Motorola Solutions (MSI) official guidance

Motorola Solutions (MSI) official earnings guidance and management outlook. Each figure management stated is shown with its revisions and the source quote.

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MSIMotorola Solutions, Inc.FY2026 · ends 2026-12-31
2 metrics1 new1 maintained
earnings call · 2026-08-06 04:01:41 UTC
2026-08-06 04:01:41 UTC$100Mnew
It's a driver. It's now going to be almost $100 million ARR business by year's end.
MSI · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-08-06 04:01:41 UTC168Mmaintained-0.1% vs FY2025
This full-year outlook assumes a weighted average diluted share count of approximately 168 million shares and an effective tax rate between 22% and 22.5%.
MSI · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-08-05 20:13:17 UTC168Mmaintained-0.1% vs FY2025
Full-year 2026 - The company now expects revenue of approximately $12.975 billion, up from its prior guidance of $12.8 billion and non-GAAP EPS between $17.62 and $17.72 per share, up from the prior guidance of between $16.87 and $16.99 per share. This outlook assumes approximately 168 million of fully diluted shares and a non-GAAP effective tax rate between 22% and 22.5%.
MSI · EX-99.1 · Q2 FY2026
2026-08-05 20:12:37 UTCOpen source
2026-05-08 04:01:33 UTC168Mmaintained-0.1% vs FY2025
This full year outlook assumes a weighted average diluted share count of approximately 168 million shares, an effective tax rate of approximately 22.5%, and favorable FX of about $100 million, which is unchanged from our prior outlook.
MSI · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-05-07 20:15:06 UTC168Mmaintained-0.1% vs FY2025
Full-year 2026 - The company now expects revenue of approximately $12.8 billion, up from its prior guidance of $12.7 billion and non-GAAP EPS between $16.87 and $16.99 per share, up from its prior guidance of between $16.70 and $16.85 per share. This outlook assumes approximately 168 million of fully diluted shares and a non-GAAP effective tax rate of approximately 22.5%.
MSI · EX-99.1 · Q1 FY2026
2026-05-07 20:14:24 UTCOpen source
2026-02-12 05:01:24 UTC168Mmaintained
This full-year outlook assumes an average weighted share count of approximately 168 million shares and an effective tax rate of approximately 22.5%.
MSI · transcript · Q4 FY2025
2026-02-12 05:00:00 UTCOpen source
2026-02-11 21:13:03 UTC168Mnew
This assumes approximately 168 million fully diluted shares and a non-GAAP effective tax rate of approximately 22.5%.
MSI · EX-99.1 · Q4 FY2025
2026-02-11 21:12:17 UTCOpen source
MSIMotorola Solutions, Inc.Q3 FY2026
1 metric1 maintained
earnings call · 2026-08-06 04:01:41 UTC
2026-08-06 04:01:41 UTC168Mmaintained-0.6% vs Q3 FY2025
This assumes a weighted average diluted share count of approximately 168 million shares, and an effective tax rate of approximately 23%.
MSI · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-08-05 20:13:17 UTC168Mnew-0.6% vs Q3 FY2025
Third quarter 2026 - The company expects revenue growth of approximately 8% compared to the third quarter of 2025 and non-GAAP EPS between $4.39 and $4.44 per share. This assumes approximately 168 million of fully diluted shares and a non-GAAP effective tax rate of approximately 23%.
MSI · EX-99.1 · Q2 FY2026
2026-08-05 20:12:37 UTCOpen source
MSIMotorola Solutions, Inc.FY2026 · ends 2026-12-31
2 metrics1 new1 maintained
earnings call · 2026-08-06 04:01:41 UTC
2026-08-06 04:01:41 UTC$150Mnew
Regarding memory, we now anticipate our direct memory spend to be approximately $150 million this year, up from $50 million last year.
MSI · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-08-06 04:01:41 UTC22% – 22.5%maintained
This full-year outlook assumes a weighted average diluted share count of approximately 168 million shares and an effective tax rate between 22% and 22.5%.
MSI · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-08-05 20:13:17 UTC22% – 22.5%lowered -1.1%
Full-year 2026 - The company now expects revenue of approximately $12.975 billion, up from its prior guidance of $12.8 billion and non-GAAP EPS between $17.62 and $17.72 per share, up from the prior guidance of between $16.87 and $16.99 per share. This outlook assumes approximately 168 million of fully diluted shares and a non-GAAP effective tax rate between 22% and 22.5%.
MSI · EX-99.1 · Q2 FY2026
2026-08-05 20:12:37 UTCOpen source
2026-05-08 04:01:33 UTC22.5%maintained
This full year outlook assumes a weighted average diluted share count of approximately 168 million shares, an effective tax rate of approximately 22.5%, and favorable FX of about $100 million, which is unchanged from our prior outlook.
MSI · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-05-07 20:15:06 UTC22.5%maintained
Full-year 2026 - The company now expects revenue of approximately $12.8 billion, up from its prior guidance of $12.7 billion and non-GAAP EPS between $16.87 and $16.99 per share, up from its prior guidance of between $16.70 and $16.85 per share. This outlook assumes approximately 168 million of fully diluted shares and a non-GAAP effective tax rate of approximately 22.5%.
MSI · EX-99.1 · Q1 FY2026
2026-05-07 20:14:24 UTCOpen source
2026-02-12 05:01:24 UTC22.5%maintained
This full-year outlook assumes an average weighted share count of approximately 168 million shares and an effective tax rate of approximately 22.5%.
MSI · transcript · Q4 FY2025
2026-02-12 05:00:00 UTCOpen source
2026-02-11 21:13:03 UTC22.5%new
This assumes approximately 168 million fully diluted shares and a non-GAAP effective tax rate of approximately 22.5%.
MSI · EX-99.1 · Q4 FY2025
2026-02-11 21:12:17 UTCOpen source
MSIMotorola Solutions, Inc.Q3 FY2026
1 metric1 maintained
earnings call · 2026-08-06 04:01:41 UTC
2026-08-06 04:01:41 UTC23%maintained
This assumes a weighted average diluted share count of approximately 168 million shares, and an effective tax rate of approximately 23%.
MSI · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-08-05 20:13:17 UTC23%new
Third quarter 2026 - The company expects revenue growth of approximately 8% compared to the third quarter of 2025 and non-GAAP EPS between $4.39 and $4.44 per share. This assumes approximately 168 million of fully diluted shares and a non-GAAP effective tax rate of approximately 23%.
MSI · EX-99.1 · Q2 FY2026
2026-08-05 20:12:37 UTCOpen source
MSIMotorola Solutions, Inc.FY2026 · ends 2026-12-31
1 metric1 maintained
earnings call · 2026-08-06 04:01:41 UTC
2026-08-06 04:01:41 UTC$17.62 – $17.72maintained
For the full-year, we now expect revenue of approximately $12.975 billion, up from our prior guidance of $12.8 billion, along with non-GAAP earnings per share between $17.62 and $17.72 per share, up from our prior guide of $16.87 to $16.99 per share.
MSI · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-08-05 20:13:17 UTC$17.62 – $17.72raised +4.4%
Full-year 2026 - The company now expects revenue of approximately $12.975 billion, up from its prior guidance of $12.8 billion and non-GAAP EPS between $17.62 and $17.72 per share, up from the prior guidance of between $16.87 and $16.99 per share. This outlook assumes approximately 168 million of fully diluted shares and a non-GAAP effective tax rate between 22% and 22.5%.
MSI · EX-99.1 · Q2 FY2026
2026-08-05 20:12:37 UTCOpen source
2026-05-08 04:01:33 UTC$16.87 – $16.99maintained
For the full year, we now expect revenue of approximately $12.8 billion, up from our prior guidance of $12.7 billion, and non-GAAP earnings per share between $16.87 and $16.99 per share, up from our prior guide of between $16.70 and $16.85 per share.
MSI · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-05-07 20:15:06 UTC$16.87 – $16.99raised +0.9%
Full-year 2026 - The company now expects revenue of approximately $12.8 billion, up from its prior guidance of $12.7 billion and non-GAAP EPS between $16.87 and $16.99 per share, up from its prior guidance of between $16.70 and $16.85 per share. This outlook assumes approximately 168 million of fully diluted shares and a non-GAAP effective tax rate of approximately 22.5%.
MSI · EX-99.1 · Q1 FY2026
2026-05-07 20:14:24 UTCOpen source
2026-02-12 05:01:24 UTC$16.7 – $16.85maintained
For the full year, we expect revenue of approximately $12.7 billion and non-GAAP EPS between $16.70-$16.85 per share.
MSI · transcript · Q4 FY2025
2026-02-12 05:00:00 UTCOpen source
2026-02-11 21:13:03 UTC$16.7 – $16.85new
The company expects revenue of approximately $12.7 billion and non-GAAP EPS in the range of $16.70 to $16.85 per share.
MSI · EX-99.1 · Q4 FY2025
2026-02-11 21:12:17 UTCOpen source
MSIMotorola Solutions, Inc.Q3 FY2026
1 metric1 maintained
earnings call · 2026-08-06 04:01:41 UTC
2026-08-06 04:01:41 UTC$4.39 – $4.44maintained
We expect Q3 sales growth of approximately 8%, with non-GAAP earnings per share between $4.39 and $4.44 per share.
MSI · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-08-05 20:13:17 UTC$4.39 – $4.44new
Third quarter 2026 - The company expects revenue growth of approximately 8% compared to the third quarter of 2025 and non-GAAP EPS between $4.39 and $4.44 per share. This assumes approximately 168 million of fully diluted shares and a non-GAAP effective tax rate of approximately 23%.
MSI · EX-99.1 · Q2 FY2026
2026-08-05 20:12:37 UTCOpen source
MSIMotorola Solutions, Inc.FY2026 · ends 2026-12-31
4 metrics1 raised3 new
earnings call · 2026-08-06 04:01:41 UTC
2026-08-06 04:01:41 UTCcomparable gross margins for the yearnew
With the offsets we're planning, we're still able to maintain comparable gross margins for the year and to grow OE for the company at 170 basis points, with contributions at OE from both segments.
MSI · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-08-06 04:01:41 UTC$1Bnew
We expect to raise approximately $1 billion of incremental debt in the form of senior notes and term loans to finance the D-Fend acquisition, and we still expect to finish the year with a net debt to EBITDA leverage at approximately 2x, which is similar to where we ended last year.
MSI · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-08-06 04:01:41 UTC2.00xnew
We expect to raise approximately $1 billion of incremental debt in the form of senior notes and term loans to finance the D-Fend acquisition, and we still expect to finish the year with a net debt to EBITDA leverage at approximately 2x, which is similar to where we ended last year.
MSI · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-08-06 04:01:41 UTC170 bpsraised +70.0%170 bps vs FY2025
For full-year operating margins, we now expect approximately 170 basis points of expansion, up from 100 basis points previously.
MSI · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-05-08 04:01:33 UTC100 bpsmaintained100 bps vs FY2025
As a result, we still expect to expand our operating margins by 100 basis points for the full year, with operating margin expansion in both segments.
MSI · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-02-12 05:01:24 UTC100 bps100 bps vs FY2025
That's what's included in our outlook for 2026 is 100 basis points of operating margin expansion.
MSI · transcript · Q4 FY2025
2026-02-12 05:00:00 UTCOpen source
2025-10-31 04:01:36 UTCexpand operating marginsnew
It's also the continued expectation by management that you got to not just grow top line, you got to expand operating margins, and you got to grow cash flow. That's our expectation in the next year.
MSI · transcript · Q3 FY2025
2025-10-31 04:00:00 UTCOpen source
MSIMotorola Solutions, Inc.H4 FY2026 · ends 2026-12-31
1 metric1 new
earnings call · 2026-08-06 04:01:41 UTC
2026-08-06 04:01:41 UTCdouble digits growthnew10% – 19% vs Q4 FY2025
To answer the first part of your question, the double digits growth is expected in Products and SI in the second half.
MSI · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source
MSIMotorola Solutions, Inc.FY2026 · ends 2026-12-31
3 metrics1 raised1 new1 maintained
earnings call · 2026-08-06 04:01:41 UTC
2026-08-06 04:01:41 UTC$850Mraised +13.3%
The $175 million raise in our full-year revenue expectations is driven by MCN, including approximately $100 million from Silvus, which we now expect to generate approximately $850 million in full-year revenue.
MSI · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-05-08 04:01:33 UTC$750Mraised +11.1%
First, we are raising our top-line revenue expectations, $100 million, driven by strength from both Silvus, which we now expect to generate $750 million in full year revenue, up $75 million from our prior expectations, and as well our core Public Safety business increasing.
MSI · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-02-12 05:01:24 UTC$675Mnew
We're raising our expectations again for revenue. This year in 2026, we expect Silvus revenue of $675 million in 2026.
MSI · transcript · Q4 FY2025
2026-02-12 05:00:00 UTCOpen source
2026-08-06 04:01:41 UTC$13Bmaintained11.1% vs FY2025
For the full-year, we now expect revenue of approximately $12.975 billion, up from our prior guidance of $12.8 billion, along with non-GAAP earnings per share between $17.62 and $17.72 per share, up from our prior guide of $16.87 to $16.99 per share.
MSI · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-08-05 20:13:17 UTC$13Braised +1.4%11.1% vs FY2025
Full-year 2026 - The company now expects revenue of approximately $12.975 billion, up from its prior guidance of $12.8 billion and non-GAAP EPS between $17.62 and $17.72 per share, up from the prior guidance of between $16.87 and $16.99 per share. This outlook assumes approximately 168 million of fully diluted shares and a non-GAAP effective tax rate between 22% and 22.5%.
MSI · EX-99.1 · Q2 FY2026
2026-08-05 20:12:37 UTCOpen source
2026-05-08 04:01:33 UTC$12.8Bmaintained9.6% vs FY2025
For the full year, we now expect revenue of approximately $12.8 billion, up from our prior guidance of $12.7 billion, and non-GAAP earnings per share between $16.87 and $16.99 per share, up from our prior guide of between $16.70 and $16.85 per share.
MSI · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-05-07 20:15:06 UTC$12.8Braised +0.8%9.6% vs FY2025
Full-year 2026 - The company now expects revenue of approximately $12.8 billion, up from its prior guidance of $12.7 billion and non-GAAP EPS between $16.87 and $16.99 per share, up from its prior guidance of between $16.70 and $16.85 per share. This outlook assumes approximately 168 million of fully diluted shares and a non-GAAP effective tax rate of approximately 22.5%.
MSI · EX-99.1 · Q1 FY2026
2026-05-07 20:14:24 UTCOpen source
2026-02-12 05:01:24 UTC$12.7Bmaintained
For the full year, we expect revenue of approximately $12.7 billion and non-GAAP EPS between $16.70-$16.85 per share.
MSI · transcript · Q4 FY2025
2026-02-12 05:00:00 UTCOpen source
2026-02-11 21:13:03 UTC$12.7Braised +0.8%
The company expects revenue of approximately $12.7 billion and non-GAAP EPS in the range of $16.70 to $16.85 per share.
MSI · EX-99.1 · Q4 FY2025
2026-02-11 21:12:17 UTCOpen source
2025-10-31 04:01:36 UTC$12.6Bnew
As we think about next year, we think about spot revenue, we think about revenue in the area of $12.6 billion from an expectation standpoint.
MSI · transcript · Q3 FY2025
2025-10-31 04:00:00 UTCOpen source
2026-08-06 04:01:41 UTC15%new15% vs FY2025
Video is expected to grow 11%, while in Command Center, we continue to expect approximately 15% growth.
MSI · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source
MSIMotorola Solutions, Inc.H4 FY2026 · ends 2026-12-31
1 metric1 new
earnings call · 2026-08-06 04:01:41 UTC
2026-08-06 04:01:41 UTC10%new10% vs Q4 FY2025
By the way, we still expect the LMR business to grow in the second half of this year, 10% as well.
MSI · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source
MSIMotorola Solutions, Inc.FY2026 · ends 2026-12-31
3 metrics2 raised1 new
earnings call · 2026-08-06 04:01:41 UTC
2026-08-06 04:01:41 UTC10% – 11%raised +23.5%10% – 11% vs FY2025
From a technology perspective, MCN is now expected to grow between 10% and 11%, up from our prior expectations of 8%-9%.
MSI · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-05-08 04:01:33 UTC8% – 9%new8% – 9% vs FY2025
With these increased top-line expectations, we now expect Products and SI to grow between 8% and 9%, up from 7% to 8%, and Mission Critical Networks, the technology to grow between 8% and 9% up from 7% to 8% previously.
MSI · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-08-06 04:01:41 UTC11%raised +29.4%11% vs FY2025
Products and SI is expected to now grow 11%, up from our prior guidance of 8%-9%, and Software and Services is expected to grow 11%, up from our prior guidance of 10%-11%.
MSI · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source
2026-05-08 04:01:33 UTC8% – 9%raised +13.3%8% – 9% vs FY2025
With these increased top-line expectations, we now expect Products and SI to grow between 8% and 9%, up from 7% to 8%, and Mission Critical Networks, the technology to grow between 8% and 9% up from 7% to 8% previously.
MSI · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-02-12 05:01:24 UTC7% – 8%new7% – 8% vs FY2025
And Products and SI segment, our expectations are for revenue growth of 7%-8%.
MSI · transcript · Q4 FY2025
2026-02-12 05:00:00 UTCOpen source
2026-08-06 04:01:41 UTC11%new11% vs FY2025
Products and SI is expected to now grow 11%, up from our prior guidance of 8%-9%, and Software and Services is expected to grow 11%, up from our prior guidance of 10%-11%.
MSI · transcript · Q2 FY2026
2026-08-06 04:00:00 UTCOpen source