Computed from published fixed rules, not a model's judgement — though one input, the count of high-severity risks, comes from the AI analysis below.
Not investment advice and not a price target: it scores the quarter's fundamentals, not the stock. Full methodology →
AI Takeaway
Q3 FY2026 was defined by broad-based growth across all three business segments and the closing of the Biocare acquisition on June 24, 2026. Management attributed the gross margin gain to higher sales volume, tariff refunds, targeted price increases, favorable mix, and lower restructuring charges. While the top line expanded, selling, general and administrative expense rose 13.9% and long-term debt increased following a $600M senior notes issuance; management expects the FY26 restructuring plan to reduce annual costs by $30-35M.
Revenue
$1.88B
+8.06% YoY
EPS (Diluted)
$1.28
+8.47% YoY
Operating Income
$444M
+23.33% YoY
Source: SEC XBRL
Agilent Technologies (A) reported Q3 FY2026 revenue of $1.88B, up 8.1% year over year. Operating margin was 23.6%, up 2.9 points from 20.7% a year earlier. A's fiscal Q3 FY2026 corresponds to calendar Q3 2026.
Last 4 quarters: 2 beats
| Quarter | Actual EPS (USD) | Consensus (USD) | Result |
|---|---|---|---|
| Sep 2026This filing | 1.62 | 1.52 | Beat +6.9% |
| Jun 2026 | 1.49 | 1.44 | Beat +3.8% |
| Mar 2026 | 1.36 | 1.40 | Miss -2.6% |
| Dec 2025 | 1.59 | 1.62 | Miss -1.6% |
Adjusted (non-GAAP) EPS of $1.62 versus the $1.52 analyst consensus — a +6.9% beat for Sep 2026. Analyst consensus is quoted on the adjusted (non-GAAP) basis the street uses. GAAP diluted EPS for this quarter was $1.28.
3 reported segments · SEC XBRL
Segment revenue totals $1.88B, which is the $1.88B of consolidated revenue on the income statement.
Profit above is reported as operating income, the measure A itself discloses in this filing. Each company chooses its own measure here, so these margins are not comparable with another company's.
Compiled by AI from 10-Q Item 2 of this filing
On June 24, 2026, A acquired Biocare for $950 million in net consideration, expanding its pathology portfolio within Life Sciences and Diagnostics Markets; Biocare results are included from the acquisition date.
Source: 10-Q Item 2 MD&A
Tariff refunds under IEEPA contributed approximately 1 percentage point to operating margin improvement in Q3 FY2026, with management continuing to pursue additional refund claims.
Source: 10-Q Item 2 MD&A
The FY26 restructuring plan is estimated to reduce annual cost of revenue and operating expenses by $30 million to $35 million once completed, with $15 million in charges recorded in Q3 FY2026.
Source: 10-Q Item 2 MD&A
On June 25, 2026, A issued $600 million of 4.90% senior notes due 2032, contributing to a long-term debt balance of $3.645B at July 31, 2026.
Source: 10-Q Item 2 MD&A
Compiled by AI from 10-Q Item 1A of this filing · 2 high, 3 medium, 0 low
The filing highlights that additional tariffs, scope and duration of which remain uncertain, and potential trade war escalation could materially harm results. Management has mitigated some cost impacts through supply chain optimization and pricing actions, but judicial and regulatory developments continue to pose uncertainty.
Source: 10-Q Item 1A Risk Factors
Revenue from international operations is expected to remain a majority of total revenue. Conflicts such as the Middle East and Ukraine/Russia, along with political and trade uncertainties in greater China, can disrupt transportation, supply chains, and sales.
Source: 10-Q Item 1A Risk Factors
Demand for some products depends on capital spending policies, research and development budgets, and government funding. Federal shutdowns or reductions in agency staffing could hinder customer purchases.
Source: 10-Q Item 1A Risk Factors
The company operates in industries with frequent new product introductions and rapid technological change. Failure to timely introduce successful products could cause offerings to become obsolete and hurt results.
Source: 10-Q Item 1A Risk Factors
The Biocare acquisition and other transactions may not yield expected synergies, and integration difficulties could harm operating results. Acquisitions expose the company to new markets and may result in unexpected costs or goodwill impairments.
Source: 10-Q Item 1A Risk Factors
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue $B | 1.88 $B | 1.74 $B | +8.06% |
Cost of Revenue $M | 836.00 $M | 850.00 $M | -1.65% |
Operating Income $M | 444.00 $M | 360.00 $M | +23.33% |
Net Income $M | 362.00 $M | 336.00 $M | +7.74% |
EPS (Basic) $ | 1.28 $ | 1.18 $ | +8.47% |
EPS (Diluted) $ | 1.28 $ | 1.18 $ | +8.47% |
R&D Expense $M | 123.00 $M | 111.00 $M | +10.81% |
SG&A Expense $M | 475.00 $M | 417.00 $M | +13.91% |
Answers draw on this SEC filing and the data on this page
A (Agilent Technologies) delivered strong Q2 FY2026 results with revenue of $1.84B (+10.0% YoY), operating income surging 33.0% to $399M, and net income jumping 57.7% to $339M, reflecting meaningful margin expansion and earnings leverage.
A (Agilent Technologies) posted Q1 FY2026 revenue growth of 7.0% to $1.80B, but operating income fell 6.1% to $353M as SG&A expenses surged 16.1%, compressing margins and driving a 37.8% decline in operating cash flow.
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