Agilent Technologies, Inc. (A) Presents at TD Cowen 46th Annual Health Care Conference Transcript
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SA Transcripts158.78K FollowersFollow5ShareSaveCommentsQ1: 2026-02-25 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallTranscriptEPS of $1.36 misses by $0.01 | Revenue of $1.80B (6.96% Y/Y) misses by $10.01M Agilent Technologies, Inc. (A) TD Cowen 46th Annual Health Care Conference March 3, 2026 11:10 AM EST Company Participants Adam Elinoff - Senior VP, CFO & Principal Financial OfficerTejas Savant - Vice President of Investor Relations Conference Call Participants Daniel Brennan - TD Cowen, Research Division Presentation Daniel BrennanTD Cowen, Research Division Terrific. Great. Welcome, Day 2 of the TD Cowen Global Healthcare Conference, 46th Annual. I'm Dan Brennan. I follow Tools and Diagnostics. Pleased to be joined here on the stage with the management team of Agilent. To my immediate left, I have Adam Elinoff, who's the Chief Financial Officer; and to his left, Tejas Savant, who's VP of IR. Gentlemen, welcome. Thank you. Great. I'm going to turn it over to Adam for a brief introduction, and then we'll dive into Q&A. Adam ElinoffSenior VP, CFO & Principal Financial Officer Sure. So first of all, thank you for having us. Really excited to be here. We had a solid start to the year with high single-digit growth in our three largest end markets, which translated to Q1 4.4% core growth, which unfortunately was impacted by winter weather in the U.S., and that was during the last week of the quarter. Adjusted for the weather, core revenue growth, operating margins and EPS all would have been above the midpoint of our guide. And so as I mentioned, our three largest markets had strong growth, and that's Pharma, CAM and Clinical & Diagnostics, all with favorable secular tailwinds. And so in Pharma, you have MFN Clarity, you have GLP-1s ramping, as everybody knows, siRNA modality taking off and then the reshoring, which we have coming in 2027. Clinical & Diagnostics, we have an aging population and then unfortunately, increasing incidence of cancer, which drives test volumes. And