A
Agilent Technologies, Inc.Evidence as of 2026-09-02Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.3 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
Revenue from contracts rose across the fiscal quarters: $ 1,798,000,000 in FISCAL Q1 2026 (ended 2026-02-25), $ 1,835,000,000 in FISCAL Q2 2026 (ended 2026-05-27) and $ 1,878,000,000 in FISCAL Q3 2026 (ended 2026-08-26). Operating income increased from $ 353,000,000 (Q1) to $ 399,000,000 (Q2) and $ 444,000,000 (Q3), implying operating margins of roughly 19.6% (Q1), 21.7% (Q2) and 23.6% (Q3).
Net income reported was $ 305,000,000 (Q1), $ 339,000,000 (Q2) and $ 362,000,000 (Q3), with diluted EPS of $ 1.07, $ 1.20 and $ 1.28 respectively. Free cash flow over the trailing twelve months was $ 1,124,000,000 (or $ 3.9717 per share), trailing twelve-month EBITDA was $ 1,824,000,000, and operating cash flow less capex remained positive ($ 1,480,000,000 net operating cash vs. $ 356,000,000 capex). As of 2026-07-31 cash was $ 1,758,000,000 while long-term debt stood at $ 3,645,000,000, so reported debt exceeded cash at that date.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue from contracts was $1,798,000,000 in fiscal Q1 2026 (2025-11-01 to 2026-01-31, 3mo), $1,835,000,000 in fiscal Q2 2026 (2026-02-01 to 2026-04-30, 3mo) and $1,878,000,000 in fiscal Q3 2026 (2026-05-01 to 2026-07-31, 3mo).
XBRL companyfacts · 0001090872-26-000023Operating income was $353,000,000 in fiscal Q1 2026, $399,000,000 in fiscal Q2 2026 and $444,000,000 in fiscal Q3 2026, implying operating margins of ~19.6% (Q1), ~21.7% (Q2) and ~23.6% (Q3) when compared to reported quarterly revenue.
XBRL companyfacts · 0001090872-26-000023Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, the company had a 0.06% weight in the IVV ETF.
ETF constituents · market dataThis single data point represents a small passive ETF exposure in IVV at the timestamp shown.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
A headline on 2 September 2026 reports unusually large put-option trading in the company's stock, noting 3,743 put options purchased that day (an increase of 157% versus the average of 1,458).
News · thelincolnianonline.com · 2026-09-02weakened in debateA 2 September 2026 headline states the company posted quarterly revenue of $1.878 billion and net income of $362 million.
News · kalkinemedia.com · 2026-09-02Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Free cash flow for the trailing twelve months was $1,124,000,000, which works out to $3.9717 of FCF per share as of the reported share count.
Valuation inputs · SEC XBRL + stored EOD closeReported earnings per share (EPS, trailing twelve months) was $4.73.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several company-filed fundamental claims show sequential top-line and profit expansion across fiscal Q1–Q3 2026 (rising quarterly revenue, operating income, margins and diluted EPS), accompanied by a modest reduction in diluted shares outstanding; these items are reported in SEC filings and constitute strong primary-source evidence of improving operating performance. Trailing-twelve-month cash-flow metrics (strong FCF per share and positive operating cash after capex) further corroborate cash-generative operations (valuation filings — moderate-to-strong evidence). Additional syndicated news items document a recent product launch and multiple outlets characterizing the quarter as strong, and the available sell-side consensus is heavily weighted to buy ratings — together these signals lend favorable market-interest context (news and third-party consensus — mixed-strength evidence). The bear points — rising long-term debt, put-option volume spike, and a small passive ETF weight — are either dated/isolated (debt rise is a reported balance-sheet change; put activity is a single-day flow; IVV weight is minimal) or weaker in sourcing compared with the company-filed operating and cash-flow figures.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.35
20 surviving claims rest on 10 distinct sources; the heaviest analyst carries 30% of them, and 92% of what the desk raised survived the debate.
The surviving set rests on a moderate number of distinct sources, which gives some breadth, but a single analyst accounting for 30% of surviving claims indicates notable analyst-concentration risk — that analyst’s methods or errors would disproportionately affect the read. The very high survival rate from the desk debate (92%) suggests the conclusions were little-challenged internally, so the collection is coherent but potentially under-stressed; treat the read as informative but not highly robust to a single-source or single-analyst revision.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
13 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.5 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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Educational analysis of published data. Moneyta does not give investment advice or make recommendations.