Motorola Solutions Q2 Earnings Call Highlights

Key Points - Motorola Solutions reported a record second quarter, with revenue up 13%, non-GAAP EPS rising 24% to $4.41, and non-GAAP operating margin expanding to 32.9%. Growth was broad-based across Products and Systems Integration, Software and Services, LMR systems, Si

Key Points – Motorola Solutions reported a record second quarter, with revenue up 13%, non-GAAP EPS rising 24% to $4.41, and non-GAAP operating margin expanding to 32.9%.

Growth was broad-based across Products and Systems Integration, Software and Services, LMR systems, Silvus and safety-security offerings. – The company raised its 2026 outlook to approximately $12.975 billion in revenue and $17.62–$17.72 in non-GAAP EPS

Backlog reached a record $15.6 billion, while Silvus revenue expectations increased to about $850 million for the year. – Motorola expects continued growth from the D-Series P25 infrastructure upgrade cycle and plans to close its $1.5 billion D-Fend Solutions counter-drone acquisition in the second half, funded partly with roughly $1 billion in new debt. – Motorola’s $1.5B Bet to Own the Skies Motorola Solutions (NYSE:MSI) reported record second-quarter sales and earnings for 2026, with revenue rising 13% as demand increased across its Products and Systems Integration and Software and Services segments. The company raised its full-year revenue and earnings outlook, citing continued strength in land mobile radio, or LMR, systems, the Silvus business and its broader safety and security portfolio. Chairman and CEO Greg Brown called the quarter “exceptional,” saying growth was supported by double-digit increases in both operating segments and across the company’s three technologies.

He said mission-critical network sales exceeded expectations in public-safety LMR, while Silvus continued to perform strongly. Second-Quarter Results and Margins – These 3 Tech Companies Are Suddenly Paying Bigger Dividends Second-quarter revenue increased 13%, with acquisitions contributing $243 million and favorable foreign exchange contributing $35 million. GAAP operating earnings were $809 million, or 25.8% of sales, compared with 25% in the prior-year period.

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