Want to see KEYS full AI Analyst Report?
Revenue by Segment
Analyzes sales performance across various business units, showing which areas are driving growth and contributing most to the top line.Communications Solutions and Electronic Industrial Solutions have moved from a 2023 soft patch into pronounced, record revenue in early FY26 — CSG now topping $1.2B and EISG near $486M — driven by AI/wireline demand and recent acquisitions. That momentum underpins management’s upgraded high‑20s revenue outlook and explains unusually strong incremental margins this quarter, but tariff-related comparability noise, higher near‑term CapEx to support ramps, and the uncertainty around sustaining elevated margins as growth normalizes are the main risks. Ixia reports no standalone revenue, implying integration or immateriality.
Date | Communications Solutions | Electronic Industrial Solutions | Ixia Solutions |
|---|---|---|---|
Jun 30, 2026 | $1.34B | $501.00M | $0.00 |
Mar 31, 2026 | $1.23B | $486.00M | $0.00 |
Dec 31, 2025 | $1.12B | $476.00M | $0.00 |
Sep 30, 2025 | $990.00M | $429.00M | $0.00 |
Jun 30, 2025 | $940.00M | $412.00M | $0.00 |
Mar 31, 2025 | $913.00M | $393.00M | $0.00 |
Dec 31, 2024 | $883.00M | $415.00M | $0.00 |
Sep 30, 2024 | $894.00M | $393.00M | $0.00 |
Jun 30, 2024 | $847.00M | $370.00M | $0.00 |
Mar 31, 2024 | $840.00M | $376.00M | $0.00 |