Citable filing context
KEYS's research view summarizes recent SEC filing context, starting with management_change from Aug 26, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 26, 2026 | management_change | Keysight Technologies appointed Scott Reese to its Board of Directors, effective August 26, 2026. |
| Aug 18, 2026 | earnings | Keysight Technologies reported Q3 2026 revenue of $1.85 billion and GAAP net income of $397 million. |
| May 19, 2026 | earnings | Keysight Technologies reported Q2 2026 revenue of $1.72 billion and GAAP net income of $349 million. |
| Aug 18, 2026 | Guidance: eps | 3.34 to 3.40 |
| Aug 18, 2026 | Guidance: revenue | 1.93 to 1.95 |
| May 19, 2026 | Guidance: non_gaap_eps | 2.43 to 2.49 |
| Sep 2, 2026 | mda_quarterly | Keysight Technologies reported strong financial performance for the third quarter ended July 31, 2026, with revenue increasing 36 percent year-over-year to $1,846 million and net income rising to $397 million. Growth was driven by robust demand in both reportable segments. The Communications Solutions Group grew revenue 43 percent to $1,345 million, propelled by artificial intelligence-driven data center expansion, 400G/800G/1.6 terabit Ethernet solutions, and aerospace and defense modernization. The Electronic Industrial Solutions Group grew revenue 21 percent to $501 million, supported by advanced semiconductor technologies and autonomous vehicle development. Recent acquisitions significantly boosted results, notably Spirent Communications, which contributed $204 million in revenue during the first nine months, and Synopsys' Optical Solutions Group. Financially, Keysight generated $1,379 million in operating cash flow over nine months and repurchased $517 million in common stock. Key operational developments included a $100 million receivable recorded from invalidated International Emergency Economic Powers Act tariffs, offset by a $40 million customer refund liability. Additionally, Keysight secured a partial summary judgment in its $107 million Global Intangible Low-Taxed Income tax refund lawsuit, though it faces ongoing patent litigation with Centripetal Networks and risks from tightening export controls. |
| Jun 4, 2026 | mda_quarterly | Keysight Technologies reported revenue of $1.717 billion for the three months ended April 30, 2026, a 31% year-over-year increase, with six-month revenue reaching $3.317 billion. Growth was primarily driven by AI-related demand for 400G, 800G, and 1.6 terabit Ethernet solutions in data centers, alongside strong performance in radar, spectrum operations, and satellite solutions within the aerospace and defense markets. The company expanded its portfolio through the acquisitions of Spirent Communications, Synopsys’ Optical Solutions Group, and Ansys’ PowerArtist. Gross margins improved to 68.6% for the quarter, bolstered by higher volumes and a $100 million receivable from IEEPA tariff refunds, partially offset by $40 million in customer surcharge refunds. Liquidity remains strong with $2.43 billion in cash and a new $750 million revolving credit facility. Capital allocation includes a $1.5 billion stock repurchase program, with $1.192 billion remaining. Key risks include ongoing patent litigation with Centripetal Networks and a $107 million tax refund lawsuit against the U.S. government. The company continues to target secular growth in 6G, quantum computing, and autonomous vehicle technologies. |
Source: SEC EDGAR filing text and events; period Aug 26, 2026; filed Aug 26, 2026.
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