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Keysight’s Q4 2026 Forecast Tops Estimates as AI Data-Center Testing Demand Accelerates
Keysight expects fiscal Q4 2026 revenue of $1.93–$1.95 billion and adjusted EPS of $3.34–$3.40, above analysts’ roughly $1.81 billion and $2.70 estimates; the main caveat is that consensus figures varied slightly by s... AI data center expansion is increasing demand for tools used to design, validate, test, and simu...
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Key takeaways
- Keysight expects fiscal Q4 2026 revenue of $1.93–$1.95 billion and adjusted EPS of $3.34–$3.40, above analysts’ roughly $1.81 billion and $2.70 estimates; the main caveat is that consensus figures varied slightly by s...
- AI data center expansion is increasing demand for tools used to design, validate, test, and simulate high speed electronics and interconnects, helping make Communications Solutions Keysight’s main growth engine.
- In fiscal Q3, revenue reached $1.846 billion and adjusted EPS was $3.07, while Communications Solutions revenue rose 43% to $1.345 billion and Electronic Industrial Solutions grew 21% to $501 million.
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openai.comCreate a landscape editorial hero image for this Studio Global article: What did Keysight Technologies forecast for fourth-quarter 2026 adjusted profit and revenue, how did those projections compare with analysts. Article summary: Keysight forecast fiscal fourth-quarter 2026 non-GAAP (adjusted) earnings of $3.34–$3.40 per share and revenue of $1.93–$1.95 billion—both above Wall Street expectations of about $2.70 per share and $1.81 billion, respec. Topic tags: general, news, general web, user generated. Style: premium digital editorial illustration, source-backed research mood, clean composition, high detail, modern web publication hero. Use reference image context only for broad subject, composition, and topical grounding; do not copy the exact image. Avoid: logos, brand marks, copyrighted characters, real person likenesses, fake screenshots, UI text, readable text, watermarks, charts w
Keysight Technologies issued a substantially stronger-than-expected fiscal fourth-quarter 2026 outlook as the expansion of AI data centers fueled demand for electronic design, testing, and simulation tools. The company expects adjusted earnings of $3.34–$3.40 per share and revenue of $1.93–$1.95 billion. Those ranges were above the roughly $2.70 per-share and $1.81 billion analyst expectations reported by Reuters and other market coverage. 1
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Q4 guidance: revenue and adjusted profit above expectations
Keysight’s fiscal Q4 2026 guidance calls for:
- Revenue: $1.93–$1.95 billion
- Non-GAAP adjusted EPS: $3.34–$3.40
The midpoint of the revenue range implies approximately 37% year-over-year growth, according to the company’s results release. The outlook is based on a weighted diluted share count of approximately 172 million shares. 15
The comparison with Wall Street estimates is favorable on both measures. Reuters cited expectations of about $1.81 billion in revenue and $2.70 in adjusted EPS, while another market report cited slightly different consensus figures of $1.82 billion and $2.68. In either comparison, Keysight’s forecast was clearly higher. 1
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Why AI data centers are increasing demand for Keysight
AI data centers require increasingly fast and complex connections among processors, memory, networking equipment, and other components. Before that infrastructure can be deployed, customers need to design, validate, test, and simulate high-speed electronics and interconnects.
That process supports demand for Keysight’s software and testing tools. The company’s products are used in electronic design, testing, and simulation by chipmakers, telecommunications companies, and automakers, among other customers. Reuters linked the stronger outlook to the rapid buildout of AI data centers. 1
The effect was especially visible in communications-related business. On its fiscal Q3 earnings call, Keysight said momentum in commercial communications was driven primarily by the rapid expansion of the AI-infrastructure ecosystem. Orders in the Communications Solutions segment grew for a ninth consecutive quarter, while segment revenue increased 43% on a reported basis to $1.345 billion. 6
Communications Solutions led fiscal Q3 growth
Keysight’s fiscal Q3 results show how the AI infrastructure cycle was reaching its operating results:
- Communications Solutions Group: $1.345 billion in revenue, up 43% year over year
- Electronic Industrial Solutions Group: $501 million, up 21% year over year
- Total company revenue: approximately $1.846 billion, up 36.5% year over year
- Adjusted EPS: $3.07
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Commercial communications was a particularly strong contributor within the Communications Solutions Group. One report said that revenue from the business rose 56% year over year to $1.01 billion, while aerospace, defense, and government revenue increased 14% to $339 million. 9
The results also exceeded analyst expectations. Adjusted EPS of $3.07 was above the $2.48 estimate, and revenue of about $1.85 billion topped the $1.75 billion consensus cited in earnings coverage. 5
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What the results suggest about the AI spending cycle
The combination of a large Q3 beat, strong segment growth, and above-consensus Q4 guidance suggests that AI data-center investment was translating into demand for the infrastructure testing and simulation work required to build faster systems. Communications Solutions was the clearest growth channel, but Electronic Industrial Solutions also expanded at a double-digit rate. 6
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That does not establish how long the spending cycle will last. It does show that, through fiscal Q3 2026, AI infrastructure demand was associated with higher orders and revenue across Keysight’s core testing and communications businesses, rather than appearing only as a forward-looking theme. 1
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Keysight expects fiscal Q4 2026 revenue of $1.93–$1.95 billion and adjusted EPS of $3.34–$3.40, above analysts’ roughly $1.81 billion and $2.70 estimates; the main caveat is that consensus figures varied slightly by s...
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Keysight expects fiscal Q4 2026 revenue of $1.93–$1.95 billion and adjusted EPS of $3.34–$3.40, above analysts’ roughly $1.81 billion and $2.70 estimates; the main caveat is that consensus figures varied slightly by s... AI data center expansion is increasing demand for tools used to design, validate, test, and simulate high speed electronics and interconnects, helping make Communications Solutions Keysight’s main growth engine.
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In fiscal Q3, revenue reached $1.846 billion and adjusted EPS was $3.07, while Communications Solutions revenue rose 43% to $1.345 billion and Electronic Industrial Solutions grew 21% to $501 million.