Keysight Technologies reported record third quarter 2026 results that substantially exceeded analyst expectations for both revenue and earnings. The performance was characterized by a second consecutive quarter of record orders exceeding $2 billion, driven by aggressive infrastructure upgrades and semiconductor demand.
Key Highlights
- Non-GAAP EPS of $3.07 beat the consensus estimate of $2.48 by approximately 24%.
- Total revenue reached $1.85 billion, representing a 36% year-over-year increase and exceeding estimates by $100 million.
- Communications Solutions Group (CSG) revenue surged 43% to $1.35 billion, led by a 56% growth rate in commercial communications.