Agilent - Transition Point?

Q2-Zahlen positiv

https://www.businesswire.com/news/home/20260527246387/en/Agi…

1. Revenue of $1.83 billion for the second quarter ended April 30, 2026, representing growth of 10.0% reported and up 6.3% core(1) compared with the second quarter of 2025.
2. GAAP operating margin of 21.7%; non-GAAP operating margin(2) of 26.4% expanded by 130 basis points year-over-year and 180 basis points sequentially.
3. GAAP net income of $339 million; earnings per share (EPS) of $1.20, an increase of 60% from the second quarter of 2025.
4. Non-GAAP net income(3) of $423 million; non-GAAP EPS(3) of $1.49, an increase of 14% from the second quarter of 2025.

Neuer Ausblick

1. Fiscal year 2026 revenue is now expected in the range of $7.39 billion to $7.49 billion, representing a range of up 6.3% to 7.8% reported and up 4.5% to 6.0% core,(1)(5) an increase of 30 basis points at the midpoint. Non-GAAP fiscal year 2026 operating margin expansion(2) at the midpoint of core revenue growth guidance is now expected to be 85 basis points, an increase of 10 basis points. Non-GAAP EPS(4) is now expected in the range of $6.00 to $6.10, an increase of 8 cents at the midpoint.
2. Fiscal third-quarter 2026 revenue is expected in the range of $1.83 billion to $1.85 billion, growth of 5.0% to 6.5% reported and up 4.4% to 5.9% core(1)(5). Non-GAAP EPS(4) is expected in the range of $1.48 to $1.50 per share.

so long

linkshaender

Q4-Zahlen wie erwartet solide:

https://finance.yahoo.com/news/agilent-technologies-inc-q4-2…

1. Revenue: $1.86 billion, 7.2% core growth, 9.4% reported growth.
2. Gross Margin: 54.1%, improved sequentially by 100 basis points.
3. Operating Margin: 27.2%, up more than 200 basis points sequentially.
4. Earnings Per Share (EPS): $1.59, grew 9% year-over-year.

Aber der Ausblick auf das nächste GJ war wohl besser erwartet worden:

1. FY26 Revenue Guidance: $7.3 to $7.4 billion, 4 to 6% core growth.
2. FY26 EPS Guidance: $5.86 to $6, 5 to 7% growth.
3. FY26 Operating Margin Expansion: 75 basis points expected.
4. Q1 FY26 Revenue Guidance: $1.79 to $1.82 billion, 4 to 6% core growth.
5. Q1 FY26 EPS Guidance: $1.35 to $1.38.

so long

linkshaender

Solide Zahlen

https://www.businesswire.com/news/home/20250827438411/en/Agi…

1. Revenue of $1.74 billion for the third quarter ended July 31, 2025, exceeding revenue guidance and representing growth of 10.1% reported and up 6.1% on a core(1) basis compared with the third quarter of 2024.
2. GAAP net income of $336 million; earnings per share (EPS) of $1.18, up 22% from the third quarter of 2024.
3. Non-GAAP(2) net income of $390 million; EPS of $1.37, up 4% from the third quarter of 2024.

1. Full-year revenue outlook revised at a range of $6.91 billion to $6.93 billion, representing a range of up 6.2% to 6.5% reported and up 4.3% to 4.6% core(1). Non-GAAP EPS(3) is expected in the range of $5.56 to $5.59.

so long

linkshaender

Q1, Ansatz zur Besserung?

https://finviz.com/news/68427/agilent-nyse-a-beats-q1-sales-…

Revenue: $1.67 billion vs analyst estimates of $1.62 billion (6% year-on-year growth, 2.7% beat)
Adjusted EPS: $1.31 vs analyst estimates of $1.26 (3.6% beat)
Adjusted EBITDA: $402 million vs analyst estimates of $463.4 million (24.1% margin, 13.2% miss)
The company slightly lifted its revenue guidance for the full year to $6.77 billion at the midpoint from $6.72 billion
Management reiterated its full-year Adjusted EPS guidance of $5.58 at the midpoint
Operating Margin: 18%, down from 23.1% in the same quarter last year
Free Cash Flow Margin: 6.4%, down from 14.6% in the same quarter last year
Organic Revenue rose 5.3% year on year (-7.4% in the same quarter last year)
Market Capitalization: $31.72 billion

so long
linkshaender

Veröffentlichung von Unternehmenszahlen

Bei Agilent Technologies steht morgen der Termin "Quartalsmitteilung" vor Öffnung an.
139 Nutzer haben Agilent Technologies im Portfolio und 215 unserer Nutzer haben Agilent Technologies auf der Watchlist.
Wie ist Ihre Meinung zu den Ergebnissen? Diskutieren Sie mit!

Dividendenerhöhung

gibt es auch.
https://www.investor.agilent.com/news-and-events/news/news-d…

Agilent Technologies, Inc. (NYSE: A) today announced the company has increased its quarterly dividend to 24.8 cents per share of common stock, a 5% increase over the previous dividend. The quarterly dividend will be paid on Jan. 22, 2025, to all shareholders of record as of the close of business on Dec. 31, 2024.

so long
linkshaender

Delivers solid results in Q4; initiates FY25 guidance

https://www.investor.agilent.com/news-and-events/news/news-d…

Solides Quartal ohne Überraschungen. Ausblick auch recht zurückhaltend:
Fiscal year 2025 and first-quarter outlook

Fiscal year revenue is expected in the range of $6.790 billion to $6.870 billion, representing a range of up 4.3% to 5.5% on a reported basis and 2.5% to 3.5% core (1) . Non-GAAP (3) earnings are expected in the range of $5.54 to $5.61 per share.
Fiscal first-quarter revenue guidance is expected in the range of $1.650 billion to $1.680 billion, a decline of 0.5% to an increase of 1.3% reported and a decline of 2.0% to 0.2% core (1) . Non-GAAP (3) earnings are expected in the range of $1.25 to $1.28 per share.

so long
linkshaender

Agilent übertrifft die Erwartungen und die Prognose

Delivers better-than-expected performance; raises midpoint of guidance
https://www.businesswire.com/news/home/20240821841768/en/

Third-quarter GAAP net income was $282 million, or $0.97 per share. This compares with $111 million, or $0.38 per share, in the third quarter of fiscal year 2023. Non-GAAP(2) net income was $385 million, or $1.32 per share during the quarter, compared with $422 million or $1.43 per share during the third quarter a year ago.

“The Agilent team executed well in Q3, delivering revenue and EPS above the top end of our guidance,” said Agilent President and CEO Padraig McDonnell. “While market conditions continued to be challenged during the quarter, we saw steady signs of improvement as anticipated.

so long
linkshaender

Agilent Technologies Beats

liefert wieder gute Werte:

https://www.marketwatch.com/story/agilent-stock-rallies-afte…

so long
linkshaender

Die Zahlen Q3 sind gut

https://www.earningswhispers.com/epsdetails/a

Agilent Technologies (A) reported Quarter July 2022 earnings of $1.34 per share. The consensus earnings estimate was $1.20 per share on revenue of $1.6 billion. The Earnings Whisper number was $1.22 per share.

The company said it expects fourth quarter earnings of $1.38 to $1.40 per share on revenue of $1.75 billion to $1.775 billion. The current consensus earnings estimate is $1.35 per share on revenue of $1.72 billion for the quarter ending October 31, 2022.


So long
linkshaender

Zahlen zum Q2

https://www.marketwatch.com/story/agilent-2q-profit-widened-…

gute Entwicklung ggü. Vorjahr; eigene Vorgaben erfüllt; allerdings haben die Analysten wohl mehr erwartet. Jahresprognose leicht angehoben.

so long
linkshaender

Nach den Zahlen wurden die Kursziele unisono runtergeschraubt:
Feb-23-22 Reiterated Wells Fargo Overweight $180 → $160
Feb-23-22 Reiterated Stifel Hold $169 → $145
Feb-23-22 Reiterated Evercore ISI Outperform $170 → $155
Feb-23-22 Reiterated Cowen Outperform $187 → $178
Feb-23-22 Reiterated Citigroup Buy $190 → $175
Feb-23-22 Reiterated BofA Securities Buy $179 → $160

Seitdem läuft's

kontinuierliche Entwicklung

https://finance.yahoo.com/news/agilent-reports-first-quarter…

Antwort auf NUE_Invest 29.11.21 11:25:48 Uhr

Hab mich wohl getäuscht. Ging zwischenzeitlich weiter runter.

Sieht so aus als hätten diejenigen, nun endlich alle verkauft und der Boden nun gefunden, nun kann es wieder weitergehen.

Nun ja,

es gibt immer Anleger, die extreme Ergebnisse erwarten und dann enttäuscht verkaufen.
Die erste Reaktion ist nicht ausschlaggebend. Ich gebe in solchen Fällen, wenn die Zahlen stimmten, immer etwas Zeit.

Daraufhin Totalabsturz?

Daraufhin Totalabsturz?

Zahlen über Erwartungen

https://finance.yahoo.com/news/agilent-reports-fourth-quarte…

Prognose auch angehoben!
.. und wieder 8% mehr Dividende:

Agilent Technologies (A) said it will raise its quarterly dividend to 21 cents a share from 19.4 cents. That’s an 8% hike. The stock, which yields 0.5%, has returned about 38% this year.

Starke Zahlen

https://finance.yahoo.com/news/agilent-reports-third-quarter…

und Anhebung der Prognose