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Motorola Solutions

MSI Q4 2025 Earnings

Reported Feb 11, 2026 at 4:12 PM ET · SEC Source

Q4 25 EPS

$4.59

BEAT +5.44%

Est. $4.35

Q4 25 Revenue

$3.38B

BEAT +1.05%

Est. $3.34B

vs S&P Since Q4 25

-16.5%

TRAILING MARKET

MSI -8.8% vs S&P +7.7%

Full Year 2025 Results

FY 25 EPS

$15.38

BEAT +1.48%

Est. $15.16

FY 25 Revenue

$11.68B

BEAT +0.32%

Est. $11.65B

Market Reaction

Did MSI Beat Earnings? Q4 2025 Results

Motorola Solutions capped a record-setting year with a strong fourth quarter, posting non-GAAP EPS of $4.59 against a consensus estimate of $4.35, a 5.52% beat, while revenue climbed 12.3% year-over-year to $3.38 billion, edging past the $3.34 billio… Read more Motorola Solutions capped a record-setting year with a strong fourth quarter, posting non-GAAP EPS of $4.59 against a consensus estimate of $4.35, a 5.52% beat, while revenue climbed 12.3% year-over-year to $3.38 billion, edging past the $3.34 billion Wall Street expected. The standout driver was broad-based segment strength: Products and Systems Integration grew 11% to $2.16 billion on Mission Critical Networks demand, while the faster-growing Software and Services segment rose 15% to $1.22 billion, pushing non-GAAP operating margins to 32.1% from 30.4% a year earlier. The company closed 2025 with a record backlog of $15.70 billion, underpinned by notable contract wins including a $201 million P25 services renewal in Maryland and a $162 million federal device order, signaling durable demand from public safety customers. Shareholders also received a continued $1.21 quarterly dividend, reflecting confidence in the company's cash generation. Looking ahead, Motorola guided for full-year 2026 revenue of approximately $12.70 billion and non-GAAP EPS of $16.70 to $16.85, with Q1 2026 revenue growth of 6-7% expected.

Key Takeaways

  • • Record backlog of $15.7 billion, up $1 billion year-over-year
  • • Growth in Mission Critical Networks and Video Security and Access Control in Products and Systems Integration
  • • Growth across all three technologies in Software and Services
  • • Higher sales, favorable mix and improving operating leverage drove margin expansion
  • • Revenue from acquisitions contributed $188 million in Q4
  • • Favorable foreign currency rates added $30 million in Q4
24/7 Wall St

MSI YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

MSI Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26

“Our outstanding 2025 performance demonstrates the resilience and strength of our business. We had record sales, earnings and cash flow. Our record backlog and strong demand gives us continued momentum for another excellent year.”

— Greg Brown, Q4 2025 Earnings Press Release

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