Agilent Technologies (A) Surges 22.74% on Strong Q4 Earnings, Raised Guidance

The share price rose to its highest level so far this month today, with an intraday gain of 1.55%.

Agilent Technologies (A) reported better-than-expected Q4 2025 results, with earnings per share of $1.59 exceeding analyst estimates by $0.01 and revenue of $1.86 billion surpassing the $1.83 billion consensus. The stock has gained 6.79% over four consecutive sessions, driven by a 22.74% rise in the past three months. The company raised its FY 2026 guidance, projecting EPS of $5.86–$6.00 and revenue of $7.30B–$7.40B, both above analyst expectations. This follows six consecutive quarters of revenue growth exceeding guidance, signaling strong operational execution.

Key drivers include operational efficiencies, favorable currency exchange, and acquisitions, which contributed to a 27.2% operating margin. The Laboratory Development and Growth segment led with 11% core growth, while the CrossLab Group posted a 32.5% operating margin. However, challenges persist, including a 4% revenue decline in China and a 10% drop in U.S. academic markets due to federal spending cuts. Tariffs and a higher tax rate for FY2026 could pressure margins, but robust cash flow generation and a 0.7 million share repurchase program highlight fiscal discipline. Analysts upgraded the stock to "Buy" due to its consistent outperformance, though macroeconomic risks remain.