Inspection instruments stocks post strong Q1 with Keysight revenue up 31.5%

Earnings
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Summary · why it matters

The five inspection instruments stocks tracked by StockStory reported a strong first quarter, with aggregate revenues missing analyst consensus by 0.5% while next-quarter revenue guidance came in 2.5% above expectations. Keysight Technologies led with revenue of $1.72 billion, up 31.5% year-on-year and beating estimates by 0.8%, while also exceeding adjusted operating income and EPS guidance forecasts. Viavi Solutions posted the best quarter among peers, with revenue of $406.8 million up 42.8% year-on-year and a 3.5% beat, along with higher EPS guidance and EBITDA. Badger Meter was the weakest, with revenue of $202.3 million down 9% year-on-year and a 12.5% miss, missing on adjusted operating income and EPS. Teledyne reported revenue of $1.56 billion up 7.6% year-on-year and a 3% beat, while Itron posted revenue of $587 million down 3.3% year-on-year and a 2.6% beat, though Itron had the weakest guidance update among the group. On average, share prices of the tracked stocks are down 2.4% since their latest earnings results.

Impact on stocks 5

Defense & Geopolitical Fragmentation · 2 stocks
Keysight Technologies Inc
KEYS
▲ PositiveCapitalrelevance

Revenue up 31.5% YoY, beat estimates by 0.8%, exceeded adjusted operating income and EPS guidance.

Viavi Solutions Inc
VIAV
▲ PositiveCapitalrelevance

Revenue up 42.8% YoY, beat estimates by 3.5%, higher EPS guidance and EBITDA.

Climate Adaptation & Water · 1 stocks
Badger Meter Inc
BMI
▼ NegativeCapitalrelevance

Revenue down 9% YoY, missed estimates by 12.5%, missed on adjusted operating income and EPS.

Smart City / Autonomous Infrastructure · 1 stocks
Itron Inc
ITRI
± MixedCapitalrelevance

Revenue down 3.3% YoY but beat estimates by 2.6%; however, had the weakest guidance update among peers.

Robotics & Physical AI · 1 stocks