NYSE$A

Agilent Technologies Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Agilent Technologies, Inc. reported solid financial results for the fourth quarter and full fiscal year 2025, exceeding revenue guidance and initiating fiscal year 2026 guidance.

Agilent Technologies reported fourth-quarter fiscal year 2025 revenue of $1.86 billion, exceeding guidance and showing significant growth. GAAP net income was $434 million with EPS of $1.53, while non-GAAP net income reached $452 million with EPS of $1.59. The company also provided a positive outlook for fiscal year 2026.

  • Fourth-quarter 2025 revenue was $1.86 billion, a 9.4% reported increase and 7.2% core growth year-over-year, exceeding revenue guidance.
  • GAAP net income for Q4 2025 was $434 million, with diluted EPS of $1.53, up 25% from Q4 2024.
  • Non-GAAP net income for Q4 2025 was $452 million, with diluted EPS of $1.59, up 9% from Q4 2024.
  • The company initiated strong fiscal year 2026 guidance, expecting revenue between $7.3 billion and $7.4 billion, and non-GAAP EPS between $5.86 and $6.00.

Headline financials

Total Revenue

$1.86B

Previous: $1.7B+9.5%
EPS (adj)

$1.59

Previous: $1.46+8.9%
R&D Expense

$119M

Previous: $111M+7.2%
SG&A Expense

$428M

Previous: $397M+7.8%
LDG Operating Margin

22.7%

Previous: 21.5%+5.6%
ACG Operating Margin

32.5%

Previous: 33.8%-3.8%
AMG Operating Margin

24.7%

Previous: 25.3%-2.4%
Total Costs and Expenses

$1.42B

Previous: $1.29B+9.7%
Interest Income

$17M

Previous: $24M-29.2%
Interest Expense

$27M

Previous: $32M-15.6%
Income Before Taxes

$442M

Previous: $401M+10.2%
Provision for Income Taxes

$8M

Previous: $50M-84.0%
Net Income

$434M

Previous: $351M+23.6%
Operating Income

$443M

Previous: $408M+8.6%

Revenue & EPS history

Agilent · Revenue · Quarterly

$1.86B

Q4 2025+9.5%vs Q4 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Agilent · $404M total across 1 segment · Q4 2023

  • Agilent CrossLab
    $404M+6.0%

Forward guidance

Agilent Technologies expects fiscal year 2026 revenue to be in the range of $7.3 billion to $7.4 billion, representing a growth of 5% to 7% reported and 4% to 6% core. Non-GAAP EPS is projected to be between $5.86 and $6.00. For the first quarter of fiscal year 2026, revenue is expected to be between $1.79 billion and $1.82 billion, with non-GAAP EPS between $1.35 and $1.38 per share.

Tailwinds

  • Fiscal year 2026 revenue expected to grow 5% to 7% reported and 4% to 6% core.
  • Fiscal year 2026 non-GAAP EPS expected in the range of $5.86 to $6.00.
  • Fiscal first-quarter 2026 revenue guidance shows an increase of 6% to 8% reported and 4% to 6% core.
  • Fiscal first-quarter 2026 non-GAAP EPS expected in the range of $1.35 to $1.38 per share.
  • The company enters FY26 with confidence and momentum, uniquely positioned to lead in life-sciences and diagnostics.

Headwinds

  • Forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from expectations.
  • Unforeseen changes in customer businesses or demand for products/services could impact results.
  • Currency market fluctuations could negatively affect financial performance.
  • Risks related to the ability to realize expected savings from integration and restructuring activities.
  • Ongoing competitive, pricing, and gross-margin pressures could impact profitability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+0.7%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+0.5%

Avg return

30 days after

71%

51 / 72 earnings

Positive

+9.5%

Q4 2023

Best reaction

-11.3%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026+0.2%-4.6%-11.6%
Q4 2025+4.0%-0.1%-9.9%
Q3 2025+5.3%+5.5%+4.0%
Q2 2025+2.1%+1.7%+7.5%
Q1 2025-5.5%-8.5%-13.2%
Q4 2024+0.4%+3.1%+1.7%
Q3 2024+0.3%+0.5%+0.2%
Q2 2024-11.3%-11.3%-12.5%
Q1 2024+4.2%+5.8%+10.7%
Q4 2023+9.5%+11.9%+22.1%
Q3 2023-4.2%-5.8%-9.3%
Q2 2023-6.3%-6.7%-8.1%
Q1 2023-3.3%+1.2%-5.4%
Q4 2022+7.3%+7.4%+2.7%
Q3 2022+6.3%+2.8%-0.6%
Q2 2022-4.4%+3.6%-5.9%
Q1 2022-4.6%+1.3%+3.3%
Q4 2021-5.8%-7.4%-4.6%
Q3 2021+0.6%+3.7%+6.9%
Q2 2021-0.0%+3.6%+10.0%
Q1 2021+1.7%-0.9%-4.2%
Q4 2020+3.4%+2.9%+5.8%
Q3 2020+0.5%+0.8%+2.1%
Q2 2020+4.0%+5.4%+8.6%
Q1 2020-0.5%-0.9%-23.4%
Q4 2019+2.3%+2.1%+7.8%
Q3 2019+2.9%+6.1%+15.2%
Q2 2019-8.4%-6.4%-4.8%
Q1 2019+0.5%+2.3%+1.9%
Q4 2018+3.9%+5.0%+2.8%
Q3 2018-1.8%-1.9%+5.1%
Q2 2018-10.0%-7.4%-4.6%
Q1 2018+5.4%+5.3%+2.3%
Q4 2017+1.6%+0.8%-2.0%
Q3 2017+4.2%+2.7%+10.2%
Q2 2017+4.5%+6.0%+6.5%
Q1 2017+2.2%+2.2%+5.0%
Q4 2016+1.9%-0.6%+2.7%
Q3 2016-3.2%-1.4%-7.2%
Q2 2016+4.2%
Q1 2016+4.6%
Q4 2015+4.4%
Q3 2015+1.0%
Q2 2015+0.8%
Q1 2015+3.5%
Q4 2014-1.9%
Q3 2014+5.1%
Q2 2014-4.1%
Q1 2014-7.8%
Q4 2013+7.3%
Q3 2013+0.1%
Q2 2013+6.1%
Q1 2013-5.6%
Q4 2012+1.3%
Q3 2012-8.2%
Q2 2012+1.0%
Q1 2012+2.4%
Q4 2011-0.7%
Q3 2011+0.6%
Q2 2011+1.5%
Q1 2011+2.6%
Q4 2010+0.7%
Q3 2010+0.5%
Q2 2010-1.6%
Q1 2009+0.9%
Q1 2010+3.9%
Q4 2007+2.7%
Q2 2009+2.7%
Q4 2009+2.7%
Q4 2008+3.5%
Q3 2009+3.5%
Q3 2008+3.5%

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