Agilent Technologies reported third-quarter adjusted earnings per share of $1.62, exceeding analyst estimates by $0.13 and including a $0.06 benefit from tariff refunds. Revenue reached $1.88 billion, an 8.1% increase year-over-year and above the $1.84 billion consensus. The Life Sciences and Diagnostics segment led growth with an 11% reported revenue rise to $746 million.
Adjusted operating margin expanded by 320 basis points to 28.3%, partly supported by a 110 basis point contribution from tariff refunds. All three business segments reported revenue growth. Shares rose 3% in after-hours trading following the results.
For the full fiscal year 2026, Agilent raised its adjusted EPS guidance to a range of $6.18 to $6.21, with the midpoint of $6.195 exceeding the $6.06 consensus. Full-year revenue guidance was increased to $7.49 billion to $7.51 billion, representing 7.8% to 8.1% growth. Fourth-quarter revenue is expected to reach $1.98 billion to $2.0 billion, while adjusted EPS is forecast at $1.71 to $1.74.
Chief Executive Padraig McDonnell attributed the performance to sustained momentum from Agilent's strategy, execution discipline, and the Ignite Operating System. He highlighted improving end markets, stronger regional demand, and positive customer response to new product launches as key drivers.
