TM TMO Thermo Fisher Scientific 로딩 중... : 애널리스트의 강세 및 약세 의견

Agilent's services agreements with nearly all top-20 biopharma companies provide a 'flywheel' effect, embedding Agilent engineers on-site and giving Agilent early visibility into customers' instrument replacement cycles, allowing it to pre-empt competitors. — Agilent's deepening service relationships could structurally lock in long-term revenue and give it an edge in capital equipment and consumables purchasing decisions against rivals.

In Q4, Agilent's 'single-quad LCMS' (ProIQ launch) grew more than 50%, and the Alturo BioInert column ramp is 'an order of magnitude greater' than past launches. This suggests Agilent is winning significant share in the high-growth GLP-1 and oligonucleotide analytical workflow segment. — These are high-value, high-margin consumables and instruments; rapid adoption indicates a potential durable share shift in a critical market segment, pressuring competitors.