--- title: "Keysight Q3 Orders Soar 56%, Boosts Outlook" type: "News" locale: "en" url: "https://longbridge.com/en/news/296365941.md" description: "Keysight Technologies reported a strong Q3, with orders surging 56% and revenue hitting a record $1.846 billion, beating analyst estimates. Adjusted EPS reached $3.07. Driven by demand in AI infrastructure, semiconductors, and defense, the company raised its FY2026 sales guidance to $7.095 billion and EPS forecast to $11.46. Shares rose 2.34% in premarket trading." datetime: "2026-08-19T13:32:29.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/296365941.md) - [en](https://longbridge.com/en/news/296365941.md) - [zh-HK](https://longbridge.com/zh-HK/news/296365941.md) generator: "portal-rs" --- # Keysight Q3 Orders Soar 56%, Boosts Outlook **Keysight Technologies** (NYSE:KEYS) shares are trading higher premarket on Wednesday. The company reported better-than-expected third quarter results and issued fourth quarter guidance above estimates after market close on Tuesday. ## Earnings Snapshot Adjusted EPS of $3.07, beat the $2.48 analyst estimate, while revenue of $1.85 billion exceeded the $1.74 billion consensus. Orders climbed 56% year over year to $2.091 billion, while revenue rose 36% to a record $1.846 billion and EPS increased 79%. Management said customer investment continues to be strong across AI infrastructure, advanced semiconductors, defense modernization and next-generation communications, supporting its confidence in sustained long-term growth. Operating margin expanded 820 basis points to 33.2%, exceeding the company’s 31%-32% long-term target. The company’s core business delivered a 34.7% operating margin and 66% operating margin incremental. Keysight ended the quarter with $2.605 billion in cash and cash equivalents, with operating cash flow of $437 million and free cash flow of $403 million. During the quarter, the company repurchased shares worth $210 million, bringing fiscal 2026 year-to-date share repurchases to $517 million. ## Business Performance **Communications Solutions Group** revenue increased 43% to $1.345 billion, or 36% on a core basis, with orders reaching a new record for the ninth consecutive quarter. Commercial Communications posted its first $1 billion revenue quarter, with revenue rising 56% to $1.006 billion. Wireline revenue more than doubled year over year and surpassed wireless revenue for the first time, supported by AI infrastructure scaling, speed transitions, silicon photonics and system-level emulation. **Electronic Industrial Solutions Group** delivered record revenue of $501 million, increasing 21%, as orders recorded double-digit growth across General Electronics, Semiconductors, and Automotive and Energy. General Electronics benefited from AI-driven innovation and infrastructure spending, particularly from rising testing needs for high-performance components such as multilayer PCBs and capacitors. Semiconductor revenue was supported by capacity expansion for advanced nodes, high-bandwidth memory and silicon photonics, with commercial silicon photonics production accelerating among leading foundries and integrated device manufacturers. Automotive and Energy orders also increased at solid double-digit rates, driven by investments in software-defined vehicle architectures, in-vehicle networking, cybersecurity testing, high-power charging, energy storage and infrastructure validation. Keysight is involved across the AI infrastructure development cycle, from pre-silicon design and chip and component validation to data-center rack and cluster emulation and high-value manufacturing. Growing demand for high-speed optical infrastructure is also prompting transceiver manufacturers to scale 800-gigabit and 1.6-terabit optical products using Keysight’s 224-gigabit digital communication analyzers. ## Outlook For the fourth quarter, the company expects adjusted EPS of $3.34-$3.40 versus $2.70 expected, and revenue of $1.93 billion-$1.95 billion versus the $1.81 billion estimate. Keysight projects fiscal 2026 adjusted EPS of $11.46, compared with the $10.24 analyst estimate. The company increased its fiscal 2026 sales guidance from the previous range of $6.826 billion to $6.934 billion to $7.095 billion, versus the $6.884 billion estimate. Keysight said the integration of its recent acquisition is largely complete, with systems migrations finished one quarter ahead of schedule. The company expects to achieve 80%-90% of the $100 million in cost synergies on a run-rate basis by the end of fiscal 2026. **KEYS Stock Price Activity:** Keysight Techs shares were up 2.34% at $348.99 during premarket trading Wednesday. **Read Also: Stock Market Today: S&P 500, Nasdaq 100 Futures Rise as Trump Says 'No Talks' Are Happening With Iran—Keysight Technologies, Mercury Systems, SK Hynix in Focus** *Photo via Shutterstock* ### Related Stocks - [KEYS.US](https://longbridge.com/en/quote/KEYS.US.md) - [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md) - [.NDX.US](https://longbridge.com/en/quote/.NDX.US.md) - [MRCY.US](https://longbridge.com/en/quote/MRCY.US.md) - [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md) ## Related News & Research - [Keysight Reports Strong Q3 Results, Stock Steps Higher](https://longbridge.com/en/news/296270614.md) - [Keysight sees bullish views from analysts after Q3 results, outlook](https://longbridge.com/en/news/296363842.md) - [A mysterious free AI model is impressing developers. And nobody knows who made it.](https://longbridge.com/en/news/296687985.md) - [Keysight SVP Ingrid Estrada disposes of 2,000 common shares valued at $629,320](https://longbridge.com/en/news/296768530.md) - [Varma Mutual Pension Insurance Co Purchases New Holdings in Keysight Technologies Inc. $KEYS](https://longbridge.com/en/news/296698739.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**