Agilent Technologies Inc. (NYSE:A) Q2 2022 Results Conference Call May 24, 2022 4:30 PM ET Company Participants Parmeet Ahuja - VP, IR Mike McMullen - President and CEO Bob McMahon - SVP and CFO Jacob Thaysen - President, Life Sciences and Applied Markets Group Sam Raha - President, Diagnostics and Genomics Group Padraig McDonnell - President, CrossLab Group Conference Call Participants Vijay Kumar - Evercore ISI Matt Sykes - Goldman Sachs Brandon Couillard - Jefferies Puneet Souda - SVB Securities Derik De ...

Agilent Technologies, Inc. (NYSE:A) Cowen 42nd Annual Health Care Conference March 8, 2022 11:10 AM ET Company Participants Bob McMahon - Chief Financial Officer Conference Call Participants Dan Brennan - Cowen Dan Brennan Hi. Good morning. Dan Brennan here from the Cowen life science tools and diagnostics team. Welcome, day two of the Cowen health care conference. Hopefully, everyone is having a productive set of meetings. Really pleased to be joined with me here on the virtual stage with Bob McMahon, Chie ...

Financial Data and Key Metrics Changes - Q1 2022 revenues reached $1.67 billion, representing a 9% core growth and an 8% reported growth compared to the previous year [8][16] - Operating margins improved to 26.3%, an increase of 80 basis points year-over-year [8][20] - Earnings per share (EPS) increased by 14% to $1.21, following a 31% growth in Q1 2021 [8][20] Business Line Data and Key Metrics Changes - The Life Science and Applied Markets Group generated $976 million in revenue, a 7% core growth compared to 10% in Q1 2021 [10][12] - The Agilent CrossLab Group posted services revenue of $359 million, up 10% core against 11% growth in Q1 2021 [12] - The Diagnostics and Genomics Group delivered $339 million in revenue, reflecting a 14% core growth compared to 15% in Q1 2021 [13] Market Data and Key Metrics Changes - The Pharma market, Agilent's largest, grew by 17%, with biopharma growing 32% and small molecules at 9% [9][17] - The Chemical and Energy market experienced a 15% growth, driven by mid-teens revenue increases in Chemicals and Advanced Materials [9][18] - The Americas led geographic growth at 13%, while China grew 3% following a 25% growth in Q1 of the previous year [10][19] Company Strategy and Development Direction - Agilent is focusing on strategic partnerships and acquisitions to enhance growth, including a recent acquisition of AI technology for chromatography [11][12] - The company is investing in expanding its manufacturing capabilities, including a $20 million expansion in Shanghai and over $30 million for a new site in Massachusetts [10][12] - The full-year core revenue growth guidance has been raised to 7% to 8%, reflecting strong Q1 results and an optimistic outlook [14][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate a dynamic environment and maintain strong order growth, which was nearly double the revenue growth in Q1 [8][39] - The company anticipates continued strength in the Pharma and Chemical and Energy markets, with expectations for high single-digit to double-digit growth [29][30] - Management noted that the supply chain remains challenging but expressed confidence in meeting customer delivery expectations [53] Other Important Information - The company generated $255 million in operating cash flow and repurchased $447 million worth of shares during the quarter [21] - The gross margin for Q1 was 56.1%, up 30 basis points from the previous year, aided by productivity improvements and pricing strategies [20] Q&A Session Summary Question: Timeline for FDA review of companion diagnostic - Management indicated that the timeline for FDA feedback is uncertain, but they are excited about the progress made [24][27] Question: Updated outlook by end market - Management expects Pharma and Chemical and Energy markets to continue driving growth, with Diagnostics following closely [28][29] Question: Impact of Russia-Ukraine situation on Chemical and Energy - Management does not foresee any material impact from the geopolitical situation on their forecasts [30][31] Question: Insights on the biotech end market - Management noted strong underlying demand in the biopharma sector, with no significant impact from funding challenges [34][35] Question: Pricing actions in the market - Management reported that pricing actions are ahead of schedule, helping to cover increased costs [67] Question: Growth expectations for NASD - Management expects double-digit growth for the NASD segment, with strong demand continuing [68] Question: Capital deployment and potential for larger acquisitions - Management emphasized a focus on high-growth markets for capital deployment, with a consistent approach to acquisitions [79]

Agilent Technologies, Inc. (NYSE:A) Q4 2021 Earnings Conference Call November 22, 2021 4:30 PM ET Company Participants Parmeet Ahuja - Vice President of Investor Relations Mike McMullen - President and Chief Executive Officer Bob McMahon - Senior Vice President and Chief Financial Officer Jacob Thaysen - President, Life Sciences and Applied Markets Group Sam Raha - President, Diagnostics and Genomics Group Padraig McDonnell - President of the Agilent CrossLab Group Ruben DiRado - Vice President of Investor ...

Agilent Technologies Q4'21 Results Presentation Safe Harbor These presentations contain forward-looking statements (including, without limitation, information, and future guidance on the company's goals, priorities, revenue, revenue growth, earnings per share, operating margin, operating cash flow, capital expenditures, capital allocation, growth opportunities, new products and solutions, customer service and innovation plans, financial condition and considerations, impact of acquisitions, share repurchases ...