Pershing Square Investor Presentation Deck
Agilent ("A")
Agilent
Agilent's resilient results through the COVID crisis are demonstrative of
its durable business model and significant margin expansion opportunity
Revenue growth and improved profitability under a challenging backdrop
► Delivered 1% organic growth and increased EBIT margins by 20bps in FY '20
Achieved cost savings without furloughing a single employee
Sales momentum is accelerating with 11% organic growth last quarter
Focused on offensive initiatives and digital transformation
► Emphasis on new product launches is driving market share gains
► Transition to online engagement channels and digital tools is a "win-win"
▪ Remotely responding to customer service requests and sales inquiries in a timely and
reliable manner has resulted in record high customer satisfaction scores
▪ Digital capabilities facilitate more efficient internal operations
2020 Analyst Day highlights growth acceleration & margin opportunity
Management significantly raised long-term guidance from prior Analyst Day
Targeting organic growth of 5% to 7% and margin expansion of up to 100bps p.a.
Source: Company filings
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