Agilent Technologies, Inc.
A - NYSE - $115.62 ▼ -%2.55
-
Earnings Wed 27 May
Note: this preview was published before the 2026-05-27 earnings report. Results have since been released — verify against the latest filings.

Agilent opens the
books on Wednesday evening.

2 analysts' median target is $168[FMP target], stock is $116, +44.9% upside potential. After Q1 +-0.7% EPS beat[FMP earnings], the stock moved -3.0%.

↓ summary below
Quick Take - in 40 seconds
B+
BUY Council 4/6 - Moonshot 54

B+ = MoonshotScore 54[9-pillar formula] + Council 4/6[6-lens rule]. Form 4: 0 transactions[FMP Form 4].

Q4 consensus: revenue $1.8B[FMP est], EPS $1.40[FMP est]. 0 consecutive quarters of beat[FMP earnings].

Detailed analysis below ↓
$1.40 EPS Estimate Last year $1.59 - +7% YoY YoY
0 Beat Streak Expectations beaten consecutively for the last 0 quarters

Q1 EPS +-0.7% beat[FMP] but the stock -3.0% D+1[FMP D+1]. Adam Elinoff promised $93.0M CapEx + a sequential decline in Q4 during the Q1 earnings call[Adam Elinoff capex transcript].

Watchlist

5 metrics stand out this quarter.

10% Investor Focus

Enterprise Services Growth

enterprise_services_growth

Agilent's enterprise services business represents roughly 10% of total services revenue today and has grown nicely at a low double-digit CAGR.

"This business represents roughly 10% of our total services revenue today and has grown nicely at a low double-digit CAGR."

- Padraig McDonnell, CEO - Q1 FY26 Earnings Call - February 25, 2026
30% Investor Focus

Altura Column Growth

altura_column_growth

Altura has more than doubled our biocolumn growth to over 30%, a testament to Altura's compelling performance.

"And Altura has more than doubled our biocolumn growth to over 30%, a testament to Altura's compelling performance."

- Padraig McDonnell, CEO - Q1 FY26 Earnings Call - February 25, 2026
40% Investor Focus

Pro Iq Lcms Growth

pro_iq_lcms_growth

We're seeing a robust uptake, with growth of our single-quad family exceeding 40% in the quarter.

"We're seeing a robust uptake, with growth of our single-quad family exceeding 40% in the quarter."

- Padraig McDonnell, CEO - Q1 FY26 Earnings Call - February 25, 2026
$1 billion Investor Focus

Pharma Reshoring Opportunity

pharma_reshoring_opportunity

We're seeing increased activity in U.S.-based pharmaceutical manufacturing as companies rethink resilience and capacity. Based on announced investments and recent customer activity, we estimate this will represent a $1 billion addressable market opportunity through 2030.

"We're seeing increased activity in U.S.-based pharmaceutical manufacturing as companies rethink resilience and capacity. Based on announced investments and recent customer activity, we estimate this will represent a $1 billion addressable market opportunity through 2030."

- Padraig McDonnell, CEO - Q1 FY26 Earnings Call - February 25, 2026
$9 million Investor Focus

Tsa Contract Raman Insight

tsa_contract_raman_insight

This new instrument has secured a $9 million TSA contract during the quarter, and we are confident that we are well positioned to win larger aviation security tenders in the coming years.

"This new instrument has secured a $9 million TSA contract during the quarter, and we are confident that we are well positioned to win larger aviation security tenders in the coming years."

- Padraig McDonnell, CEO - Q1 FY26 Earnings Call - February 25, 2026

Stock Expert AI - Methodology

Do our 9 pillars, 7 perspectives, and Munger lens point in the same direction?

MoonshotScore 54 / 100

9-pillar methodology. Cash Runway and News Sentiment strong. Operating Leverage weak.

How is it calculated? ->
Revenue Growth4.0Q1 vs Q2: moderate growth (+7.8%)
Gross Margin5.0Q1: high margin (52.6%)
Operating Leverage2.0op margin healthy (19.6%)
Cash Runway10.0FCF strong ($0.2B FCF, covers CapEx)
R&D Intensity5.0average R&D (6.5%)
Price Momentum4.0RSI 48.3 balanced, 50d above
News Sentiment8.0strong buy consensus (78%)
Council Score 4 / 6 Bullish

6 investor frameworks. 4 bullish (Ray Dalio, Klarman, Buffett, Munger), 1 bearish (Ken Griffin), 1 neutral (Jim Simons).

How is it calculated? ->
Ray Dalio macro - target upside +44.9%
Ken Griffin flow - 50d MA below
Jim Simons quant - RSI 48
Klarman value - target upside +44.9%
Buffett quality - ROE score 5/5
Munger valuation - target upside +44.9%
Munger's Mindset character & balance sheet lens
Undervalued

Quality business, discounted price.

How is it calculated? ->
Financial HealthModerate
Margin of SafetyStrong
Interest CoverageAdequate
ROIC vs WACCHealthy
Technical Levels - Pre-earnings positioning

What levels is the stock being tested at?

RSI(14)
48.3 RSI 48.3 balanced, 50d above
MACD
+0.00 price above 50d - support positive
50d MA
$116 stock 0.0% above - short-term support
200d MA
$130 stock 10.8% below - long-term pressure
Volume (10d)
+23% increase - pre-earnings positioning
Resistance
$168
Analyst median target - upgrade trigger if broken
Current
$116
Pre-earnings position
Support
$110
Invalidation - close below this is a technical breakdown
Pattern
Range
$110-$168 band - earnings breakout/breakdown trigger

Past Performance

Agilent's last 8 quarters: 0 consecutive beats.

BEAT
Q2 FY25
$1.31 vs $1.26 est - +2.2%
MISS
Q3 FY25
$1.37 vs $1.37 est - +5.3%
BEAT
Q4 FY25
$1.59 vs $1.58 est - +2.3%
MISS
Q1 FY26
$1.36 vs $1.37 est - -3.0%

Q1 (February 25, 2026): EPS $1.36 vs $1.37 est[FMP], +-0.7% beat. D+1 movement: -3.0%[FMP D+1]. Decline despite beat - market reacted to guidance, not numbers.

Three scenarios: what could happen?

EPS < $1.36 (no guidance)

Q1: EPS $1.36 vs $1.37 beat[FMP], stock -3.0% D+1[FMP].

Backlog concentration

No RPO/backlog concentration disclosed in Q1 earnings call.

CapEx shock

Q1 CapEx $93.0M[FMP cashflow]. Q1 op margin 19.6%[FMP op margin] - this level in Q4 is sensitive to CapEx revision risk.

Framework - Position discipline

After the data arrives: 3 scenarios, 3 windows

Not advice - a structural framework for earnings night. Decision discipline is yours.

Scenario A - Beat
Q4 EPS > $1.40 + CapEx discipline
Threshold: EPS > $1.40[FMP est].
Target: Break above median target $168[FMP target]; high target $180[FMP] upper bound.
Scenario B - In-Line
EPS approx $1.40 + CapEx < $93.0M
Threshold: EPS approx $1.40[FMP est], Q4 CapEx < $93.0M[FMP].
Target: Consolidation in the band between current $116[FMP] and median $168[FMP].
Scenario C - Miss
EPS < $1.36 or CapEx >= $93.0M
Threshold: EPS < $1.36[FMP estx0.97].
Target: Current $116 below SMA200 $130[FMP], if rejection continues, $110[derived] support activates.
Sizing
Earnings volatility -> max portfolio 1-2%. Waiting for earnings is not a gamble, it's a position entrustment.
Timing
IV crush within 24 hours post-earnings. Waiting for premium decay makes options preferable to spot.
Staging
Don't go all-in at once, divide into 3: initial reaction, 24 hours later, after Friday's close.

Market Outlook

What do 2 analysts say?

Wall Street Consensus
$168
12-month median target price (+44.9% upside potential)
14
BUY
4
HOLD
0
SELL
Risk Management
$110
Invalidation level - critical support threshold
$116 - 50-day MA (above, 0.0%)
$130 - 200-day MA (below, -10.8%)
IV Crush risk (sudden drop in inflated option premiums before earnings): Option premiums are inflated before earnings.
Verdict - A Q4 FY26
B+

You read it in 5 minutes. When the numbers come out on Wednesday evening - you know what you're looking at.

Data arrives at night. The framework is ready now.

Data arrives on Wednesday evening. The framework is ready on this page: Q4 EPS threshold $1.40[FMP], CapEx threshold "below $93.0M"[Adam Elinoff]. Two anchors, three scenarios.

Comparison Stock Expert AI Pro $24/month ($240/year), 77% cheaper than the total of three earnings-tracking tools ($1,059/year -> $240/year).

3 subscriptions. 1 platform.

Seeking Alpha $299/yr - analyst opinions + earnings coverage TipRanks $360/yr - Smart Score (1-10) + analyst consensus + insider trades Trendspider $400/yr - AI pattern detection + automated TA + multi-timeframe alerts

Prices as of April 2026. Sources: seekingalpha.com/subscriptions - tipranks.com/pricing - trendspider.com/pricing

Stock Expert AI Pro: $24/month ($240/year). Council 7-lens analysis + MoonshotScore 9-pillar + Insider tracker + Technical levels - all in one platform, for every stock.

Try Pro free for 14 days A dossier ->

Educational tool, not investment advice. Past performance does not guarantee future results.

Calendar

Catalyst Calendar - 90-day forward look

May 27, 2026EARNINGSQ4 FY26 results (after market close) + earnings call
May 28, 2026PRICEFirst trading day after earnings - 200dMA test + IV crush
Jul 11, 2026FILING10-Q deadline - segment breakdown + RPO detail (SEC rule: quarter-end + 45 days)
~Aug 27, 2026EARNINGSQ1 FY27 (next quarter, date not yet scheduled in FMP)

DATA GAP: Events not in the FMP /stable/calendar feed - Investor day, analyst day, product launches, regulatory dates. These require company IR page scraping or manual calendar entry.

Frequently Asked Questions

What does the A earnings preview cover?

This A (A) earnings preview covers the analyst consensus, key catalysts, and what to watch on the earnings call.

What should investors watch for in A earnings?

Consensus EPS, revenue guidance, segment growth rates, and the tone of management commentary — the full breakdown with sources is on this page.