Agilent Technologies Inc
Agilent Technologies Inc operates as a life sciences, diagnostics, and applied chemical markets company, generating revenue through the sale of instruments, consumables, and services to research and industrial customers.
Business. Agilent Technologies Inc operates as a life sciences, diagnostics, and applied chemical markets company, generating revenue through the sale of instruments, consumables, and services to research and industrial customers.
Analyst recommendations
22 analysts · consensus BuyAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
6Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ3 2026 earnings (expected)2026-08-28 · estimated
- Macro
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
- Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
- Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
- Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
- Congressional trades
- CongressLisa McClain — Agilent Technologies, Inc. Common2025-07-16 · Republican · MI · Sale · $1,001 - $15,000
- CongressLisa McClain — Agilent Technologies, Inc. Common2025-06-17 · Republican · MI · Purchase · $1,001 - $15,000
- CongressJulie Johnson — Agilent Technologies, Inc. Common2025-04-01 · Democrat · TX · Sale · $1,001 - $15,000
- CongressJulie Johnson — Agilent Technologies, Inc. Common2025-03-03 · Democrat · TX · Sale · $1,001 - $15,000
Pre-earnings brief
The provided facts contain a critical contradiction that prevents the generation of a valid synthesis for Micron Technology Inc. The `COMPANY_360` data explicitly identifies the entity as "Agilent Technologies Inc," not Micron Technology Inc. Furthermore, the `MATERIAL_CHANGES` section states there is "no prior basis for delta computation," and the `WATCHER_SIGNALS` display conflicting data for the same investor (ID 587) on the same date (2026-03-31), showing both a reduction from 170,191 to 864 shares and an increase from 864 to 170,191 shares. Because the company name in the facts does not match the requested ticker (Micron Technology Inc), and the data signals are internally inconsistent and lack a clear directional change, no factual synthesis can be constructed. The instructions strictly prohibit inventing events, numbers, or assertions not supported by the facts. Consequently, it is not possible to lead with a material change or explain its significance using the provided `COMPANY_360` spine for Micron Technology Inc. The available data pertains to Agilent Technologies Inc and contains ambiguous holder activity that cannot be reliably interpreted as a single material event. Therefore, no synthesis text can be outputted that adheres to the constraint of using ONLY the provided facts without inventing information or misidentifying the company. The request cannot be fulfilled as stated due to the mismatch between the target company and the provided data.
Signals & dispatch
Composite-score breakdown
Synthesis
Agilent Technologies Inc operates as a life sciences, diagnostics, and applied chemical markets company, generating revenue through the sale of instruments, consumables, and services to research and industrial customers.
Agilent Technologies maintains a balanced capital structure with total assets of $12.73 billion and total liabilities of $5.99 billion, resulting in total equity of $6.74 billion. The company holds $1.79 billion in cash and equivalents against $3.05 billion in long-term debt, creating a net debt position that triggers a medium liquidity risk flag. The debt-to-equity ratio stands at 0.45, indicating moderate leverage, while the current ratio is not explicitly provided but implied stable given the operating cash flow of $1.56 billion. The market capitalization is $37.80 billion, reflecting a premium valuation with a price-to-earnings ratio of 29.01 and an EV/EBITDA of 26.41.
Profitability metrics demonstrate strong returns, with a return on equity of 19.33% and a return on assets of 10.24%. The company generated $1.30 billion in net income on $6.95 billion in revenue, yielding a net margin of approximately 18.75%. Operating income was $1.48 billion, supporting robust cash generation. The price-to-book ratio of 5.61 suggests investors are pricing in high-quality earnings and durable competitive advantages, consistent with the strong ROE.
Segment and geographic data are not provided in the current input, preventing a detailed analysis of revenue concentration or regional exposure. The company’s business model likely relies on a mix of recurring consumable sales and capital equipment, typical for the life sciences and diagnostics sector, but specific segment contributions cannot be quantified from the available data.
Growth trajectory analysis is limited by the absence of historical period data in the input. The current revenue base of $6.95 billion serves as the baseline for future projections. Without year-over-year or quarter-over-quarter historical trends, the specific growth rate cannot be calculated, though the strong analyst consensus suggests positive expectations for future performance.
Risk assessment highlights medium liquidity risk due to the net debt position, where total debt exceeds cash and equivalents. Dilution risk is assessed as low, with basic and diluted shares outstanding both at 283.05 million, indicating no significant share-based compensation impact or recent issuances. The key flag notes that net cash is negative after subtracting total debt, which requires monitoring of interest coverage and refinancing needs.
Recent observations indicate strong analyst support, with a mean recommendation of 1.96 (close to buy) and a mean price target of $160.49, implying significant upside from the current market price of $133.53. The high price target of $185.00 and low of $144.00 show a wide range of expectations, but the consensus leans bullish with 6 strong buys and 12 buys versus 5 holds.
The provided facts contain a critical contradiction that prevents the generation of a valid synthesis for Micron Technology Inc. The `COMPANY_360` data explicitly identifies the entity as "Agilent Technologies Inc," not Micron Technology Inc. Furthermore, the `MATERIAL_CHANGES` section states there is "no prior basis for delta computation," and the `WATCHER_SIGNALS` display conflicting data for the same investor (ID 587) on the same date (2026-03-31), showing both a reduction from 170,191 to 864 shares and an increase from 864 to 170,191 shares. Because the company name in the facts does not match the requested ticker (Micron Technology Inc), and the data signals are internally inconsistent and lack a clear directional change, no factual synthesis can be constructed. The instructions strictly prohibit inventing events, numbers, or assertions not supported by the facts. Consequently, it is not possible to lead with a material change or explain its significance using the provided `COMPANY_360` spine for Micron Technology Inc. The available data pertains to Agilent Technologies Inc and contains ambiguous holder activity that cannot be reliably interpreted as a single material event. Therefore, no synthesis text can be outputted that adheres to the constraint of using ONLY the provided facts without inventing information or misidentifying the company. The request cannot be fulfilled as stated due to the mismatch between the target company and the provided data.
- Agilent trades at a premium valuation with a P/E of 29.01 and EV/EBITDA of 26.41, supported by strong ROE of 19.33%.
- The company carries a net debt position of $1.26 billion ($3.05B debt vs $1.79B cash), resulting in medium liquidity risk.
- Analyst consensus is bullish with a mean price target of $160.49, suggesting 20% upside from the current price of $133.53.
- Dilution risk is low with no difference between basic and diluted shares outstanding.
- Classification confidence is low (0.20), requiring careful interpretation of industry-specific benchmarks.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Revenue $1.83B, +10,0% YoY; Operating income +40,0% YoY.
- ▍Revenue $1.83B, +10,0% YoY
- ▍Operating income +40,0% YoY
- ▍Net income +57,7% YoY
- ▍Free cash flow +148,1% YoY
- ▍Net margin 18.5%
Revenue $1.80B, +7,0% YoY; Operating income −9,5% YoY.
- ▍Revenue $1.80B, +7,0% YoY
- ▍Operating income −9,5% YoY
- ▍Net income −4,1% YoY
- ▍Free cash flow −6,8% YoY
- ▍Net margin 17.0%
Revenue $1.86B, +9,4% YoY; Operating income +8,6% YoY.
- ▍Revenue $1.86B, +9,4% YoY
- ▍Operating income +8,6% YoY
- ▍Net income +23,6% YoY
- ▍Free cash flow +32,0% YoY
- ▍Net margin 23.3%
Revenue $1.74B, +10,1% YoY; Operating income +8,1% YoY.
- ▍Revenue $1.74B, +10,1% YoY
- ▍Operating income +8,1% YoY
- ▍Net income +19,1% YoY
- ▍Free cash flow +26,5% YoY
- ▍Net margin 19.3%
Revenue $1.67B; Operating income $285.0M.
- ▍Revenue $1.67B
- ▍Operating income $285.0M
- ▍Net margin 12.9%
Revenue $1.68B; Operating income $390.0M.
- ▍Revenue $1.68B
- ▍Operating income $390.0M
- ▍Net margin 18.9%
Revenue $1.70B; Operating income $408.0M.
- ▍Revenue $1.70B
- ▍Operating income $408.0M
- ▍Net margin 20.6%
Revenue $1.58B; Operating income $333.0M.
- ▍Revenue $1.58B
- ▍Operating income $333.0M
- ▍Net margin 17.9%
Revenue $6.95B, +6,7% YoY; Operating income +0,3% YoY.
- ▍Revenue $6.95B, +6,7% YoY
- ▍Operating income +0,3% YoY
- ▍Net income +1,1% YoY
- ▍Free cash flow +0,9% YoY
- ▍Net margin 18.8%
Revenue $6.51B, −4,7% YoY; Operating income +6,8% YoY.
- ▍Revenue $6.51B, −4,7% YoY
- ▍Operating income +6,8% YoY
- ▍Net income +4,0% YoY
- ▍Free cash flow −5,7% YoY
- ▍Net margin 19.8%
Revenue $6.83B, −0,2% YoY; Operating income −13,9% YoY.
- ▍Revenue $6.83B, −0,2% YoY
- ▍Operating income −13,9% YoY
- ▍Net income −1,1% YoY
- ▍Free cash flow −8,0% YoY
- ▍Net margin 18.1%
Revenue $6.85B, +8,4% YoY; Operating income +20,1% YoY.
- ▍Revenue $6.85B, +8,4% YoY
- ▍Operating income +20,1% YoY
- ▍Net income +3,6% YoY
- ▍Free cash flow −6,9% YoY
- ▍Net margin 18.3%
Valuation TTM
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 5,98 |
| Revenue | —no estimate | —no estimate | 7,4B USD |
| Operating income | —no estimate | —no estimate | 1,9B USD |
- FY2026 — next full year (forecast) · projected off FY2025 close, as of 2025-10-31 · conf —3,0BFORECAST
- FY2026 — next full year (forecast) · projected off FY2025 close, as of 2025-10-31 · conf —2,8BFORECAST
- FY2026 — next full year (forecast) · projected off FY2025 close, as of 2025-10-31 · conf —1,3BFORECAST
- FY2024 — reported · conf —2,8BREPORTED
- FY2025 — reported · conf —2,8BREPORTED
- FY2024 — reported · conf —2,7BREPORTED
- FY2025 — reported · conf —2,5BREPORTED
- FY2024 — reported · conf —1,4BREPORTED
- FY2025 — reported · conf —1,3BREPORTED
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Net cash is negative after subtracting total debt.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Actions
Ask Handelsavisen
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Reference data
- Ev To Operating Incomeenterprise_value / operating_income
- Capex To Revenuecapital_expenditure / revenue
- Price To Tangible Bookmarket_price / (tangible_book_value / shares_outstanding_diluted)
- Return On Assetsnet_income / total_assets
- Ev To Revenueenterprise_value / revenue
- Cash Conversion Ratiooperating_cash_flow / net_income
- AGILENT TECHNOLOGIES, INC. Market data — financials · 2026-07-02
- Agilent Technologies Inc Market data — analyst estimates · 2026-07-02
- Agilent Technologies Inc Market data — ESG · 2026-07-02
- Agilent Technologies Inc HA canonical relationships · 2026-07-02
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,71 %$1M
- Institutional Investor · as of 2026-03-310,49 %$1 469M
- Institutional Investor · as of 2022-09-300,17 %$0M
- Investment Managers · as of 2026-03-310,16 %$339M
- Investment Managers · as of 2026-03-310,15 %$827M
- Investment Managers · as of 2026-03-310,09 %$164M
- Investment Managers · as of 2024-06-300,07 %$3 275M
- Investment Managers · as of 2025-12-310,07 %$4 641M
- Investment Managers · as of 2026-03-310,06 %$90M
- Institutional Investor · as of 2026-03-310,06 %$318M
- Investment Managers · as of 2026-03-310,06 %$422M
- Investment Managers · as of 2026-03-310,05 %$408M
- Investment Managers · as of 2026-03-310,05 %$854M
- Investment Managers · as of 2026-03-310,05 %$1 458M
- Investment Managers · as of 2026-03-310,05 %$240M
- Investment Managers · as of 2024-12-310,04 %$143M
- Funds · as of 2026-03-310,04 %$264M
- Investment Managers · as of 2026-03-310,04 %$115M
- Investment Managers · as of 2026-03-310,03 %$564M
- Investment Managers · as of 2026-03-310,03 %$217M
- Institutional Investor · as of 2026-03-310,03 %$137M
- Investment Managers · as of 2026-03-310,03 %$39M
- Investment Managers · as of 2026-03-310,03 %$103M
- Brokerage Firms · as of 2026-03-310,02 %$70M
- Investment Managers · as of 2026-03-310,02 %$40M
- Investment Managers · as of 2026-03-310,02 %$25M
- Investment Managers · as of 2026-03-310,02 %$88M
- Investment Managers · as of 2026-03-310,01 %$19M
- Brokerage Firms · as of 2026-03-310,01 %$53M
- Investment Managers · as of 2026-03-310,01 %$20M
- Institutional Investor · as of 2026-03-310,01 %$104M
- Investment Managers · as of 2026-03-310,01 %$0M
- Investment Managers · as of 2026-03-310,00 %$14M
- Institutional Investor · as of 2026-03-310,00 %$6M
- Institutional Investor · as of 2026-03-310,00 %$4M
- Investment Managers · as of 2026-03-310,00 %$0M
Leadership
- Mike R. McMullenPresident, Chief Executive Officer, Director
Insider activity
- Senior Vice President · Common StockOther 30 @ $136,01$4K · 2026-06-26
- Director, President and CEO · Common StockOther 418 @ $137,40$57K · 2026-06-03
- Director · Common StockSold 1 600 @ $135,42$217K · 2026-05-29
- Senior Vice President · Common StockOther 8 872 · 2026-05-19
- Senior Vice President · Common StockOther 368 @ $115,62$43K · 2026-05-08
- Senior Vice President · Common StockOther 153 @ $113,98$17K · 2026-03-31
- Director · Common StockOther 2 158 @ $111,75$241K · 2026-03-19
- Director · Common StockOther 2 158 @ $111,75$241K · 2026-03-19
- Director · Common StockOther 1 057 @ $111,75$118K · 2026-03-19
- Director · Common StockOther 888 @ $111,75$99K · 2026-03-19
- Director · Common StockOther 2 158 @ $111,75$241K · 2026-03-19
Short positioning
Geographic breakdown
Intel & risk
Evidence & claims
From filings & derived data- Total liabilities (YoY) (2026-01-31 vs 2025-01-31): 0.3%Derived (calculated)
- Total assets (YoY) (2026-01-31 vs 2025-01-31): 7.5%Derived (calculated)
- Cash & equivalents (YoY) (2026-01-31 vs 2025-01-31): 19.8%Derived (calculated)
- Shareholders' equity (YoY) (2026-01-31 vs 2025-01-31): 14.6%Derived (calculated)
- Long-term debt (YoY) (2026-01-31 vs 2025-01-31): -8.9%Derived (calculated)
- Debt-to-equity (FY 2026-01-31): 0.85xDerived (calculated)
- Current ratio (FY 2026-01-31): 2.07xDerived (calculated)
- Total liabilities (annual): USD 5.91BSEC XBRL filing
- Shares outstanding (annual): 282.7MSEC XBRL filing
- Long-term debt (annual): USD 3.05BSEC XBRL filing
- Current liabilities (annual): USD 2.23BSEC XBRL filing
- Total assets (annual): USD 12.81BSEC XBRL filing
- Current assets (annual): USD 4.62BSEC XBRL filing
- Cash & equivalents (annual): USD 1.76BSEC XBRL filing
- Shareholders' equity (annual): USD 6.91BSEC XBRL filing
- Operating cash flow (YoY) (2025-10-31 vs 2024-10-31): -11.0%Derived (calculated)
- Operating income (YoY) (2025-10-31 vs 2024-10-31): -0.6%Derived (calculated)
- R&D expense (YoY) (2025-10-31 vs 2024-10-31): -5.0%Derived (calculated)
- Revenue (YoY) (2025-10-31 vs 2024-10-31): 6.7%Derived (calculated)
- Capex (YoY) (2025-10-31 vs 2024-10-31): 7.7%Derived (calculated)
- EPS (basic) (YoY) (2025-10-31 vs 2024-10-31): 3.4%Derived (calculated)
- Net margin (FY 2025-10-31): 18.8%Derived (calculated)
- EPS (diluted) (YoY) (2025-10-31 vs 2024-10-31): 3.2%Derived (calculated)
- Cost of revenue (YoY) (2025-10-31 vs 2024-10-31): 11.1%Derived (calculated)