Equity Profile

KEYS

Keysight Technologies, Inc.

Information TechnologyElectronic Equipment & Instruments$56.4B

May19Tue

Post-Earnings Recap

ReportedQ2-2026After Close4:05 PM EDT

Keysight Technologies Beats on EPS, Stock Up 1.07%

Metric	Actual	Expected	Surprise
EPS	$2.87	$2.32	+40.69%
Revenue	—	$1.7B	—

management commentary, guidance changes, and full analysis available with Pro.

Keysight Technologies Beats on EPS, Stock Up 1.07%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$2.87	$2.32	+40.69%
Revenue	—	$1.7B	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

Keysight Technologies reported strong earnings, significantly beating EPS expectations, which likely contributed to the 1.07% increase in stock price. However, the lack of revenue data and guidance leaves some uncertainty about future performance. Investors may view the EPS surprise positively, but the absence of additional context from management could lead to cautious sentiment.

Company Snapshot

Keysight Technologies, Inc. is a leading provider of electronic test and measurement solutions, serving various sectors including telecommunications, aerospace, and automotive....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and helps gauge the company's financial health.

$2.32

Revenue

Revenue figures provide insight into the company's sales performance and market demand for its products.

$1.7B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Keysight Technologies, Inc. is a leading provider of electronic test and measurement solutions, serving various sectors including telecommunications, aerospace, and automotive. As technology continues to advance, particularly in areas like 5G and IoT, Keysight's role in ensuring the reliability and performance of electronic devices becomes increasingly vital.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+23.71%

Avg Stock Reaction

+0.47%

Last Quarter Recap

In the last quarter, Keysight reported an EPS of $2.17, significantly beating estimates by 25.22%. The stock reacted positively, gaining 0.60% the following day.

Management Promises & Guidance

Continued investment in R&D to drive innovation.
Focus on expanding market share in 5G and automotive sectors.
Commitment to improving operational efficiency.

Expectations

Wall Street Expectations

Analysts are generally optimistic, expecting Keysight to maintain its strong performance with a consensus EPS of $2.32. The company has consistently beaten earnings estimates in recent quarters.

Bull Case

If Keysight can leverage its technology in emerging markets like 5G and IoT, it may exceed revenue expectations and further boost investor confidence.

Bear Case

However, any signs of slowing demand or increased competition could lead to disappointing results, especially if the company fails to meet revenue targets.

Key Metrics to Watch

EPS

$2.32

Earnings per share is a key indicator of profitability and helps gauge the company's financial health.

Revenue

$1.7B

Revenue figures provide insight into the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Keysight's EPS exceed the consensus estimate of $2.32?

A strong EPS performance could reinforce investor confidence and signal continued growth.

What are the revenue expectations for the 5G and automotive sectors?

These sectors are critical for Keysight's future growth, and any guidance on performance could heavily influence market sentiment.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Keysight to capitalize on the growing demand for 5G technology, which could lead to higher-than-expected revenue growth.

Supporting Evidence

Keysight has consistently beaten EPS estimates, indicating strong operational performance.

The options market is pricing in a larger move than historical averages suggest, hinting at potential surprises.

Recent trends in the tech sector show increasing investments in 5G infrastructure, which could benefit Keysight.

Key Risk

If revenue from the 5G sector comes in below $500 million, it could challenge the bullish outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing Keysight's ability to sustain its growth trajectory amid increasing competition and economic uncertainties.

Bull Confirmed If

An EPS of $2.35 or higher, coupled with strong revenue growth in key sectors.

Bear Confirmed If

An EPS below $2.30 or signs of declining demand in the 5G market.

Pre-Earnings Positioning

Options Market

Implied Move

±10.78%

Historical Avg

±0.8%

Pricing rich

The options market is pricing in a significant move, indicating that traders expect volatility around the earnings report.

Options are pricing ±10.8% while KEYS has averaged ±0.8% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

33.1%

Calls (189K)P/C Ratio: 1.44Puts (158K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Semiconductors

n=30

Fade rate: 11 of 21 (52%)

This setup has occurred 30 times across Information Technology in the last 2 years. 11 of 21 faded and 10 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 7.2%, with a raw directional average of +1.2% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Keysight beats expectations, history suggests a potential average one-day move of +0.53%, confirming strong momentum.

In-Line / Cautious

An in-line report may lead to muted reactions as investors await further commentary on future growth prospects.

Miss

A miss could result in a downturn, with historical data suggesting an average one-day move of -0.58% when expectations are not met.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on 5G revenue growth and market share.
2Any commentary on supply chain challenges or operational efficiencies.
3Insights into customer demand trends in the automotive sector.
4Future guidance on R&D investments and product launches.
5Management's outlook on competitive pressures in the electronic equipment market.

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Company Snapshot

Keysight Technologies, Inc. is a leading provider of electronic test and measurement solutions, serving various sectors including telecommunications, aerospace, and automotive....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and helps gauge the company's financial health.

$2.32

Revenue

Revenue figures provide insight into the company's sales performance and market demand for its products.

$1.7B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+23.71%

Avg Stock Reaction

+0.47%

Last Quarter Recap

In the last quarter, Keysight reported an EPS of $2.17, significantly beating estimates by 25.22%. The stock reacted positively, gaining 0.60% the following day.

Management Promises & Guidance

Continued investment in R&D to drive innovation.
Focus on expanding market share in 5G and automotive sectors.
Commitment to improving operational efficiency.

Expectations

Wall Street Expectations

Analysts are generally optimistic, expecting Keysight to maintain its strong performance with a consensus EPS of $2.32. The company has consistently beaten earnings estimates in recent quarters.

Bull Case

If Keysight can leverage its technology in emerging markets like 5G and IoT, it may exceed revenue expectations and further boost investor confidence.

Bear Case

However, any signs of slowing demand or increased competition could lead to disappointing results, especially if the company fails to meet revenue targets.

Key Metrics to Watch

EPS

$2.32

Earnings per share is a key indicator of profitability and helps gauge the company's financial health.

Revenue

$1.7B

Revenue figures provide insight into the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Keysight's EPS exceed the consensus estimate of $2.32?

A strong EPS performance could reinforce investor confidence and signal continued growth.

What are the revenue expectations for the 5G and automotive sectors?

These sectors are critical for Keysight's future growth, and any guidance on performance could heavily influence market sentiment.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Keysight to capitalize on the growing demand for 5G technology, which could lead to higher-than-expected revenue growth.

Supporting Evidence

Keysight has consistently beaten EPS estimates, indicating strong operational performance.

The options market is pricing in a larger move than historical averages suggest, hinting at potential surprises.

Recent trends in the tech sector show increasing investments in 5G infrastructure, which could benefit Keysight.

Key Risk

If revenue from the 5G sector comes in below $500 million, it could challenge the bullish outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is weighing Keysight's ability to sustain its growth trajectory amid increasing competition and economic uncertainties.

Bull Confirmed If

An EPS of $2.35 or higher, coupled with strong revenue growth in key sectors.

Bear Confirmed If

An EPS below $2.30 or signs of declining demand in the 5G market.

Pre-Earnings Positioning

Options Market

Implied Move

±10.78%

Historical Avg

±0.8%

Pricing rich

The options market is pricing in a significant move, indicating that traders expect volatility around the earnings report.

Options are pricing ±10.8% while KEYS has averaged ±0.8% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

33.1%

Calls (189K)P/C Ratio: 1.44Puts (158K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Semiconductors

n=30

Fade rate: 11 of 21 (52%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Keysight beats expectations, history suggests a potential average one-day move of +0.53%, confirming strong momentum.

In-Line / Cautious

An in-line report may lead to muted reactions as investors await further commentary on future growth prospects.

Miss

A miss could result in a downturn, with historical data suggesting an average one-day move of -0.58% when expectations are not met.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on 5G revenue growth and market share.
2Any commentary on supply chain challenges or operational efficiencies.
3Insights into customer demand trends in the automotive sector.
4Future guidance on R&D investments and product launches.
5Management's outlook on competitive pressures in the electronic equipment market.