Agilent Technologies (A)
NYSEHealth CareDiagnostics & ResearchSnapshot 2026-07-07
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Track A free→Warn: Management is running behind on a stated commitment.
Agilent grew revenue from $6.95B in 2025 to $7.44B guided for 2026. Non-GAAP EPS rose from $5.58 to $6.05 guided for 2026. The company beat EPS estimates in 5 of last 6 quarters. It invests in AI diagnostics and new centers to grow more.
Revenue growth could slow below 7% expected by analysts. Profit margin gains may stall. Management changes and volatile execution could hurt results.
The price is about 4% below our fair value near $137. Analysts expect about 7% revenue growth. Our fair value is 11% below the Street median.
Breaks if: Ignite progress stalls or reverses in FY26
Continue the operational transformation through the Ignite initiative to drive growth.
Standing thesis, reviewed periodically — not a price target or 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.
Breaks if: EPS falls below $6.00 in FY26
Maintain and achieve non-GAAP EPS guidance for fiscal year 2026.
Stated in 6 of last 6 quarters. Non-GAAP EPS guidance increased from $5.54-$5.61 in 2025 to $6.00-$6.10 in 2026. The trajectory indicates delivering on EPS targets.
“Non-GAAP EPS is now expected in the range of $6.00 to $6.10.”
“Non-GAAP EPS is expected in the range of $5.90 to $6.04.”
“Non-GAAP EPS is expected in the range of $5.86 to $6.00.”
“Non-GAAP EPS is expected in the range of $5.56 to $5.59.”
“Non-GAAP EPS is expected in the range of $5.54 to $5.61.”
“Non-GAAP EPS is expected in the range of $5.54 to $5.61.”
Breaks if: Revenue falls below $7.39B in FY26
Focus on achieving revenue growth targets for fiscal year 2026.
Stated in 6 of last 6 quarters. Revenue grew from $6.95 billion in 2025 to $7.39-$7.49 billion guidance for 2026. The trajectory shows delivering on growth targets.
“Fiscal year 2026 revenue is now expected in the range of $7.39 billion to $7.49 billion.”
“Fiscal year 2026 revenue is expected in the range of $7.3 billion to $7.5 billion.”
“Fiscal year 2026 revenue is expected in the range of $7.3 billion to $7.4 billion.”
“Full-year revenue outlook revised at a range of $6.91 billion to $6.93 billion.”
“Full-year revenue outlook is now in the range of $6.73 billion to $6.81 billion.”
“Full-year revenue outlook is now in the range of $6.68 billion to $6.76 billion.”