Keysight Q4 adjusted profit beats estimates on semiconductor demand

Keysight Technologies

24/11/2025 21:13

Overview

Keysight fiscal Q4 revenue grows 10% yr/yr, beating analyst expectations

Adjusted EPS for fiscal Q4 beats consensus, reflecting strong execution

Company announces $1.5 bln share repurchase program, indicating confidence in future growth

Outlook

Keysight expects Q1 2026 revenue between $1.53 bln and $1.55 bln

Non-GAAP EPS for Q1 2026 expected between $1.95 and $2.01

Result Drivers

AI AND DEFENSE INVESTMENTS - CSG revenue growth driven by AI data center infrastructure, non-terrestrial network applications, and defense modernization

SEMICONDUCTOR DEMAND - EISG revenue growth attributed to demand for general electronics and semiconductor solutions

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$1.42 bln
$1.38 bln (8 Analysts)
Q4 Adjusted EPS
Beat
$1.91
$1.82 (10 Analysts)
Q4 EPS
$1.34
Q4 Adjusted Net Income
Beat
$331 mln
$315.50 mln (5 Analysts)
Q4 Net Income
$229 mln
Q4 Orders
$1.53 bln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the electronic equipment & parts peer group is "buy"

Wall Street's median 12-month price target for Keysight Technologies Inc is $200.00, about 13.6% above its November 21 closing price of $172.71

The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release: ID:nBw4wqSHka

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)