Agilent Technologies 2025 Q3 Earnings Beats Expectations with 21.6% EPS Growth

Agilent Technologies (A) reported fiscal 2025 Q3 earnings on August 27, 2025, with results exceeding expectations and raising full-year revenue guidance. The company’s revenue rose 10.1% year-over-year, and it delivered a 21.6% increase in EPS. This performance, along with strategic operational improvements and confidence from institutional investors, has reinforced its position in high-growth markets.

Revenue
Agilent Technologies reported total revenue of $1.74 billion in 2025 Q3, a 10.1% increase from $1.58 billion in 2024 Q3. The Agilent CrossLab segment led with $744 million in revenue, followed by the Life Sciences and Diagnostics Markets segment, which generated $670 million. The Applied Markets segment contributed $324 million, rounding out the company’s diversified revenue streams.

Earnings/Net Income
The company’s earnings per share (EPS) increased by 21.6% to $1.18 in 2025 Q3 from $0.97 in 2024 Q3. Net income also rose by 19.1% to $336 million, reflecting a strong earnings performance and continued profitability.

Price Action
Agilent’s stock edged up 0.16% during the latest trading day, though it declined 0.35% for the week and 0.71% month-to-date, reflecting mixed investor sentiment in the short term.

Post Earnings Price Action Review
Agilent Technologies reported strong Q3 fiscal 2025 earnings, with revenue of $1.74 billion—6.1% higher year-over-year on a core basis—surpassing the FactSet estimate of $1.67 billion. The non-GAAP EPS of $1.37 met the consensus forecast, while the company achieved five consecutive quarters of accelerating core revenue growth, driven by strong performance in pharmaceutical and chemical markets. Agilent has consistently exceeded earnings expectations, maintaining a 100% success rate over the past two years. Strategic initiatives such as the Ignite Transformation program are delivering cost savings and enhancing organizational agility. Despite a decline in the LDG segment, Agilent’s overall performance remains robust, with institutional investors showing increased confidence in the company. Analysts have maintained a “Moderate Buy” rating, citing a potential 16% upside.

CEO Commentary
CEO Padraig McDonnell highlighted Agilent’s strong Q3 performance, noting revenue of $1.74 billion and EPS of $1.37, which exceeded guidance. He attributed growth to the Pharma and Chemicals & Advanced Materials markets, with 9% and 10% increases, respectively, driven by QA/QC demand and new product adoption. The Ignite operating model has streamlined operations, reduced management layers, and delivered cost savings, supporting long-term growth. Sequential momentum and a strong sales funnel reinforce optimism, with the company positioned to mitigate rising tariff impacts in 2026.

Guidance
Agilent raised full-year 2025 revenue guidance to $6.91 billion–$6.93 billion, reflecting 4.5% core growth at the midpoint. Q4 revenue is projected at $1.82 billion–$1.84 billion, with 5.4% core growth and EPS of $1.57–$1.60. The company expects operating margin improvement in Q4, driven by fixed-cost leverage and Ignite benefits, despite ongoing tariff pressures. FY 2025 EPS guidance remains at $5.56–$5.59.

Additional News
On August 28, 2025, Agilent announced an upward revision to its 2025 revenue outlook, now forecasting $6.91 billion to $6.93 billion. In the Earnings Call, CEO Padraig McDonnell emphasized the company’s ability to exceed guidance while continuing to transform its enterprise operating model. No significant M&A activity or C-level changes were reported in the immediate period. However, the company’s strategic focus on high-growth areas like PFAS testing and advanced therapies, along with operational efficiency, is expected to support long-term value creation. Institutional investors, including Groupe la Francaise, are increasing their stakes, signaling confidence in Agilent’s future direction.