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 testing and measurement solutions, primarily serving sectors like telecommunications, aerospace, 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 attract and retain customers, which is vital for its long-term success.

$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 testing and measurement solutions, primarily serving sectors like telecommunications, aerospace, and automotive. As part of the Information Technology sector, Keysight plays a crucial role in enabling advancements in technologies such as 5G and IoT, which are increasingly important in today's digital landscape.

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 beating expectations. The stock reacted positively, gaining 1.07% the following day.

Management Promises & Guidance

Continued focus on expanding 5G solutions.
Commitment to enhancing customer support and service.
Plans to invest in R&D for next-generation technologies.

Expectations

Wall Street Expectations

Analysts are generally optimistic about Keysight's upcoming earnings, expecting continued strong performance based on recent trends.

Bull Case

If Keysight beats EPS expectations again, it could indicate robust demand for its products, potentially leading to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about market demand and future growth, leading to a decline in stock value.

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 attract and retain customers, which is vital for its long-term success.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Keysight's revenue exceed the $1.7B consensus estimate?

Exceeding revenue expectations would signal strong market demand and could bolster investor confidence.

Can Keysight maintain or improve its EPS above $2.48?

A higher EPS would reinforce the company's profitability and operational efficiency, which are critical for future growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the impact of Keysight's recent investments in R&D, which could drive future revenue growth beyond current expectations.

Supporting Evidence

Recent strong EPS surprises suggest a trend of exceeding expectations.

Options pricing indicates higher volatility, reflecting uncertainty that may not be fully captured in consensus estimates.

Key Risk

If revenue growth significantly outpaces expectations, it could challenge the current consensus outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is crucial as it will reflect the company's ability to sustain growth amidst competitive pressures.

Bull Confirmed If

An EPS above $2.55 would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $2.45 would confirm the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±18.74%

Historical Avg

±0.8%

Pricing rich

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

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-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance.

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop of around 0.80%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on 5G solution demand and customer adoption rates.
2Any commentary on new product launches or R&D advancements.
3Insights into customer retention and expansion strategies.
4Management's outlook on market trends and competitive positioning.

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Company Snapshot

Keysight Technologies, Inc. is a leading provider of electronic testing and measurement solutions, primarily serving sectors like telecommunications, aerospace, 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 attract and retain customers, which is vital for its long-term success.

$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 beating expectations. The stock reacted positively, gaining 1.07% the following day.

Management Promises & Guidance

Continued focus on expanding 5G solutions.
Commitment to enhancing customer support and service.
Plans to invest in R&D for next-generation technologies.

Expectations

Wall Street Expectations

Analysts are generally optimistic about Keysight's upcoming earnings, expecting continued strong performance based on recent trends.

Bull Case

If Keysight beats EPS expectations again, it could indicate robust demand for its products, potentially leading to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet expectations, it may raise concerns about market demand and future growth, leading to a decline in stock value.

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 attract and retain customers, which is vital for its long-term success.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Keysight's revenue exceed the $1.7B consensus estimate?

Exceeding revenue expectations would signal strong market demand and could bolster investor confidence.

Can Keysight maintain or improve its EPS above $2.48?

A higher EPS would reinforce the company's profitability and operational efficiency, which are critical for future growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the impact of Keysight's recent investments in R&D, which could drive future revenue growth beyond current expectations.

Supporting Evidence

Recent strong EPS surprises suggest a trend of exceeding expectations.

Options pricing indicates higher volatility, reflecting uncertainty that may not be fully captured in consensus estimates.

Key Risk

If revenue growth significantly outpaces expectations, it could challenge the current consensus outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is crucial as it will reflect the company's ability to sustain growth amidst competitive pressures.

Bull Confirmed If

An EPS above $2.55 would confirm the bull case, indicating strong operational performance.

Bear Confirmed If

An EPS below $2.45 would confirm the bear case, raising concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±18.74%

Historical Avg

±0.8%

Pricing rich

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

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-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance.

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop of around 0.80%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on 5G solution demand and customer adoption rates.
2Any commentary on new product launches or R&D advancements.
3Insights into customer retention and expansion strategies.
4Management's outlook on market trends and competitive positioning.