Motorola Solutions, Inc.: EPS $4.69 vs $4.42 expected; revenue $3.40B vs $3.25B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 4.69 | 4.42 | +6.1% | 4.06 |
| Revenue (USD bn) | 3.40 | 3.25 | +4.5% | 3.01 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Nov 4, 2026 | Q3 FY2026 | 4.69 | 4.42 | +6.1% | 3.40 | 3.25 | +4.5% |
| Aug 5, 2026 | Q2 FY2026 | 4.41 | 3.85 | +14.5% | 3.13 | 3.00 | +4.4% |
| May 7, 2026 | Q1 FY2026 | 3.37 | 3.24 | +4.0% | 2.71 | 2.70 | +0.6% |
| Feb 11, 2026 | Q4 FY2025 | 4.59 | 4.35 | +5.5% | 3.38 | 3.34 | +1.1% |
| Oct 30, 2025 | Q3 FY2025 | 4.06 | 3.85 | +5.5% | 3.01 | 2.99 | +0.7% |
| Aug 7, 2025 | Q2 FY2025 | 3.57 | 3.35 | +6.6% | 2.77 | 2.73 | +1.2% |
| May 1, 2025 | Q1 FY2025 | 3.18 | 3.01 | +5.6% | 2.53 | 2.52 | +0.5% |
| Feb 13, 2025 | Q4 FY2024 | 4.04 | 3.89 | +3.9% | 3.01 | 2.99 | +0.6% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Motorola Solutions, Inc. results: EPS $4.69 vs $4.42 expected; revenue $3.40B vs $3.25B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 6.1%; revenue above the estimate by 4.5%.
Revenue was up 13.0% from $3.01 billion a year earlier (Q3 FY2025). EPS was up 15.5% from $4.06 a year earlier. On its record, EPS topped analysts' estimates in 7 of 7 earlier comparable reports.
What the results mean
According to the company's results release, management raised its financial outlook.
Management emphasized strong demand and new orders, reflected in the expanding contracted backlog. The business connects device and network sales with support services and software, while announced contracts illustrate its presence among government agencies, public safety organizations and commercial customers. The acquisition of D-Fend Solutions also expands its capabilities in counter-drone technology.
Sales growth supported operating efficiency and adjusted profitability despite supply chain cost pressures. Reported profitability was affected by an increased performance-linked acquisition obligation for Silvus, explaining its different trajectory from adjusted profitability. Cash flow declined because of tax and interest payments, making the conversion of earnings into cash an important part of interpreting the results.
What to watch on the earnings call: what management says about demand, margins and spending plans for the period ahead.
For the full analysis of Motorola Solutions, Inc. stock — valuation, scores and financial statements — see the stock page linked with this story.