Motorola Solutions, Inc. (MSI) is listed on NYSE and operates in the Communication Equipment industry (Technology sector).
Motorola Solutions, Inc. provides mission critical communications and analytics in the United States, the United Kingdom, Canada, and internationally. The company operates in two segments, Products and Systems Integration, and Software and Services. The Products and Systems Integration segment offers a portfolio of infrastructure, devices, accessories, and video security devices and infrastructure, as well as the implementation, and integration of systems, devices, software, and applications for government, public safety, and commercial customers who operate private communications networks and video security solutions, as well as manage a mobile workforce. Its land mobile radio communications and video security and access control devices include two-way portable and vehicle-mounted radios, fixed and mobile video cameras, and accessories; radio network core and central processing software, base stations, consoles, and repeaters; and video analytics, network video management hardware and software, and access control solutions. The Software and Services segment provides repair, technical support, and hardware maintenance services. This segment also offers monitoring, software updates, and cybersecurity services; and public safety and enterprise command center software, unified communications applications, and video software solutions through on-premise and as a service. It serves government, public safety, and commercial customers. The company was formerly known as Motorola, ...
| Rating | Analysts |
|---|---|
| Strong Buy | 0 |
| Buy | 24 |
| Hold | 6 |
| Sell | 4 |
| Strong Sell | 0 |
Motorola Solutions, Inc., headquartered in Chicago, Illinois, provides mission-critical communications and analytics solutions globally, including in the United States, the United Kingdom, and Canada. The company operates through two main segments: Products and Systems Integration, and Software and Services. The Products and Systems Integration segment offers infrastructure, communication devices, video security equipment, and system integration services for government, public safety, and commercial sectors. This includes land mobile radio communications, video security and access control devices, and related accessories. The segment also covers radio network software, base stations, consoles, and video management hardware and software. The Software and Services segment delivers repair, technical support, hardware maintenance, monitoring, software updates, and cybersecurity services. It also provides public safety and enterprise command center software, unified communications applications, and video software solutions, available both on-premise and as a service. Originally founded in 1928 as Motorola, Inc., the company rebranded to Motorola Solutions, Inc. in January 2011.
Over the past three fiscal years, the company has demonstrated robust growth and improving profitability. Revenue consistently increased at a compound annual growth rate (CAGR) of 8.2%, rising from $9.98 billion in 2023 to $11.68 billion in 2025. This revenue growth was accompanied by an expansion in operating margins, which improved by 2.1 percentage points from 22.99% to 25.12%, indicating effective operating leverage. Despite some inconsistency in net margins, they ultimately improved by 1.3 percentage points to 18.44% by 2025. The company's cash generation also strengthened significantly, with operating cash flow (OCF) and free cash flow (FCF) increasing at CAGRs of 17.8% and 19.8%, respectively. FCF margins expanded by 4.1 percentage points to 22.02%, reflecting enhanced cash conversion efficiency. However, net debt increased from $4.85 billion to $8.60 billion, suggesting a rise in leverage, though the interest coverage ratio remains healthy at 8.42x. The company also reduced its share count by 2.3%, which positively impacted per-share metrics, with earnings per share (EPS) growing at a CAGR of 13.4% to $12.76. Despite these positive trends, the return on invested capital (ROIC) consistently decreased, ending at 21.45%, which may warrant attention regarding capital efficiency. Overall, the company's performance reflects strong growth and profitability, supported by effective cash generation and shareholder-friendly actions.
Motorola Solutions (MSI) has recently been highlighted as a top-ranked growth stock by Zacks Investment Research, suggesting potential interest for investors. In strategic developments, MSI launched a standalone canine liability insurance product for landlords and property managers and unveiled a unified records and case management platform aimed at accelerating case closure. These initiatives reflect the company's ongoing efforts to diversify and enhance its product offerings. On the institutional front, Stratos Wealth Partners LTD increased its stake in MSI by 2% during the fourth quarter, while KBC Group NV reduced its position by 8%. Additionally, Capital World Investors significantly expanded its holdings by acquiring 490,354 shares, now owning a total of 9,386,519 shares valued at $4.29 billion. These institutional movements indicate active portfolio adjustments among major investors. Furthermore, GraniteShares Advisors LLC invested $934,000 in MSI, and Mirae Asset Global Investments Co. Ltd. holds an $11.80 million stake. These transactions suggest continued confidence in MSI's market position and growth prospects.