Keysight Technologies (NYSE: KEYS) saw its shares surge 12.86% in after-hours trading on Monday following the release of its fourth-quarter fiscal 2025 results and first-quarter fiscal 2026 guidance, both of which exceeded analyst expectations.

The electronic measurement technology company reported Q4 adjusted earnings per share of $1.91, surpassing the consensus estimate of $1.83. Revenue for the quarter reached $1.42 billion, beating the expected $1.38 billion. Keysight's performance was driven by strong growth across its business segments, with the Electronic Industrial Solutions Group (EISG) achieving a 9% year-over-year increase in revenue to $429 million, fueled by demand for general electronics and semiconductor solutions.

Looking ahead, Keysight provided an optimistic outlook for Q1 fiscal 2026, projecting revenue between $1.53 billion and $1.55 billion, significantly above the analyst consensus of $1.42 billion. The company also forecast adjusted earnings per share in the range of $1.95 to $2.01, surpassing the Street's expectation of $1.84. This strong guidance, coupled with accelerating order momentum and a return to full-year growth, likely contributed to the stock's after-hours rally.

In addition to its financial results, Keysight announced a new $1.5 billion share repurchase program, signaling confidence in its future prospects and commitment to returning value to shareholders. This move, combined with the company's solid performance and positive outlook, appears to have resonated well with investors, driving the significant after-hours stock price increase.