Agilent Technologies Inc (NYSE:A) Q3 2025 Earnings: Revenue Beat Offsets EPS Miss

Agilent Technologies Inc (NYSE:A) reported third-quarter fiscal 2025 financial results that surpassed analyst expectations, though the market reaction has been mixed in early trading. The company posted revenue of $1.74 billion, exceeding both its own guidance and the consensus estimate of $1.70 billion. This represents a 10.1% reported growth and 6.1% core growth compared to the same quarter last year.

Non-GAAP earnings per share came in at $1.37, slightly below the analyst consensus of $1.40 per share. GAAP net income was $336 million, or $1.18 per share, compared to $282 million, or $0.97 per share, in the third quarter of 2024. The slight EPS miss despite revenue outperformance suggests margin pressures or one-time factors affecting bottom-line results.

Market Reaction and Performance Following the earnings release, the stock has shown modest weakness in after-market trading, declining approximately 0.16%. This muted reaction suggests investors are balancing the revenue beat against the slight EPS miss. Over recent weeks, the stock has been relatively stable with minimal movement, indicating that expectations were largely priced in ahead of the announcement.

Business Segment Performance All three business groups demonstrated growth during the quarter. The Life Sciences and Diagnostics Markets Group reported revenue of $670 million, a 14% reported increase (7% core growth). The Agilent CrossLab Group generated $744 million in revenue, up 8% reported (5% core growth), while the Applied Markets Group posted $324 million in revenue, representing 7% reported growth (5% core growth).

President and CEO Padraig McDonnell attributed the strong performance to the company's Ignite Transformation initiative, noting this marks the fifth consecutive quarter of sequential core-revenue acceleration. He emphasized the company's focus on profitable growth, operational excellence, and ability to navigate dynamic market conditions.

Forward Guidance and Outlook Agilent provided optimistic guidance for both the fourth quarter and full fiscal year 2025. For the full year, the company expects revenue between $6.91 billion and $6.93 billion, representing growth of 6.2% to 6.5% reported and 4.3% to 4.6% core growth. Non-GAAP EPS is projected to be in the range of $5.56 to $5.59 per share.

The fourth-quarter outlook anticipates revenue between $1.822 billion and $1.842 billion, representing 7.1% to 8.3% reported growth and 4.8% to 6.0% core growth. Non-GAAP EPS for the fourth quarter is expected to be between $1.57 and $1.60 per share.

This guidance appears generally in line with analyst expectations for the full year, though specific quarterly comparisons suggest the company remains confident in its growth trajectory despite broader market uncertainties.

Financial Position and Capital Allocation The company maintained a strong financial position with $1.54 billion in cash and cash equivalents as of July 31, 2025. Agilent continued to return value to shareholders through stock repurchases and dividends, repurchasing $340 million worth of shares during the quarter while paying $212 million in dividends.

For more detailed earnings information and future estimates, readers can review additional data on the Agilent earnings and estimates page.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Readers should conduct their own research and consult with a qualified financial advisor before making investment decisions.