The earnings call reflected a positive sentiment with strong revenue and earnings growth, robust demand across key segments, and increased guidance. However, there were concerns about the impact of new tariffs and mixed performances in certain segments.

Company Guidance

During Keysight Technologies' Fiscal Third Quarter 2025 Earnings Conference Call, the company reported a robust performance, with an 11% year-over-year revenue increase to $1.4 billion, surpassing the high end of their guidance. Earnings per share reached $1.72, marking a 9% rise from the previous year. Orders climbed by 7% across both Communications Solutions Group (CSG) and Electronic Industrial Solutions Group (EISG), driven by ongoing AI momentum, and strong growth in aerospace, defense, and general electronics. The CSG segment achieved revenue of $940 million, up 11%, while EISG's revenue grew 11% to $412 million. Keysight sustained a gross margin of 64% and an operating margin of 25%, reflecting a 60 basis point increase. Free cash flow for the quarter was $291 million, contributing to a year-to-date total of $1.1 billion. Looking ahead, Keysight raised its full fiscal year revenue growth outlook to 7%, with expected earnings per share growth of approximately 13% at the midpoint. The company is also progressing with its acquisitions and mitigating tariff impacts, anticipating full mitigation by the first half of fiscal 2026.

Strong Revenue and Earnings Growth

Keysight Technologies reported an 11% year-over-year increase in revenue to $1.4 billion and earnings per share of $1.72, both exceeding the high end of their guidance.

Robust Demand Across Key Segments

Orders increased by 7% with growth across both the Communications Solutions Group (CSG) and Electronic Industrial Solutions Group (EISG) segments. Strong growth was noted in aerospace, defense, government, and general electronics.

New Product and Partnership Achievements

Keysight delivered the industry's first protocol layer solution for validating 1.6 terabit performance and partnered with AMD for early PCIe gen 6 compliance validation.

Favorable Outlook and Increased Guidance

The company raised its full year growth outlook, expecting full year revenue growth of 7% and full year EPS growth of approximately 13% at the midpoint.

Keysight Technologies (KEYS) Earnings, Revenues Date & History

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KEYS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 24, 2025	2025 (Q4)	1.82 / -	1.65	―	―	―
Aug 19, 2025	2025 (Q3)	1.67 / 1.72	1.57	9.55% (+0.15)
May 20, 2025	2025 (Q2)	1.65 / 1.70	1.41	20.57% (+0.29)
Feb 25, 2025	2025 (Q1)	1.69 / 1.82	1.63	11.66% (+0.19)
Nov 19, 2024	2024 (Q4)	1.57 / 1.65	1.99	-17.09% (-0.34)
Aug 20, 2024	2024 (Q3)	1.35 / 1.57	2.19	-28.31% (-0.62)
May 20, 2024	2024 (Q2)	1.39 / 1.41	2.12	-33.49% (-0.71)
Feb 20, 2024	2024 (Q1)	1.59 / 1.63	2.02	-19.31% (-0.39)
Nov 20, 2023	2023 (Q4)	1.87 / 1.99	2.14	-7.01% (-0.15)
Aug 17, 2023	2023 (Q3)	2.04 / 2.19	2.01	8.96% (+0.18)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

KEYS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 19, 2025	$163.48	$158.51	-3.04%
May 20, 2025	$162.80	$162.47	-0.20%
Feb 25, 2025	$172.17	$160.36	-6.86%
Nov 19, 2024	$152.13	$165.48	+8.78%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.