Agilent Technologies reported second-quarter fiscal 2025 revenue of $1.67 billion, an increase of 6% year-over-year and 5.3% on a core basis compared to the same period in 2024. GAAP net income for the quarter was $215 million, with GAAP earnings per share of $0.75, down 29% from the prior year. Non-GAAP net income was $373 million, with non-GAAP EPS of $1.31, up 7%. The Life Sciences and Diagnostics Markets Group posted revenue of $654 million, up 8% year-over-year, with a core increase of 3%. The Agilent CrossLab Group reported revenue of $713 million, up 7% year-over-year and 9% on a core basis. The Applied Markets Group saw revenue decrease by 1% to $301 million. Operating margins were 25.1% GAAP and 26% non-GAAP for the company, with segment margins at 19.7% for Life Sciences and Diagnostics, 32.4% for CrossLab, and 19.5% for Applied Markets. Agilent reaffirmed its full-year 2025 revenue outlook to a range of $6.73 billion to $6.81 billion, representing 3.4% to 4.6% reported growth and 2.5% to 3.5% core growth. Non-GAAP EPS for the year is expected between $5.54 and $5.61. For the third quarter, Agilent projects revenue between $1.645 billion and $1.675 billion, core growth of 1.7% to 3.6%, and non-GAAP EPS of $1.35 to $1.37.
Morgan Stanley: Restrictions on EDA Shipment to China Risk Synopsys' 14% of Sales in FY 2025. $SNPS Things (halt EDA shipment to China) are still unclear but we think this puts up to 14% of SNPS FY25 sales at risk (although had dropped of late to Q1 c.12%, Q2 c.10%) and perhaps https://t.co/Wb5d32Bqmz
Synopsys, $SNPS, Q2-25. Results: 📊 Adj. EPS: $3.67 🟢 💰 Revenue: $1.60B 🟢 📈 Net Income: $349M 🔎 Solid quarter driven by resilient demand and leadership in AI-powered chip and software design solutions.
Nordson Corporation, $NDSN, Q2-25. Results: 📊 Adj. EPS: $2.42 🟢 💰 Revenue: $683M 🟢 📈 Net Income: $112M 🔎 Strength in electronics and medical fluid systems offset industrial softness; Atrion acquisition outperformed expectations.