Core Insights - Benson Investment Management Company disclosed a new position in Keysight Technologies, acquiring 31,240 shares valued at approximately $5.5 million as of September 30 [1][2] - This acquisition represents about 2% of Benson Investment Management's 13F reportable assets under management (AUM) as of the same date [3] - Keysight Technologies' shares were priced at $159.49 as of October 9, 2025, reflecting a 0.3% increase over the year, but underperforming the S&P 500 by about 12 percentage points [3] Company Overview - Keysight Technologies is a global leader in electronic design and test solutions, serving various industries including communications, aerospace, and semiconductors [6] - The company reported a total revenue of $5.2 billion and a net income of $544 million for the trailing twelve months (TTM) [4] Financial Performance - In the third fiscal quarter of 2025, Keysight Technologies reported revenue of $1.35 billion, marking an 11% year-over-year increase, with non-GAAP EPS of $1.72, exceeding guidance [10] - The company experienced a 7% increase in orders, driven by double-digit growth in commercial communications and steady demand in defense sectors [10] Strategic Positioning - The new investment in Keysight Technologies is seen as a strategic pivot towards high-quality industrial tech exposure within a portfolio primarily focused on mega-cap technology companies [7][11] - Keysight's performance is notable as it continues to thrive despite broader industrial slowdowns, suggesting potential for growth as the testing and measurement cycle strengthens into fiscal 2026 [11]