MSI 8-K SEC Filing Analysis

Latest settled — T+20d

MSI ▲ +6.86% at T+20d

LONG call ✓ call won +6.86% · α vs SPY +6.84% · entry $383.99 → $410.34

Next anchor: T+60d in 8w

Last close $406.80 (close Jun 8) · +5.94% from $383.99 entry

Entry anchored
May 7, 03:59 PM ET
via Databento tick

T+1d

+2.13%

call +2.13% · α +1.90%

$392.17

settled 5w ago

T+5d

+3.99%

call +3.99% · α +2.53%

$399.33

settled 27d ago

T+20d

+6.86%

call +6.86% · α +6.84%

$410.34

settled 5d ago

T+60d

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call — · α —

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in 8w

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Executive Summary

Motorola Solutions reported Q1 2026 results with Non-GAAP EPS of $3.37 beating consensus of $3.25 and revenue of $2.714B slightly above $2.70B. The company raised full-year 2026 guidance to revenue ~$12.8B and Non-GAAP EPS $16.87-$16.99, driven by record Q1 orders and backlog of $15.7B. Software & Services sales grew 18% YoY, underscoring momentum in higher-margin recurring revenue.

Key Financial Metrics

Guidance

$12.8B

raised

Free Cash Flow

$389.0M

Gross Margin

50.2%

Actionable Insight

Raised guidance on robust demand signals continued momentum; watch Q2 results for margin progression and supply chain cost absorption. The record backlog provides visibility into multi-quarter revenue conversion, supporting the raised outlook.

Key Facts

Non-GAAP EPS $3.37 vs consensus $3.25, beat by 3.7%
Revenue $2.714B vs consensus $2.70B, in line
Full-year 2026 guidance raised: revenue ~$12.8B (from $12.7B), Non-GAAP EPS $16.87-$16.99 (from $16.70-$16.85)
Record Q1 backlog $15.7B, up 11% YoY
Software & Services segment sales up 18% YoY; Products & Systems Integration up only 1%
GAAP EPS $2.18 down 14% due to contingent earnout and amortization; Non-GAAP operating margin improved 50bps to 28.8%
Free cash flow $389M down from $473M due to inventory investment and higher interest/tax payments

Financial Impact

Non-GAAP EPS beat of $0.12 (3.7%) and full-year guidance raise of ~$0.15 at midpoint on record backlog

revenueepsguidancebacklog

Risk Factors

Supply chain cost inflation (memory, tariffs) may pressure margins
Contingent Silvus earnout of $75M adds GAAP volatility
Organic revenue declined 1% in Q1 after adjusting for acquisitions
Integration of Bell Canada LMR acquisition (expected Q4 2026) adds execution risk

Market Snapshot

Exchange

NYSE

Sector

Radio & Tv Broadcasting & Communications Equipment

Analyst Consensus

79% bullish (19 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0000068505-26-000018
Document: msi-20260507.htm	0000068505-26-000018
Document: 0000068505-26-000018-index-headers.html	0000068505-26-000018
Document: 0000068505-26-000018-index.html	0000068505-26-000018
Document: 0000068505-26-000018.txt	0000068505-26-000018
8-K Data (Synthetic)	0000068505-26-000018

6 reports for MSI

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for MSI — sortable, filterable
	Type				Now
May 7, 2026 4w ago	8-K BULLISH ★ 7/10	$383.99 $410.34	▲ +6.86%	▲ +6.84%	$406.80 (+5.94%)
Mar 30, 2026 10w ago	Court Ruling NEUTRAL ★ 3/10	$426.78 $434.74	▲ +1.87%	▼ −10.73%	$406.80 (−4.68%)
Feb 28, 2026 14w ago	Institutional Cluster BULLISH ★ 8/10	$484.83 $426.78	▼ −11.97%	▼ −4.03%	$406.80 (−16.09%)
Feb 26, 2026 14w ago	Insider Cluster NEUTRAL ★ 3/10	$470.71 $450.01	▼ −4.40%	▲ +2.01%	$406.80 (−13.58%)
Feb 26, 2026 14w ago	Insider Cluster NEUTRAL ★ 3/10	$470.71 $450.01	▼ −4.40%	▲ +2.01%	$406.80 (−13.58%)
Feb 26, 2026 14w ago	Insider Cluster NEUTRAL ★ 3/10	$470.71 $450.01	▼ −4.40%	▲ +2.01%	$406.80 (−13.58%)

US Market Status

Market Closed — Opens in 7h

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