Motorola Solutions(MSI)
Search documents
摩托罗拉解决方案设定2026年营收目标约126亿美元
Xin Lang Cai Jing· 2026-02-18 22:24
以上内容基于公开资料整理,不构成投资建议。 公司通过收购持续扩大业务边界。例如,2025年5月以44亿美元收购无线通信设备商Silvus Technologies,进一步拓展国防安全市场;2025年11月收购AI驱动的远程视频监控服务商Blue Eye,以 增强视频安防解决方案能力。这些收购的整合进度和订单增长(如Silvus新增积压订单约2亿美元)可能 影响2026年业绩表现。 业务与技术发展 管理层强调,关键产品如APX NEXT通信设备预计到2026年底部署量达30万台,同时SVX系统等创新解 决方案将推动订单增长。公司还关注关税政策和政府预算停摆等潜在风险,但对长期增长保持信心。 经济观察网 摩托罗拉解决方案(Motorola Solutions, Inc., NYSE: MSI)作为全球任务关键型通信和技术 解决方案提供商,近期披露了未来业绩展望和运营动态。以下信息基于公开资料整理,重点关注公司管 理层在财报会议中提及的规划。 公司业绩目标 在财报电话会议上,公司董事长兼首席执行官格雷格·布朗(Gregory Q. Brown)宣布,摩托罗拉解决方 案设定了2026年营收目标约为126亿美元。这一目 ...
摩托罗拉解决方案2025财年业绩发布,收购整合与机构评级引关注
Xin Lang Cai Jing· 2026-02-16 19:19
经济观察网 基于最新公开信息,摩托罗拉解决方案(NYSE: MSI)作为任务关键型通信和分析领域的 全球领导者,以下事件可能值得关注: 业绩经营情况 公司于2025年5月以44亿美元收购无线通信设备商Silvus Technologies,并于2025年11月收购AI视频监控 服务商Blue Eye,这些收购旨在拓展国防安全和视频安防市场,其业务整合效果可能影响未来表现。 机构观点 2025年12月17日,摩根士丹利将公司评级调高至"增持",目标价436美元。后续机构评级更新及股价波 动(如2026年2月4日收盘价416.3美元,年初至今涨8.60%)可能反映市场情绪变化。 以上内容基于公开资料整理,不构成投资建议。 公司于2025年10月30日公布了2025财年三季报(累计收入83.02亿美元,净利润15.10亿美元),并预计 2025财年全年收入同比增长约7.7%,达116.5亿美元。全年财报的正式发布将是重点事件。 公司项目推进 ...
Motorola Solutions Stock: Is Wall Street Bullish or Bearish?
Yahoo Finance· 2026-02-16 09:17
The Chicago, Illinois-based Motorola Solutions, Inc. (MSI) delivers mission-critical communications, advanced video security, and command center technologies. With a market cap of around $76.9 billion, it builds two-way radios, network infrastructure, video surveillance systems, analytics engines, software platforms, and recurring support services. Over the past 52 weeks, MSI stock has edged down marginally, while the S&P 500 Index ($SPX) gained 11.8%, creating a visible performance gap. However, year-to ...
摩托罗拉解决方案2025年业绩创纪录,2026年预期乐观
Jing Ji Guan Cha Wang· 2026-02-13 20:07
战略推进AI驱动解决方案:公司推出了AI驱动的Assist Suites(辅助套件),定价为每用户每月99美元,专 注于公共安全领域的调度员与一线警员。关键产品进展:SVX设备出货量已超过1.5万台,APX NEXT 无线电设备获得FedRAMP认证,增强了在联邦市场的竞争力。资本分配积极:全年投入49亿美元用于 收购,完成12亿美元股票回购,并将股息提高11%,实现连续第14年股息两位数增长。 业绩经营情况第四季度营收达33.8亿美元,同比增长12%。内部数据库显示该季度营业收入为33.8亿美 元,同比增长12.29%。全年营收为116.82亿美元,同比增长8%。内部数据库确认该数据一致。盈利能 力显著提升:第四季度非GAAP营业利润率创纪录地达到32.1%;全年非GAAP每股收益为12.75美元, 同比增长14%。内部数据库显示全年净利润为21.54亿美元,同比增长36.59%。现金流强劲:全年经营 现金流为28亿美元,自由现金流为26亿美元,均创历史纪录。内部数据库显示全年经营活动现金流为 28.37亿美元,自由现金流为25.72亿美元。 业务进展情况积压订单创新高:期末积压订单达157亿美元,较上年增 ...
Motorola Solutions(MSI) - 2025 Q4 - Annual Report
2026-02-12 21:32
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________ FORM 10-K _____________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File number 1-7221 _____________________________ MOTOROLA SOLUTIONS, INC. (Exact name of registrant ...
Motorola Beats Q4 Earnings Estimates on Record Revenues & Margins
ZACKS· 2026-02-12 15:05
Core Insights - Motorola Solutions, Inc. (MSI) achieved record revenues, operating earnings, and operating margin in Q4 2025, driven by effective operational execution and strong growth dynamics supported by solid order trends [1][10] Financial Performance - GAAP earnings for Q4 2025 were $649 million or $3.86 per share, up from $611 million or $3.56 per share in Q4 2024, while non-GAAP earnings were $771 million or $4.59 per share compared to $693 million or $4.04 per share a year earlier, reflecting top-line growth [3][4] - For the full year 2025, GAAP earnings reached $2.15 billion or $12.75 per share, an increase from $1.58 billion or $9.23 per share in 2024, with non-GAAP earnings improving to $2.6 billion or $15.38 per share from $2.37 billion or $13.84 per share [4] Revenue Growth - Quarterly net sales were $3.38 billion, a 12% increase year over year, surpassing the consensus estimate of $3.34 billion, with strong performance across all regions and segments [5][10] - North American revenues rose 7% to $2.36 billion, while international revenues surged 26% to $1.02 billion, driven by video security and command center software sales [6] Segment Performance - Products and Systems Integration segment reported net sales of $2.16 billion, up 11% year over year, with a decrease in backlog to $3.8 billion [7] - Software and Services segment saw net sales increase by 15% to $1.22 billion, with backlog rising to $11.9 billion, indicating strong demand across technologies [8] Operating Metrics - GAAP operating earnings increased to $944 million from $814 million in the prior year, while non-GAAP operating earnings rose to $1.09 billion from $916 million [9] - Overall GAAP operating margin improved to 27.9% from 27%, and non-GAAP operating margin reached a record 32.1%, up from 30.4% [11] Cash Flow and Liquidity - Motorola generated $1.26 billion in cash from operating activities in Q4 2025, compared to $1.07 billion a year ago, with free cash flow of $1.14 billion [12] - The company repurchased $490 million worth of stock during the quarter and ended with $1.16 billion in cash and cash equivalents [12] Guidance - For Q1 2026, Motorola expects non-GAAP earnings between $3.20 and $3.25 per share, with revenue growth of 6-7% [13] - For the full year 2026, the company anticipates non-GAAP earnings of $16.70-$16.85 per share on revenues of approximately $12.7 billion, supported by healthy growth in both segments [13] Strategic Outlook - Motorola is positioned for growth through disciplined capital deployment and a strong balance sheet, with expectations of robust demand across LMR products, video security, services, and software [14]
Motorola Solutions (MSI) to Benefit From AI-Driven Video Safety Developments
Yahoo Finance· 2026-02-12 08:54
Motorola Solutions (NYSE:MSI) is one of the 11 best communication equipment stocks according to hedge funds. As of the close of play on February 9, consensus sentiment around Motorola Solutions (NYSE:MSI) was highly bullish. The stock had received coverage from 5 analysts, all of whom have assigned Buy ratings. With no Sell rating, it carries a projected median 1-year price target of $462.25, implying upside of more than 10%. Vertiv (VRT) Is "A House of Fire," Says Jim Cramer Burben/Shutterstock.com On ...
Motorola Solutions, Inc. 2025 Q4 - Results - Earnings Call Presentation (NYSE:MSI) 2026-02-11
Seeking Alpha· 2026-02-12 00:15
Group 1 - The article discusses the importance of enabling Javascript and cookies in browsers to prevent access issues [1] - It highlights that users with ad-blockers may face restrictions when trying to access content [1]
Motorola Solutions MSI Q4 2025 Earnings Transcript
Yahoo Finance· 2026-02-11 23:58
We expanded operating margins 130 basis points that resulted in our first ever 30%+ annual operating margin. Finally, as I look to 2026, record backlog position, strong demand environment, and expanding product and services portfolio are all informing our expectations for another strong year of revenue, earnings, and cash flow growth. And now I am going to turn the call over to Jason.Gregory Q. Brown: Thanks, Tim. Good afternoon, and thanks for joining us today. I am going to start off by sharing a few thou ...
Motorola (MSI) Q4 Earnings and Revenues Beat Estimates
ZACKS· 2026-02-11 23:26
Core Insights - Motorola (MSI) reported quarterly earnings of $4.59 per share, exceeding the Zacks Consensus Estimate of $4.36 per share, and showing an increase from $4.04 per share a year ago, resulting in an earnings surprise of +5.40% [1] - The company achieved revenues of $3.38 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.09% and up from $3.01 billion year-over-year [2] - Motorola has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The sustainability of Motorola's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3] - The current consensus EPS estimate for the upcoming quarter is $3.18 on revenues of $2.75 billion, and for the current fiscal year, it is $16.19 on revenues of $12.59 billion [7] Industry Context - The Wireless Equipment industry, to which Motorola belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked using tools like the Zacks Rank [5][6]