KEYS 最新10-Q变化

相对上期新增的文字 · 来源:10-Q · 2026-09-02

• Keysight Technologies, Inc. (“we,” “us,” “our,” “Keysight” or “the company”), incorporated in Delaware on December

• 6, 2013, serves technology innovators as a mission-critical design enablement partner for the world’s most complex engineering challenges. By connecting market-leading design, emulation, and test solutions across the full lifecycle, Keysight helps engineering teams accelerate innovation, reduce risk…

• Net income for the three and nine months ended July 31, 2026 was $397 million and $1,027 million, respectively, compared to $191 million and $617 million, respectively, for the same periods last year. The increase in net income for the three months ended July 31, 2026 was primarily driven by higher …

• Gross margin for the three months ended July 31, 2026 increased 4 percentage points compared to the same period last year, primarily driven by higher revenue volume, favorable mix, and incremental gross margin impact from acquisitions, partially offset by higher people-related costs and higher amort…

• Selling, general and administrative expense for both the three and nine months ended July 31, 2026 increased 26 percent compared to the same periods last year, primarily driven by incremental costs from acquired businesses, higher people-related costs, higher amortization of acquisition-related bala…

相对上期删除的文字 · 来源:10-Q · 2026-06-04

• Keysight Technologies, Inc. (“we,” “us,” “our,” “Keysight” or “the company”), incorporated in Delaware on December 6, 2013, is a global innovator in the computing, communications and electronics markets, committed to advancing our customers’ business success by helping them solve critical challenges…

• products and services. Our mission, “accelerating innovation to connect and secure the world,” speaks to the value we provide our customers in a world of ever-increasing technological complexity. We deliver this value through a broad range of design, emulation, and test solutions that address the cr…

• Gross margin impact4.8 ppts4.5 ppts4.6 ppts2.5 ppts2.3 ppts2.4 ppts

• Operating margin impact3.9 ppts4.2 ppts3.8 ppts2.0 ppts2.1 ppts1.9 ppts

• Net income for the three and six months ended April 30, 2026 was $349 million and $630 million, respectively, compared to $257 million and $426 million, respectively, for the same periods last year. The increase in net income for the three months ended April 30, 2026 was primarily driven by higher r…

相对上期新增的文字 · 来源:10-Q · 2026-09-02

• •order delays or cancellations arising out of supply chain disruptions or manufacturing capacity constraints;

• Extended lead times and elevated order backlog may result in delayed revenue conversion, excess inventory, and order cancellations, any of which could adversely affect our results of operations.

• We have experienced a substantial increase in order volumes, which, combined with manufacturing capacity constraints and ongoing supply chain challenges, could result in extended lead times for new orders and, in some cases, delays in shipping products to customers by their requested ship dates.

• As a result of these extended lead times, our customers may seek to cancel or reduce existing orders, particularly if they are able to obtain products with shorter lead times from our competitors or open market, and if their own end-market demand declines. Long lead times may also lead customers to …

• In addition, our ability to shorten lead times or otherwise mitigate these risks depends on a number of factors that are, in part, outside of our control, including the availability of critical components, the production capacity and allocation decisions of our suppliers and contract manufacturers, …

相对上期删除的文字 · 来源:10-Q · 2026-06-04

• Many of our suppliers, vendors, customers, partners, and other entities with whom we do business have strong ties to doing business in China and other countries impacted by the increased tariffs. Their ability to supply materials to us, buy products or services from us, or otherwise work with us is …

• Visibility into our markets is limited. Our quarterly sales and operating results are highly dependent on the volume and timing of technology-related spending and orders received during the fiscal quarter, which are difficult to forecast and may be cancelled by our customers. In addition, our revenu…

• There have been recent and ongoing changes to U.S. tariff policy, resulting in broad-based increases in tariff rates. Commencing in the second quarter of fiscal 2025, new U.S. tariffs applying to imports from all countries were announced, including significantly higher rates on imports from China. I…

• In February 2026, the U.S. Supreme Court determined that tariffs imposed pursuant to the International Emergency Economic Powers Act (“IEEPA”) were not authorized by law. Subsequent rulings by the U.S. Court of International Trade have directed U.S. Customs and Border Protection to implement process…

• •the administrative procedures and timing for processing claims,

相对上期删除的文字 · 来源:10-Q · 2026-06-04

• (1)The “Aggregate number of securities to be sold” represents the gross number of shares to be received during the duration of the plan, before excluding any shares withheld by the company to satisfy its income tax withholding in connection with the net settlement of the equity awards. Any underlyin…

• During the three and six months ended April 30, 2026, there were no terminations of a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement.”