Does Agilent’s Security Tech Launch Signal a New Growth Avenue for Agilent Technologies (A)?

• In late September 2025, Agilent Technologies unveiled two major innovations: the Insight Series Alarm Resolution Systems aimed at enhancing airport security with advanced liquid explosive detection, and the Altura Ultra Inert HPLC columns developed for demanding biotherapeutic applications in the pharmaceutical sector.
• These launches mark a significant expansion of Agilent's portfolio into airport security and reinforce its commitment to supporting biopharmaceutical development with high-performance analytical tools.
• We'll explore how Agilent's entry into airport security technology could reshape its investment narrative and market opportunity outlook.

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Agilent Technologies Investment Narrative Recap

For Agilent Technologies, the core investment case centers on its ability to drive recurring revenue and margin expansion by innovating in analytical instrumentation and expanding into new end markets. The recent airport security system launch provides a credible growth avenue, but near-term, the most important catalyst remains robust demand in pharma and chemical end markets, while the key risk continues to be elevated supply chain costs and tariffs, which have created pressure on margins in 2025 without a quick path to full mitigation.

Among Agilent's latest product announcements, the Insight Series Alarm Resolution Systems stand out. This move could help diversify revenue streams, but given the scale of Agilent’s existing core pharma and advanced materials business, the launch likely does not materially alter the immediate revenue or margin trajectory. However, it does reinforce Agilent’s strategy of expanding into regulated, mission-critical applications where durable demand and recurring service opportunities often follow.

However, investors should also keep in mind that supply chain and tariff-driven input costs remain unpredictable and could still impact…

Read the full narrative on Agilent Technologies (it's free!)

Agilent Technologies' outlook anticipates $8.0 billion in revenue and $1.7 billion in earnings by 2028. This requires a 5.8% annual revenue growth rate and a $0.5 billion increase in earnings from the current $1.2 billion.

Uncover how Agilent Technologies' forecasts yield a $140.97 fair value, a 3% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community fair value estimates for Agilent range from US$113.61 to US$140.97, reflecting four distinct viewpoints. Given ongoing margin pressures from tariffs and supply chains, your outlook could differ significantly, review multiple perspectives to inform your view.

Explore 4 other fair value estimates on Agilent Technologies - why the stock might be worth as much as $140.97!

Build Your Own Agilent Technologies Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Agilent Technologies research is our analysis highlighting 2 key rewards that could impact your investment decision.
• Our free Agilent Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Agilent Technologies' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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