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是德科技Keysight Technologies(KEYS)2026财年第一季度财务业绩演示报告「NYSE」(英文版)(21页).pdf

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1、Keysight TechnologiesQ1 Fiscal Year 2026 ResultsFebruary 23,20262This communication contains forward-looking statements as defined in Section 27A of the Securities Act of 1933,as amended,and Section 21E of the SecuritiesExchange Act of 1934,as amended,and is subject to the safe harbors created there

2、in.Statements preceded by,followed by,or that otherwise include the words“anticipate,”“assume,”“plan,”“estimate,”“expect,”“guidance,”“intend,”“implied,”target,”“believe,”“outlook,”and similar words or expressions,or future orconditional verbs such as“will,”“should,”“would,”“may,”or“could”,or stateme

3、nts regarding the companys goals,priorities,anticipated revenues,anticipateddemand,growth opportunities,customer service and innovation plans,new product introductions,anticipated financial condition,anticipated gross and operatingmargins,future earnings,the anticipated continued strengths and expec

4、ted growth of the markets the company sells into,and future operations,earnings,and tax rates are intended to identify forward-looking statements.Keysight disclaims any intention to,and undertakes no responsibility to,update or revise any forward-looking statements,whether as a result of new informa

5、tion,a future event,or otherwise.The forward-looking statements contained herein include,but are not limited to,predictions,guidance,projections,assumptions,beliefs,opinions,and expectations regarding the companys future goals,revenues,financial condition,earnings,and operations that involve risks a

6、nd uncertainties that could cause Keysights results to differ materially from those expressed in such statements.Such risks and uncertainties include,but are not limited to,impacts of global economic conditions such as inflation or recession,impacts of tariffs and reciprocal tariffs,volatility in fi

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1. **业绩表现**:Q1'26创纪录收入16亿美元(同比+23%),每股收益2.17美元(同比+19%),毛利率66.7%,运营利润率27.4%,自由现金流4.07亿美元。 2. **需求增长**:订单增长30%(核心+22%)至16.45亿美元,创纪录积压订单27.5亿美元,AI赋能解决方案和国防现代化需求强劲。 3. **业务亮点**:通信解决方案(CSG)收入增长27%,电子工业解决方案(EISG)增长15%;美洲、欧洲、亚太地区均实现双位数增长。 4. **股东回报**:回购42万股(8700万美元),FY26营收和EPS增长预期超20%,收购协同目标1亿美元。
**Keysight业绩如何?** **AI需求增长了吗?** **股东回报如何?**
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