--- canonical_url: https://www.stockexpertai.com/earnings/a last_updated: 2026-05-09T11:26:10.344Z --- # Agilent Technologies, Inc. (A) Q4 FY2026 Earnings Preview > **[stale-preview-note]** Note: this preview was published before the 2026-05-27 earnings report. Results have since been released — verify against the latest filings. > This content was automatically generated with FMP live data + Q1 FY2026 earnings call transcript. Generated: 2026-05-09T11:26:09.581Z. Educational tool, not investment advice. --- ## Quick Summary | Field | Value | Source | |---|---|---| | Price | $115.62 (▼ -2.55%) | fmp:quote | | Market Cap | $32.7B | fmp:profile | | 52w range | $107.07 – $160.27 | fmp:quote | | Earnings | Wed 27 May | fmp:earnings-history | | EPS estimate | $1.40 (+7% YoY) | fmp:earnings-estimate | | Revenue estimate | $1.8B | fmp:earnings-estimate | | Beat streak | 0/4 | fmp:earnings-history | | Rating | B+ (overall 3/5) | fmp:ratings | | Analyst median target | $168 (+44.9% upside) | fmp:price-target-consensus | | MoonshotScore | 54/100 | derived | | Council | 4/6 bullish | derived | | Munger verdict | Undervalued | derived | ## Agilent Technologies, Inc. — Q4 FY2026 Expectations Q4 consensus: revenue $1.8B^{[FMP est]}, EPS $1.40^{[FMP est]}. 0 consecutive quarters of beat^{[FMP earnings]}. ## Quick Take **Score:** B+ · **Stance:** BUY · **Council:** 4/6 · **Moonshot:** 54 = MoonshotScore 54^{[9-pillar formula]} + Council 4/6^{[6-lens rule]}. Form 4: 0 transactions^{[FMP Form 4]}. ## Watchlist (5 metrics) ### 1. 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, Investor Focus · Q1 FY2026 ### 2. 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, Investor Focus · Q1 FY2026 ### 3. 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, Investor Focus · Q1 FY2026 ### 4. 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, Investor Focus · Q1 FY2026 ### 5. 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, Investor Focus · Q1 FY2026 ## MoonshotScore Pillars | Pillar | Score | Level | Evidence | |---|---|---|---| | Revenue Growth | 4.0 | medium | Q1 vs Q2: moderate growth (+7.8%) | | Gross Margin | 5.0 | medium | Q1: high margin (52.6%) | | Operating Leverage | 2.0 | weak | op margin healthy (19.6%) | | Cash Runway | 10.0 | strong | FCF strong ($0.2B FCF, covers CapEx) | | R&D Intensity | 5.0 | medium | average R&D (6.5%) | | Price Momentum | 4.0 | medium | RSI 48.3 balanced, 50d above | | News Sentiment | 8.0 | strong | strong buy consensus (78%) | **Formula:** sum(pillar.score) / (count * 10) * 100. Each pillar deterministic from FMP. Source maps in pillar.formula. ## Council (7-Lens) | Name | Stance | Context | |---|---|---| | Ray Dalio | bull | macro · target upside +44.9% | | Ken Griffin | bear | flow · 50d MA below | | Jim Simons | neutral | quant · RSI 48 | | Klarman | bull | value · target upside +44.9% | | Buffett | bull | quality · ROE score 5/5 | | Munger | bull | valuation · target upside +44.9% | **Formula:** Each lens uses deterministic rule on bundle data. Logged in member.contextTr. ## Munger Lens - **Verdict:** Undervalued - **Financial Health:** Moderate - **Margin of Safety:** Strong - **Interest Coverage:** Adequate - **ROIC vs WACC:** Healthy **Formula:** verdict=upside>25?Undervalued:>0?Fairly Valued:Overvalued. Each lens deterministic from FMP ratings + priceTarget. ## Technical Levels - **RSI(14):** 48.3 — dengeli — yön sinyali zayıf - **50d MA:** $116 — hisse %0.0 altında — kısa vadeli direnç - **200d MA:** $130 — hisse %10.8 altında — uzun vadeli baskı - **Volume (10d):** +23% ## Past Performance (4 Quarters) | Quarter | EPS Actual | EPS Estimate | Result | Reaction | |---|---|---|---|---| | Q2 FY25 | $1.31 | $1.26 | BEAT | +2.2% | | Q3 FY25 | $1.37 | $1.37 | MISS | +5.3% | | Q4 FY25 | $1.59 | $1.58 | BEAT | +2.3% | | Q1 FY26 | $1.36 | $1.37 | +-0.7% EPS | -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. ## 3 Scenarios ### 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 ≈ $1.40 + CapEx < $93.0M** Threshold: EPS ≈ $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 est×0.97]}. Target: Current $116 below SMA200 $130^[FMP], if rejection continues, $110^[derived] support activates. ## Risk Notes ### Primary segment below threshold 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. ### Insider trading Form 4 data is marked in the table — this page does not generate assumptions for this stock. | Executive | Action | Amount | Date | |---|---|---|---| **Net:** — (0 transactions · 0 sells · 0 buys) · Q1 FY26 ### 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. ## Wall Street Consensus - **Median target:** $168 (+44.9% upside vs current $116) - **High / Low:** $180 / $140 - **Buy / Hold / Sell:** 14 / 4 / 0 - **Analyst count:** 2 (last quarter), 35 all-time ## Additional Transcript Insights ### 1. enterprise_services_growth **Claim:** Agilent's enterprise services business represents roughly 10% of total services revenue today and has grown nicely at a low double-digit CAGR. **Evidence (transcript):** "This business represents roughly 10% of our total services revenue today and has grown nicely at a low double-digit CAGR." **Numbers:** 10%, double-digit ### 2. altura_column_growth **Claim:** Altura has more than doubled our biocolumn growth to over 30%, a testament to Altura's compelling performance. **Evidence (transcript):** "And Altura has more than doubled our biocolumn growth to over 30%, a testament to Altura's compelling performance." **Numbers:** 30% ### 3. pro_iq_lcms_growth **Claim:** We're seeing a robust uptake, with growth of our single-quad family exceeding 40% in the quarter. **Evidence (transcript):** "We're seeing a robust uptake, with growth of our single-quad family exceeding 40% in the quarter." **Numbers:** 40% ### 4. tsa_contract_raman_insight **Claim:** 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. **Evidence (transcript):** "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." **Numbers:** $9 million ### 5. ignite_operating_system_impact **Claim:** Ignite has already delivered clear financial results in its first 12 months, including doubling our pricing realization, generating substantial procurement savings, simplifying our organization structure, and launching our tariff mitigation program. **Evidence (transcript):** "Ignite has already delivered clear financial results in its first 12 months, including doubling our pricing realization, generating substantial procurement savings, simplifying our organization structure, and launching our tariff mitigation program." **Numbers:** — ### 6. pharma_reshoring_opportunity **Claim:** 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. **Evidence (transcript):** "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." **Numbers:** $1 billion, 2030 --- *Data source: FMP (live query, 2026-05-09), Q1 FY2026 earnings call transcript (Translated to EN with Gemini 2.0 Flash). Educational tool, not investment advice.*