•
Apr 30

Agilent Q2 2025 Earnings Report

Agilent reported strong financial results for the second quarter of fiscal year 2025, with revenue of $1.67 billion and non-GAAP EPS of $1.31, driven by the Ignite Transformation initiative.

Key Takeaways

Agilent Technologies delivered a strong second quarter in fiscal year 2025, reporting revenue of $1.67 billion, a 6.0% increase year-over-year. GAAP net income was $215 million, or $0.75 per share, while non-GAAP net income reached $373 million, or $1.31 per share, showing a 7% increase in non-GAAP EPS compared to the prior year. The company's performance was attributed to its Ignite Transformation initiative.

Second quarter fiscal year 2025 revenue was $1.67 billion, up 6.0% reported and 5.3% core year-over-year.

GAAP net income was $215 million, resulting in $0.75 diluted EPS, a decrease of 29% from the prior year.

Non-GAAP net income was $373 million, resulting in $1.31 diluted EPS, an increase of 7% from the prior year.

The Life Sciences and Diagnostics Markets Group, Agilent CrossLab Group, and Applied Markets Group reported revenues of $654 million, $713 million, and $301 million respectively.

Total Revenue
$1.67B
Previous year: $1.57B
+6.0%
EPS
$1.31
Previous year: $1.22
+7.4%
R&D Expense
$112M
SG&A Expense
$454M
LDG Operating Margin
19.7%
Previous year: 19%
+3.7%
Gross Profit
$893M
Previous year: $856M
+4.3%
Cash and Equivalents
$1.49B
Previous year: $1.67B
-11.1%
Free Cash Flow
$107M
Previous year: $230M
-53.5%
Total Assets
$12.2B
Previous year: $10.9B
+12.0%

Agilent

Agilent

Agilent Revenue by Segment

Forward Guidance

Agilent provided updated guidance for the full fiscal year 2025 and outlook for the third quarter of fiscal year 2025.

Positive Outlook

  • Full-year revenue outlook is now in the range of $6.73 billion to $6.81 billion, representing growth of 3.4% to 4.6% reported.
  • Full-year core revenue growth is maintained at 2.5% to 3.5%.
  • Full-year non-GAAP EPS is expected in the range of $5.54 to $5.61.
  • Q3 revenue outlook is expected to be in the range of $1.645 billion to $1.675 billion, an increase of 4.2% to 6.1% reported.
  • Q3 non-GAAP EPS is expected in the range of $1.35 to $1.37 per share.

Challenges Ahead

  • Core revenue growth projection for Q3 is 1.7% to 3.6%, which is lower than reported growth.
  • Guidance is based on forecasted currency exchange rates, which can fluctuate.
  • Non-GAAP EPS guidance excludes certain items that can have a material impact on GAAP results.
  • Future amortization of intangibles is expected to be approximately $25 million per quarter, impacting GAAP EPS.
  • Guidance is subject to various risks and uncertainties outlined in the forward-looking statements.

Revenue & Expenses

Visualization of income flow from segment revenue to net income