Citable filing context
KEYS's research view summarizes recent SEC filing context, starting with earnings from Aug 18, 2026.
| Filed | Item | Context |
|---|---|---|
| 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. |
| Apr 23, 2026 | debt_offering | Keysight Technologies entered into an Amended and Restated Credit Agreement for a $750 million unsecured revolving credit facility. |
| 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 |
| 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. |
| Mar 5, 2026 | mda_quarterly | Keysight reported first-quarter 2026 revenue of $1.6 billion, a 23% year-over-year increase, with total orders rising 30% to $1.645 billion. Net income grew to $281 million, bolstered by a favorable $93 million audit settlement, though gross and operating margins each declined by one percentage point to 62.2% and 15.5%, respectively. This margin compression was primarily driven by U.S. government tariffs, higher people-related costs, and increased amortization from acquisitions. Growth was propelled by AI-driven demand for high-speed data center networks, specifically 400G, 800G, and 1.6T Ethernet solutions. The Communications Solutions Group saw strong gains in radar, spectrum operations, and satellite solutions, while the Electronic Industrial Solutions Group benefited from advanced semiconductor technologies and software-defined vehicles. Strategic expansion included the $1.415 billion acquisition of Spirent Communications to enhance wireless network test capabilities, as well as the acquisition of Synopsys’ Optical Solutions Group for $581 million. The company faces ongoing risks from trade tensions, export control regulations, and geopolitical instability. Liquidity remains strong with $2.195 billion in cash and a newly authorized $1.5 billion stock repurchase program. |
Source: SEC EDGAR filing text and events; period Aug 18, 2026; filed Aug 18, 2026.
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