Agilent Technologies, Inc.

New York Stock Exchange
Slightly Bullish +25

Agilent Technologies (A) Lags Q1 Earnings and Revenue Estimates

📉 Agilent Technologies reported Q1 earnings of $1.36 per share, missing the consensus estimate of $1.37 by 0.52%.

💰 Quarterly revenue reached $1.8 billion, trailing the Zacks Consensus Estimate by 0.27% for the quarter ended January 2026.

📅 This result follows a previous quarter where the company met estimates exactly with earnings of $1.59 per share.

📉 Since the start of the year, Agilent shares have lost approximately 8.6%, underperforming the S&P 500 which gained 0.7%.

🏥 The stock is classified within the Zacks Medical - Products industry and has a current Zacks Rank #3 (Hold).

📊 The consensus EPS estimate for the coming quarter is $1.40 with projected revenues of $1.76 billion.

💰 For the current fiscal year, the consensus EPS stands at $5.93 on $7.34 billion in expected revenues.

⚠️ The company's industry rank places Medical - Products in the bottom 44% of 250-plus Zacks industries.

🔮 Research indicates that top-ranked industries typically outperform bottom-ranked ones by a factor of more than 2 to 1.

🧬 Another industry peer, Exagen Inc., is expected to report quarterly losses and has seen significant downward estimate revisions.

📉 Exagen's estimated loss of $0.20 per share represents no change from the year-ago quarter.

📈 Exagen expects revenue growth of 19.4% for its upcoming report scheduled for release on March 10.

🤖 The sustainability of Agilent's stock movement will depend heavily on management commentary regarding future earnings expectations.

🛠️ Analysts suggest monitoring earnings estimate revisions, as they correlate strongly with near-term stock movements.

Bullish Signals
  • Agilent Technologies posted revenues of $1.8 billion for the quarter ended January 2026, which represents significant growth from the year-ago revenue of $1.68 billion.
  • The company has topped consensus revenue estimates three times over the last four quarters, demonstrating strong consistency in beating expectations on revenue front.
  • Over the last four quarters, Agilent has surpassed consensus EPS estimates two times, showing a pattern of exceeding earnings guidance.
  • Current consensus earnings estimate is set at $5.93 per share with revenue guidance of $7.34 billion for the current fiscal year, providing clear upside targets for investors.
Risk Factors
  • Agilent Technologies posted earnings of $1.36 per share, missing the consensus estimate by -0.52% and showing growth from last year but still underperforming analyst expectations.
  • The company's quarterly revenue of $1.8 billion missed the Zacks Consensus Estimate by 0.27%, indicating continued pressure to meet investor targets.
  • Agilent shares have lost approximately 8.6% since the beginning of the year, significantly underperforming the S&P 500 which gained 0.7% during the same period.
  • The Zacks Rank is currently #3 (Hold) due to mixed estimate revisions ahead of the earnings release, suggesting uncertain near-term stock performance relative to market expectations.
  • The broader Medical - Products industry ranks in the bottom 44% of all tracked industries, potentially limiting upside potential compared to top-performing sectors that outperform by more than 2 to 1.
  • Competitor Exagen Inc. (XGN) faces downward pressure with its consensus EPS estimate revised 24.3% lower over the last 30 days, highlighting headwinds within the same industry segment.
Full Analysis
Agilent Technologies (A) reported first-quarter earnings that slightly missed analyst expectations, with adjusted earnings of $1.36 per share compared to the Zacks Consensus Estimate of $1.37 per share. This represents an earnings surprise of -0.52% against a consensus EPS estimate of $1.59 that was expected for the quarter ended January 2026, while actual revenues reached $1.8 billion, falling short of the estimated $1.807 billion by 0.27%. Year-over-year, earnings increased to $1.36 per share from $1.31 per share, and revenue grew to $1.8 billion from $1.68 billion. Over the last four quarters, the company has surpassed consensus EPS estimates twice and topped revenue estimates three times. Despite missing current quarterly estimates, Agilent shares have underperformed the broader market, losing approximately 8.6% year-to-date while the S&P 500 gained 0.7%. The stock's immediate price movement and future expectations are closely tied to management's commentary on the earnings call and the sustainability of these figures. Current consensus estimates for the coming quarter stand at $1.40 per share EPS with $1.76 billion in revenues, and for the current fiscal year, the outlook is $5.93 per share EPS on $7.34 billion in revenues. Ahead of this report, estimate revisions for Agilent were mixed, leading Zacks Investment Research to maintain a Zacks Rank #3 (Hold) rating, which suggests shares are expected to perform in line with the market near term. The analysis notes that investors should also consider the industry outlook, as the Zacks Industry Rank for Medical - Products places it in the bottom 44% of 250-plus industries, and historical research indicates top-ranked industries outperform bottom-ranked ones by a factor of more than 2 to 1.