Earnings Release

Agilent Technologies, Inc.'s latest earnings press release, filed Aug 26, 2026, scored line by line for tone, guidance and what changed since the prior release.

Guidance raised28 lines scoredFiled Aug 26, 2026SEC 8-K · Exhibit 99

Release Tone

UPBEAT

GuidanceGuidance raisedWhat this release does to the company's outlook

Tone change▲ 0.8pointsvs the prior release (May 27, 2026)

Hedging language0.38per 100 words▲ 0.18 vs prior

New this quarter6of 28 linesWording that was not in the prior release

The lines that matter most

Ranked by how material, how strongly worded and how new each sentence is.

1
Non-GAAP fiscal year 2026 operating margin expansion (2) at the midpoint of core revenue growth guidance is now expected to be over 130 basis points (including approximately 30 basis points in net benefit from tariff refunds in the third quarter).
Guidance raised
2
Non-GAAP fiscal year 2026 EPS (4) is now expected in the range of $6.18 to $6.21, an increase of 15 cents at the midpoint (including $0.06 net benefit from tariff refunds in the third quarter) versus our prior guide.
Guidance raised
3
Fiscal year 2026 revenue is now expected in the range of $7.49 billion to $7.51 billion, representing a range of up 7.8% to 8.1% reported and up 5.8% to 6.0% core, (1)(5) an increase of 65 basis points at the midpoint.
Guidance raised
4
Non-GAAP net income (3) of $459 million (including a $17 million net benefit from tariff refunds); non-GAAP EPS (3) of $1.62 (including a $0.06 net benefit from tariff refunds), an increase of 18% from the third quarter of fiscal year 2025.
New this quarter
5
Revenue of $1.88 billion for the third quarter ended July 31, 2026, representing growth of 8.1% reported and up 7.3% core (1) compared with the third quarter of fiscal year 2025.
6
Non-GAAP net income (3) was $459 million (including a $17 million net benefit from tariff refunds), or $1.62 per share (including a $0.06 net benefit from tariff refunds), during the quarter, compared with $390 million, or $1.37 per share, during the year-ago quarter.
7
Non-GAAP operating margin (2) of 28.3% (including an approximately 110 basis point net benefit from tariff refunds), expanded by 320 basis points year-over-year and 190 basis points sequentially.
8
SANTA CLARA, California, August 26, 2026 — Agilent Technologies Inc. (NYSE: A) today reported revenue of $1.88 billion for the third quarter ended July 31, 2026, representing growth of 8.1% reported and up 7.3% core (1) compared with the third quarter of fiscal year 2025.

Release by release

Tone and guidance for the last 2 earnings releases.

Aug 26, 2026Guidance raised83.3+0.8
May 27, 2026Guidance raised82.5

Bar length: tone on a 50–89 scale.

The release, annotated

1Highlight rankPositive toneNeutralNegative toneDimmed text: low materiality

Outlook

Delivers strong Q3 results and raises FY26 revenue growth, margin expansion, and non-GAAP EPS (4) guidance on continued operational momentumGuidance raised

Results

5Revenue of $1.88 billion for the third quarter ended July 31, 2026, representing growth of 8.1% reported and up 7.3% core (1) compared with the third quarter of fiscal year 2025.

GAAP operating margin of 23.6%, expanded by 290 basis points year-over-year and 190 basis points sequentially.

7Non-GAAP operating margin (2) of 28.3% (including an approximately 110 basis point net benefit from tariff refunds), expanded by 320 basis points year-over-year and 190 basis points sequentially.

GAAP net income of $362 million; earnings per share (EPS) of $1.28, an increase of 8% from the third quarter of fiscal year 2025.

4Non-GAAP net income (3) of $459 million (including a $17 million net benefit from tariff refunds); non-GAAP EPS (3) of $1.62 (including a $0.06 net benefit from tariff refunds), an increase of 18% from the third quarter of fiscal year 2025.

Outlook

Fiscal year 2026 improved outlook and fourth-quarter guidanceGuidance raised

3Fiscal year 2026 revenue is now expected in the range of $7.49 billion to $7.51 billion, representing a range of up 7.8% to 8.1% reported and up 5.8% to 6.0% core, (1)(5) an increase of 65 basis points at the midpoint.Guidance raised

1Non-GAAP fiscal year 2026 operating margin expansion (2) at the midpoint of core revenue growth guidance is now expected to be over 130 basis points (including approximately 30 basis points in net benefit from tariff refunds in the third quarter).Guidance raised

2Non-GAAP fiscal year 2026 EPS (4) is now expected in the range of $6.18 to $6.21, an increase of 15 cents at the midpoint (including $0.06 net benefit from tariff refunds in the third quarter) versus our prior guide.Guidance raised

Fourth-quarter 2026 revenue is expected in the range of $1.98 billion to $2.0 billion, growth of 6.4% to 7.4% reported and up 5.2% to 6.2% core (1)(5) .

Non-GAAP EPS (4) is expected in the range of $1.71 to $1.74 per share.

This guidance does not include any future benefit from tariff refunds.

Results

8SANTA CLARA, California, August 26, 2026 — Agilent Technologies Inc. (NYSE: A) today reported revenue of $1.88 billion for the third quarter ended July 31, 2026, representing growth of 8.1% reported and up 7.3% core (1) compared with the third quarter of fiscal year 2025.

Third-quarter GAAP net income was $362 million, or $1.28 per share.

This compares with $336 million, or $1.18 per share, in the third quarter of fiscal year 2025.

6Non-GAAP net income (3) was $459 million (including a $17 million net benefit from tariff refunds), or $1.62 per share (including a $0.06 net benefit from tariff refunds), during the quarter, compared with $390 million, or $1.37 per share, during the year-ago quarter.

Management commentary

“Agilent’s exceptional third-quarter performance reflects the sustained momentum created by our strategy, our execution discipline, and the compounding impact of the Ignite Operating System,” said Agilent CEO Padraig McDonnell.

“We are seeing improving end markets, stronger demand in key regions, and excellent customer response to our innovative product launches.

All of this gives us confidence in our increased outlook and our ability to sustainably outperform our end markets.”Guidance raised

Outlook

Financial HighlightsGuidance raised

Results

Life Sciences and Diagnostics Markets Group

The Life Sciences and Diagnostics Markets Group (LDG) reported third-quarter revenue of $746 million, growth of 11% reported and 10% core (1) year-over-year.

LDG’s operating margin for the quarter was 23.5%.

The Agilent CrossLab Group (ACG) reported third-quarter revenue of $786 million, growth of 6% reported and 5% core (1) year-over-year.

ACG’s operating margin for the quarter was 34.3%.

The Applied Markets Group (AMG) reported third-quarter revenue of $346 million, growth of 7% reported and 7% core (1) year-over-year.

AMG’s operating margin for the quarter was 24.9%.

53 boilerplate lines (safe-harbor disclaimer, contacts, call details) are set aside.

How this is scored

Source: the press release Agilent Technologies, Inc. filed with the SEC as Exhibit 99 to Form 8-K (Item 2.02). Financial statements and boilerplate are set aside.
Tone: a financial sentiment model scores each sentence 0 to 100; the release score weights sentences by how material they are.
Materiality and guidance: a classifier judges whether each sentence is specific information, and what the release does to the outlook.
New this quarter: wording that does not appear in the prior release.
Hedging: uncertainty words (may, could, approximately, headwinds and similar) per 100 words of narrative.

These scores describe the release's language. They are not a forecast or a recommendation. Read the original filing

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