Agilent Technologies, Inc. (NYSE:A) Q1 2023 Earnings Conference Call February 28, 2023 4:30 PM ET Company Participants Parmeet Ahuja - Investor Relations Mike McMullen - President & Chief Executive Officer Robert McMahon - Senior Vice President & Chief Financial Officer Padraig McDonnell - President of Agilent CrossLab Group Sam Raha - President of Agilent Diagnostics & Genomics Group Jacob Thaysen - President of Agilent Life Science & Applied Markets Group Conference Call Participants Matt Sykes - Goldman ...

Agilent Technologies, Inc. (NYSE:A) 41st Annual J.P. Morgan Healthcare Conference January 10, 2023 12:00 PM ET Company Participants Michael McMullen - President and CEO Robert McMahon - SVP and CFO Conference Call Participants Rachel Vatnsdal - JP Morgan Rachel Vatnsdal Perfect. Hello, everyone. This is Rachel Vatnsdal from the Life Science Tools and Diagnostics team. Thank you so much for joining us today. So I'm joined with the Agilent team, Mike McMullen, CEO. Standard with the other sessions that you'v ...

2023 JP Morgan Healthcare Conference Agilent Presentation January 10, 2023 ...

Agilent Technologies, Inc. (NYSE:A) Goldman Sachs Healthcare CEOs Unscripted Conference January 5, 2022 2:05 PM ET Company Participants Mike McMullen – Chief Executive Officer Bob McMahon – Chief Financial Officer Conference Call Participants Matt Sykes – Goldman Sachs Matt Sykes All right. Good afternoon, everyone. I'm Matt Sykes, the Life Sciences Tools and Diagnostics analyst at Goldman Sachs. And today, we have the pleasure of kicking off the new year with Agilent, Mike McMullen, CEO; and Bob McMahon, ...

Agilent Technologies, Inc. (NYSE:A) Q4 2022 Earnings Conference Call November 21, 2022 4:30 PM ET Company Participants Parmeet Ahuja - Investor Relations Mike McMullen - President and Chief Executive Officer Robert McMahon - Senior Vice President and Chief Financial Officer Jacob Thaysen - President, Agilent Life Science and Applied Markets Group Padraig McDonnell - President, Agilent CrossLab Group Sam Raha - President, Agilent Diagnostics and Genomics Group Conference Call Participants Vijay Kumar - Everc ...

Agilent Technologies, Inc. (NYSE:A) Q3 2022 Earnings Conference Call August 16, 2022 4:30 PM ET Company Participants Parmeet Ahuja - Investor Relations Mike McMullen - President and Chief Executive Officer Bob McMahon - Senior Vice President and Chief Financial Officer Jacob Thaysen - President, Agilent Life Science and Applied Markets Group Sam Raha - President, Agilent Diagnostics and Genomics Group Padraig McDonnell - President, Agilent CrossLab Group Conference Call Participants Matt Sykes - Goldman Sac ...

Summary of Agilent Technologies, Inc. Conference Call Company Overview - **Company**: Agilent Technologies, Inc. (NYSE:A) - **Event**: Goldman Sachs 43rd Annual Global Healthcare Conference - **Date**: June 15, 2022 - **Participants**: - Mike McMullen - Chief Executive Officer - Bob McMahon - Chief Financial Officer - Matt Sykes - Goldman Sachs Analyst Key Points Financial Performance - Agilent reported strong performance in Q2, demonstrating resilience despite macroeconomic challenges such as the conflict in Europe, inflation, and COVID-19 shutdowns [3][4] - The company experienced double-digit growth in order bookings, outpacing revenue growth, indicating a healthy business outlook [4][9] - EPS growth was noted, with guidance raised from $7 to $8 and then to $9 for the year, reflecting confidence in overcoming headwinds [5][6] Market Segments - **Pharma and Biopharma**: - These segments showed impressive double-digit growth, with biopharma expected to have a higher long-term growth rate compared to pre-pandemic levels [7][8] - Agilent's customer base is skewed towards larger biopharma companies, but there is a focus on building relationships with emerging biotech firms [21][22] - **Chemical and Energy (C&E)**: - The C&E business is evolving, with 15% tied to energy and 55% in chemicals and petrochemicals, driven by secular trends such as semiconductor demand and sustainable materials [15][16][17] - Regulatory changes in the EU are pushing for more sustainable materials, which Agilent is positioned to capitalize on [17][16] Business Model Transformation - Agilent has transformed its business model, with 60% of revenue now recurring, up from 40% during the last recession [9][10] - The company has invested in digital services, enhancing customer engagement and driving productivity in laboratory operations [51][52] - The ACG (Agilent Cross Lab) business has been a significant growth driver, with a focus on service contracts and customer satisfaction [11][49] Pricing Strategy - Agilent successfully implemented price increases in response to inflation, achieving a 140 basis point improvement in Q2 [60] - The company anticipates further price realization from its backlog, which supports its raised growth outlook [62][63] China Market Recovery - Despite the shutdowns in Shanghai, Agilent reported a 20% growth in order bookings in China during Q2, with deferred revenue expected to recover in Q4 and into fiscal Q1 [74][73] - The company has ramped up production and logistics operations post-shutdown, indicating strong underlying demand [74][75] Future Outlook - Agilent is optimistic about long-term growth opportunities in both the biopharma and C&E sectors, with a focus on emerging technologies and sustainable practices [19][20][17] - The company is well-positioned to leverage its scale and expertise in the NASD (Nucleic Acid Solutions Division) business, particularly in siRNA and CRISPR technologies [45][47][48] Additional Insights - The company is adapting to customer needs in an inflationary environment by offering flexible pricing models, including subscription services and certified pre-owned equipment [66][30] - Agilent's ability to maintain strong customer relationships through service interactions is expected to drive future sales and customer loyalty [55][56] This summary encapsulates the key insights from the conference call, highlighting Agilent's robust performance, strategic market positioning, and future growth potential.