Financial Data and Key Metrics Changes - Revenue for Q2 2025 was $1.67 billion, representing a 6% reported growth and a 5.3% core growth compared to Q2 2024 [9][27] - Operating margin was 25.1%, absorbing some incremental tariff costs, and EPS was $1.31, growing 7% year over year [9][33] - Gross margin was 54.1%, down from the previous year due to tariffs, currency, and product mix [31] Business Line Data and Key Metrics Changes - The Agilent CrossLab Group reported revenue of $713 million, growing 9%, driven by double-digit growth in consumables and automation [28] - Life Sciences and Diagnostics Market Group revenue was $654 million, growing 3%, with high single-digit growth in pathology and NASD [29] - Applied Markets Group revenue was flat at $300 million, with growth in spectroscopy offset by declines in gas chromatography [29] Market Data and Key Metrics Changes - All regions experienced growth, with China leading at 10%, while the Americas grew low single digits and EMEA grew mid single digits [12] - India delivered high teens growth, prompting the opening of a new solution center [13] - PFAS testing grew over 70% year over year globally, with Europe and China more than doubling their business [15][16] Company Strategy and Development Direction - The company is executing its three-year Ignite transformation strategy, focusing on operational efficiency and tariff mitigation [11][20] - Agilent acquired BioVectra for approximately $1 billion to expand its CDMO capabilities [20] - The company is committed to innovation, launching new products in cell analysis and chromatography [22][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in long-term growth prospects despite macroeconomic uncertainties, maintaining a core growth rate of 2.5% to 3.5% for the year [26][37] - The company is proactively managing tariff exposure and expects to fully mitigate costs by fiscal 2026 [25][39] - Management highlighted the importance of strategic pricing initiatives to maintain competitiveness [21][84] Other Important Information - Digital orders grew by 12% year over year, reaching $295 million [18] - The company is tracking over 350 regulations globally related to PFAS testing, anticipating significant market growth [16][22] - The board welcomed new members with extensive experience in the pharmaceutical and healthcare sectors [42] Q&A Session Summary Question: Order trends in the quarter - Management noted that orders grew low single digits in Q2, with a book-to-bill ratio greater than one, indicating stable business across regions [49][50] Question: Performance of NASD and BioVectra - Management expressed optimism about the CDMO business, with expectations for double-digit growth in the second half of the year [55] Question: Impact of tariffs on consumables - The $15 million of consumables pulled forward was due to customer anticipation of tariffs, with no overall revenue impact expected [63][64] Question: Differences in ordering patterns in pharma - The majority of business is in QAQC and development, with small molecule growth of 10% in the quarter [71] Question: PFAS regulation impacts - PFAS testing grew 75% year over year, with expectations for continued strong results despite regulatory uncertainties [73][75] Question: Reshoring and capacity build-outs - Discussions with pharma customers are early, with expectations for potential tailwinds in the next few years [82] Question: Pricing strategies - The company is on track for approximately 100 basis points of price realization for the year, aided by tariff mitigation activities [86][88]

Financial Data and Key Metrics Changes - Revenue for Q2 2025 was $1.67 billion, representing a 6% increase reported and 5.3% core growth year-over-year [9][27] - Operating margin was 25.1%, absorbing some incremental tariff costs, and EPS was $1.31, growing 7% compared to Q2 2024 [9][33] - Gross margin was 54.1%, down from the previous year due to tariffs, currency, and product mix [31] Business Line Data and Key Metrics Changes - The Agilent CrossLab Group reported revenue of $713 million, growing 9%, driven by double-digit growth in consumables and automation [28] - Life Sciences and Diagnostics Market Group revenue was $654 million, growing 3%, with high single-digit growth in pathology and NASD [29] - Applied Markets Group revenue was flat at $300 million, with growth in spectroscopy offset by declines in gas chromatography [29] Market Data and Key Metrics Changes - All regions experienced growth: Americas grew low single digits, EMEA grew mid single digits, and China led with 10% growth [12] - India delivered high teens growth, prompting the opening of a new solution center [13] - Environmental and forensics grew 6% globally, driven by strong demand for PFAS testing [15] Company Strategy and Development Direction - The company is executing its three-year Ignite transformation strategy, focusing on operational efficiency and tariff mitigation [11][20] - Agilent acquired BioVectra for approximately $1 billion to expand CDMO capabilities [20] - The company is committed to innovation, launching new products in cell analysis and chromatography [22][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in long-term growth prospects despite macroeconomic uncertainties [26] - The company is maintaining its core growth rate guidance of 2.5% to 3.5% for the year [26][35] - Management highlighted the importance of strategic pricing initiatives to mitigate tariff impacts [21][88] Other Important Information - The company is tracking over 350 regulations globally related to PFAS testing, anticipating significant market growth by 2030 [16] - Operating cash flow was $221 million, with capital expenditures of $114 million [33] - The company ended the quarter with a net leverage ratio of 1, indicating a strong balance sheet [33] Q&A Session Summary Question: Order trends in the quarter - Management noted that orders grew low single digits in Q2, with stable business across regions and no significant pull forward from pharma tariffs [50][51] Question: Expectations for NASD and BioVectra - Management expressed confidence in double-digit growth for NASD in the second half of the year, supported by strong order visibility [56] Question: Impact of tariffs on consumables - The $15 million pull forward in consumables was driven by customer actions in response to high tariff rates, with no overall revenue impact expected [64][65] Question: Differences in ordering patterns in pharma - The majority of business is on the QAQC and development side, with small molecule growth of 10% in the quarter [72] Question: PFAS regulation impacts - PFAS testing grew 75% year-over-year, with expectations for continued strong results despite regulatory uncertainties [74] Question: Reshoring and capacity build-outs - Discussions with pharma customers regarding reshoring are still in early stages, with potential tailwinds expected in the next 2-3 years [84] Question: Pricing strategies - The company has established enterprise pricing capabilities and is on track for approximately 100 basis points of price realization for the year [88][90]

Financial Data and Key Metrics Changes - Revenue for Q2 2025 was $1,670 million, representing a 6% reported growth and a 5.3% core growth compared to Q2 2024 [6][26] - Operating margin was 25.1%, and EPS was $1.31, growing 7% year over year [6][32] - The company experienced its fourth consecutive quarter of accelerating growth [7] Business Line Data and Key Metrics Changes - The Agilent CrossLab Group reported revenue of $713 million, growing 9% [27] - Life Sciences and Diagnostics Market Group revenue was $654 million, growing 3% [28] - Applied Markets Group revenue was flat at $300 million on a core growth basis [28] Market Data and Key Metrics Changes - All regions experienced growth: Americas grew low single digits, EMEA grew mid single digits, and China led with 10% growth [9][11] - India delivered high teens growth, and the company opened its first solution center in India [11] - PFAS testing grew more than 70% year over year globally, with Europe and China more than doubling their business [13][14] Company Strategy and Development Direction - The company is executing its three-year Ignite transformation strategy, which has resulted in early wins and tariff mitigation [8][20] - Agilent is focused on innovation and has launched several new products, including the Seahorse XF Flex analyzer and the InfinityLab Pro IQ series [22][23] - The company is committed to maintaining a strong balance sheet and exploring external growth opportunities [41] Management's Comments on Operating Environment and Future Outlook - Management remains optimistic about long-term growth prospects, maintaining a core growth rate of 2.5% to 3.5% for the year [25][36] - The company is proactively managing tariff exposure and expects to fully mitigate costs by fiscal 2026 [24][37] - Despite exceeding expectations in Q2, management emphasizes the importance of a disciplined outlook due to ongoing macroeconomic uncertainties [26] Other Important Information - The company has a robust pipeline of opportunities aligned with its strategy and is focused on augmenting internal innovation with external growth [41] - Agilent's digital orders grew by 12% year over year to $295 million [16] Q&A Session Summary Question: Can you provide insights on order trends during the quarter? - Orders grew low single digits in Q2, with stable business across regions and no significant pull forward from pharma tariffs [47][48] Question: What are the expectations for the NASD and BioVectra businesses? - The CDMO business is seeing high single-digit growth, with confidence in double-digit growth for the second half of the year [50][53] Question: What was the impact of tariffs on consumables? - The $15 million of consumables pulled forward was due to customer anticipation of tariffs, with no overall revenue impact for Q2 [60][61] Question: How is the Infinity Tree replacement cycle performing? - The Infinity Tree ramp is strong, with positive customer feedback and increasing adoption rates [88][89] Question: What is the outlook for pricing in light of tariffs? - The company has achieved significant pricing contributions and expects to maintain pricing strategies to mitigate tariff impacts [83][85]

FINANCIAL RESULTS OVERVIEW Q2 FY2025 May 28, 2025 Thank You for Your Attention Safe Harbor (1) Core growth is reported growth adjusted for the effects of acquisitions and divestitures, and FX. (2) Presented on a non-GAAP basis; reconciliations to closest GAAP equivalent provided on Agilent's Investor Relations website. 03 This presentation contains forward- looking statements (including, without limitation, information, and future guidance on the company's revenue, revenue growth, earnings per share, operat ...

Financial Performance - Agilent reported revenue of $1.67 billion for Q2 FY 2025, representing a growth of 6.0% reported and 5.3% core compared to Q2 FY 2024[3]. - GAAP net income for Q2 FY 2025 was $215 million, or $0.75 per share, down 29% from $308 million, or $1.05 per share in Q2 FY 2024[4]. - Non-GAAP net income for Q2 FY 2025 was $373 million, or $1.31 per share, up 7% from $356 million, or $1.22 per share in the same quarter last year[4]. - The full-year revenue outlook for FY 2025 is projected to be between $6.73 billion and $6.81 billion, indicating a growth of 3.4% to 4.6% reported[4]. - Q3 FY 2025 revenue outlook is expected to be in the range of $1.645 billion to $1.675 billion, representing an increase of 4.2% to 6.1% reported[4]. - Net income for the six months ended April 30, 2025, was $533 million, a decrease of 18.8% compared to $656 million for the same period in 2024[21]. - Non-GAAP net income for the six months ended April 30, 2025, was $750 million, representing an increase of 1.9% from $736 million in 2024[22]. Segment Performance - The Life Sciences and Diagnostics Markets Group reported Q2 revenue of $654 million, an increase of 8% reported and 3% core year-over-year[6]. - The Agilent CrossLab Group reported Q2 revenue of $713 million, an increase of 7% reported and 9% core year-over-year[6]. - The Applied Markets Group reported Q2 revenue of $301 million, a decrease of 1% reported and flat core year-over-year[7]. - Revenue for the Life Sciences and Diagnostics Markets Segment increased by 8% year-over-year, reaching $654 million in Q2 2025 compared to $604 million in Q2 2024[40]. - Revenue for the Agilent CrossLab Segment grew by 7% year-over-year, totaling $713 million in Q2 2025, up from $664 million in Q2 2024[40]. - The Applied Markets Segment reported a slight decline in revenue of 1%, with $301 million in Q2 2025 compared to $305 million in Q2 2024[40]. Cash Flow and Expenditures - Cash flows from operating activities for the six months ended April 30, 2025, were $652 million, down from $818 million in the same period of 2024[21]. - The company incurred $211 million in capital expenditures for property, plant, and equipment during the six months ended April 30, 2025, compared to $193 million in 2024[21]. - The net cash used in financing activities was $296 million for the six months ended April 30, 2025, a decrease from $531 million in 2024[21]. - The company reported a net cash increase of $157 million for the six months ended April 30, 2025, compared to an increase of $81 million in the same period of 2024[21]. Operational Insights - The gross margin for the Life Sciences and Diagnostics Markets Segment was 52.8% in Q2 2025, down from 55.1% in Q2 2024[35]. - Agilent's Ignite Transformation is driving financial success and operational excellence, becoming the core enterprise delivery engine[5]. Earnings Per Share - Non-GAAP EPS for Q3 FY 2025 is expected to be in the range of $1.35 to $1.37 per share[4].

Core Viewpoint - The article highlights various high-paying job opportunities in the scientific instrument sector, emphasizing the demand for skilled professionals in sales and technical support roles across different companies [2][17]. Job Opportunities - Agilent Technologies (China) is hiring for a complete machine sales position in Chongqing with a salary range of 10k to 20k and a 13th-month salary [2]. - Changzhou Panno Instrument Co., Ltd. is looking for a gas chromatography and mass spectrometry sales position in Chongqing, offering a salary of 8k to 12k with a 13th-month salary [4]. - Labtech is seeking a sales engineer in Guizhou with a salary range of 8k to 12k and a 12th-month salary [6]. - Shanghai Flash Spectrum Biotechnology Co., Ltd. is hiring for an analytical liquid chromatography sales engineer in Hangzhou, with a salary range of 20k to 30k and a 12th-month salary [8]. - Scikam (Beijing) Scientific Instrument Co., Ltd. is looking for a regional sales manager in Hangzhou, offering a negotiable salary [10]. Job Requirements - Candidates for Agilent Technologies should have a background in chemistry, pharmacy, biology, food, environment, or materials, with at least 2 years of relevant sales/application/support experience [3]. - For the gas chromatography and mass spectrometry sales position at Changzhou Panno, a background in analytical chemistry, chemical engineering, inspection and quarantine, or related fields is preferred [4]. - The sales engineer position at Labtech requires a degree in analytical chemistry, applied chemistry, food, agriculture, or environmental science, along with some sales experience [6]. - The regional sales manager role at Scikam requires familiarity with chromatography instruments and at least 2 years of sales experience in the instrument industry [10]. After-sales Positions - Hitachi Scientific Instruments (Beijing) Co., Ltd. is hiring an electron microscope application engineer in Chengdu, requiring a master's degree and over 3 years of relevant experience [18]. - Beijing Pulit Technology Co., Ltd. is looking for a service engineer in Hefei, with a salary range of 10k to 15k and a 12th-month salary, requiring a master's degree and strong electrical knowledge [20]. - Shanghai Linli Instrument Co., Ltd. is seeking an inorganic analysis after-sales engineer in Fuzhou, offering a salary range of 10k to 30k with a 13th-month salary, requiring 2 years of relevant experience [22].

特别提示 微信公众号机制调整，请点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无 法看到我们的推送。 高校气相色谱仪采购市场呈现" 教学国产化、科研进口化 "的分层格局，国产替代在基础教学 领域加速推进，但高端科研设备仍高度依赖进口。 2 0 2 4 - 2 0 2 5年，随着国家设备更新政策的实施，国产气相色谱仪在高校采购中的数量占比显著 提升，但金额占比仍较低。科研机构和高校作为主要采购方，主要集中于科研和教学方面的应 用，共采购1 3 9台（套）。尤其是在 安捷伦 和 赛默飞 的高端型号在科研领域的需求量较大， 而 南 京 科 捷 等 国 产 品 牌 在 教 学 和 常 规 科 研 场 景 中 增 长 显 著 ， 2 0 2 4 年 国 产 品 牌 中 标 率 2 5% ， 但 2 0 2 5年1月政府采购中占比达8 0 . 3 7%。 价格方面，进口品牌单价集中在2 8 - 6 5万元，高端型号可达6 0万元以上，而国产品牌基础教学 机型价格5 - 2 0万元，中端型号1 0 - 3 0万元。预计到2 0 3 0年，国产气相色谱仪在高校采购中的份 额有望提升至3 5%- 4 ...

Core Viewpoint - Agilent Technologies is expected to report quarterly earnings of $1.27 per share, a 4.1% increase year-over-year, with revenues projected at $1.63 billion, reflecting a 3.3% increase compared to the same period last year [1]. Earnings Projections - The consensus EPS estimate has been revised downward by 0.1% over the past 30 days, indicating a collective reassessment by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and are linked to short-term stock price performance [3]. Revenue Estimates by End Markets - Revenue by End Markets- Diagnostics and Clinical is estimated at $247.93 million, a year-over-year increase of 3.7% [5]. - Revenue by End Markets- Chemical and Advanced Materials is projected to reach $370.20 million, reflecting a 2.3% increase from the previous year [5]. - Revenue by End Markets- Food is expected to be $146.05 million, indicating a 5.1% year-over-year change [5]. - Revenue by End Markets- Academia and Government is forecasted at $145.13 million, suggesting a 4.4% increase year-over-year [6]. - Net Revenue- Life Sciences and Applied Markets Group is anticipated to be $628.72 million, showing a significant decline of 16.6% year-over-year [6]. - Net Revenue- Agilent Crosslab Group is projected at $697.53 million, indicating a substantial increase of 73.5% year-over-year [6]. - Revenue by End Markets- Pharmaceutical is expected to reach $572.63 million, reflecting a 5.7% increase from the prior year [7]. - Revenue by End Markets- Environmental and Forensics is estimated at $159.54 million, indicating a 5% increase year-over-year [7]. Stock Performance - Over the past month, Agilent shares have returned 3.7%, compared to a 13.4% increase in the Zacks S&P 500 composite [7]. - Agilent currently holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [7].

应用工程师 石化行业-成都- 2 5 - 3 5 k . 1 3薪 安东帕(上海)商贸有限公司 销售工程师（微波光学） 南京-面议 特别提示 微信公众号机制调整，请点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 仪粉e r们，今天2 0 2 4年杰出雇主专辑： 加入 内推求职群 ，小谱君和仪小职会在群里为大家 内推简历 哦！ 先Po一波 杰出雇主职位 （奖项在职位后）： 安捷伦科技(中国)有限公司 北京莱伯泰科仪器股份有限公司 销售工程 师 合肥- 8 k - 1 2 k · 1 3薪 北京东西分析仪器有限公司 销售工程师 北京- 6 k - 8 k · 1 2薪 湖南力辰仪器科技有限公司 外贸负责人 青岛- 1 2 k - 2 0 k · 1 3薪 梅特勒托利多 软件测试实习生 上海-面议 牛津仪器科技（上海）有限公司 Na n o -I n d e n t e r BD 纳米压痕仪业务拓展经理 上海-面议 青岛盛瀚色谱技术有限公司 昆明-面议 天美仪拓实验室设备（上海） 有限公司 实验室产品销售 产品经理（离子色谱耗材） 青岛- 8 k - 1 5 k · 1 ...

Group 1: O'Reilly Automotive and AutoZone - O'Reilly Automotive reported first-quarter earnings of $9.35 per share, missing market estimates of $9.94 per share, with quarterly sales of $4.14 billion compared to expectations of $4.17 billion [1] - Jim Cramer recommended AutoZone over O'Reilly Automotive, highlighting that AutoZone has outperformed the market by 10.81% annually over the past 15 years, with an average annual return of 22.06% and a current market capitalization of $62.8 billion [2] Group 2: ASML Holding and Lam Research - ASML Holding reported a first-quarter sales miss, with a sequential revenue decline of 16.75% from €9.3 billion in the fourth quarter [3] - Jim Cramer recommended Lam Research Corporation over ASML, indicating a preference for Lam Research due to ASML's recent performance [3] Group 3: Onto Innovation - Onto Innovation issued second-quarter guidance below market estimates, projecting adjusted EPS of $1.21-$1.35 versus estimates of $1.50, and expected sales of $240 million to $260 million compared to projections of $269.10 million [4] Group 4: Fluor - UBS analyst maintained a buy rating for Fluor but lowered the price target from $49 to $48 [5] - Fluor shares fell 0.5% to close at $38.53 [6]