | +11% y/y |
| ACG revenue · Agilent CrossLab Group · Q3-2026 | $786M | +6% y/y |
| AMG revenue · Applied Markets Group · Q3-2026 | $346M | +7% y/y |
Guidance
FY26 revenue raised to $7.49-7.51B from prior midpoint of $7.44B (implied); FY26 non-GAAP EPS raised to $6.18-6.21 from prior midpoint of $6.04 (implied); Q4 FY26 revenue $1.98-2.0B; Q4 non-GAAP EPS $1.71-1.74
Agilent raised FY2026 revenue and EPS guidance, citing improving end markets and strong demand. Non-GAAP operating margin expansion expected over 130 bps at midpoint.
Risks flagged
Tariff refund benefit is non-recurring; future guidance excludes any benefit
“This guidance does not include any future benefit from tariff refunds.” · word for word
Geopolitical uncertainties and global economic conditions could impact operations
“Forward-looking statements cite risks including geopolitical uncertainties and global economic conditions.”
25 Jun 20268-K · 1.01, 2.03Agilent closed a $600M private placement of 4.900% Senior Notes due 2032, a routine debt financing to manage capital structure.open
Figures in the filing · each found in the filing text
| Senior Notes principal amount · Q2-2026 | $600M |
Risks flagged
Increased leverage from $600M debt issuance
“took on a material direct financial obligation, increasing leverage”
1 Jun 202610-QTotal Net Revenue $1.83B (+10% y/y); Total Gross Margin 54; Operating Margin 21.7open
Figures in the filing · each found in the filing text
| Total Net Revenue · Q2-2026 | $1.83B | +10% y/y |
| Total Gross Margin · Q2-2026 | 54.0% | |
| Operating Margin · Q2-2026 | 21.7% | |
| Income from Operations · Q2-2026 | $399M | +33% y/y |
| Life Sciences and Diagnostics Markets Revenue · Life Sciences and Diagnostics Markets · Q2-2026 | $732M | +12% y/y |
| Agilent CrossLab Revenue · Agilent CrossLab · Q2-2026 | $759M | +6% y/y |
| Applied Markets Revenue · Applied Markets · Q2-2026 | $344M | +14% y/y |
| Cash and Cash Equivalents · 2026-04-30 | $1.81B | |
| Operating Cash Flow · H1-2026 | $545M |
Risks flagged
Tariff cost pressure on gross margin
“Gross margin for the six months ended April 30, 2026 was impacted mainly by higher tariffs” · word for word
Wage inflation and variable pay increases
“wage increases and higher variable pay” · word for word
Unfavorable business mix from CDMO business
“unfavorable business mix (including lower gross margin from our Agilent Advanced Therapeutics business)” · word for word
27 May 20268-K · 2.02, 5.02Revenue $1.83B (+10% y/y); GAAP net income $339M (+58% y/y); GAAP EPS $1.20 (+60% y/y); Guidance: FY26 revenue midpoint raised 30bps, EPS midpoint +$0.08earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q2-2026 | $1.83B | +10% y/y |
| GAAP net income · Q2-2026 | $339M | +58% y/y |
| GAAP EPS · Q2-2026 | $1.20 | +60% y/y |
| Non-GAAP EPS · Q2-2026 | $1.49 | +14% y/y |
| Non-GAAP operating margin · Q2-2026 | 26.4% | |
| GAAP operating margin · Q2-2026 | 21.7% |
Guidance
FY26 revenue midpoint raised 30bps, EPS midpoint +$0.08
Raised FY26 revenue, margin, and EPS guidance on strong Q2 results and broad-based demand.
Risks flagged
No material risks identified in this filing
4 May 20268-K · 5.02, 7.01Reported the departure of a director or principal officer (CEO/CFO change); issued a Regulation FD disclosure (forward guidance or material update)open
Risks flagged
No material risks identified
3 Apr 20268-K · 5.01Underwent a change in control of the company; filed financial statements and exhibits with this reportopen
Risks flagged
No material risk identified; filing appears to be a routine executive transition agreement.
“Body excerpt only shows a transition agreement, not a change of control.”
6 Mar 20268-K · 5.02Reported the departure of a director or principal officer (CEO/CFO change); filed financial statements and exhibits with this reportopen
Risks flagged
No material risk; departure is not related to any disagreement and allows lead time for replacement.
“Mr. Gonsalves' departure is not related to any disagreement with Agilent on any matter relating to its accounting practices, financial statements, internal controls, or operations.” · word for word
3 Mar 202610-QTotal net revenue $1.80B (+7% y/y); Total gross margin 52.6; Operating margin 19.7; Guidance: expects to fully offset tariff impact in FY2026open
Figures in the filing · each found in the filing text
| Total net revenue · Q1-2026 | $1.80B | +7% y/y |
| Total gross margin · Q1-2026 | 52.6% | |
| Operating margin · Q1-2026 | 19.7% | |
| Income from operations · Q1-2026 | $353M | -6% y/y |
| Net cash provided by operating activities · Q1-2026 | $268M | -38% y/y |
| Life Sciences and Diagnostics Markets revenue · Life Sciences and Diagnostics Markets · Q1-2026 | $679M | +5% y/y |
| Agilent CrossLab revenue · Agilent CrossLab · Q1-2026 | $758M | +9% y/y |
| Applied Markets revenue · Applied Markets · Q1-2026 | $361M | +7% y/y |
| Capital expenditures · Q1-2026 | $93M | -4% y/y |
| Headcount · 2026-01-31 | 18,000 | +1% y/y |
Guidance
expects to fully offset tariff impact in FY2026
Management expects to fully offset tariff impact in FY2026, remains optimistic about long-term growth, and plans $500M capex.
Risks flagged
Tariff cost pressure on margins
“Total gross margin for the three months ended January 31, 2026 decreased 1 percentage point when compared to the same period last year. Gross margin for the three months ended January 31, 2026 was unfavorably impacted by higher tariffs” · word for word
Restructuring execution risk
“In the second quarter of fiscal year 2025, we announced a restructuring plan designed to optimize our management structure to better serve our customers.” · word for word
25 Feb 20268-K · 2.02Revenue $1.80B (+7% y/y); GAAP net income $305M (-4% y/y); Non-GAAP net income $386M (+2% y/y); Guidance: FY26 revenue guidance raised to $7.3B-$7.5B (from prior), non-GAAP EPS raised to $5.90-$6.04earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q1-2026 | $1.80B | +7% y/y |
| GAAP net income · Q1-2026 | $305M | -4% y/y |
| Non-GAAP net income · Q1-2026 | $386M | +2% y/y |
| GAAP EPS · Q1-2026 | $1.07 | -4% y/y |
| Non-GAAP EPS · Q1-2026 | $1.36 | +4% y/y |
| LDG revenue · Life Sciences and Diagnostics Markets Group · Q1-2026 | $679M | +5% y/y |
| ACG revenue · Agilent CrossLab Group · Q1-2026 | $758M | +9% y/y |
| AMG revenue · Applied Markets Group · Q1-2026 | $361M | +7% y/y |
Guidance
FY26 revenue guidance raised to $7.3B-$7.5B (from prior), non-GAAP EPS raised to $5.90-$6.04
Agilent raised FY26 reported revenue outlook and increased non-GAAP EPS guidance while confirming core-revenue growth and margin expansion. Q1 results exceeded expectations.
Risks flagged
Weather-related impact from major U.S. snowstorm in last week of Q1, but normalized results exceeded guidance midpoint.
“Navigating the impact of a major U.S. snowstorm during the last week of the quarter... on a normalized basis, excluding the weather-related impact, first-quarter results would have exceeded the midpoint of our guidance.” · word for word
6 Feb 2026DEF 14AGAAP Net Income $1.30B; Non-GAAP Net Income $1.59B; GAAP Operating Margin 21.3open
Figures in the filing · each found in the filing text
| GAAP Net Income · FY2025 | $1.30B | |
| Non-GAAP Net Income · FY2025 | $1.59B | |
| GAAP Operating Margin · FY2025 | 21.3% | |
| Non-GAAP Operating Margin · FY2025 | 25.7% | |
| Total Shareholder Return · FY2025 | 13.2% | |
| CEO Total Compensation · FY2025 | $13M | |
| Median Employee Compensation · FY2025 | $82873.00 |
Risks flagged
Cybersecurity Risk
“Our security program is based on industry standards including ISO 27002 Code of Practice, NIST and the COBIT 5 Framework.” · word for word
Climate Risk
“We previously announced our commitment to achieve net-zero greenhouse gas emissions by 2050.” · word for word
Key Person Risk
“Effective July 31, 2025, Mr. McMahon resigned from his position as Agilent's Senior Vice President, CFO.” · word for word
24 Nov 20258-K · 2.02Revenue $1.86B (+9% y/y); Revenue $6.95B (+7% y/y); Non-GAAP EPS $1.59 (+9% y/y); Guidance: FY2026 revenue guidance $7.3B-$7.4B (+5-7% reported); Q1 FY2026 revenue $1.79B-$1.82Bearningsopen
Figures in the filing · each found in the filing text
| Revenue · Q4-2025 | $1.86B | +9% y/y |
| Revenue · FY2025 | $6.95B | +7% y/y |
| Non-GAAP EPS · Q4-2025 | $1.59 | +9% y/y |
| Non-GAAP EPS · FY2025 | $5.59 | +6% y/y |
| GAAP EPS · Q4-2025 | $1.53 | +25% y/y |
Guidance
FY2026 revenue guidance $7.3B-$7.4B (+5-7% reported); Q1 FY2026 revenue $1.79B-$1.82B
Raised guidance reflecting confidence and momentum entering FY2026.
Risks flagged
Currency headwinds may impact guidance.
“The outlook is based on forecasted currency exchange rates.” · word for word
Government contract awards
federal awards · contract value, often multi-year| Date | Agency | Value | What for |
|---|---|---|---|
| 2026-09-28 | Transportation Security Administration | $11M | THIS ACQUISITION IS FOR THE PROCUREMENT OF UP TO 174 BULK RESOLUTION TECHNOLOGY (BRT) SYSTEMS, INCLUDING DELIVERY, INSTALLATION, SITE ACCEPTANCE TESTING, TRAINING, DOCUMENTATION, C |
Agilent Technologies, Inc. — questions
- What did Agilent Technologies, Inc. file recently?
- 15 SEC filings in the last 12 months. Latest: 8-K on 2026-09-08 — Board chair retirement and new director appointment; routine governance transition with no disagreement.
Every figure on this page comes from Agilent Technologies, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.