Motorola Solutions, Inc. provides public safety, government, defense, and enterprise security solutions in the United States, the United Kingdom, Canada, and internationally. It operates in two segments, Products and Systems Integration, and Software and Services. The Products and Systems Integration segment offers a portfolio of infrastructure, devices, accessories, and the implementation and integration of systems, devices, software, and applications for government, including defense, public safety, and enterprise customers who operate private communications systems and video security solutions, as well as manage a mobile workforce. This segment also provides mission critical networks, and video security and access control technologies, including two-way portable and vehicle-mounted radios, video cameras, and accessories; communications network core and central processing software, base stations, consoles, and repeaters; and video analytics, network video management hardware and software, and access control solutions. The Software and Services segment offers public safety and enterprise command center, unified communications applications, mobile video equipment, and video software solutions; repair, technical support, and maintenance services; and monitoring, software updates, and cybersecurity services to government, public safety, and commercial communications networks. It serves hospitality; manufacturing; military and defence; police; air transportation; fire and rescue; stadium; emergency medical services; mining; oil and gas; transportation and logistics; utilities; education; retail; and healthcare industries. The company was formerly known as Motorola, Inc. and changed its name to Motorola Solutions, Inc. in January 2011. Motorola Solutions, Inc. was founded in 1928 and is headquartered in Chicago, Illinois.
Motorola Solutions has completed its acquisition of counter-drone technology firm D-Fend Solutions for $1.5 billion. The deal adds D-Fend's radio-frequency cyber-takeover platform, which can identify and safely land unauthorized drones without jamming, to Motorola's public-safety ecosystem. Management expects the acquisition to be slightly accretive to earnings in 2027, citing D-Fend's existing profitability and growth profile. Motorola's second-quarter 2026 revenues rose 13% year over year to $3.1 billion, with free cash flow of $414 million and a record backlog of $15.6 billion.
Motorola Solutions and Safety Stocks Post Strong Q2 Results
Motorola Solutions and other safety and security services stocks reported a very strong second quarter, with group revenues beating analysts' consensus estimates by 3.6%. Motorola Solutions posted revenues of $3.13 billion, up 13.3% year on year, exceeding expectations by 4.4%, and raised its full-year guidance. GEO Group reported revenues of $732.1 million, up 15.1% year on year, while CoreCivic delivered the biggest beat with revenues of $684.9 million, up 27.3% year on year. Brink's revenues of $1.39 billion were in line with estimates, and MSA Safety posted revenues of $503.3 million, up 6.2% year on year. Share prices of the group have held steady, up 2.9% on average since the latest earnings results.
Motorola Solutions reported second quarter results that beat analyst expectations, with revenue of $3.13 billion versus estimates of $3.00 billion and adjusted EPS of $4.41 versus $3.85. The company raised its full-year revenue guidance to $12.98 billion at the midpoint from $12.8 billion and lifted adjusted EPS guidance to $17.67 at the midpoint, a 4.4% increase. During the earnings call, analysts focused on Silvus production capacity, fourth-quarter acceleration drivers, margin rebound in Products and Systems Integration, software subscription adoption for APX NEXT radios, and the duration of the D-Series upgrade cycle. Management highlighted expanded capacity in Los Angeles and a new Salt Lake City facility, strong demand visibility from double-digit orders growth, and annual recurring revenue from software subscriptions nearing $100 million.
Motorola Solutions raises 2026 outlook after record Q2 earnings
Motorola Solutions reported record second-quarter results, with revenue up 13% and non-GAAP EPS rising 24% to $4.41, and raised its full-year 2026 outlook to approximately $12.975 billion in revenue and $17.62 to $17.72 in non-GAAP EPS. Non-GAAP operating margin expanded to 32.9%, including a $60 million benefit from IEEPA refunds. Backlog reached a record $15.6 billion, and the company now expects its Silvus business to generate about $850 million in revenue for the year. Motorola also plans to close its $1.5 billion acquisition of counter-drone company D-Fend Solutions in the second half, funded partly with roughly $1 billion in new debt.
Motorola Solutions Stock Jumps 8% as Backlog Hits Record
Motorola Solutions shares surged about 8.2% after reporting record quarterly results and raising its full-year outlook. Revenue climbed 13% year over year to a record $3.1 billion, while adjusted earnings jumped 24% to $4.41 per share. The company's backlog reached a record $15.6 billion, up $1.5 billion from a year ago, and it agreed to acquire counter-drone specialist D-Fend Solutions for $1.5 billion. Operating cash flow surged to $469 million from $272 million a year earlier, and free cash flow nearly doubled to $414 million. Motorola also returned $527 million to shareholders through dividends and buybacks.
Software and Tech Weakness Pressures Stocks Despite Positive Economic Data
U.S. stock indices are mixed as weakness in software and technology stocks offsets positive economic data and strong earnings from some companies. The S&P 500 is up 0.17%, the Dow is down 0.03%, and the Nasdaq 100 is down 0.30%. Datadog plunged 15% after reporting Q2 adjusted gross margin below consensus, while AppLovin fell 19% on a revenue miss. Memory chipmakers declined after SanDisk forecast weaker-than-expected Q1 revenue. Gains were supported by better-than-expected weekly jobless claims, Q2 nonfarm productivity, and unit labor costs, along with strong results from Motorola Solutions, IonQ, Paycom Software, Ormat, and Parker-Hannifin. A Financial Times report that Fed Chair Warsh is willing to raise rates in September if inflation firms added pressure.
Motorola Solutions Q2 Earnings Top Estimates on Strong Demand and Record Backlog
Motorola Solutions reported second-quarter 2026 non-GAAP earnings of $4.41 per share, up 24% year over year and beating the Zacks Consensus Estimate of $3.86 by 14.25%. Revenue increased 13% to $3.13 billion, exceeding the consensus estimate of $3 billion, driven by broad-based growth across both operating segments and all three technologies. Products and Systems Integration revenue rose 15% to $1.91 billion, while Software and Services revenue grew 10% to $1.23 billion. Non-GAAP operating margin expanded 330 basis points to 32.9%, aided by a $60 million IEEPA tariff refund. Backlog reached a record second-quarter high of $15.6 billion, up 11% year over year. The company raised its full-year 2026 revenue guidance to approximately $12.98 billion and non-GAAP earnings per share to between $17.62 and $17.72.
Brady Leads Safety and Security Services Stocks with Strong Q1 Earnings Beat
Brady reported first-quarter revenues of $435.2 million, up 13.8% year on year and exceeding analysts' expectations by 7.2%, making it the top performer among six safety and security services stocks tracked. The company also delivered an impressive beat of analysts' full-year EPS guidance estimates, driven by strong organic sales growth globally and new product launches. MSA Safety posted revenues of $463.6 million, up 10% year on year and beating estimates by 2.7%, while Motorola Solutions reported $2.71 billion in revenues, up 7.4% year on year and exceeding estimates by 0.6%. GEO Group achieved the highest full-year guidance raise among its peers with revenues of $705.2 million, up 16.6% year on year, and Brink's reported $1.38 billion in revenues, up 10.3% year on year. As a group, the six companies beat revenue consensus estimates by 2.5% and saw their share prices rise 27.5% on average since reporting.
Motorola Solutions Faces Valuation Test Ahead of Q2 2026 Results
Motorola Solutions is drawing fresh attention ahead of its second quarter 2026 results, with investors focused on demand trends in land mobile radio, video security, and mission-critical communications software. The stock has posted a 9.29% one-month return and a 107.62% five-year total shareholder return, closing recently at $440.31. A widely followed narrative points to a fair value near $506.55, implying the shares are about 13.1% undervalued, driven by a shift toward software and recurring services that supports operating leverage and net margin expansion. However, a discounted cash flow model from Simply Wall St estimates fair value at $382.56, suggesting the stock is overvalued, while risks include heavy reliance on government budgets and rising competition in public safety and cloud video.
NYSE Wired Brings AI Leaders to Silicon Valley for Third Annual Event
The New York Stock Exchange announced that its Third Annual NYSE Wired Silicon Valley Robotics and AI Infrastructure Leaders event begins this evening in Menlo Park, California. The pre-market update also noted that BRINC Founder and CEO Blake Resnick will join NYSE Live to discuss the tech public safety startup's latest milestone after it raised $125 million in new funding. Motorola Solutions led the latest round, with Figma CEO Dylan Field participating, and Sam Altman is among notable backers. Approximately two-thirds of traders expect interest rates to hold steady when the Fed announces its decision on Wednesday, while ICE Brent Crude Oil slid below $90 a barrel after a pause in fighting over the weekend. EagleRock celebrated its IPO at the opening bell, and Third Coast Bancshares marked its NYSE listing at the closing bell.
Qualcomm, Motorola Solutions, and InterDigital Prepare to Report Quarterly Earnings
Qualcomm, Motorola Solutions, and InterDigital are set to report quarterly results in the coming days amid accelerated 5G deployments and rising demand for advanced networking equipment. Qualcomm reports fiscal third-quarter results on July 29, with consensus revenue of $9.71 billion and earnings of $2.22 per share, both down from the prior year, and an Earnings ESP of -0.58% that does not predict a beat. Motorola Solutions reports second-quarter results on August 5, with consensus revenue of $3 billion and earnings of $3.86 per share, both up year over year, and an Earnings ESP of +0.52%. InterDigital reports second-quarter results on July 30, with consensus revenue of $144 million and earnings of $1.60 per share, both sharply lower, and an Earnings ESP of 0.00%.
Motorola Solutions Shows Potential for Another Earnings Beat
Motorola Solutions has a strong track record of surpassing earnings estimates and may be poised to do so again. The company posted an average earnings surprise of 4.48% over the past two quarters, beating the Zacks Consensus Estimate by 3.69% last quarter with earnings of $3.37 per share and by 5.28% in the prior quarter with $4.59 per share. Analysts have been raising estimates, giving Motorola a positive Earnings ESP of +0.52% and a Zacks Rank #1, or Strong Buy, a combination that historically produces a positive surprise nearly 70% of the time.
Motorola Solutions earns industry-first NFPA 1930 certification for APX NEXT XN fire radio
Motorola Solutions announced that its APX NEXT XN P25 smart radio and XVN500 remote speaker microphone are the first in the industry to achieve the National Fire Protection Association's NFPA 1930 certification, the highest standard for ruggedization and safety protocols. The certification involved exposure to a 10-second direct flame, heat testing to 500 degrees Fahrenheit, and drop testing from 9.8 feet, overseen by the Safety Equipment Institute. The latest APX NEXT XN model also adds low earth orbit satellite connectivity to its existing land mobile radio and broadband capabilities, extending coverage to half a million square miles of the U.S. that are unreachable by land-based cellular towers. New voice-enabled applications include SmartQuery for accessing agency policies and SmartTranslate for voice-to-voice translation. The radio is already in use by over 1,200 firefighters across 64 stations in DuPage County, Illinois.
StockStory Highlights TransUnion and Motorola Solutions as Resilient Services Stocks, Flags ScanSource as a Sell
StockStory identifies two business services stocks worth attention and one facing challenges. TransUnion, with a $15.4 billion market cap, is noted for 11.6% annual revenue growth over five years and a strong free cash flow margin of 10.1%. Motorola Solutions, valued at $68.61 billion, shows 9.5% annual revenue growth and a robust free cash flow margin of 19.2%. In contrast, ScanSource, with a $1.11 billion market cap, is flagged for a 4.9% annual sales decline over two years and a poor free cash flow margin of 3.4%.
Carl Icahn Accused BlackRock of Protecting Bad CEOs, Citing $9 Billion Motorola Loss
Activist investor Carl Icahn criticized BlackRock and CEO Larry Fink at a 2015 conference, accusing the firm of using its $4.8 trillion in assets to shield underperforming corporate management from shareholder accountability. Icahn pointed to Motorola Solutions, which he said lost $9 billion in value before activists intervened, and claimed BlackRock refused to support his campaign to overhaul the company. He argued that Fink's annual letters to CEOs served as a sales pitch encouraging debt and acquisitions that benefited BlackRock's assets under management while protecting entrenched executives. Icahn called BlackRock's voting practices very dangerous for U.S. capital markets, though he emphasized personal respect for Fink. The dispute dated back to Icahn's 2007–2008 activist campaign at Motorola, where he sought governance changes and later pushed for a split that led to Google's $12.5 billion acquisition of Motorola Mobility in 2011.
StockStory Highlights Jabil, Motorola Solutions, and EQT as Large-Cap Stocks with Long-Term Potential
StockStory identified Jabil, Motorola Solutions, and EQT as three large-cap stocks with attractive long-term potential. Jabil, with a market cap of $39.76 billion, reported $33.59 billion in revenue and an 18.4% annual earnings per share growth over five years, alongside a 34.7% return on capital. Motorola Solutions, valued at $68.12 billion, achieved 9.5% annual revenue growth over five years and a 19.2% free cash flow margin. EQT, the largest U.S. natural gas producer by daily volume with a $32.02 billion market cap, posted 15.4% annual revenue growth over ten years and expanded its EBITDA margin by 27 percentage points over five years.
Safety and Security Services Stocks Post Strong Q1 with CoreCivic Leading Revenue Growth
Safety and security services stocks delivered a very strong first quarter, with the six companies tracked by StockStory beating revenue estimates by 2.5% on average and next-quarter revenue guidance coming in line. CoreCivic reported revenues of $614.7 million, up 25.8% year on year and exceeding expectations by 1.9%, making it the fastest-growing company in the group. Brady posted the biggest analyst estimate beat with revenues of $435.2 million, up 13.8% and surpassing forecasts by 7.2%. GEO Group recorded the highest full-year guidance raise among its peers, with revenues of $705.2 million, up 16.6% and beating estimates by 1.8%. Motorola Solutions, the weakest performer relative to estimates, reported revenues of $2.71 billion, up 7.4% and exceeding expectations by 0.6%, while Brink's revenues came in at $1.38 billion, up 10.3% and beating by 0.9%. Since reporting, CoreCivic shares are up 33.2%, GEO Group up 58.2%, Brady up 17.6%, Brink's down 2.1%, and Motorola Solutions down 7.3%.