Keysight Technologies, Inc. · KEYS · Next earnings

Keysight Technologies, Inc. reports Monday, Nov 23, 2026

KEYS reports after market close with consensus EPS at $3.36 and revenue at $1.95B. Last quarter: Keysight Posts Record Quarter: Orders Up 56%, Revenue Up 31%, Guidance Raised Again

Reports After market close64 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $3.36 Calendar consensus
Consensus revenue $1.95B Calendar consensus
Report date Nov 23, 2026 Monday, date estimated
Session After market close 64 days away

Where KEYS left off: FY2026 Q2

Full report

Keysight Posts Record Quarter: Orders Up 56%, Revenue Up 31%, Guidance Raised Again

EPS surprise +23.7% Reported $2.87 vs $2.32
Revenue surprise +0.7% Reported $1.72B vs $1.71B
Stock move -0.6% Event window
Subsequent drift +6.3% Up to 20 sessions

Management raised FY2026 revenue growth guidance from just above 20% (Q1) to the high-20% range (Q2). Capex was increased to $200M. The Ansys and Spirent acquisitions are now expected to contribute $375M to FY2026 revenue. Guidance sentiment was raised for the second consecutive quarter, and management tone remained confident.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Supply chain constraints and potential component lead-time issues could affect delivery schedules.
  • Memory cost volatility may impact BOM costs and gross margins.
  • One-time tariff refund impacts and broader regulatory uncertainties following the Supreme Court's IEBA tariff ruling.
  • Potential slowdown in AI infrastructure demand or slower customer spending cycles.
  • Geopolitical risks affecting defense and aerospace programs.

Questions analysts left open

  • Backlog age and visibility beyond the traditional 6-month window.
  • Breakdown of wireline versus semiconductor opportunities within the order growth.
  • Q3 revenue guidance and potential sequential declines.
  • Sustainability of elevated incremental margins at current growth rates.
  • Integration timeline and revenue contribution from Ansys and Spirent acquisitions.

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Recent KEYS quarters

All KEYS earnings
-0.6%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.