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# Keysight Technologies (KEYS) - Recent Filing Events ## Filings that contain financial statements Each earnings 8-K below furnishes a press release (Exhibit 99.1) with a condensed consolidated statement of operations, balance sheet and statement of cash flows, plus non-GAAP reconciliations and segment data. The statements are labelled preliminary and unaudited. - 8-K filed August 18, 2026, accession 0001601046-26-000029: third fiscal quarter and nine months ended July 31, 2026, with comparatives for 2025 and the balance sheet at October 31, 2025. - 8-K filed May 19, 2026, accession 0001601046-26-000019: second fiscal quarter and six months ended April 30, 2026. - 8-K filed February 23, 2026, accession 0001601046-26-000003: first fiscal quarter ended January 31, 2026. - 8-K filed November 24, 2025, accession 0001601046-25-000121: fourth fiscal quarter and fiscal year ended October 31, 2025. - 8-K filed August 19, 2025, accession 0001601046-25-000088: third fiscal quarter and nine months ended July 31, 2025. - 8-K filed May 20, 2025, accession 0001601046-25-000053: second fiscal quarter and six months ended April 30, 2025. ## Earnings and guidance - **August 18, 2026 (0001601046-26-000029), Q3 FY2026.** Revenue $1.85 billion versus $1.35 billion a year earlier; orders $2,091 million versus $1,340 million. GAAP net income $397 million ($2.30 per diluted share) versus $191 million ($1.10); non-GAAP net income $531 million ($3.07 per share) versus $297 million ($1.72). Operating cash flow $437 million, free cash flow $403 million. Cash, cash equivalents and restricted cash $2.62 billion. Communications Solutions Group revenue $1,345 million (up 43%); Electronic Industrial Solutions Group revenue $501 million (up 21%). The company called it its second consecutive record quarter with orders over $2 billion and said its full-year outlook improved. Q4 FY2026 guidance: revenue $1.930 billion to $1.950 billion and non-GAAP EPS $3.34 to $3.40 on about 172 million diluted shares. - **May 19, 2026 (0001601046-26-000019), Q2 FY2026.** Revenue $1.72 billion versus $1.31 billion; GAAP net income $349 million ($2.02 per share); non-GAAP net income $497 million ($2.87 per share). Full-year outlook raised. Q3 guidance given: revenue $1.730 billion to $1.750 billion, non-GAAP EPS $2.43 to $2.49. The quarter included a $100 million receivable for refunds of tariffs imposed under the International Emergency Economic Powers Act, recorded after the February 2026 Supreme Court ruling. - **February 23, 2026 (0001601046-26-000003), Q1 FY2026.** Revenue $1.60 billion versus $1.30 billion; GAAP net income $281 million ($1.63 per share); non-GAAP net income $376 million ($2.17 per share). Q2 guidance: revenue $1.690 billion to $1.710 billion, non-GAAP EPS $2.27 to $2.33, excluding any effect of the tariff ruling. - **November 24, 2025 (0001601046-25-000121), Q4 and fiscal 2025.** Q4 revenue $1.42 billion; fiscal 2025 revenue $5.37 billion versus $4.98 billion, GAAP net income $846 million ($4.89 per share), non-GAAP net income $1.24 billion ($7.16 per share), free cash flow $1.28 billion. Same filing announced a new $1.5 billion share repurchase program. ## Acquisitions (closed) - **October 2025 (0001601046-25-000104, investor presentation filed October 20, 2025).** The presentation, titled as completing the Spirent, Synopsys Optical Solutions Group and Ansys PowerArtist acquisitions, was posted to the investor website. The closing details come from the quarterly report for the period ended July 31, 2026 (accession 0001601046-26-000036, Note 2): the Spirent Communications plc acquisition was completed October 15, 2025 for $1,564 million in cash; Spirent's high-speed ethernet, network security and channel emulation lines were sold to Viavi Solutions on October 16, 2025 for $399 million (a regulatory condition of the Spirent deal); the Optical Solutions Group was acquired from Synopsys on October 17, 2025 for $581 million (later adjusted to $580 million); and PowerArtist was acquired from Ansys on October 17, 2025 for $26 million. All three are closed, not pending. ## Capital actions and debt - **April 10-17, 2025 (0001193125-25-079129; 0001193125-25-084343).** Underwriting agreement April 10 and issuance April 17, 2025 of $750 million 5.350% Notes due July 30, 2030; proceeds for general corporate purposes, which could include partly financing the proposed Spirent acquisition. - **November 24, 2025 (0001601046-25-000121).** Board approved a new $1.5 billion repurchase program replacing the March 2023 program. Per the July 2026 quarterly report (0001601046-26-000036), $983 million remained available at July 31, 2026, and nine-month repurchases totaled about $517 million (1,845,082 shares). - **April 21, 2026 (0001601046-26-000017, filed April 23, 2026).** Amended and Restated Credit Agreement with Citibank, N.A. as administrative agent: a $750 million five-year unsecured revolving credit facility expiring April 21, 2031, replacing the July 30, 2021 agreement, with customary covenants including financial ratio requirements. - The $700 million 4.60% senior notes due 2027 appear as current debt at July 31, 2026 (0001601046-26-000029 balance sheet). ## Management and board changes - **May 15, 2025 (0001601046-25-000053).** Director Robert A. Rango retired from the board for personal reasons. - **May 26, 2025 (0001601046-25-000057).** Soon Chai Gooi, SVP Order Fulfillment and Digital Operations, stepped down from the role and planned to retire by end of October 2025. - **November 19-20, 2025 (0001601046-25-000119).** Keith Jensen, former Fortinet CFO, appointed director (board raised from ten to eleven). Director Paul A. Lacouture will not stand for re-election at the 2026 annual meeting. - **March 12, 2026 (0001601046-26-000011).** John Page, SVP Global Services, announced he will retire before October 31, 2026. - **March 19, 2026 (0001601046-26-000015).** Annual meeting held; about 91% of 171,517,760 record-date shares were represented; directors were elected to three-year terms. - **August 26, 2026 (0001601046-26-000032).** Scott Reese, former President and CEO of GE Vernova Electrification Software, appointed Class I director (board raised from ten to eleven), joining the Nominating and Corporate Governance Committee and the Audit and Finance Committee. ## Not reflected in these filings No impairments, dividend declarations, stock splits, going-concern or covenant-breach disclosures appear in the 8-Ks reviewed. No acquisition signed but not yet closed appears in the filings reviewed.