Expectations trend
FY2028 · fiscal year ending 2028-10-31 · fmp
$7.42 → $7.42 · observed estimates
Agilent Technologies (A)
NYSEHealth CareMedical - Diagnostics & ResearchSnapshot 2026-11-04
$171.78-3.04%
Close 2026-11-05 · 1-day change
NYSEHealth CareMedical - Diagnostics & ResearchSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for A yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Operational transformation via Ignite initiative | A supporting condition in Agilent Technologies's published investment case. The stated target is Sustain progress on Ignite initiative. | Intact | Ignite progress stalls or reverses in FY26 | Qualitative: Strong core growth & raised guidance News reports strong core growth, raised guidance, and 320 bps margin expansion, reinforcing operational transformation progress. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-10-31 · fmp
$7.42 → $7.42 · observed estimates
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 23, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
A is a healthcare business with a growth and execution-led long-term thesis, rather than a turnaround story. Its thesis state is intact, although its signal has eased from favorable to mildly favorable.
The valuation evidence is mixed: A is described as cheap versus peers, while its premium-versus-peer measure points the other way. The priced-in tag is justified, with low fragility and no major expectations gap indicated.
Near term, recent financial performance is strong, and management has raised revenue and earnings guidance while staying on track with its stated priorities. A weaker jobs trend could weigh on cyclical healthcare names, and reversing the recent guidance increase would damage management credibility.
Over the next one to three years, the thesis hinges on continued revenue and earnings delivery, including whether the Ignite operating system supports execution. A further weakening jobs report is a risk, while continued strength from healthcare bellwethers could support the sector backdrop.
The one-to-three-year view remains intact, backed by strong recent performance and higher guidance, but the signal is now only mildly favorable. Continued delivery and resilience to economic weakness are the main tests. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Non-GAAP EPS rose from $5.58 to $6.05 guided for 2026. |
| Intact |
| EPS falls below $6.00 in FY26 |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 4 of 8 supplied quarters. Management reported: “• Non-GAAP fiscal year 2026 EPS (4) is now expected in the range of $6.18 to $6.21, an increase of 15 cents at the midpoint (including $0.06 net benefit from tariff refunds in the third quarter) versus our prior guide.” “Non-GAAP EPS (4) is now expected in the range of $6.00 to $6.10, an increase of 8 cents at the midpoint.” Delivery assessment Nov 4, 2026 |
Revenue growth for fiscal year 2026 | A primary condition in Agilent Technologies's published investment case. The stated target is >= $7.39B and <= $7.49B total revenue. | Intact | Revenue falls below $7.39B in FY26 | Revenue: $1.878B FY2026-Q3; GAAP. Published target: >= $7.39B and <= $7.49B total revenue. Annual target cannot be compared with a quarterly or TTM observation. Sep 1, 20261,878,000,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 5 of 8 supplied quarters. Management reported: “Document Exhibit 99.1 Agilent Reports Third-Quarter Fiscal Year 2026 Financial Results Delivers strong Q3 results and raises FY26 revenue growth, margin expansion, and non-GAAP EPS (4) guidance on continued operational momentum Third-quarter fiscal year 2026 • Revenue of $1.88 billion for the third quarter ended July 31, 2026, representing growth of 8.1% reported and up 7.3% core (1) compared with the third quarter of fiscal year 2025.” “Fiscal year 2026 improved outlook and fourth-quarter guidance • Fiscal year 2026 revenue is now expected in the range of $7.49 billion to $7.51 billion, representing a range of up 7.8% to 8.1% reported and up 5.8% to 6.0% core, (1)(5) an increase of 65 basis points at the midpoint.” Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$8.51B → $8.51B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-11-01 | $7.42 | $8,509,743,269 | 6 / 16 |
| 2026-11-02 | $7.42 | $8,509,743,269 | 6 / 16 |
| 2026-11-03 | $7.42 | $8,509,743,269 | 6 / 16 |
| 2026-11-04 | $7.42 | $8,509,743,269 | 6 / 16 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 15 Buy / Strong Buy · 7 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 3 recorded
1 raises · 0 cuts · 0 unchanged · 2 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
2 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.