Q1 FY2026: Tariff margin compression (-280 bps operating margin) offsets 6.9% revenue growth. Net income declining despite revenue up. Deferred revenue and services growth encouraging, but conviction tempered by mitigation execution risk.
Fair Value Distribution — percentile bands
0.0% of simulations place fair value above current price
WHAT IS PRICED IN
Revenue-Based Reverse DCF
21.6%/yr
±5.6% · revenue growth to justify current price
FCF-Based Reverse DCF
23.6%/yr
±3.1% · FCF growth to justify current price
THE GAP
Market pricing margin compression or rising capex
KEY VALUE DRIVERS
Spearman correlation — what moves this valuation most
Eagle will generate this view by the next trading session (~7h).
Eagle will generate this view by the next trading session (~7h).
Revenue growing 6.9% YoY but net income declining 4.1%—tariff headwinds compressing 280 bps of operating margin. Deferred revenue and services growth encouraging, but margin mitigation plan execution ...
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