Motorola Solutions, Inc. (MSI) Earnings Call Transcripts
Motorola Solutions, Inc.'s Latest Earnings Call - Q3 FY2026
Motorola Solutions, Inc. reported a strong third quarter for fiscal year 2026, with revenue of $3.3 billion, reflecting a 12% year-over-year increase, and non-GAAP EPS of $4.69, up 16% from the previous year. Management raised full-year guidance for revenue to approximately $13.050 billion, up from $12.975 billion, and for non-GAAP EPS to a range of $17.94 to $17.99, indicating robust demand across all segments. The company also reported a record backlog of $16.6 billion, driven by a 20% increase in orders, signaling strong future growth potential.
Reported metrics
| Metric | Value |
|---|---|
| Non-GAAP EPS | $4.69 |
| Operating Margin | 32.5% (positive) |
| Backlog | $16.6 billion (positive) |
| Operating Cash Flow | $662 million |
| Full Year Revenue Guidance | $13.050 billion (positive) |
Guidance from management
Management raised full-year revenue guidance to approximately $13.050 billion and non-GAAP EPS guidance to between $17.94 and $17.99 per share, reflecting strong demand and operational performance.
What management said
Thank you, Greg. Before we begin taking questions, I would like to remind callers to limit themselves to 1 question and 1 follow-up to accommodate as many participants as possible. Operator, would you please remind our callers on the line how to ask a question?
In terms of its expectations for the year, Tim, with all the performance that we've had and what Jack just mentioned, it's on pace to do probably a little more than $900 million this year.
What analysts pressed on
Analysts expressed concerns regarding the impact of rising memory costs on margins and the potential for seasonality affecting Q1 performance. They also inquired about the integration of AI capabilities and the expected growth trajectory for Silvus in the defense sector.
Main topics on the call
- Record Revenue and Earnings — Motorola Solutions achieved record revenue in both segments, with total revenue for Q3 at $3.3 billion, exceeding guidance. CEO Greg Brown stated, "Q3 was another outstanding quarter, highlighted by record revenue in bot...
- Increased Backlog and Orders — The company reported an all-time record backlog of $16.6 billion, up $1 billion sequentially. Brown noted, "Orders grew over 20% versus last year with broad-based growth in both segments, demonstrating the critical need ...
- Guidance Raised for FY 2026 — Management raised full-year guidance for revenue to approximately $13.050 billion and for non-GAAP EPS to between $17.94 and $17.99. CFO Jason Winkler remarked, "We are again raising full year guidance for both revenue a...
- Operating Margin Expansion — Non-GAAP operating margin improved by 200 basis points to 32.5%. Winkler stated, "Non-GAAP operating earnings were almost $1.1 billion, up 19% from the year ago quarter and non-GAAP operating margin was 32.5%, up 200 bas...
Read the full Motorola Solutions, Inc. transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Motorola Solutions, Inc.
Motorola Solutions, Inc. (MSI) is a publicly listed company in the Communications Equipment industry, within the Information Technology sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 56 calls on record spanning February 6, 2020 to November 4, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 56 Motorola Solutions, Inc. earnings call transcripts on record, spanning February 6, 2020 to November 4, 2026. Based on this history, Motorola Solutions, Inc. reports quarterly. The most recent call on file is dated November 4, 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
- 56
- First call
- February 6, 2020
- Most recent
- November 4, 2026
- Reporting cadence
- quarterly