A
Agilent Technologies Inc
A—
Agilent Technologies Inc AI Insights
Informational only. Not investment advice.Snapshot
- Goodwill of 4.5B is 70% of equity (6.4B) - acquisition-heavy model creates impairment risk if end markets weaken[Goodwill]
- Operating margin TTM 21.3% vs industry median 2.4% - 9x advantage reflects pricing power in analytical instruments[Operating Margin TTM]
- FCF TTM of 1.1B at 16% margin funds 71M dividends + buybacks with 1.5B cash buffer at 0.54 debt/equity[Free Cash Flow TTM]
Watch Triggers
- Gross Profit 1Y Growth: Falls below 0% or accelerates above 8% — Current 3.9% is tepid; deterioration signals pricing pressure, acceleration validates premium
- Asset Impairment Charge: Any material charge (currently 0) — 4.5B goodwill at risk if life sciences M&A thesis fails
- Operating Margin TTM: Drops below 18% — Would signal competitive erosion in core analytical instruments
Bull Case
Premium profitability (21% op margin, 18% net margin, 20% ROE TTM) with conservative leverage (0.54 D/E) enables sustained capital returns and M&A optionality
Operating Margin TTMROE TTMDebt to Equity
FCF conversion of 73% (1.1B FCF on 1.5B operating cash flow TTM) with capex only 6% of revenue supports dividend growth
Free Cash Flow TTMCash Flow TTMCapital Expenditure TTM
Bear Case
P/B of 28.5x vs tangible book of only 1.4B - paying 40.6B market cap for 4.5B goodwill-heavy equity base
PB RatioTangible Book ValueGoodwill
Revenue of 6.8B TTM barely above industry mean (5.9B) despite premium valuation - limited scale advantage
Total Revenue TTMPS RatioPE Ratio
Bull vs Bear Balance
AI-generated sentiment analysis based on fundamental metrics and market conditions.
55%
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Forward Thesis
Margin compression likely as 3.9% gross profit growth lags R&D intensity (6.6% of revenue)
1-3ymed
- R&D spend 447M TTM requires revenue growth to maintain margins
- Gross profit growth 3.9% below historical norms
- Competitive pressure in life sciences instrumentation
Gross Profit 1Y Growth: 3.9%R&D TTM: 447M (6.6% of revenue)Operating Margin TTM: 21.3%
Valuation Context
Caveats
Public Strategies Rankings
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A Fundamentals
Manufacturing → Computer and Electronic Product Manufacturing
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$39.8B | — | ||
$41.36B | — | ||
31 | — | ||
$6.95B | +6.7% | — | |
$4.57 | +3.2% | — | |
21.3% | -1.6% | — | |
18.8% | -1.0% | — | |
$1.15B | -16.1% | — | |
0.21 | -1.3% | — | |
Beta 5Y (Monthly) | unknown | — |
A Dividend History
56 dividends
2026
$0.255001/06/26$0.2550
2025
$0.744009/30/25$0.2480
07/01/25$0.2480
04/01/25$0.2480
2024
$0.956012/31/24$0.2480
10/01/24$0.2360
07/02/24$0.2360
04/01/24$0.2360
2023
$0.911012/29/23$0.2360
10/02/23$0.2250
06/30/23$0.2250
04/03/23$0.2250
2022
$1.065012/30/22$0.2250
10/03/22$0.2100
07/01/22$0.2100
04/04/22$0.2100
01/03/22$0.2100
2021
$0.776010/04/21$0.1940
07/02/21$0.1940
04/05/21$0.1940
01/04/21$0.1940
2020
$0.540010/05/20$0.1800
06/29/20$0.1800
03/30/20$0.1800
2019
$0.672012/30/19$0.1800
09/30/19$0.1640
07/01/19$0.1640
04/01/19$0.1640
2018
$0.611012/28/18$0.1640
10/01/18$0.1490
07/02/18$0.1490
04/02/18$0.1490
2017
$0.545012/29/17$0.1490
10/02/17$0.1320
06/29/17$0.1320
03/31/17$0.1320
2016
$0.477012/29/16$0.1320
09/30/16$0.1150
06/30/16$0.1150
04/01/16$0.1150
2015
$0.515012/31/15$0.1150
09/25/15$0.1000
06/26/15$0.1000
03/27/15$0.1000
01/02/15$0.1000
2014
$0.396009/26/14$0.1320
06/27/14$0.1320
04/09/14$0.1320
2013
$0.492012/27/13$0.1320
09/27/13$0.1200
06/28/13$0.1200
03/28/13$0.1200
2012
$0.400012/27/12$0.1000
09/28/12$0.1000
06/29/12$0.1000
03/30/12$0.1000
A Stock Splits
No stock splits
A SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
12/22/25 | 10/31/25 | Unknown | |
08/29/25 | 07/31/25 | 10-Q | |
06/02/25 | 04/30/25 | 10-Q | |
03/03/25 | 01/31/25 | 10-Q | |
12/20/24 | 10/31/24 | 10-K | |
08/30/24 | 07/31/24 | 10-Q | |
06/03/24 | 04/30/24 | 10-Q | |
03/05/24 | 01/31/24 | 10-Q | |
12/20/23 | 10/31/23 | 10-K | |
08/31/23 | 07/31/23 | 10-Q | |
05/26/23 | 04/30/23 | 10-Q | |
03/03/23 | 01/31/23 | 10-Q | |
12/21/22 | 10/31/22 | 10-K | |
09/01/22 | 07/31/22 | 10-Q | |
05/31/22 | 04/30/22 | 10-Q | |
03/03/22 | 01/31/22 | 10-Q | |
12/17/21 | 10/31/21 | 10-K | |
09/01/21 | 07/31/21 | 10-Q | |
06/01/21 | 04/30/21 | 10-Q | |
03/02/21 | 01/31/21 | 10-Q | |
12/18/20 | 10/31/20 | 10-K | |
09/01/20 | 07/31/20 | 10-Q | |
06/01/20 | 04/30/20 | 10-Q | |
03/03/20 | 01/31/20 | 10-Q | |
12/19/19 | 10/31/19 | 10-K | |
08/30/19 | 07/31/19 | 10-Q | |
05/30/19 | 04/30/19 | 10-Q | |
03/05/19 | 01/31/19 | 10-Q | |
12/20/18 | 10/31/18 | 10-K | |
08/30/18 | 07/31/18 | 10-Q | |
05/31/18 | 04/30/18 | 10-Q | |
03/06/18 | 01/31/18 | 10-Q | |
12/21/17 | 10/31/17 | 10-K | |
09/06/17 | 07/31/17 | 10-Q | |
06/06/17 | 04/30/17 | 10-Q | |
03/08/17 | 01/31/17 | 10-Q | |
12/20/16 | 10/31/16 | 10-K | |
09/07/16 | 07/31/16 | 10-Q | |
06/07/16 | 04/30/16 | 10-Q | |
03/08/16 | 01/31/16 | 10-Q | |
12/21/15 | 10/31/15 | 10-K | |
09/02/15 | 07/31/15 | 10-Q | |
06/05/15 | 04/30/15 | 10-Q | |
03/10/15 | 01/31/15 | 10-Q | |
12/22/14 | 10/31/14 | 10-K | |
09/02/14 | 07/31/14 | 10-Q | |
06/04/14 | 04/30/14 | 10-Q | |
03/05/14 | 01/31/14 | 10-Q | |
12/19/13 | 10/31/13 | 10-K | |
09/06/13 | 07/31/13 | 10-Q | |
06/03/13 | 04/30/13 | 10-Q | |
03/06/13 | 01/31/13 | 10-Q | |
12/20/12 | 10/31/12 | 10-K | |
09/05/12 | 07/31/12 | 10-Q | |
06/04/12 | 04/30/12 | 10-Q | |
03/05/12 | 01/31/12 | 10-Q | |
12/16/11 | 10/31/11 | 10-K | |
09/07/11 | 07/31/11 | 10-Q | |
06/07/11 | 04/30/11 | 10-Q | |
03/09/11 | 01/31/11 | 10-Q | |
12/20/10 | 10/31/10 | 10-K | |
09/07/10 | 07/31/10 | 10-Q | |
06/07/10 | 04/30/10 | 10-Q | |
03/10/10 | 01/31/10 | 10-Q | |
12/21/09 | 10/31/09 | 10-K | |
09/04/09 | 07/31/09 | 10-Q | |
06/09/09 | 04/30/09 | 10-Q | |
03/12/09 | 01/28/09 | Unknown | -- |
12/19/08 | 10/30/08 | Unknown | -- |
09/05/08 | 07/31/08 | 10-Q | |
06/05/08 | 04/30/08 | 4 | |
03/07/08 | 01/29/08 | Unknown | -- |
12/21/07 | 10/30/07 | Unknown | -- |
09/07/07 | 07/31/07 | 10-Q | |
06/05/07 | 04/30/07 | 10-Q | |
03/09/07 | 01/28/07 | Unknown | -- |
12/22/06 | 10/30/06 | Unknown | -- |
09/06/06 | 07/31/06 | 10-Q | |
06/06/06 | 04/30/06 | 10-Q | |
03/09/06 | 01/28/06 | Unknown | -- |
01/17/06 | 10/30/05 | Unknown | -- |
09/07/05 | 07/31/05 | 10-Q | |
06/06/05 | 04/30/05 | 10-Q | |
03/10/05 | 01/28/05 | Unknown | -- |
12/21/04 | 10/30/04 | Unknown | -- |
09/02/04 | 07/31/04 | 10-Q | |
06/03/04 | 04/30/04 | 4 | |
03/04/04 | 01/29/04 | Unknown | -- |
12/22/03 | 10/30/03 | Unknown | -- |
09/09/03 | 07/31/03 | 10-Q | |
06/04/03 | 04/30/03 | 4 | |
03/12/03 | 01/28/03 | Unknown | -- |
12/20/02 | 10/30/02 | Unknown | -- |
09/13/02 | 07/31/02 | 10-Q | |
06/05/02 | 04/30/02 | 10-Q | |
03/06/02 | 01/28/02 | Unknown | -- |
01/22/02 | 10/30/01 | Unknown | -- |
09/14/01 | 07/31/01 | 10-Q | |
06/14/01 | 04/30/01 | 10-Q | |
03/19/01 | 01/28/01 | Unknown | -- |
01/17/01 | 10/30/00 | Unknown | -- |
09/01/00 | 07/31/00 | 10-Q | |
06/12/00 | 04/30/00 | 10-Q | |
03/15/00 | 01/29/00 | Unknown | -- |