Motorola Solutions, Inc. (MSI) Earnings Call Transcripts

Motorola Solutions, Inc.'s Latest Earnings Call - Q2 FY2026

In the second quarter of fiscal year 2026, Motorola Solutions, Inc. reported a robust 13% revenue growth, reaching approximately $3.13 billion, and a notable 24% increase in non-GAAP earnings per share (EPS) to $4.41. The company's strong performance was driven by double-digit growth across all segments, particularly in Products and Systems Integration, which grew 15%, and Software and Services, which grew 10%. Management raised full-year guidance for revenue to approximately $12.975 billion from $12.8 billion and for non-GAAP EPS to a range of $17.62 to $17.72, reflecting confidence in continued demand and operational momentum.

Reported metrics

Guidance from management

Management expects Q3 sales growth of approximately 8% and has raised full-year revenue guidance to approximately $12.975 billion, with non-GAAP EPS now projected between $17.62 and $17.72.

What management said

Thank you, Greg. Before we begin taking questions, I would like to remind callers to limit themselves to 1 question and one follow-up to accommodate as many participants as possible. Operator, would you please remind our callers on the line how to ask a question?

Sure, Tim. Let me just dimensionalize Silvus too in terms of its performance. It did about $210 million in Q1, about $230 million in Q2. And as you heard us on the call, we raised the year to about $850 million. And Jack can talk about some of the things we're doing around capacity expansion.

What analysts pressed on

Analysts expressed concerns regarding the sequential decline in product backlog, questioning whether this trend could impact future growth. There were also inquiries about the sustainability of margins amid rising memory costs and supply chain challenges.

Main topics on the call

• Record Sales and Earnings — Motorola Solutions achieved record sales and earnings in Q2, with revenue up 13% and non-GAAP EPS increasing by 24%. CEO Greg Brown stated, "Q2 was an exceptional quarter with record sales and earnings."
• Strong Backlog Growth — The ending backlog for Q2 reached $15.6 billion, up 11% year-over-year, indicating strong demand across all technologies. Brown noted, "We achieved a record Q2 ending backlog of $15.6 billion, which is up 11% versus a ye...
• Increased Guidance — Management raised full-year revenue guidance by $175 million, now expecting approximately $12.975 billion. EPS guidance was also increased to a range of $17.62 to $17.72, up from previous estimates.
• Operating Margin Expansion — Non-GAAP operating margin expanded by 330 basis points to 32.9%, driven by higher sales and improved operating leverage. CFO Jason Winkler mentioned, "The increase in both GAAP and non-GAAP operating margin was driven by...

Read the full Motorola Solutions, Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 53 Motorola Solutions, Inc. earnings call transcripts on record, spanning February 6, 2020 to August 5, 2026. Based on this history, Motorola Solutions, Inc. reports quarterly. The most recent call on file is dated August 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

MSI

Exchange

NYSE

Country

US

Sector

Information Technology

Industry

Communications Equipment

Calls on record

53

First call

February 6, 2020

Most recent

August 5, 2026

Reporting cadence

quarterly