Agilent Technologies, Inc. · NYSE:A
Agilent Technologies — Q2 2016 Earnings Presentation
10 slides from Agilent Technologies's earnings presentation, May 2016
Slide 1: Agilent Technologies Q2'16 Results Presentation
Agilent Technologies Q2’16 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, growth opportunities, customer service and innovation plans, new product introduction
Slide 3: Agilent Results Q2'16
Agilent Results Q2’16 Scale and leading technology across Analytical Laboratories and Clinical & Dx markets Q2’16 Financial Metrics Q2’16 Headlines • Revenues: $1.019B, +8.0% y/y core(1)(2),+5.9% • Core growth across all businesses and major reported (-1.3% FX, -0.8% M&A/NMR). Core geographies offse
Slide 4: Life Sciences & Applied Markets Group (LSAG)
Life Sciences & Applied Markets Group (LSAG) • Mixed core revenue growth across regions led by Instrumentation and Informatics for Analytical Laboratories strength in Asia and softer compare due last year’s US logistics start up issues. Food, Pharma, and Environmental market growth offset ongoing so
Slide 5: Cross Lab Group (ACG)
Agilent Cross Lab Group (ACG) Analytical Laboratory • Core revenue grew solidly across all regions, Consumables and Services with expansion and penetration in Asia continuing to be strong contributors. Strength in LC Columns, Lab Supplies, and Contract Services. • Operating Margin in the quarter was
Slide 6: Diagnostics and Genomics Group (DGG)
Diagnostics and Genomics Group (DGG) Pathology, Genomics, and • Regionally, led by strength in Asia and Americas. Nucleic Acid Manufacturing Continued momentum in Diagnostics and Genomics businesses with highlights in target enrichment, aCGH, and continued ramp for PD-L1 diagnostics. • Operating Mar
Slide 7: Growth in a $45B Market – Q2'16 Results by End Market
Growth in a $45B Market – Q2’16 Results by End Market Solid core growth across markets led by strength in Food and Pharma, partially offset by continued soft Chemical/Energy Analytical Laboratory End Markets Agilent Revenue by End Market (1) Q2’16 revenues: +8% y/y on core(2) basis Pharma & Biot
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 up year-over-year – 5th quarter in a row • Freezing U.S. defined benefit retirement plan • I.T. streamlining initiatives on-trac
Slide 9: Strategy to Win
Agilent Strategy to Win Creating shareholder value Above Market Growth • Win enterprise lab-wide services & consumables - CrossLab • Accelerate bio-pharma penetration • Drive adoption of clinical genomics applications Aggressively expand operating margins from 18.8%(1) in FY14 to 22% by FY17 • F
Slide 10: Q3'16 and FY16 Guidance and Forward-looking Considerations
Q3’16 and FY16 Guidance and Forward-looking Considerations Based on April 29, 2016 Exchange Rates FY16 FY16 Guidance FY15 Guidance at Actual (2) • Revenue: $4.16B - $4.18B: growth at mid-point 4.5% core(4), 3.3% (1)(2) mid-point reported (1) (0% NMR/M&A, -1.2% FX) • Operating Margin: 20.1% at mid-po