What Agilent Technologies, Inc. told the SEC could break it.

Agilent's California headquarters, labs, and production facilities and its Japan production facilities sit in above-average seismic zones; California sites also face drought, flooding, and wildfires — a catastrophic loss could disrupt operations, production, and revenue.

“Our production facilities, headquarters and laboratories in California, and our production facilities in Japan, are all located in areas with above-average seismic activity. In addition, our facilities in California are susceptible to extreme weather conditions such as drought, flooding and wildfires.”

Higher tariffs and shipping costs measurably compressed Agilent's gross margins in fiscal 2025 — total gross margin fell ~2 percentage points, with tariffs/shipping cited as an unfavorable driver across all operating segments.

“Total gross margin for the year ended October 31, 2025 decreased 2 percentage points when compared to 2024. Total gross margin was unfavorably impacted by higher tariffs and shipping costs, unfavorable business mix (including lower gross margin from our specialty CDMO business), higher wages, restructuring expenses and variable pay partially offset by higher 46 Table of Contents sales volume, targeted pricing increases, lower warranty costs and amortization of intangible assets when compared to 2024.”

Agilent selectively relies on third parties for some supply-chain processes — manufacturing, warehousing, and logistics — across its global manufacturing footprint (US, Canada, China, Denmark, Germany, Malaysia, Singapore), creating dependence on those providers.

“We selectively use third parties to provide some supply chain processes for manufacturing, warehousing and logistics. In the U.S., we have manufacturing facilities in California, Colorado, Delaware, Iowa, Massachusetts, Texas and Vermont. Outside of the U.S., we have manufacturing facilities in Canada, China, Denmark, Germany, Malaysia and Singapore.”