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Agilent Technologies
Agilent Technologies (A) investor relations material
Agilent Technologies 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026
Strategic priorities and market positioning
Focused on large, high-growth markets with secular drivers, including pharma, biotech, diagnostics, and applied markets, targeting $83B markets with 5-7% long-term core growth.
Emphasis on customer-centricity, innovation, and leveraging the Ignite operating system for transformation and efficiency.
Two-thirds of revenue now comes from recurring sources like consumables, services, and software, enhancing resilience; revenue mix for these segments grew 700bps over five years.
Balanced global footprint, serving over 285,000 labs in 110 countries, with strong digital channel growth and 40% of orders now digital.
Leading positions in chromatography, mass spectrometry, and spectroscopy, with customer retention rates above 90%.
Growth drivers and innovation
Accelerating replacement cycles in LC and GC instruments, with significant productivity improvements and extended growth runway.
Specialty CDMO growth driven by complex molecule outsourcing, strong GLP-1 and siRNA demand, and new siRNA API capacity coming in 2027 to double NASD revenue potential.
Expansion in applied markets, especially PFAS testing, semiconductors, and battery testing.
Digital and AI investments to enhance lab productivity and customer engagement, with AI focus ramping up in 2026.
New product launches, such as the Altero Ultra Inert Column, Pro iQ Plus, and Infinity III LC, driving portfolio growth and differentiation.
Financial outlook and capital allocation
FY26 guidance projects net revenue of $7.3B–$7.4B, core revenue growth of 4–6%, and EPS of $5.86–$6.00, underpinned by high single-digit pharma growth.
Operating margin expansion of 50-100 basis points expected, with Ignite driving pricing and efficiency gains; FY25 operating margin was 25.7% (non-GAAP).
China revenue expected to remain flat in FY26, with long-term optimism tied to innovation and regulatory trends.
Specialty CDMO expected to grow at mid-teens rate in 2026, with strong order momentum in GLP-1 and siRNA.
Disciplined M&A approach focused on strategic fit, recurring revenue, and integration capability, with no size limitations.
Ignite's FY26 manufacturing impact on margins
Target revenue mix for services and software
Timeline for doubled NASD revenue potential
Ignite's AI/digital impact on future growth?
GLP-1/siRNA impact on instrument replacement cycle?
Prudent FY26 guide: What unlocks upside?
Partial view of Summaries dataset, powered by Quartr API
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Next Agilent Technologies earnings date
Q1 202625 Feb, 2026
Agilent Technologies
Next Agilent Technologies earnings date
Q1 202625 Feb, 2026
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Frequently asked questions
Enabling Laboratory Work
Agilent Technologies is an American company with a global reach, headquartered in Santa Clara, California. It specializes in providing software, instruments, services, and other similar products for laboratories, hospitals, and the broader life science industry. The company was established in 1999 as the result of a spin-off from several different branches of Hewlett Packard and is listed on the NYSE.
What They Do
Agilent Technologies specializes in the development and manufacturing of analytical instruments, software, services, and consumables that scientists, researchers, and doctors employ across a range of sectors.
In life sciences, Agilent provides solutions for pharmaceutical, biotechnology, and academic research, supplying the tools that are critical discoveries and advancements. In diagnostics, the company offers tools and technologies that assist healthcare professionals in disease detection, monitoring, and treatment. Furthermore, in the applied chemical sector, Agilent's products are used in industries such as food testing, environmental monitoring, and forensics, ensuring quality, safety, and regulatory compliance
Spin-Off From Hewlett Packard
Agilent Technologies was established in 1999 as a spin-off from Hewlett-Packard (HP), continuing HP's legacy in the electronic and bio-analytical measurement sectors. The resulting IPO of Agilent stock became a massive deal in Silicon Valley at the time and marked the largest in its history. The creation of Agilent was a strategic move to allow it to focus intently on life sciences, diagnostics, and applied chemical markets. This dedicated focus allowed Agilent to quickly establish itself as one of the leaders in its chosen markets.
Forming of Keysight
But that wasn’t the end of the spin-offs. Up until 2014, Agilent produced semiconductors, optics, EDA software, and various types of measurement equipment. This segment of the company was spun off to form Keysight, while Agilent continued to focus on its core products and specialties.
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