Keysight Surges on Strong Quarter and Confident Outlook

Keysight Technologies (KEYS) jumped 14% on Tuesday after reporting a strong Q4 beat and issuing Q1 FY2026 guidance that topped Wall Street expectations. The company delivered robust performance across both Communications and Electronic Industrial segments, signaling solid recovery in demand.

Q4 Financial Highlights

Adjusted EPS: $1.91
Revenue: $1.42B, up 10% Y/Y
Orders: $1.53B, exceeding consensus
Communications Solutions Group: $990M, up 11% Y/Y
Electronic Industrial Solutions Group: $429M, up 9.2% Y/Y

Keysight cited broad-based demand strength and improving visibility across end markets, helping both revenue and profitability exceed estimates.

Q1 FY2026 Guidance Beats Expectations

Management issued a stronger-than-expected outlook for the upcoming quarter:

Adjusted EPS: $1.95 – $2.01
Revenue: $1.53B – $1.55B

Both metrics are above analyst forecasts, reflecting continued confidence in the company’s sales pipeline and margin expansion initiatives.

New $1.5 Billion Share Buyback Program

Keysight also unveiled a $1.5B share repurchase authorization, highlighting strong cash generation and commitment to shareholder returns. The move further boosted investor sentiment following the earnings release.