Company facts
- Headquarters
- Santa Rosa, California
- Most recent report
- 10-Q, filed Sep 2, 2026
- Incorporated
- Delaware
- Filings on record
- 1,006+ filings
- On EDGAR
- CIK 1601046
- Fiscal year ends
- October
- Filer status
- Large accelerated filer
Financials 8 of 45
News 8 of 96
Prospectuses and Registrations 8 of 17
- 424B2 Prospectus supplement for an offering Apr 11, 2025
- FWP Free writing prospectus Apr 10, 2025
- 424B2 Prospectus supplement for an offering Apr 10, 2025
- 424B2 Prospectus supplement for an offering Oct 3, 2024
- FWP Free writing prospectus Oct 2, 2024
- 424B2 Prospectus supplement for an offering Oct 2, 2024
- S-3ASR Automatic shelf registration Oct 1, 2024
- S-8 Registration statement for an employee plan May 31, 2024
Proxies 8 of 30
- DEFA14A Extra proxy material Feb 5, 2026
- DEFA14A Extra proxy material Jan 26, 2026
- DEF 14A Proxy statement for a shareholder vote Jan 26, 2026
- PRE 14A Preliminary proxy statement Jan 16, 2026
- DEFA14A Extra proxy material Jan 27, 2025
- DEF 14A Proxy statement for a shareholder vote Jan 27, 2025
- DEFA14A Extra proxy material Jan 29, 2024
- DEF 14A Proxy statement for a shareholder vote Jan 29, 2024
Ownership 8 of 796
- 144 Notice of a proposed sale of restricted stock Sep 4, 2026
- 4 Insider reported a trade Aug 28, 2026
- 3 Insider reported their initial holding Aug 28, 2026
- 4 Insider reported a trade Aug 25, 2026
- 4 Insider reported a trade Aug 24, 2026
- 144 Notice of a proposed sale of restricted stock Aug 21, 2026
- 144 Notice of a proposed sale of restricted stock Aug 20, 2026
- SCHEDULE 13G/A Large holder reported a passive stake, amended Aug 14, 2026
Other 8 of 22
- SD Conflict minerals disclosure Jun 1, 2026
- ARS Annual report sent to shareholders Jan 26, 2026
- SD Conflict minerals disclosure May 30, 2025
- ARS Annual report sent to shareholders Jan 27, 2025
- SD Conflict minerals disclosure May 31, 2024
- ARS Annual report sent to shareholders Jan 29, 2024
- SD Conflict minerals disclosure May 31, 2023
- ARS Annual report sent to shareholders Jan 23, 2023
What to read: Jul 2026 10-Q
SECSift found 4 of 11 sections worth reading, with 6 positive, 8 notable, and 0 negative flags.
Financial Statements (Item 1)
Full financial statements with material revenue jump, acquisitions, and tariff refund.Management's Discussion (Item 2)
MD&A with material acquisition, tariff refunds, and strong financial results.Positive- Orders surged 56% to $2,091M (Q3 2026), reflecting strong demand across all regions.
- Revenue grew 36% to $1,846M (Q3 2026), driven by AI infrastructure and Spirent acquisition.
- Net income more than doubled to $397M (Q3 2026), up 108% vs prior year.
- Gross margin expanded 4ppts to 65.8% (Q3 2026) from 61.7%, driven by volume and mix.
Legal Proceedings (Item 1)
Company-specific litigation with quantified tax refund and patent outcomes.PositiveRisk Factors (Item 1A)
Company-specific quantified risks: $107M tax suit, incentive expiry, tariff refunds.Notable- Seeking refunds of tariffs paid after Supreme Court ruling; amount and timing uncertain.
- Malaysia tax incentive expired Oct 31, 2025; renewal process underway but not guaranteed.
- Singapore tax incentive expires July 31, 2029; failure may raise effective tax rate.
- Board declassification phased through 2029 after shareholder vote on March 19, 2026.
What changed: Jul 2026 vs. Apr 2026
About 3% of KEYS's Jul 2026 10-Q is new information. 13 paragraphs were added, 193 changed, and 24 removed. Below are the most important lines SECSift identified.
New
- Court granted partial summary judgment on tax refund claim seeking $107 million, finding the regulation invalid. Item 1
- Added forced labor tariff (July 24, 2026) on 60 countries and Section 301 investigation (March 11, 2026) into 16 economies. Item 1A
- Added risk factor about extended lead times and order backlog causing delayed revenue, excess inventory, and cancellations. Item 1A
- EPO appeal for revoked patent set for hearing in November 2026. Item 1
Changed
- Average repurchase prices this quarter ranged from $319.23 to $343.41, up from $283.05 last quarter. Item 2
- Discrete tax benefit of $74 million for the nine months (6.0% effective rate) vs $87 million for the six months (-2.3% rate), including a $19 million reserve release (prior $12 million). Item 2
- IEEPA tariff refund receivable fell to $64 million from $100 million because $37 million was received in cash. Item 1
- Non-cancellable purchase commitments rose to $704 million from $545 million, driven by advance orders for backlog. Item 1
- Remaining buyback authorization fell to $983 million from $1,192 million. Item 2
- Spirent goodwill reduced by $1 million to $712 million due to measurement period adjustments; finalization no longer expected in Q3. Item 1
- Added bullet: order delays or cancellations from supply chain disruptions or manufacturing capacity constraints. Item 1A
- Centripetal: four more patents fully invalidated on appeal, ITC decision final, EPO hearing set for November 2026. Item 1
- Expanded cybersecurity risk to include products of software providers, not just our own products. Item 1A
- Federal Circuit affirmed invalidity of all claims of four patents and all but four of a fifth; appeals dropped to two from four. Item 1
- IEEPA tariff refund gross margin impact for the nine months fell to 1.5 ppts from 2.4 ppts for the six months; operating margin fell to 1.3 ppts from 1.9 ppts. Item 2
- Repurchased 643,946 shares in the current quarter, down from 778,081 in the prior quarter. Item 2
Everything here comes from Keysight Technologies, Inc.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Sep 2, 2026, from the 10-Q for Jul 2026.