A
Market read
The latest filing evidence is available. 0 of 39 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 16 directly disclosed connections are confirming.
Invalidation: The isolated read changes if A's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 39 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 16 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The overall effect of changes in foreign currency exchange rates had a 2 percentage point favorable impact on revenue growth in the nine months ended July 31, 2026 principally because of the relative weakness of the U.S.”10-Q · Sep 1, 2026 ↗
“Research and development expenses for the three and nine months ended July 31, 2026 increased due to higher variable pay and unfavorable impact of currency movements partially offset by savings from restructuring programs when compared to the same period last…”10-Q · Sep 1, 2026 ↗
“Selling, general and administrative expenses for the three and nine months ended July 31, 2026 increased due to higher variable pay, sales commissions and the unfavorable impact of currency movements partially offset by savings from restructuring programs whe…”10-Q · Sep 1, 2026 ↗
“Gross margin for the three and nine months ended July 31, 2026 increased due to higher sales volume, a net benefit from tariff refunds, lower corporate costs and savings from restructuring programs partially offset by higher variable pay and warranty expenses…”10-Q · Sep 1, 2026 ↗
Valuation discipline
Price/sales 5.9× · EV/sales 6.0×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for A. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-06-01 against the comparable filing from 2025-06-02.
No thresholded deterioration was identified.
“Gross margin for the six months ended April 30, 2026 was overall favorably impacted by higher sales volume, targeted price increases, lower restructuring expense and lower intangible amortization expense partially offset by higher tariffs, unfavorable business mix (including lower gross margin from our Agilent Advanced Therapeutics business), wage increases and higher variable pay when compared to the same period last year.”
“Gross margin for the six months ended April 30, 2026 was impacted mainly by higher tariffs, unfavorable business mix (including lower gross margin from our Agilent Advanced Therapeutics business), increased warranty expenses, wage increases and higher variable pay which was partially offset by higher sales volume, price increases and savings from restructuring programs.”
“Gross margin for the three months ended April 30, 2026 was impacted mainly by higher sales volume, price increases, decreased tariffs, favorable business mix (net of lower gross margin from our Agilent Advanced Therapeutics business) and savings from restructuring programs partially offset by increased warranty expenses, wage increases and higher variable pay.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“The provision of site service costs to, and lease income from Keysight Technologies, Inc.”
“Elinoff joined Amgen in 2006 and has held a series of finance, strategy, and transformation roles of increasing responsibility.”
Depended on by
“In 2015, we amended our manufacturing services agreement with Agilent Technologies, Inc., or Agilent, to provide for Agilent to supply, subject to any conflicting obligations under our third-party agreements, a specified percentage of the active pharmaceutica…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 15 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
A is currently a Leader in the organic co-movement group Diagnostics & Defense. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for A; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.