Motorola Solutions (MSI) Q3 2025 Earnings
How Did MSI Stock React to Q3 2025 Earnings?
S&P 500 over the same 30 days: +0.27%.
Did MSI Beat Earnings? Q3 2025 Results
Yes. Motorola Solutions reported Q3 2025 earnings of $4.06 a share on Oct 30, 2025, beating the $3.85 consensus estimate by 5.4%. Revenue was $3.0B against a $3.0B estimate.
Motorola Solutions capped a record third quarter with $3.01 billion in revenue — up 8% year-over-year — and non-GAAP EPS of $4.06, as broad demand for its safety and security technology portfolio drove gains across both business segments. The single biggest story of the quarter was the closing of the $4.40 billion acquisition of Silvus Technologies, a maker of advanced tactical MANET radios, which immediately contributed $123 million in revenue and landed its first $10 million NATO order, signaling early commercial traction in defense communications. Non-GAAP operating margin expanded 80 basis points to 30.5%, reflecting improved operating leverage even as tariff costs created modest headwinds. Record ending backlog of $14.60 billion, up 3% year-over-year, underscores the durability of the pipeline, and analysts tracking the broader semiconductor and communications hardware space — including <a href="https://247wallst.com/investing/2025/10/27/live-earnings-will-nxp-semiconductor-soar-after-q3-results/">adjacent chip sector earnings</a> — are watching infrastructure spending trends closely. Looking ahead, Motorola raised its full-year non-GAAP EPS guidance to $15.09–$15.15 while maintaining revenue guidance of approximately $11.65 billion.
- Growth in Mission Critical Networks (MCN) and Video Security and Access Control in Products and Systems Integration
- Growth in MCN, Command Center, and Video in Software and Services
- Revenue contribution of $123 million from acquisitions (primarily Silvus Technologies)
- Record Q3 ending backlog of $14.6 billion, up $467 million year-over-year
- Non-GAAP operating margin expanded 80 basis points to 30.5% from improved operating leverage
- Record Q3 operating cash flow of $799 million, up $40 million year-over-year
- $21 million foreign currency tailwind in the quarter
“Our Q3 was outstanding, with record third-quarter revenue, earnings and cash flow. Demand for our safety and security solutions remains robust and our Silvus acquisition is off to a strong start. As a result, we're again raising our earnings expectations for the year.”
Motorola Solutions CEO, on the earnings call
What Was Motorola Solutions's Outlook in Q3 2025?
For Q4 2025, the company expects revenue growth of approximately 11% year-over-year and non-GAAP EPS of $4.30 to $4.36, assuming approximately 169 million fully diluted shares and a non-GAAP effective tax rate of approximately 24%. For full-year 2025, the company maintains revenue guidance of approximately $11.65 billion (7.7% growth) and raised non-GAAP EPS guidance to $15.09–$15.15, up from the prior $14.88–$14.98 range, assuming approximately 169 million fully diluted shares and a non-GAAP effective tax rate of approximately 22.5%. The company expects the 'One Big Beautiful Bill Act' to provide additional federal funding for border and national security over four years. A prolonged U.S. government shutdown may negatively impact federal contract shipments and fulfillment.
MSI YoY Financials
MSI Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.