Agilent Technologies, Inc.

New York Stock Exchange
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Somewhat Bearish -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%.

💰 Revenue came in at $1.8 billion for the quarter ended January 2026, slightly below the expected $1.80 billion consensus.

📈 Year-over-year earnings increased from $1.31 per share, while annual revenue grew to $1.8 billion from $1.68 billion.

📊 The stock has underperformed the S&P 500 so far this year, losing 8.6% compared to the index's 0.7% gain.

⚠️ Management commentary on future earnings expectations will largely determine the immediate reaction of the stock price.

🔮 Zacks Rank #3 (Hold) reflects mixed earnings estimate revisions ahead of and following the recent earnings report.

💡 The current consensus for the next quarter projects $1.40 EPS on $1.76 billion in revenue.

📅 For the full fiscal year, analysts estimate $5.93 EPS on $7.34 billion in revenues based on current expectations.

🏥 Agilent belongs to the Zacks Medical - Products industry, which currently ranks in the bottom 44% of all tracked industries.

🔍 Industry research indicates that top-ranked industries outperform bottom-ranked industries by more than a 2-to-1 factor.

⚖️ Over the last four quarters, Agilent beat revenue estimates three times but fell short on earnings twice recently.

📉 Exagen Inc., a peer in the same industry, is expected to report quarterly losses of $0.20 per share next month.

Bullish Signals
  • The company has topped consensus revenue estimates three times over the last four quarters, demonstrating a history of meeting or exceeding analyst expectations.
  • Year-over-year revenues increased from $1.68 billion to $1.8 billion for the quarter ended January 2026.
  • Ahead of this earnings release, the company had an impressive track record with earnings estimate revisions correlating well with stock performance.
  • The Zacks Industry Rank indicates that while Medical - Products is in the bottom 44% of industries, investors can benefit from focusing on companies within top-ranked sectors that outperform by more than 2 to 1.
  • Exagen Inc., a peer in the same industry, is showing strong revenue growth with expected revenues up 19.4% from the year-ago quarter.
Risk Factors
  • Agilent Technologies missed both earnings and revenue estimates, with quarterly earnings of $1.36 per share coming in below the consensus estimate of $1.37 per share.
  • The company's Q1 earnings figure of $1.36 represents a slight decline compared to year-ago earnings of $1.31 per share when adjusted for non-recurring items.
  • Revenues of $1.8 billion fell short of the consensus estimate by 0.27%, indicating weaker-than-expected top-line growth despite year-over-year revenue expansion.
  • Agilent shares have underperformed the broader market significantly, losing approximately 8.6% since the start of the year while the S&P 500 gained 0.7%.
  • The stock has been downgraded to a Zacks Rank #3 (Hold), suggesting expectations are that shares will perform in line with the market rather than outperform.
  • Agilent belongs to the Medical - Products industry, which ranks in the bottom 44% of all Zacks industries, historically underperforming the top half by more than 2-to-1.
  • Industry peers like Exagen Inc. show concerning trends with earnings estimates being revised down by 24.3% over the last 30 days despite reporting revenue growth.
Full Analysis
Agilent Technologies (A) reported quarterly earnings of $1.36 per share for the quarter ended January 2026, which fell just short of the Zacks Consensus Estimate of $1.37 per share, representing a surprise of -0.52%. This compares to earnings of $1.31 per share in the same period a year ago. The company also posted revenues of $1.8 billion for the quarter, missing the consensus estimate by 0.27%, though this figure is higher than the $1.68 billion recorded during the corresponding period last year. Despite the miss on both earnings and revenue, Agilent has surpassed consensus estimates two out of the last four quarters in terms of EPS and three times regarding revenue. Following the release, Agilent shares have lost approximately 8.6% since the beginning of the year, underperforming the S&P 500, which gained 0.7%. The stock's immediate future performance is largely dependent on management commentary during the earnings call. Based on mixed estimate revisions ahead of the report, Zacks assigns the company a Rank #3 (Hold), suggesting shares are expected to perform in line with the market near-term. Current consensus estimates for the coming quarter stand at $1.40 per share on $1.76 billion in revenues, and for the current fiscal year at $5.93 per share on $7.34 billion in revenues. The sustainability of Agilent's stock movement will also depend on how the broader industry performs. The Zacks Industry Rank for Medical - Products places the sector in the bottom 44% of the 250-plus industries tracked by Zacks, with research indicating that top-ranked industries outperform the bottom half by more than two to one. As a comparison within the sector, Exagen Inc. (XGN), another company in the Medical - Products industry, is expected to report results on March 10 for the quarter ended December 2025. Exagen is projected to post a quarterly loss of $0.20 per share with revenues of $16.3 million, which would be an increase of 19.4% from the year-ago quarter following recent downward estimate revisions totaling 24.3%.