Keysight Technologies, Inc. (KEYS) Earnings Call Transcripts

Keysight Technologies, Inc.'s Latest Earnings Call - September 15, 2026

In the fiscal Q4 2026 earnings call, Keysight Technologies reported strong performance with revenue reaching $1.94 billion, up from $1.7 billion in Q3, reflecting robust demand across its key markets. The company highlighted a 50% organic growth in orders for the second consecutive quarter, driven by advancements in AI and 6G technologies. Management maintained a positive outlook, indicating that supply chain constraints are being addressed, but noted approximately $100 million in revenue is still being pushed out due to these issues. Keysight's commitment to R&D and capacity expansion positions it well for future growth, particularly in the aerospace and defense sectors as well as in AI applications.

Reported metrics

Guidance from management

Management maintained a positive outlook for fiscal 2027, focusing on sustaining growth in AI and 6G markets while addressing supply chain constraints. They expect to continue ramping production to meet demand and capitalize on emerging opportunities.

What management said

I mean I think that's a great answer. Maybe the only other thing that I would add to that would be the uniqueness of the breadth of our portfolio. there aren't any other companies in this space that have the breadth of solutions, physical layer, protocol layer, application layer, across multiple ecosystems, wireless, wireline, aerospace, defense, automotive, semiconductor we have a really unique portfolio, and I thin...

What analysts pressed on

Analysts expressed concerns regarding the ongoing supply chain issues and their impact on revenue recognition. There were questions about how much revenue is being delayed and the timeline for resolving these constraints.

Main topics on the call

• Strong Order Growth — Keysight reported a 50% organic growth in orders for the second straight quarter, indicating robust demand across its product lines. CFO Neil Dougherty stated, "If we weren't executing and we did not have a differentiate...
• Supply Chain Constraints — Management acknowledged ongoing supply chain issues affecting revenue recognition, with approximately $100 million in revenue being pushed out. Dougherty noted, "We are still supply constrained relative to demand constra...
• AI and 6G Market Opportunities — Keysight is focusing on capturing the growth in AI and 6G, with significant R&D investments aimed at product development in these areas. Kailash Narayanan emphasized the importance of sustaining momentum in AI, stating, ...
• Aerospace and Defense Growth — The aerospace and defense segment grew 14% last quarter, driven by increased defense budgets and emerging defense technology startups. Narayanan mentioned, "Our U.S. business has expanded strong double digits," indicatin...

Read the full Keysight Technologies, Inc. transcript (September 15, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 82 Keysight Technologies, Inc. earnings call transcripts on record, spanning February 24, 2020 to September 15, 2026. Based on this history, Keysight Technologies, Inc. reports quarterly. The most recent call on file is dated September 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

KEYS

Exchange

NYSE

Country

US

Sector

Information Technology

Industry

Electronic Equipment, Instruments and Components

Calls on record

82

First call

February 24, 2020

Most recent

September 15, 2026

Reporting cadence

quarterly