Company facts
- Headquarters
- Santa Rosa, California
- Most recent report
- 8-K, filed Nov 2, 2026
- Incorporated
- Delaware
- Filings on record
- 1,000+ filings
- On EDGAR
- CIK 1601046
- Fiscal year ends
- October
- Filer status
- Large accelerated filer
Financials 8 of 45
News 8 of 97
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 789
- 4 Insider reported a trade Oct 20, 2026
- 4 Insider reported a trade Oct 20, 2026
- 4 Insider reported a trade Oct 2, 2026
- 144 Notice of a proposed sale of restricted stock Sep 30, 2026
- 4 Insider reported a trade Sep 25, 2026
- 144 Notice of a proposed sale of restricted stock Sep 23, 2026
- 4 Insider reported a trade Sep 23, 2026
- 144 Notice of a proposed sale of restricted stock Sep 21, 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.
- Added forced labor tariff (July 24, 2026) on 60 countries and Section 301 investigation (March 11, 2026) into 16 economies.
- Added risk factor about extended lead times and order backlog causing delayed revenue, excess inventory, and cancellations.
- EPO appeal for revoked patent set for hearing in November 2026.
Changed
- Average repurchase prices this quarter ranged from $319.23 to $343.41, up from $283.05 last quarter.
- 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).
- IEEPA tariff refund receivable fell to $64 million from $100 million because $37 million was received in cash.
- Non-cancellable purchase commitments rose to $704 million from $545 million, driven by advance orders for backlog.
- Remaining buyback authorization fell to $983 million from $1,192 million.
- Spirent goodwill reduced by $1 million to $712 million due to measurement period adjustments; finalization no longer expected in Q3.
- Added bullet: order delays or cancellations from supply chain disruptions or manufacturing capacity constraints.
- Centripetal: four more patents fully invalidated on appeal, ITC decision final, EPO hearing set for November 2026.
- Expanded cybersecurity risk to include products of software providers, not just our own products.
- Federal Circuit affirmed invalidity of all claims of four patents and all but four of a fifth; appeals dropped to two from four.
- 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.
- Repurchased 643,946 shares in the current quarter, down from 778,081 in the prior quarter.
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.