Motorola Solutions Q2 Earnings Call Highlights

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Sat, August 8, 2026 astatine 2:03 PM CDT 7 min read

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Motorola Solutions reported a grounds 2nd quarter, with gross up 13%, non-GAAP EPS rising 24% to $4.41, and non-GAAP operating borderline expanding to 32.9%. Growth was broad-based crossed Products and Systems Integration, Software and Services, LMR systems, Silvus and safety-security offerings.
The institution raised its 2026 outlook to astir $12.975 cardinal successful revenue and $17.62–$17.72 successful non-GAAP EPS. Backlog reached a grounds $15.6 billion, portion Silvus gross expectations accrued to astir $850 cardinal for the year.
Motorola expects continued maturation from the D-Series P25 infrastructure upgrade rhythm and plans to adjacent its $1.5 cardinal D-Fend Solutions counter-drone acquisition successful the 2nd half, funded partially with astir $1 cardinal successful caller debt.

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Motorola Solutions (NYSE:MSI) reported grounds second-quarter income and net for 2026, with gross rising 13% arsenic request accrued crossed its Products and Systems Integration and Software and Services segments. The institution raised its full-year gross and net outlook, citing continued spot successful onshore mobile radio, oregon LMR, systems, the Silvus concern and its broader information and information portfolio.

Chairman and CEO Greg Brown called the 4th "exceptional," saying maturation was supported by double-digit increases successful some operating segments and crossed the company's 3 technologies. He said mission-critical web income exceeded expectations successful public-safety LMR, portion Silvus continued to execute strongly.

Second-Quarter Results and Margins

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Second-quarter gross accrued 13%, with acquisitions contributing $243 cardinal and favorable overseas speech contributing $35 million. GAAP operating net were $809 million, oregon 25.8% of sales, compared with 25% successful the prior-year period.

Non-GAAP operating net totaled conscionable implicit $1 billion, rising 26% from a twelvemonth earlier. Non-GAAP operating borderline was 32.9%, an summation of 330 ground points. The effect included a $60 cardinal payment from refunds related to the International Emergency Economic Powers Act, oregon IEEPA. Excluding that benefit, non-GAAP operating borderline expanded 140 ground points.

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GAAP net per stock roseate to $3.33 from $3.04 a twelvemonth earlier. Non-GAAP EPS accrued 24% to $4.41, up from $3.57. CFO Jason Winkler said the summation reflected higher operating net and a $0.25-per-share payment from the IEEPA refunds, partially offset by higher involvement expense.

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