Agilent (A) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 18, 2026

After Close (Confirmed)

Period Ending

2026 (Q3)

Consensus EPS Forecast

1.49

Last Year’s EPS

1.37

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 14 Analysts Ratings

Earnings Call Summary

Q2 2026

Earnings Call Date:May 27, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented a strong operational and financial performance: revenue, margins, and EPS all beat expectations, management raised full‑year guidance, and multiple indicators (instrument orders, segment outperformance, pricing, supply chain resilience and product innovation) point to durable momentum. Near-term challenges include China softness, food and academia/government weakness, and inflationary/geopolitical cost pressures that add uncertainty. On balance the positive operational wins and upgraded guidance outweigh the cited headwinds.

Company Guidance

Agilent updated FY26 guidance to reported revenue of $7.39–$7.49 billion (core/organic constant‑currency growth 4.5%–6.0%, midpoint +30 bps vs. prior) with a ~1.8% currency tailwind, raised full‑year non‑GAAP EPS to $6.00–$6.10 (up $0.08 at the midpoint; ~7%–9% EPS growth) and increased the operating‑margin expansion target to ~85 bps at the midpoint; Q3 revenue is guided to $1.83–$1.85 billion (core growth ~4.4%–5.9%) with Q3 EPS $1.48–$1.50 (8%–9% growth) and an estimated Q3 currency tailwind of ~0.6%; the company assumes 283 million diluted shares, a 14.5% tax rate, ~$31 million other income, FY capex of ~ $450 million (down $50M), operating cash flow of $1.2–$1.7 billion, and maintained net leverage around 0.7x—guidance excludes Biocare and any tariff‑refund upside and reflects expected continued benefit from Ignite (including the ~200 bps of pricing realized in Q2) to help absorb inflationary and geopolitical cost pressures.

Revenue and Growth Beat

Q2 revenue of $1.83B, core (organic constant currency) growth of 6.3% YoY (reported +10% with a 3.7% currency tailwind), beating the high end of guidance by 80 bps.

Margin Expansion and EPS Outperformance

Non-GAAP operating margin of 26.4% (+130 bps YoY, +180 bps sequential) and EPS of $1.49 (+14% YoY), both above prior guidance (EPS beat by $0.07).

Upgraded Full-Year Outlook

FY26 revenue guidance raised to $7.39B–$7.49B (core growth 4.5%–6.0%, midpoint +30 bps) and EPS guidance increased to $6.00–$6.10 (midpoint +$0.08), with operating margin expansion guidance raised to ~85 bps at midpoint.

Strong Segment Performance — AMG and LDG

Applied Markets Group (AMG) grew 11% core and Life Sciences & Diagnostics Group (LDG) grew 9% core, both ahead of expectations; spectroscopy (AMG) showed double-digit strength driven by semiconductor-related demand.

Instrument Strength and Replacement Momentum

Instrument revenue delivered high-single-digit growth with market-leading low-double-digit growth in LC/LCMS and GC; book-to-bill remained >1.0 for the ninth consecutive quarter indicating healthy order momentum.

Innovation and Product Launches

Announced new product launches including the 9500 triple-quad ICP-MS and upgraded flagship GCs (up to 30% faster oven cool down), plus OpenLab CDS v3.0; Altura Ultro Inert LC columns grew >50% sequentially and reached 75% penetration of top 20 biopharma accounts.

Pricing, Ignite and Supply Chain Gains

Strategic pricing contributed ~200 bps in Q2 (exceeding initial full-year target of 100 bps); tariff task force fully mitigated incremental tariffs; manufacturing overhead reduced by >50 bps YoY; digital orders grew 9% overall (>20% ex-China).

Cash Flow and Balance Sheet Strength

Operating cash flow of $277M in Q2, capex $76M, $65M share repurchases and $72M dividends paid in the quarter, and net leverage of 0.7x, maintaining a strong balance sheet.

Agilent (A) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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A Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 18, 2026	2026 (Q3)	1.49 / -	1.37	―	―	―
May 27, 2026	2026 (Q2)	1.41 / 1.49	1.31	13.74% (+0.18)
Feb 25, 2026	2026 (Q1)	1.37 / 1.36	1.31	3.82% (+0.05)
Oct 31, 2025	2025 (Q4)	1.58 / 1.59	1.46	8.90% (+0.13)	―	―
Aug 27, 2025	2025 (Q3)	1.37 / 1.37	1.32	3.79% (+0.05)
May 28, 2025	2025 (Q2)	1.26 / 1.31	1.22	7.38% (+0.09)
Feb 26, 2025	2025 (Q1)	1.28 / 1.31	1.29	1.55% (+0.02)
Nov 25, 2024	2024 (Q4)	1.41 / 1.46	1.38	5.80% (+0.08)
Aug 21, 2024	2024 (Q3)	1.26 / 1.32	1.43	-7.69% (-0.11)
May 29, 2024	2024 (Q2)	1.19 / 1.22	1.27	-3.94% (-0.05)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

A Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 27, 2026	$115.84	$135.38	+16.87%
Feb 25, 2026	$124.44	$120.69	-3.01%
Oct 31, 2025	$145.77	$144.10	-1.14%
Aug 27, 2025	$117.97	$124.20	+5.28%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.