Agilent Technologies 2025 Q4 Earnings Beats Expectations as Net Income Surges 23.6%

Agilent Technologies (A) reported fiscal 2025 Q4 earnings on November 24, 2025, delivering revenue of $1.86 billion—9.4% above 2024 Q4—and non-GAAP EPS of $1.59, exceeding estimates by $0.01. The company raised full-year 2026 revenue guidance to $7.3–7.4 billion, reflecting confidence in sustained growth across its segments.

Revenue

The Life Sciences and Diagnostics Markets Segment led with $755 million in revenue, driven by robust demand for LC/LC-MS systems and CDMO growth. Agilent CrossLab mirrored this performance with $755 million in sales, while the Applied Markets Segment contributed $351 million, reflecting steady expansion in applied tools and services.

Earnings/Net Income

Net income surged 23.6% to $434 million in Q4 2025, with EPS rising 24.4% to $1.53. The non-GAAP EPS of $1.59, up 9% year-over-year, underscored the company’s margin discipline and operational efficiency. The EPS growth of 24.4% highlights the company’s strong profitability and effective cost management.

Price Action

The stock edged up 1.12% in the latest trading day, climbing 6.28% for the week and 4.16% month-to-date.

Post-Earnings Price Action Review

The strategy of buying Agilent shares after its Q4 earnings report and holding for 30 days demonstrated strong performance over three years. Immediate post-earnings gains, such as the 1.41% rise to $151.25 on November 24, 2025, reflected positive market reactions. Consistent quarterly outperformance, coupled with a 30-day holding period, allowed investors to capitalize on analyst-driven price target increases and favorable sentiment. Agilent’s outperformance relative to the S&P 500 further validated the strategy’s effectiveness in capturing value from its earnings momentum.

CEO Commentary

CEO Padraig McDonnell highlighted $1.86 billion in Q4 revenue (7.2% core growth), driven by LC/LC-MS demand and CDMO expansion. He emphasized the Ignite Operating System’s role in sequential margin improvements and strategic priorities like innovation (Infinity III, Pro iQ LC/MS) and operational efficiency.

Guidance

For fiscal 2026, Agilent expects revenue of $7.3–7.4 billion (5–7% reported, 4–6% core) and non-GAAP EPS of $5.86–6.00. First-quarter 2026 guidance includes revenue of $1.79–1.82 billion (6–8% reported, 4–6% core) and non-GAAP EPS of $1.35–1.38.

Additional News

Recent non-earnings developments include BofA Securities maintaining a Neutral rating but raising Agilent’s price target to $165. Evercore ISI also increased its price target to $155 while retaining an "In Line" rating, citing strong LC/MS growth. Additionally, the company announced strategic leadership enhancements, including a new CTO and HR leader, to drive innovation and talent development. These moves reinforce Agilent’s focus on long-term operational efficiency and market leadership.