NYSE$KEYS

Keysight Technologies Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Keysight Technologies reported robust demand and strong execution, delivering above guidance results and strong order growth for the fourth fiscal quarter and fiscal year ended October 31, 2025.

Keysight Technologies achieved an outstanding fourth quarter and a strong close to the fiscal year 2025, returning the company to full-year growth with accelerating order momentum. The company reported revenue of $1.42 billion and diluted EPS of $1.33 for the quarter, reflecting leadership across markets and sustained demand for its differentiated solutions.

  • Fourth quarter revenue increased to $1.42 billion, up from $1.29 billion last year.
  • GAAP net income for the quarter was $229 million, or $1.33 per diluted share, a significant improvement from a GAAP net loss of $73 million, or $0.42 per share, in the prior year.
  • Non-GAAP net income for the quarter was $331 million, or $1.91 per share, compared to $288 million, or $1.65 per share, in the fourth quarter of 2024.
  • The company announced a new $1.5 billion share repurchase program, effective immediately.

Headline financials

Total Revenue

$1.42B

Previous: $1.29B+10.3%
EPS (adj)

$1.91

Previous: $1.65+15.8%
Free cash flow

$188M

Previous: $328M-42.7%
Diluted share count

173.0M

Previous: 173.0M+0.0%
Orders

$1.53B

Previous: $1.35B+14.0%
Cash flow from operations

$225M

Previous: $359M-37.3%
Net Income

$229M

Previous: -$73M+413.7%
Operating Income

$217M

Previous: $230M-5.7%

Revenue & EPS history

Keysight Technologies · Revenue · Quarterly

$1.42B

Q4 2025+10.3%vs Q4 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Keysight Technologies · $1.72B total across 2 segments · Q2 2026

  • Communications Solutions Group
    $1.23B
  • Electronic Industrial Solutions Group
    $486M

Forward guidance

Keysight's first fiscal quarter of 2026 revenue is expected to be in the range of $1.53 billion to $1.55 billion, with Non-GAAP earnings per share projected between $1.95 and $2.01.

Tailwinds

  • Projected revenue for Q1 FY2026 shows continued growth, ranging from $1.53 billion to $1.55 billion.
  • Non-GAAP EPS guidance for Q1 FY2026 is strong, expected between $1.95 and $2.01.
  • The company's leadership across markets and differentiated solutions are expected to sustain demand.
  • Order momentum is accelerating, indicating continued business strength.
  • The new $1.5 billion share repurchase program reflects confidence in future performance and commitment to shareholder returns.

Headwinds

  • Certain items impacting the GAAP tax rate for future events are not currently estimable with reasonable accuracy.
  • No reconciliation of GAAP earnings per share to non-GAAP has been provided for Q1 FY2026 due to estimability issues.
  • Global economic conditions, such as inflation or recession, could impact future results.
  • Slowing demand for products or services remains a potential risk.
  • Geopolitical tension, export control regulations, and customer purchasing decisions could affect performance.

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 Q4 2025

Historical avgQ4 2025

+0.6%

Avg return

Earnings day

+1.7%

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%
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%
Q2 2014-1.0%
Q1 2014-1.0%
Q4 2013-1.0%
Q2 2015-10.6%
Q4 2014-1.5%
Q1 2015+2.2%
Q3 2013
Q2 2013
Q1 2013

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro