10-QPeriod: Q2 FY2010

AGILENT TECHNOLOGIES, INC. Quarterly Report for Q2 Ended Apr 30, 2010

Filed June 7, 2010For Securities:A

Summary

Agilent Technologies, Inc. reported a strong recovery in its third quarter of fiscal year 2010, with net revenue increasing by 16% year-over-year to $1.271 billion. This growth was driven by broad-based order increases across all operating segments, particularly in Life Sciences and Chemical Analysis, reflecting a rebound in key markets. The company also saw a significant improvement in profitability, with net income turning positive at $108 million, compared to a net loss of $101 million in the prior year's quarter. This turnaround is attributed to increased revenue, improved gross margins, and the ongoing benefits from restructuring programs initiated in response to the economic downturn. A major development during the quarter was the completion of the acquisition of Varian, Inc. for $1.5 billion on May 14, 2010. This strategic move is expected to expand Agilent's offerings in the life sciences and chemical analysis sectors and drive future revenue and cost synergies. Additionally, the company completed the sale of its Network Solutions Division for $165 million, anticipating a significant gain in the next quarter. These strategic transactions highlight Agilent's focus on optimizing its business portfolio and positioning for future growth.

Financial Statements
Beta

Key Highlights

  • 1Net revenue for the quarter ended April 30, 2010, was $1.271 billion, a 16% increase compared to the same period last year.
  • 2Net income for the quarter was $108 million, a significant turnaround from a net loss of $101 million in the prior year.
  • 3The acquisition of Varian, Inc. for $1.5 billion was completed on May 14, 2010, expanding Agilent's presence in life sciences and chemical analysis.
  • 4Orders increased by 31% year-over-year, indicating strong demand recovery across all business segments.
  • 5The company generated $255 million in cash from operating activities in the first six months of fiscal 2010, a substantial increase from $154 million in the same period last year.
  • 6Agilent completed the sale of its Network Solutions Division for $165 million, expecting to recognize a significant gain in the next quarter.
  • 7Restructuring programs continue to yield benefits, contributing to improved gross and operating margins.

Frequently Asked Questions

Agilent Technologies reported a strong rebound, with net revenue of $1.271 billion, up 16% year-over-year. Net income turned positive at $108 million, a significant improvement from a net loss of $101 million in the same quarter last year. This performance was driven by a 31% increase in orders and favorable market conditions.

The acquisition of Varian, Inc. for $1.5 billion, completed on May 14, 2010, is a key strategic move. It is expected to enhance Agilent's portfolio in the life sciences and chemical analysis markets, create revenue synergies through an expanded product offering, and drive cost synergies by leveraging Agilent's global infrastructure and purchasing power. The integration of Varian is a major focus for the company.

Agilent has benefited from its restructuring programs initiated in response to economic conditions. These programs, along with increased revenues and improved gross margins, have led to a significant increase in operating margins. For example, operating margins in the Electronic Measurement segment improved by 18 percentage points year-over-year for the quarter.

The sale of the Network Solutions Division (NSD) to JDS Uniphase Corporation for $165 million, completed on May 1, 2010, is expected to result in a significant gain for Agilent in the third quarter of fiscal 2010. This divestiture is part of Agilent's strategy to refine its business portfolio.