Motorola Solutions, Inc. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
Motorola Solutions reported Q3 2026 sales of $3.376B (+12% YoY), with non-GAAP EPS of $4.69 (+16% YoY). Record ending backlog reached $16.6B (+14% YoY). The company raised full-year 2026 revenue guidance to ~$13.050B (from $12.975B) and non-GAAP EPS to $17.94–$17.99 (from $17.62–$17.72), and increased operating cash flow expectations to $3.050B. Notable acquisitions: D-Fend Solutions for $1.3B and DeepNeuronic for $29M. The company announced a $2B increase to share repurchase authorization.
Why this rating
Double-digit revenue growth, record backlog, and guidance hikes are favorable; however, relative to ~$61B market cap and $13B+ annual revenue run-rate, these gains are within normal operating expansion. Acquisitions are modest in scale. Organic revenue growth only 5% Q3, 3% YTD—underlying momentum modest.
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