Agilent Technologies (A) delivered second-quarter fiscal 2024 earnings of $1.22 per share, which beat the Zacks Consensus Estimate by 2.5%. However, the bottom line decreased 4% from the year-ago quarter.Revenues of $1.57 billion lagged the Zacks Consensus Estimate by 0.5%. The top line declined 8.4% on a reported basis and 7.4% on a core basis from the year-ago quarter.The decline was attributed to broad-based weakness across all end markets, especially in the Pharma, Food, and Academic and Government mark ...

财务数据和关键指标变化 - 第二季度收入为15.73亿美元,同比下降7.4% [10] - 每股收益为1.22美元,同比下降4% [10] - 公司预计全年收入将在64.2亿美元至65亿美元之间,同比下降4.3%至5.4% [11][29] - 预计全年每股收益将在5.15美元至5.25美元之间,同比下降5.3%至3.5% [31] 各条业务线数据和关键指标变化 - 生命科学与应用市场集团(LSAG)收入为7.54亿美元,同比下降13% [14] - 消费品业务小幅增长,主要得益于化学与先进材料、食品、环境和法医等领域 [14] - 诊断与基因组学集团(DGG)收入为4.17亿美元,同比下降8% [17] - 病理学业务全球增长中单位数,但被细胞分析业务20%以上的下降所抵消 [17][18] - 艾杰伦交叉实验室集团(ACG)收入为4.02亿美元,同比增长5% [17] 各个市场数据和关键指标变化 - 制药市场下降11%,生物制药和小分子药物均下降约10% [21][22] - 学术和政府市场下降12%,主要受中国市场30%中旬下降拖累 [23] - 诊断和临床市场下降2%,病理学业务增长中单位数,抵消了NGS化学品业务的疲软 [24] - 环境和法医市场下降2%,但除中国外其他地区增长中单位数 [24] - 食品市场下降13%,主要受中国30%以上下降影响 [25] - 中国市场整体下降21%,超出公司此前预期的中单位数下降 [26] 公司战略和发展方向及行业竞争 - 公司将加快创新步伐,重点投资生物制药、PFAS和先进材料等高增长领域 [12] - 公司将加强数字生态系统建设,提升客户体验 [12] - 公司将通过精简成本结构,实现年度增量节约1亿美元 [11][30] - 公司将在第三和第四季度回购7.5亿美元股票,超出正常反摊薄回购 [12][32] - 公司在中国市场面临本土竞争,但凭借规模优势和优质服务能够保持竞争力 [86][87] 管理层对经营环境和未来前景的评论 - 尽管市场环境仍然充满挑战,但公司看到早期复苏迹象 [11] - 复苏步伐未达预期,公司下调全年指引 [11] - 公司将采取必要措施精简成本结构,以应对市场增长放缓 [11][30] - 公司对长期发展前景保持乐观,将继续专注于高增长领域 [36][97] - 中国市场刺激计划将在2025年产生积极影响,公司已做好准备 [74][75] 其他重要信息 - 公司新任命西蒙·梅为诊断与基因组学集团总裁 [7] - 公司推出两款新仪器,进一步巩固在应用市场的领导地位 [15][16] - 公司服务合同业务保持强劲增长,占总业务近70% [17] - 公司将在第三和第四季度回购7.5亿美元股票,并获得新的20亿美元回购授权 [32] 问答环节重要的提问和回答 问题1 **Matt Sykes 提问** 询问中国市场情况,是否存在4月份的下滑 [42] **Padraig McDonnell 回答** 中国市场在过去几个季度保持相对稳定,4月份出现下滑主要是由于政府刺激计划的影响,客户在等待计划细节 [43][44] 问题2 **Jack Meehan 提问** 询问NASD业务的销售前景和资本投资计划 [49][51] **Padraig McDonnell 和 Bob McMahon 回答** NASD业务长期前景依然看好,公司将继续投资扩产,以支持更多治疗领域的需求 [50][51][52] 问题3 **Vijay Kumar 提问** 询问Pharma业务订单下滑的原因,是否存在市场份额下降的风险 [66][67] **Padraig McDonnell 回答** Pharma业务订单下滑是整体市场环境所致,公司市场份额并未下降,仍保持领先地位 [71][72]

For the quarter ended April 2024, Agilent Technologies (A) reported revenue of $1.57 billion, down 8.4% over the same period last year. EPS came in at $1.22, compared to $1.27 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.58 billion, representing a surprise of -0.46%. The company delivered an EPS surprise of +2.52%, with the consensus EPS estimate being $1.19.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall St ...

Agilent Technologies (A) came out with quarterly earnings of $1.22 per share, beating the Zacks Consensus Estimate of $1.19 per share. This compares to earnings of $1.27 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 2.52%. A quarter ago, it was expected that this scientific instrument maker would post earnings of $1.21 per share when it actually produced earnings of $1.29, delivering a surprise of 6.61%.Over the last four qu ...

Exhibit 99.1 Agilent Reports Second-Quarter Fiscal Year 2024 Financial Results Full-year outlook revised to reflect slower market recovery Announces plan to repurchase $0.75 billion of its common stock by end of fiscal year Board of directors authorizes new $2.0 billion share repurchase program Highlights • Revenue of $1.57 billion, down 8.4% reported and 7.4% core(1) from the second quarter of 2023. • GAAP net income of $308 million; earnings per share (EPS) of $1.05, up 3% from the second quarter of 2023. ...

Agilent Technologies (A) is set to report its second-quarter fiscal 2024 results on May 29.For the fiscal second quarter, the company expects revenues of $1.560-$1.590 billion, suggesting a decline of 9.1-7.4% on a reported basis and 8.4-6.7% on a core basis from the year-ago quarter. The Zacks Consensus Estimate for the same is pegged at $1.58 billion, implying a decline of 7.9% from the year-ago quarter’s reported figure.Agilent’s non-GAAP earnings are expected to be $1.17-$1.20 per share. The Zacks Conse ...

PashaIgnatov Author's Note: This article is part of our periodic/monthly series that attempts to present two lists of stocks for the month that could be suitable for writing options to generate relatively safe income. Certain parts of the introduction, definitions, and section describing the selection process will have some commonality and repetitiveness with our previous articles in this series. This is unavoidable as well as intentional to keep the entire series consistent and easy to follow for new reade ...

Wall Street analysts expect Agilent Technologies (A) to post quarterly earnings of $1.19 per share in its upcoming report, which indicates a year-over-year decline of 6.3%. Revenues are expected to be $1.58 billion, down 8% from the year-ago quarter.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Prior to a company's earnings announcem ...

文章核心观点 - 公司推出了一款新型气相色谱仪8850 GC,该仪器集成了公司旗舰机型8890 GC的性能和智能功能,但体积更小,能耗更低,可以大幅提高实验室的分析效率和可持续性 [1][2][3] - 该仪器采用了最新的技术,具有高性能、高可靠性和易用性,可广泛应用于能源、化工、食品、制药等行业 [2][3][4] 关键要点总结 产品特点 - 体积小,仅为8890 GC的一半,最大化了实验室空间利用率 [2] - 加热和冷却时间更短,提高了实验室产能,同时能耗降低30% [2] - 采用与8890 GC相同的触摸屏界面和连接性,方便用户过渡使用 [3] 产品优势 - 集成了公司气相色谱仪的先进技术和智能功能,提高了仪器的可靠性和分析效率 [2][3] - 满足了实验室追求高分析能力和可持续发展的需求 [1][2] - 可广泛应用于多个行业,包括能源、化工、食品、制药等 [1][2] 公司信息 - 公司是全球分析和临床实验室技术的领导者,提供仪器、软件、服务等全面解决方案 [5] - 2023财年收入68.3亿美元,全球员工约18,000人 [5]

The market expects Agilent Technologies (A) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended April 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be relea ...