Motorola Solutions stock rises 2% after strong Q4 performance and optimistic 2026 outlook

LootboxPhobia · 2026-02-12T00:06:54+00:00

Motorola Solutions' Q4 results exceeded expectations, with adjusted earnings of $4.59 per share and revenue increasing 12% to $3.4 billion. The company expects fiscal year 2026 earnings per share to be between $16.70 and $16.85, with revenue around $12.7 billion. Additionally, year-end order backlog reached a record high, fueling future growth.

LootboxPhobia

2026-02-12 00:06:54

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Chicago - Motorola Solutions Inc. (NYSE: MSI) stock surged 2.7% after the communications equipment provider reported better-than-expected Q4 results and issued an optimistic outlook for fiscal 2026, demonstrating continued growth momentum across its business segments.

The company posted an adjusted Q4 earnings of $4.59 per share, surpassing analyst estimates of $4.35. Revenue grew 12% year-over-year to $3.4 billion, exceeding the consensus of $3.34 billion. The strong performance was driven by growth in two main business segments, with product and systems integration sales increasing 11%, and software and services revenue rising 15% compared to the same period last year.

For fiscal 2026, Motorola Solutions expects earnings per share between $16.70 and $16.85, above analysts’ forecast of $16.32. The company also projects full-year revenue of approximately $12.7 billion, higher than the consensus of $12.598 billion.

“We are proud of our outstanding performance in 2025, which demonstrates the resilience and strength of our business,” said Greg Brown, Chairman and CEO of Motorola Solutions. “We set records in sales, profitability, and cash flow. Our record backlog and strong demand continue to drive a successful year ahead.”

The company reported a record year-end order backlog of $15.7 billion, up $1 billion from the previous year, providing visibility into future growth. Full-year operating cash flow reached a record $2.8 billion, up 19% from 2024.

In Q4, Motorola Solutions repurchased $490 million of common stock and paid $182 million in dividends, while also completing the acquisition of AI-driven enterprise remote video monitoring provider Blue Eye for $79 million.

For Q1 2026, the company expects revenue growth of 6% to 7% compared to Q1 2025, with adjusted earnings per share between $3.20 and $3.25.

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