- Tariff expenses increased to an estimated $70 million for FY 2025, driven by higher shipment volumes and inventory build-up.
- Agilent's mitigation plan includes relocating manufacturing, targeted pricing, and supply chain reorganization, expected to fully offset tariffs by FY 2026.
- The company expects sequential margin improvement in Q4, with a 230 basis point increase, despite tariff-related headwinds and higher variable pay.
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Dafinchi