Equity Profile

KEYS

Keysight Technologies, Inc.

Information TechnologyElectronic Equipment & Instruments$60.5B

Aug18Tue

Pre-Earnings Brief

UpcomingQ3-2026After Close5:00 PM EDT

Company Snapshot

Keysight Technologies, Inc. is a leading provider of electronic measurement solutions, crucial for industries like telecommunications and automotive....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$2.48

Revenue

Revenue growth reflects the company's ability to expand its market share and meet customer demand, which is vital for future investments.

$1.7B

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

KEYS Q3-2026 Earnings Preview

Context

Company Snapshot

Keysight Technologies, Inc. is a leading provider of electronic measurement solutions, crucial for industries like telecommunications and automotive. As part of the Information Technology sector, Keysight plays a significant role in supporting advancements in areas such as 5G, IoT, and cloud computing.

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 Q2 2026, Keysight reported an impressive EPS of $2.87, significantly exceeding expectations. The stock reacted positively, gaining 1.07% the following day.

Management Promises & Guidance

Continued focus on innovation in electronic measurement solutions.
Commitment to expanding market presence in 5G and IoT sectors.
Plans to enhance customer support and service offerings.

Expectations

Wall Street Expectations

Analysts expect Keysight to continue its strong performance with a consensus EPS of $2.48 and revenue of $1.7B. The company has a solid track record of beating estimates, which adds to investor optimism.

Bull Case

If Keysight delivers an EPS above $2.55, it could signal robust demand for its products and services, potentially driving the stock higher.

Bear Case

A miss on EPS or revenue could raise concerns about market saturation or increased competition, leading to a negative stock reaction.

Key Metrics to Watch

EPS

$2.48

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$1.7B

Revenue growth reflects the company's ability to expand its market share and meet customer demand, which is vital for future investments.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed $2.55, indicating stronger-than-expected demand?

A higher EPS could reinforce confidence in Keysight's growth strategy and market position.

What are the revenue growth trends in the 5G and IoT segments?

Insights into these segments will help investors gauge future performance and market opportunities.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the impact of Keysight's recent innovations in 5G technology, which could drive higher demand than anticipated.

Supporting Evidence

Keysight's recent product launches have received positive feedback from key customers.

The options market is pricing a significant move, suggesting that traders expect a surprise.

Historical performance shows that Keysight has consistently beaten EPS estimates, indicating strong operational execution.

Key Risk

If revenue from 5G solutions exceeds $800 million, it could significantly alter growth expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be closely watched as it reflects the company's ability to capitalize on emerging technologies.

Bull Confirmed If

EPS growth of over 10% year-over-year, particularly driven by 5G and IoT segments.

Bear Confirmed If

Revenue growth below $1.7B, suggesting potential market challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±18.74%

Historical Avg

±0.8%

Pricing rich

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

Options are pricing ±18.7% while KEYS has averaged ±0.8% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

31.1%

Calls (44K)P/C Ratio: 0.40Puts (9K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Keysight beats expectations, history suggests a potential stock increase of around 0.47%, confirming strong demand in key sectors.

In-Line / Cautious

An in-line result may lead to muted stock movement as investors weigh management's commentary on future growth.

Miss

A miss could result in a decline, with historical patterns indicating a potential drop of around 0.75%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on 5G and IoT revenue growth rates.
2Any commentary on competitive pressures in the electronic measurement market.
3Insights into customer demand trends and order backlog.
4Discussion of new product launches and their expected impact on revenue.
5Management's outlook on market conditions and potential challenges.

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Company Snapshot

Keysight Technologies, Inc. is a leading provider of electronic measurement solutions, crucial for industries like telecommunications and automotive....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

$2.48

Revenue

Revenue growth reflects the company's ability to expand its market share and meet customer demand, which is vital for future investments.

$1.7B

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

KEYS Q3-2026 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 Q2 2026, Keysight reported an impressive EPS of $2.87, significantly exceeding expectations. The stock reacted positively, gaining 1.07% the following day.

Management Promises & Guidance

Continued focus on innovation in electronic measurement solutions.
Commitment to expanding market presence in 5G and IoT sectors.
Plans to enhance customer support and service offerings.

Expectations

Wall Street Expectations

Bull Case

If Keysight delivers an EPS above $2.55, it could signal robust demand for its products and services, potentially driving the stock higher.

Bear Case

A miss on EPS or revenue could raise concerns about market saturation or increased competition, leading to a negative stock reaction.

Key Metrics to Watch

EPS

$2.48

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.

Revenue

$1.7B

Revenue growth reflects the company's ability to expand its market share and meet customer demand, which is vital for future investments.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed $2.55, indicating stronger-than-expected demand?

A higher EPS could reinforce confidence in Keysight's growth strategy and market position.

What are the revenue growth trends in the 5G and IoT segments?

Insights into these segments will help investors gauge future performance and market opportunities.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the impact of Keysight's recent innovations in 5G technology, which could drive higher demand than anticipated.

Supporting Evidence

Keysight's recent product launches have received positive feedback from key customers.

The options market is pricing a significant move, suggesting that traders expect a surprise.

Historical performance shows that Keysight has consistently beaten EPS estimates, indicating strong operational execution.

Key Risk

If revenue from 5G solutions exceeds $800 million, it could significantly alter growth expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be closely watched as it reflects the company's ability to capitalize on emerging technologies.

Bull Confirmed If

EPS growth of over 10% year-over-year, particularly driven by 5G and IoT segments.

Bear Confirmed If

Revenue growth below $1.7B, suggesting potential market challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±18.74%

Historical Avg

±0.8%

Pricing rich

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

Options are pricing ±18.7% while KEYS has averaged ±0.8% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

31.1%

Calls (44K)P/C Ratio: 0.40Puts (9K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Keysight beats expectations, history suggests a potential stock increase of around 0.47%, confirming strong demand in key sectors.

In-Line / Cautious

An in-line result may lead to muted stock movement as investors weigh management's commentary on future growth.

Miss

A miss could result in a decline, with historical patterns indicating a potential drop of around 0.75%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on 5G and IoT revenue growth rates.
2Any commentary on competitive pressures in the electronic measurement market.
3Insights into customer demand trends and order backlog.
4Discussion of new product launches and their expected impact on revenue.
5Management's outlook on market conditions and potential challenges.