Motorola Solutions (MSI) Research

Forward Estimates

EPS Estimates

Current Qtr

$3.85

$3.83$3.88

vs $3.57+7.9%

13 analysts

Next Qtr

$4.42

$4.33$4.61

vs $4.06+9.0%

13 analysts

Current Yr

$16.97

$16.89$17.22

vs $15.38+10.3%

14 analysts

Next Yr

$18.52

$17.86$19.06

vs $16.97+9.1%

14 analysts

Revenue Estimates

Current Qtr

$3.00B

$3.00B$3.00B

vs $2.77B+8.5%

10 analysts

Next Qtr

$3.32B

$3.29B$3.36B

vs $3.01B+10.3%

10 analysts

Current Yr

$12.81B

$12.79B$12.85B

vs $11.68B+9.6%

11 analysts

Next Yr

$13.62B

$13.44B$13.81B

vs $12.81B+6.3%

11 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for MSI on EDGAR.

MSI filing events and research context
Filed	Item	Context
May 7, 2026	mda_quarterly	Motorola Solutions reported first-quarter 2026 net sales of $2.7 billion, a 7% increase year-over-year, driven by strong performance in the Software and Services segment. While top-line growth remains steady, operating earnings declined 10% to $525 million, pressured by a $75 million contingent earnout charge related to the Silvus Technologies acquisition and increased intangible amortization. Gross margins contracted to 50.2%, reflecting unfavorable product mix and elevated memory costs linked to AI-driven market demand. The company continues to aggressively expand its ecosystem through strategic acquisitions, including recent investments in Command Center solutions like Hyper and Exacom. These efforts complement its core Mission Critical Networks (MCN) and Video Security portfolios. Operationally, the company faces a complex global trade environment; while a U.S. Supreme Court ruling invalidated certain IEEPA-based tariffs, the company has not yet recognized potential refunds due to ongoing uncertainty. Despite a $59 million decrease in operating cash flow, Motorola maintains a robust liquidity position with $886 million in cash and access to a $2.25 billion revolving credit facility. Management remains committed to shareholder returns, having repurchased $118 million in stock and paid $201 million in dividends during the quarter, while maintaining compliance with all debt covenants.
Feb 12, 2026	business	The provided text is a table of contents and does not contain the substantive business description, product details, market analysis, or risk factors required to generate a summary. Please provide the full text of Item 1.
Feb 12, 2026	mda	MSI is prioritizing the integration of AI and cloud-based solutions across its software and video security portfolios. The August 2025 acquisition of Silvus expands its defense capabilities but increases competition from specialized startups and defense contractors. A critical market trend is the transition of public safety communications from LMR networks to public mobile broadband, which poses a direct risk to MCN sales. Regulatory headwinds include the EU AI Act and various biometric privacy laws, which may increase compliance costs or limit product offerings. Operationally, MSI faces supply chain volatility and a reliance on single-source components. Financial risks include underfunded pension obligations and exposure to currency fluctuations in the Euro, British pound, Australian dollar, and Canadian dollar, with 28% of revenue generated outside North America. The company also manages significant dependency on U.S. government contracts, which are subject to budgetary shifts and strict compliance audits. Furthermore, MSI does not own the Motorola trademarks, licensing them from Motorola Trademark Holdings (a Lenovo subsidiary), creating potential brand confusion or licensing risks. Cybersecurity remains a primary operational risk given the mission-critical nature of its public safety and defense systems.

Filed

Item

Context

May 7, 2026

mda_quarterly

Motorola Solutions reported first-quarter 2026 net sales of $2.7 billion, a 7% increase year-over-year, driven by strong performance in the Software and Services segment. While top-line growth remains steady, operating earnings declined 10% to $525 million, pressured by a $75 million contingent earnout charge related to the Silvus Technologies acquisition and increased intangible amortization. Gross margins contracted to 50.2%, reflecting unfavorable product mix and elevated memory costs linked to AI-driven market demand. The company continues to aggressively expand its ecosystem through strategic acquisitions, including recent investments in Command Center solutions like Hyper and Exacom. These efforts complement its core Mission Critical Networks (MCN) and Video Security portfolios. Operationally, the company faces a complex global trade environment; while a U.S. Supreme Court ruling invalidated certain IEEPA-based tariffs, the company has not yet recognized potential refunds due to ongoing uncertainty. Despite a $59 million decrease in operating cash flow, Motorola maintains a robust liquidity position with $886 million in cash and access to a $2.25 billion revolving credit facility. Management remains committed to shareholder returns, having repurchased $118 million in stock and paid $201 million in dividends during the quarter, while maintaining compliance with all debt covenants.

Feb 12, 2026

business

The provided text is a table of contents and does not contain the substantive business description, product details, market analysis, or risk factors required to generate a summary. Please provide the full text of Item 1.

Feb 12, 2026

mda

MSI is prioritizing the integration of AI and cloud-based solutions across its software and video security portfolios. The August 2025 acquisition of Silvus expands its defense capabilities but increases competition from specialized startups and defense contractors. A critical market trend is the transition of public safety communications from LMR networks to public mobile broadband, which poses a direct risk to MCN sales. Regulatory headwinds include the EU AI Act and various biometric privacy laws, which may increase compliance costs or limit product offerings. Operationally, MSI faces supply chain volatility and a reliance on single-source components. Financial risks include underfunded pension obligations and exposure to currency fluctuations in the Euro, British pound, Australian dollar, and Canadian dollar, with 28% of revenue generated outside North America. The company also manages significant dependency on U.S. government contracts, which are subject to budgetary shifts and strict compliance audits. Furthermore, MSI does not own the Motorola trademarks, licensing them from Motorola Trademark Holdings (a Lenovo subsidiary), creating potential brand confusion or licensing risks. Cybersecurity remains a primary operational risk given the mission-critical nature of its public safety and defense systems.

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MSI filing events and research context

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