Agilent Technologies Set to Release Q3 2025 Earnings on August 27th: EPS Estimate at $1.37, Revenue Estimate at $1.67B.

Agilent Technologies is set to announce FQ3 2025 earnings on August 27th, with a consensus EPS estimate of $1.37 and revenue estimate of $1.67B. Over the past 2 years, Agilent has exceeded earnings expectations 100% of the time.

Agilent Technologies (NYSE:A) is scheduled to announce its fiscal third-quarter (FQ3) 2025 earnings on August 27th, following the market close. The consensus earnings per share (EPS) estimate stands at $1.37, while revenue is projected to reach $1.67 billion [1]. Over the past two years, Agilent has consistently exceeded earnings expectations, a record of 100% success in beating estimates [2].

The company's Q3 2025 guidance reveals a mixed performance across its operating segments. The Agilent CrossLab Group (ACG) is projected to deliver a 75.2% year-over-year revenue increase to $720.15 million, driven by strong demand for consumables, automation, and services. Conversely, the Life Sciences and Diagnostics Markets Group (LDG) is expected to contract by 19.3% to $631.29 million, reflecting softness in next-generation sequencing (NGS) and biopharma markets [1].

Agilent's Ignite Transformation program, focused on supply chain diversification, pricing discipline, and organizational efficiency, is projected to deliver $130 million in FY25 profit. Early wins include $80 million in annualized savings from organizational agility improvements and $50 million from procurement centralization, offsetting tariff-related costs by FY26 [1].

The company's stock has experienced volatility over the past decade, with a 35.5% surge in 2021 followed by declines in 2022, 2023, and 2024. As of July 2025, the stock trades at $120.35, 27.8% below its 52-week high of $153.84 but 19.9% above its 52-week low of $96.43 [1].

Wall Street analysts have assigned Agilent a "Moderate Buy" rating, with a mean price target of $139.77, 16% above current levels. Eight analysts advocate a "Strong Buy," while eight recommend a "Hold," reflecting diverging views on the company's ability to sustain growth in a post-pandemic world [1].

For investors considering an entry, Agilent's current valuation—trading at a P/E of 28.91—appears reasonable relative to its projected 5.7% EPS growth in FY25 and 8.8% in FY26. However, the LDG's underperformance and macroeconomic risks, such as U.S. funding uncertainties for academia and government labs, warrant caution [1].

A strategic exit may be justified for investors prioritizing short-term stability. The LDG's 19.3% decline in Q3 2025 and the broader market's sensitivity to interest rates could pressure the stock further in the near term [1].

Agilent Technologies' Q3 2025 outlook presents a nuanced picture. While the LDG's underperformance and macroeconomic headwinds are valid concerns, the ACG's explosive growth, Ignite Transformation's momentum, and the company's strong balance sheet provide a compelling case for a cautious entry. Investors with a 3–5 year horizon may find value in Agilent's strategic pivot toward high-growth areas like PFAS testing and advanced therapies, particularly as its Ignite savings begin to fully materialize in FY26.

For now, the stock's 16% upside potential and "Moderate Buy" consensus justify a watchful approach. Those who can stomach near-term volatility may find Agilent's mix of innovation and operational discipline a rewarding long-term bet.

References:
[1] https://www.ainvest.com/news/agilent-technologies-earnings-outlook-assessing-sector-performance-market-position-q3-2025-2508/
[2] https://seekingalpha.com/news/4489207-agilent-technologies-fq3-2025-earnings-preview