Motorola Solutions Inc

Motorola Solutions Inc

MSI

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Market Cap$66.94B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Motorola Solutions IncMotorola Solutions Inc321.14%82%5.83.7

Earnings Call Q1 2026

May 7, 2026 - AI Summary

Q1 performance was strong; EPS and margins improved on a non-GAAP basis - Revenue +7% YoY to a record Q1 with notable +18% growth in Software & Services. - Record Q1 orders +38% YoY and ending backlog $15.7B (+11% YoY)—a key “runway” metric for future revenue. - Profitability: - GAAP EPS $2.18 (down from $2.53 YoY) mainly due to a $0.45 non-cash Silvus earnout charge. - Non-GAAP EPS $3.37 (+6% YoY); non-GAAP operating margin 28.8% (+50 bps) helped by operating leverage. - Cash flow was weaker YoY: Operating cash flow $451M (-$59M YoY) and free cash flow $389M (-$84M YoY), driven by higher inventory investment and higher interest, partially offset by higher earnings.
Raising full-year guidance (sales + EPS) with strengthened revenue growth assumptions - Full-year outlook raised: - Revenue to ~$12.8B (up from ~$12.7B prior guide). - Non-GAAP EPS to $16.87–$16.99 (raised from $16.70–$16.85 prior guide). - Still expects ~$3B operating cash flow for the year (strong cash generation outlook reaffirmed). - Q2 expected sales growth ~8.5% and Non-GAAP EPS $3.82–$3.88. - Guidance drivers specifically highlighted: - Silvus now expected to generate ~$750M full-year revenue (+$75M vs prior expectations). - Core public safety growth also contributes to the $100M top-line increase.
Demand momentum is broad-based—Video + Command Center especially strong; surprises were backlog/order strength - Video +16% growth in Q1 (supporting products and video category strength). - Drivers cited: body-worn cameras, ALPR, Unity platform, Alta (cloud platform), plus notable wins (e.g., Duke, large fitness customer). - Management emphasized Alta’s expansion into new verticals (e.g., retail previously underpenetrated; fitness chain example). - Command Center +27% growth: - Driven by Tier-1 city go-lives for next-gen 911, and progress from a prior shift to hybrid subscription models. - “Assist Suites” product-market fit: 100% of certain 911 Vesta NXT call handling solutions had Assist Dispatcher Suite associated. - Surprising positive element: although last call management suggested product backlog might decline, it increased sequentially in Q1, reinforcing confidence in year-end backlog strength.

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$506.00

Target Price by Analysts

23.9% upsideMotorola Solutions Target Price DetailsTarget Price
$434.18

Current Fair Value

6.3% upside

Undervalued by 6.3% based on the discounted cash flow analysis.

Share Statistics

Market cap$66.94 Billion
Enterprise Value$75.52 Billion
Dividend Yield$4.84 (1.14%)
Earnings per Share$12.93
Beta0.94
Outstanding Shares165,800,000

Return

Return on Equity82.23%ROE
Return on Assets10.96%
Return on Invested Capital20.70%

Valuation & Multiples

P/E Ratio31.99P/E Ratio
PEG-221.88PEG
Price to Sales5.75Price to Sales
Price to Book Ratio27.23Price to Book Ratio
Enterprise Value to Revenue6.36
Enterprise Value to EBIT26.98
Enterprise Value to Net Income36
Total Debt to Enterprise0.13
Debt to Equity3.72Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 7, 2026
EPS Estimate
$3.24
Average shareholder expectation
Revenue Estimate
$2.70 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 30, 2026
EPS Estimate
$3.86
Average shareholder expectation
Revenue Estimate
$3.00 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.4975▼ 122.62%
Total Calls253,228▲ 6.03%
Total Puts379,212▼ 41.70%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %85.47%▼ 0.03%
Total Invested$61.48B▲ 12.59%
Investors Holding1,517▲ 86.00%

ESG Score

No data

About Motorola Solutions Inc

CEO: Gregory Brown

Relevant Senate Committees

Appropriations

This committee directly allocates discretionary federal spending. Its subcommittees determine the precise funding for various government agencies (e.g., DoD, DHS, state/local grants) which are major customers of Motorola Solutions. These funding decisions directly impact MSI's potential government contracts and order books.

Armed Services

Motorola Solutions is a significant provider of critical communication solutions, secure video, and command center software to the Department of Defense and military branches. This committee's authorization of the annual NDAA directly determines funding and procurement for technologies that are central to MSI's defense sector revenue streams.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce, telecommunications, and bodies like the FCC, which are critical to Motorola Solutions. It regulates spectrum allocation, wireless standards, and communication policies that directly govern the design, manufacturing, and operation of MSI's core wireless communication products.

Homeland Security and Governmental Affairs

Motorola Solutions is a major provider of critical communications, video security, and software to federal, state, and local government agencies, including components of the Department of Homeland Security. This committee's oversight of government procurement and regulation of federal contracting directly impacts a significant portion of MSI's business.