AGILENT TECHNOLOGIES, INC.
A · Laboratory Analytical Instruments · 282.4M shares · -2%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $464M (gross $575M, SBC $111M)
Reference price $135.42 · est. market cap ~$38.2B — last insider sale, 2026-05-29 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
A82Life-science/analytical-instruments leader with elite margins, strong returns, and strong FCF.
Strengths
- Elite margins/returns — operating margin 21% (100th), ROE 19% (90th), ROA 10% (91st)
- Strong free cash flow — FCF $1.2B (100th), FCF margin 17%
- Good coverage — interest coverage 13.2
Risks
- Lab/biopharma-funding demand cyclicality — per 10-K
- China exposure — per 10-K
- Moderate leverage — D/E 0.5 (55th)
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Strong balance sheetStrong balance sheet — $1.9B cash & investments
- FDA approvalFDA clearance/approval — PD-L1 IHC 22C3 pharmDx (2026-03-19)
- Notable holderHeld by 6 notable fund(s): STATE STREET CORP, GOLDMAN SACHS GROUP INC, CITADEL ADVISORS LLC +3 more (as of 2026-03-31)
- New fund positionNotable fund(s) opened this quarter: RENAISSANCE TECHNOLOGIES LLC
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
52.4%
Operating margin
21.3%
Net margin
18.8%
Return on equity
19.3%
Return on assets
10.2%
ROIC
11.9%
Revenue growth (QoQ)
2.1%
Net-income growth
1.1%
Debt / equity
0.5×
Net debt / EBITDA
0.6×
Interest coverage
13.2×
Current ratio
2.0×
Free cash flow
$1.2B
EBITDA
$1.8B
Tangible book value
$1.8B
Cash & investments
$1.9B
Stock comp / revenue
1.8%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-03 | MCDONNELL PADRAIG | Tax withheld | 418 | $137.40 |
| 2026-05-29 | Dolsten Mikael | Sell | 1.6K | $135.42 |
| 2026-05-19 | Buckner Michael Steven | Grant | 8.9K | — |
| 2026-05-08 | MAY SIMON | Tax withheld | 368 | $115.62 |
| 2026-03-31 | Henson Meghan | Tax withheld | 153 | $113.98 |
| 2026-03-19 | SCANGOS GEORGE A | Grant | 1.1K | $111.75 |
| 2026-03-19 | Soriot Pascal | Grant | 2.2K | $111.75 |
| 2026-03-19 | Soriot Pascal | Tax withheld | 648 | $111.75 |
| 2026-03-19 | WILSON DOW R | Grant | 2.2K | $111.75 |
| 2026-03-19 | Podolsky Daniel K | Grant | 2.2K | $111.75 |
| 2026-03-19 | KOH BOON HWEE | Grant | 2.2K | $111.75 |
| 2026-03-19 | KOH BOON HWEE | Tax withheld | 648 | $111.75 |
| 2026-03-19 | Dolsten Mikael | Grant | 2.2K | $111.75 |
| 2026-03-19 | Brown Judy L | Grant | 2.2K | $111.75 |
| 2026-03-19 | Anand Mala | Grant | 2.2K | $111.75 |
| 2026-03-19 | Rataj Sue H. | Grant | 2.2K | $111.75 |
| 2026-03-19 | BRAWLEY OTIS W | Grant | 2.2K | $111.75 |
| 2026-03-19 | BRAWLEY OTIS W | Grant | 888 | $111.75 |
| 2026-03-19 | SCANGOS GEORGE A | Grant | 2.2K | $111.75 |
| 2026-02-27 | RIEMANN ANGELICA | Tax withheld | 89 | $121.38 |
| 2026-02-27 | MCDONNELL PADRAIG | Tax withheld | 279 | $121.38 |
| 2026-02-27 | KIRKWOOD JONAH PREVOST | Tax withheld | 124 | $121.38 |
| 2025-12-01 | Dolsten Mikael | Sell | 2.6K | $149.81 |
| 2025-11-26 | ZHANG JIANMIAO MIKE | Tax withheld | 208 | $154.37 |
| 2025-11-26 | RIEMANN ANGELICA | Tax withheld | 280 | $154.37 |
| 2025-11-26 | MCDONNELL PADRAIG | Tax withheld | 1.9K | $154.37 |
| 2025-11-26 | MAY SIMON | Tax withheld | 300 | $154.37 |
| 2025-11-26 | KIRKWOOD JONAH PREVOST | Tax withheld | 430 | $154.37 |
| 2025-11-26 | Gonsalves Rodney | Sell | 3.0K | $154.99 |
| 2025-11-26 | Gonsalves Rodney | Tax withheld | 119 | $154.37 |
| 2025-11-26 | Gonsalves Rodney | Gift | 200 | $154.37 |
| 2025-11-26 | Gonsalves Rodney | Gift | 200 | $154.37 |
| 2025-11-26 | Gonsalves Rodney | Gift | 200 | $154.37 |
| 2025-11-26 | DiMarco Bret | Tax withheld | 332 | $154.37 |
| 2025-11-21 | ZHANG JIANMIAO MIKE | Tax withheld | 67 | $151.25 |
| 2025-11-21 | RIEMANN ANGELICA | Tax withheld | 75 | $151.25 |
| 2025-11-21 | MCDONNELL PADRAIG | Tax withheld | 541 | $151.25 |
| 2025-11-21 | KIRKWOOD JONAH PREVOST | Tax withheld | 113 | $151.25 |
| 2025-11-21 | Gonsalves Rodney | Tax withheld | 138 | $151.25 |
| 2025-11-18 | ZHANG JIANMIAO MIKE | Grant | 5.2K | — |
| 2025-11-18 | DiMarco Bret | Grant | 6.9K | — |
| 2025-11-18 | ZHANG JIANMIAO MIKE | Grant | 1.4K | — |
| 2025-11-18 | ZHANG JIANMIAO MIKE | Tax withheld | 452 | $143.84 |
| 2025-11-18 | RIEMANN ANGELICA | Grant | 1.5K | — |
| 2025-11-18 | RIEMANN ANGELICA | Tax withheld | 489 | $143.84 |
| 2025-11-18 | RIEMANN ANGELICA | Grant | 6.8K | — |
| 2025-11-18 | MCDONNELL PADRAIG | Sell | 911 | $143.24 |
| 2025-11-18 | MCDONNELL PADRAIG | Grant | 7.1K | — |
| 2025-11-18 | MCDONNELL PADRAIG | Tax withheld | 3.5K | $143.84 |
| 2025-11-18 | MCDONNELL PADRAIG | Grant | 33K | — |
| 2025-11-18 | MAY SIMON | Grant | 6.8K | — |
| 2025-11-18 | KIRKWOOD JONAH PREVOST | Grant | 1.4K | — |
| 2025-11-18 | KIRKWOOD JONAH PREVOST | Tax withheld | 772 | $143.84 |
| 2025-11-18 | KIRKWOOD JONAH PREVOST | Grant | 6.1K | — |
| 2025-11-18 | Gonsalves Rodney | Grant | 2.5K | — |
| 2025-11-18 | Gonsalves Rodney | Tax withheld | 883 | $143.84 |
| 2025-11-18 | Gonsalves Rodney | Grant | 2.4K | — |
| 2025-11-18 | Henson Meghan | Grant | 5.4K | — |
| 2025-11-18 | Elinoff Adam Stewart | Grant | 12K | — |
| 2025-11-14 | ZHANG JIANMIAO MIKE | Tax withheld | 27 | $146.82 |
| 2025-11-14 | ZHANG JIANMIAO MIKE | Tax withheld | 51 | $146.82 |
| 2025-11-14 | RIEMANN ANGELICA | Tax withheld | 44 | $146.82 |
| 2025-11-14 | RIEMANN ANGELICA | Tax withheld | 56 | $146.82 |
| 2025-11-14 | MCDONNELL PADRAIG | Tax withheld | 203 | $146.82 |
| 2025-11-14 | MCDONNELL PADRAIG | Tax withheld | 276 | $146.82 |
| 2025-11-14 | KIRKWOOD JONAH PREVOST | Tax withheld | 37 | $146.82 |
| 2025-11-14 | KIRKWOOD JONAH PREVOST | Tax withheld | 58 | $146.82 |
| 2025-11-14 | Gonsalves Rodney | Tax withheld | 77 | $146.82 |
| 2025-11-14 | Gonsalves Rodney | Tax withheld | 99 | $146.82 |
| 2025-11-12 | MCDONNELL PADRAIG | Option exercise | 12K | $109.86 |
| 2025-11-12 | MCDONNELL PADRAIG | Sell | 12K | $150.00 |
| 2025-09-02 | MCDONNELL PADRAIG | Sell | 2.0K | $124.88 |
| 2025-08-01 | MCDONNELL PADRAIG | Sell | 2.0K | $113.45 |
| 2025-07-16 | Gonsalves Rodney | Grant | 9.0K | $113.43 |
| 2025-07-02 | DiMarco Bret | Tax withheld | 141 | $120.66 |
| 2025-07-01 | MCDONNELL PADRAIG | Sell | 1.5K | $117.44 |
| 2025-06-27 | KIRKWOOD JONAH PREVOST | Tax withheld | 30 | $119.17 |
| 2025-06-18 | Brown Judy L | Sell | 8 | $116.53 |
| 2025-06-03 | MCDONNELL PADRAIG | Tax withheld | 418 | $112.76 |
| 2025-05-30 | Ancher-Jensen Henrik | Tax withheld | 1.8K | $111.92 |
| 2025-05-22 | McMahon Robert W. | Tax withheld | 3.5K | $109.68 |
| 2025-05-21 | Brown Judy L | Grant | 1.7K | $108.91 |
| 2025-05-21 | Soriot Pascal | Tax withheld | 504 | $108.91 |
| 2025-05-21 | Soriot Pascal | Grant | 1.7K | $108.91 |
| 2025-05-21 | Brown Judy L | Grant | 1.7K | $108.91 |
| 2025-05-08 | MAY SIMON | Tax withheld | 368 | $108.70 |
| 2025-05-02 | Ancher-Jensen Henrik | Tax withheld | 132 | $108.63 |
| 2025-03-31 | Podolsky Daniel K | Sell | 1.8K | $116.46 |
| 2025-03-17 | Gonsalves Rodney | Sell | 1.9K | $121.98 |
| 2025-03-14 | FIELDS HEIDI | Grant | 1.8K | $121.18 |
| 2025-03-14 | KOH BOON HWEE | Grant | 1.8K | $121.18 |
| 2025-03-14 | KOH BOON HWEE | Tax withheld | 546 | $121.18 |
| 2025-03-14 | WILSON DOW R | Grant | 1.8K | $121.18 |
| 2025-03-14 | SCANGOS GEORGE A | Grant | 1.8K | $121.18 |
| 2025-03-14 | Rataj Sue H. | Grant | 1.8K | $121.18 |
| 2025-03-14 | Podolsky Daniel K | Grant | 1.8K | $121.18 |
| 2025-03-14 | Dolsten Mikael | Grant | 1.8K | $121.18 |
| 2025-03-14 | BRAWLEY OTIS W | Grant | 1.8K | $121.18 |
| 2025-03-14 | BRAWLEY OTIS W | Grant | 812 | $121.18 |
| 2025-03-14 | Anand Mala | Grant | 1.8K | $121.18 |
| 2025-03-06 | Rataj Sue H. | Sell | 7.0K | $126.38 |
| 2025-03-05 | McMahon Robert W. | Grant | 5.4K | $126.51 |
| 2025-02-28 | RIEMANN ANGELICA | Tax withheld | 84 | $127.92 |
| 2025-02-28 | MCDONNELL PADRAIG | Tax withheld | 278 | $127.92 |
| 2025-02-28 | KIRKWOOD JONAH PREVOST | Tax withheld | 124 | $127.92 |
| 2025-01-28 | Gonsalves Rodney | Gift | 7.1K | $150.34 |
| 2025-01-28 | Gonsalves Rodney | Gift | 7.1K | $150.34 |
| 2025-01-28 | Gonsalves Rodney | Gift | 7.1K | $150.34 |
| 2025-01-28 | Gonsalves Rodney | Gift | 7.1K | $150.34 |
| 2025-01-21 | MCDONNELL PADRAIG | Sell | 1.9K | $150.00 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-25 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-05-27 | ResultsExec/director changeExhibits | filing ↗ |
| 2026-05-04 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-04-06 | Exec/director changeExhibits | filing ↗ |
| 2026-04-03 | 5.01Exhibits | filing ↗ |
| 2026-03-20 | 5.03Shareholder voteExhibits | filing ↗ |
| 2026-03-06 | Exec/director changeExhibits | filing ↗ |
| 2026-02-25 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-25 | 2026-06-25 | 0001193125-26-282845 ↗ |
| 10-Q | 2026-06-01 | 2026-04-30 | 0001090872-26-000055 ↗ |
| 8-K | 2026-05-27 | 2026-05-20 | 0001090872-26-000052 ↗ |
| 8-K | 2026-05-04 | 2026-05-04 | 0001193125-26-202636 ↗ |
| 8-K/A | 2026-04-06 | 2026-03-31 | 0001193125-26-142673 ↗ |
| 8-K | 2026-04-03 | 2026-03-31 | 0001193125-26-142101 ↗ |
| 8-K | 2026-03-20 | 2026-03-18 | 0001193125-26-117614 ↗ |
| 8-K | 2026-03-06 | 2026-03-05 | 0001193125-26-096487 ↗ |
| 10-Q | 2026-03-03 | 2026-01-31 | 0001090872-26-000023 ↗ |
| 8-K | 2026-02-25 | 2026-02-25 | 0001090872-26-000015 ↗ |
| 10-K | 2025-12-22 | 2025-10-31 | 0001090872-25-000087 ↗ |
| 8-K | 2025-11-24 | 2025-11-24 | 0001090872-25-000070 ↗ |