Keysight

KEYS

Market cap $33.9B

A nearly 10% surge in Keysight Technologies' NYSE: KEYS stock has turned heads on Wall Street, and for good reason. The sharp upward move followed a fiscal Q4 2025 earnings report that beat expectations.

Keysight Technologies (KEYS) rallied 10% on Tuesday's session and closed at highs it hasn't seen in nearly four years after posting a strong earnings report. George Tsilis explains why the company shines as a standout in a shrinking electronic design and test solutions industry.

Keysight Technologies, Inc. (NASDAQ: KEYS) posted upbeat fourth-quarter earnings after Monday's closing bell.

KEYS posts solid fiscal Q4 beats as AI data-center demand and defense strength lift revenue and earnings momentum.

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Keysight Technologies, Inc. ( KEYS ) Q4 2025 Earnings Call November 24, 2025 4:30 PM EST Company Participants Paulenier Sims - Director of Investor Relations Satish Dhanasekaran - President, CEO & Director Neil Dougherty - Executive VP & CFO Kailash Narayanan - Senior VP & President of Communications Solutions Group Jason Kary - Senior VP & President of the Electronic Industrial Solutions Group Conference Call Participants Mehdi Hosseini - Susquehanna Financial Group, LLLP, Research Division Samik Chatterjee - JPMorgan Chase & Co, Research Division Andrew Spinola - UBS Investment Bank, Research Division Atif Malik - Citigroup Inc., Research Division Robert Mason - Robert W. Baird & Co. Incorporated, Research Division David Ridley-Lane - BofA Securities, Research Division Mark Delaney - Goldman Sachs Group, Inc., Research Division Aaron Rakers - Wells Fargo Securities, LLC, Research Division Meta Marshall - Morgan Stanley, Research Division Timothy Long - Barclays Bank PLC, Research Division Robert Jamieson - Vertical Research Partners, LLC Presentation Operator Good day, ladies and gentlemen, and welcome to the Keysight Technologies Fiscal Fourth Quarter 2025 Earnings Conference Call.

Keysight Technologies delivered strong Q4 results, with orders up 14% and revenue growth across all regions, signaling renewed business momentum. KEYS's Communications Solutions Group faces temporary margin pressure from tariffs, but gross margins are expected to recover within six months as new contracts reflect higher costs. AI-driven semiconductor demand and stabilizing industrial sectors support growth, while auto sector revenue remains flat despite positive order trends.

Although the revenue and EPS for Keysight (KEYS) give a sense of how its business performed in the quarter ended October 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Keysight (KEYS) came out with quarterly earnings of $1.91 per share, beating the Zacks Consensus Estimate of $1.85 per share. This compares to earnings of $1.65 per share a year ago.

Electronic equipment maker Keysight Technologies forecast first-quarter revenue and profit ahead of Wall Street estimates on Monday, sending its shares up more than 13% in after-market trading.