NYSE$KEYS

Keysight Technologies Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Keysight Technologies reported strong first quarter financial results, with revenue and earnings per share exceeding guidance.

Keysight Technologies reported a strong first quarter with revenue growing by 10% to $1.38 billion and non-GAAP EPS of $2.02, exceeding the high end of guidance. The company's performance was driven by strong execution, customer collaborations, and a differentiated solutions portfolio.

  • Revenue grew 10% to $1.38 billion compared to $1.25 billion last year.
  • GAAP net income was $260 million, or $1.45 per share, compared to $229 million, or $1.24 per share in Q1 2022.
  • Non-GAAP net income was $363 million, or $2.02 per share, compared to $305 million, or $1.65 per share in Q1 2022.
  • Communications Solutions Group (CSG) revenue was $939 million, up 7% year-over-year, while Electronic Industrial Solutions Group (EISG) revenue was $442 million, up 19% year-over-year.

Headline financials

Total Revenue

$1.38B

Previous: $1.25B+10.5%
EPS (adj)

$2.02

Previous: $1.65+22.4%
Capital Expenditures

-$60M

Previous: -$42M-42.9%
Free Cash Flow

$306M

Previous: $182M+68.1%
Net Income

$260M

Previous: $229M+13.5%
Operating Income

$322M

Previous: $271M+18.8%
Gross Profit

$883M

Previous: $804M+9.8%
Cash & Equivalents

$2.23B

Previous: $1.98B+12.7%
Total Assets

$8.45B

Previous: $7.73B+9.3%
Stock-Based Comp

$54M

Previous: $50M+8.0%

Revenue & EPS history

Keysight Technologies · Revenue · Quarterly

$1.38B

Q1 2023+10.5%vs Q1 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Keysight Technologies · $1.38B total across 2 segments · Q1 2023

  • Communications Solutions Group
    $939M+6.9%
  • Electronic Industrial Solutions Group
    $442M+18.8%

Forward guidance

Keysight expects second fiscal quarter 2023 revenue to be in the range of $1.37 billion to $1.39 billion and non-GAAP earnings per share to be in the range of $1.91 to $1.97.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+0.6%

Avg return

Earnings day

+1.6%

Avg return

5 days after

+2.6%

Avg return

30 days after

57%

29 / 51 earnings

Positive

+14.9%

Q3 2019

Best reaction

-14.2%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-5.1%-2.7%+1.3%
Q1 2026+4.9%+25.4%+14.7%
Q4 2025-5.2%+11.4%+15.6%
Q3 2025-3.3%+1.1%+9.0%
Q2 2025+0.0%-1.7%-2.1%
Q1 2025-6.9%-9.5%-12.7%
Q4 2024+9.3%+12.5%+5.6%
Q3 2024+13.9%+11.9%+12.2%
Q2 2024-7.0%-8.4%-13.5%
Q1 2024-7.2%-3.4%-0.6%
Q4 2023+1.0%+2.1%+17.6%
Q3 2023-14.2%-14.7%-11.9%
Q2 2023+6.0%+5.6%+11.2%
Q1 2023-14.0%-15.1%-15.8%
Q4 2022+3.2%+4.6%+4.4%
Q3 2022+5.1%-0.0%-3.0%
Q2 2022+0.6%+1.9%-3.1%
Q1 2022-5.6%-6.8%-5.1%
Q4 2021+0.3%-1.7%+3.1%
Q3 2021+1.4%+4.2%+7.9%
Q2 2021+1.9%+1.7%+6.6%
Q1 2021-4.6%-6.4%-9.6%
Q4 2020+0.3%-0.3%+9.1%
Q3 2020-7.8%-6.2%-6.6%
Q2 2020-0.3%+5.9%-1.6%
Q1 2020-2.6%-1.5%-14.8%
Q4 2019+1.6%+0.7%-2.5%
Q3 2019+14.9%+9.0%+13.1%
Q2 2019+8.7%+1.5%+22.8%
Q1 2019+1.7%+4.4%+4.5%
Q4 2018+3.2%+1.8%+5.4%
Q3 2018+6.6%+4.5%+7.8%
Q2 2018+10.8%+15.2%+11.3%
Q1 2018+5.1%+11.8%+11.4%
Q4 2017+1.3%+0.1%+4.1%
Q3 2017+3.6%+2.8%+5.6%
Q2 2017-3.3%-5.7%-3.1%
Q1 2017-0.5%-0.2%+2.4%
Q4 2016+2.2%+4.2%+3.4%
Q3 2016-0.6%+2.4%-1.2%
Q2 2016+14.2%
Q1 2016+3.7%
Q4 2015-5.6%
Q3 2014+1.3%
Q3 2015+9.2%
Q1 2014-1.0%
Q4 2013-1.0%
Q2 2014-1.0%
Q2 2015-10.6%
Q4 2014-1.5%
Q1 2015+2.2%
Q3 2013
Q2 2013
Q1 2013

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