Motorola Solutions, Inc. · MSI · Next earnings

Motorola Solutions, Inc. reports Thursday, Oct 29, 2026

MSI reports after market close with consensus EPS at $4.41 and revenue at $3.25B. Last quarter: MSI Q1 2026: Revenue and EPS Beat, Guidance Raised, Shares Fall 12%

Reports After market close39 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $4.41 Calendar consensus
Consensus revenue $3.25B Calendar consensus
Report date Oct 29, 2026 Thursday, date estimated
Session After market close 39 days away

Where MSI left off: FY2026 Q1

Full report

MSI Q1 2026: Revenue and EPS Beat, Guidance Raised, Shares Fall 12%

EPS surprise +4.0% Reported $3.37 vs $3.24
Revenue surprise +0.6% Reported $2.71B vs $2.70B
Stock move -11.4% Event window
Subsequent drift +5.9% Up to 20 sessions

Full-year FY2026 revenue and non-GAAP EPS guidance were raised from the levels established at Q4 2025 (revenue $12.7B, non-GAAP EPS $16.70 to $16.85), driven by Silvus performance and public-safety growth. Management continues to target approximately 100 basis points of operating margin expansion despite tariff and memory cost headwinds. Capex outlook remains stable.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Tariff uncertainties under IEEPA and Section 122 duties.
  • Rising memory component costs expected to more than double in 2026, pressuring gross margins.
  • Supply-chain constraints affecting production capacity.
  • Geopolitical competition affecting defense sales in international markets.
  • Competitive pressure from Axon entering the 911 command center market.

Questions analysts left open

  • Impact of memory cost inflation on operating margins.
  • Sustainability of operating margin expansion trajectory.
  • Competitive landscape with Axon entering the 911 market.
  • Capacity and manufacturing footprint for Silvus scaling.
  • Tariff headwinds and overall supply-chain pricing pressure.

Ask FN2 about MSI next report

Transcript, numbers and history already loaded
What should I watch for in MSI's next earnings report?How did MSI guide last quarter, and is consensus above or below that?Give me the bull and bear case going into MSI earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the MSI recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent MSI quarters

All MSI earnings
-11.4%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.