Agilent Technologies, Inc. · NYSE:A
Agilent Technologies — Q3 2018 Earnings Presentation
10 slides from Agilent Technologies's earnings presentation, August 2018
Slide 1: Agilent Technologies Q3'18 Results Presentation
Agilent Technologies Q3'18 Results Presentation
Slide 2: Safe Harbor
Safe Harbor This presentation contains forward-looking statements (including, without limitation, information and future guidance on the company’s goals, priorities, revenues, operating profit and operating margin, expected cash flow, growth opportunities, customer service and innovation plans, new
Slide 3: Agilent Results Q3'18
Agilent Results Q3'18 Scale and leading technology across Analytical Laboratories and Clinical & Dx markets Q3'18 Financial Metrics Q3'18 Headlines • Revenues: $1.20B, +5.9% y/y core(1)(2),+8.0% • Growth: Core growth finished above the high end reported (+0.5% M&A, +1.6% FX). of guidance led by stro
Slide 4: Life Sciences & Applied Markets Group (LSAG)
Life Sciences & Applied Markets Group (LSAG) Instrumentation and Informatics • Core revenue growth driven by robust growth in for Analytical Laboratories Chemical & Energy. From a product perspective, LC/MS, Cell Analysis and ICP/MS led results. • Operating Margin for the quarter was 22.9%(1)(2), up
Slide 5: Agilent Cross Lab Group (ACG)
Agilent Cross Lab Group (ACG) • Continued strong revenue performance led by Analytical Laboratory Consumables and Services Chemical & Energy, Pharma and Food. Performance was balanced across consumables and services. China led growth in all regions with mid-teens growth. • Operating Margin in the qu
Slide 6: Diagnostics and Genomics Group (DGG)
Diagnostics and Genomics Group (DGG) Pathology, Genomics, and Nucleic Acid Manufacturing • Revenue growth led by strength in Genomics and double-digit growth in China & Japan. • Operating Margin for the quarter was 18.5%(1)(2), up 140 bps versus Q3 last year. NGS Target • Burning Rock Dx received Ch
Slide 7: Growth in a $52B Market – Q3'18 Results by End Market
Growth in a $52B Market – Q3'18 Results by End Market Gains highlighted by solid Pharma and Chemical & Energy Analytical Laboratory End Markets Q3'18 revenues: +6% y/y on core(2) basis Agilent Revenue by End Market (1) Pharma & Biotech: Up 8% with strong LSAG, ACG, and China results. Growth stro
Slide 8: Profitable Growth Plan
Agilent Profitable Growth Plan Recent Actions Delivering on “Agile Agilent” Initiatives • Multi-year program to increase efficiency and customer focus. • Operating Margin expanded 110 bps in Q3 over prior year. Portfolio Investments and “Go-to-Market” Capability • Acquired Ultra Scientific, a le
Slide 9: Strategy to Win
Agilent Strategy to Win Creating shareholder value Above Market Growth • Innovative, highly differentiated new products and solutions • Win enterprise lab-wide services & consumables - CrossLab • Accelerate bio-pharma penetration • Drive adoption of clinical genomics applications Aggressively ex
Slide 10: Q4'18 and FY18 Guidance and Forward-looking Considerations
Q4'18 and FY18 Guidance and Forward-looking Considerations Based on July 31, 2018 Exchange Rates FY18 FY18 Guidance FY17 Guidance at • Revenue: $4.86B - $4.88B: growth at mid-point 6.1% core(4), 8.9% Actual (2) mid-point growth on unadjusted basis(1) (+0.6% M&A, +2.2% FX) (1)(2) • Operating Margin: