Motorola Solutions, Inc.(MSI)Stock Analysis
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Rank #180 of 2,879 stocksTOP 10%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
MSI Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Motorola Solutions, Inc. (MSI), a Technology sector company. 13F Pro's AI-powered ranking engine scores MSI at 73.8/100 on a 32-signal composite quality model, placing it at rank #180 of 2,879 stocks — the top 10% of the AI-ranked universe. MSI scores in the top quartile across revenue scale (87.3), balance sheet strength (85.9), profitability (83.5). Shareholder dilution risk is elevated at 37.2/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Motorola Solutions, Inc. reports quarterly revenue of $2.7B, net income of $366.0M, an operating margin of 19.3%. Top institutional holders of MSI by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. MSI trades on the NYSE exchange and files with the SEC under CIK 68505. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MSI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Motorola Solutions, Inc. directly from SEC EDGAR. Motorola Solutions, Inc.'s 13F Pro composite quality score has ranged between 8 and 79 since 2021, currently 73.8 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
What's Driving MSI's Business? Latest 10-Q Breakdown
✓ 24/24 datapoints verifiedAI-extracted from Motorola Solutions, Inc.'s 10-Q filed 2026-05-07 — Q1 FY2026 (quarter ended April 4, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Q1 net sales rose 7% YoY to $2.7B, but operating earnings fell 10% to $525M, pressured by $75M Silvus earnout charge, higher intangible amortization, and supply chain costs.
Biggest Revenue Drivers
Total revenue: $2.7B+7% YoY
Driven by 17% growth in Video, partially offset by 2% decline in MCN despite acquisition contributions.
Growth across MCN, Command Center, and Video, bolstered by acquisitions (Exacom, Hyper, Blue Eye) and favorable currency.
Largest Expense Items
Supply chain costs and unfavorable product mix in Products and Systems Integration.
Higher R&D from acquired businesses in both segments.
Primarily from Silvus acquisition intangible assets amortization.
Higher outstanding debt from Silvus acquisition financing.
Margins: Gross margin declined 120 bps to 50.2% due to unfavorable product mix and supply chain costs in Products and Systems Integration, partially offset by Software and Services margin expansion from higher sales and leverage.
Watch Items from the Filing
- Silvus contingent earnout liability revalued to $111M as of Q1, up from $38M acquisition-date fair value; $75M non-cash charge in Q1 reflects elevated achievement expectations for $150M–$600M total earn-out targets through 2028.
- Hytera litigation settlement: company recovered $40M in Q1 2026; Hytera ordered to pay $100M annually through 2026+ under sentencing probation (in addition to prior civil judgment of $407.4M affirmed on appeal).
- Supply chain pressures persist: elevated memory costs from AI-driven global demand and tariff uncertainty following Feb 2026 IEEPA Supreme Court ruling; company has not yet recognized potential tariff refunds pending CBP clarity.
- M&A integration: six acquisitions in past 12 months totaling $5.0B+ including $4.4B Silvus deal; intangible amortization projected at $351M for full-year 2026, rising from $37M in Q1 2025.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$2.7B
Net Income
Q1 2026
$366.0M
Free Cash Flow
Q1 2026
$389.0M
Operating Margin
Q1 2026
19.3%
D/E Ratio
Q1 2026
3.52
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+8.0% YoYNet Income
+36.6% YoYOperating Income
+11.2% YoYEPS (Diluted)
+38.1% YoYTotal Assets
+32.8% YoYTotal Debt
+45.0% YoYOp. Cash Flow
+18.7% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2020 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $11.68B +8.0% | $10.82B +8.4% | $9.98B +9.5% | $9.11B +22.9% | $7.41B +1.0% | $7.34B |
| Net Income | $2.15B +36.6% | $1.58B -7.7% | $1.71B +25.4% | $1.36B +43.6% | $949.0M -1.8% | $966.0M |
| Operating Income | $2.99B +11.2% | $2.69B +17.2% | $2.29B +38.1% | $1.66B +20.1% | $1.38B +10.2% | $1.25B |
| EPS (Diluted) | $12.75 +38.1% | $9.23 -7.0% | $9.93 +25.2% | $7.93 +45.5% | $5.45 -3.0% | $5.62 |
| Total Assets | $19.39B +32.8% | $14.60B +9.4% | $13.34B +4.1% | $12.81B +17.8% | $10.88B +15.6% | $9.41B |
| Total Debt | $9.16B +45.0% | $6.32B -13.8% | $7.33B +21.9% | $6.01B +16.0% | $5.19B -3.1% | $5.35B |
| Operating Cash Flow | $2.84B +18.7% | $2.39B +17.0% | $2.04B +12.1% | $1.82B +13.0% | $1.61B +50.0% | $1.07B |
AI Insight: MSI Financial Trends
Revenue growth stalled in Q2 2026 while net income collapsed 44% YoY, signaling margin pressure despite debt stabilization.
• Q2 2026 revenue flat vs Q2 2025 at $2,714M; net income halved to $366M from $513M YoY.
• Operating margin compressed to 19.4% in Q2 2026 from 25.0% in Q2 2025, a 560bp decline.
• Total debt fell to $8,965M in Q2 2026 from $9,339M in Q3 2025; leverage improving.
⚠ Operating cash flow dropped 65% YoY to $451M in Q2 2026; weakest in 8 quarters despite revenue seasonality.
⚠ Debt spiked $1.4B from Q1 2025 to Q3 2025, then stabilized; monitor if organic deleveraging sustains.
AI Insight: MSI Ratio Trends
Q2 2026 profitability collapsed across all metrics, with operating margin halving to 19.3% and ROIC plummeting to 18.2%—the lowest in the dataset.
• Operating margin crashed from 27.9% in Q4 2025 to 19.3% in Q2 2026, a 460 basis point decline.
• ROIC fell from 32.6% in Q4 2025 to 18.2% in Q2 2026, marking the steepest quarterly drop observed.
• Net profit margin compressed from 19.2% to 13.5% sequentially, eroding shareholder earnings quality.
⚠ ROE halved quarter-over-quarter to 57.6% in Q2 2026; assess if transient or structural deterioration.
⚠ D/E ratio declined slightly to 3.52 (TTM) but remains elevated; monitor debt burden amid margin pressure.
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Top Institutional Holders of MSI
BlackRock, Inc.
$7.1B16,444,836 shVANGUARD CAPITAL MANAGEMENT LLC
$4.7B10,767,740 shVANGUARD PORTFOLIO MANAGEMENT LLC
$4.2B9,633,450 shSTATE STREET CORP
$3.3B7,526,227 shGEODE CAPITAL MANAGEMENT, LLC
$1.8B4,098,328 shFMR LLC
$1.5B3,459,366 shRAYMOND JAMES FINANCIAL INC
$1.5B3,363,408 shAMERIPRISE FINANCIAL INC
$1.1B2,611,124 shGOLDMAN SACHS GROUP INC
$1.1B2,572,029 shALLIANCEBERNSTEIN L.P.
$1.1B2,794,638 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $7.1B | 16,444,836 |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.7B | 10,767,740 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4.2B | 9,633,450 |
| STATE STREET CORP | $3.3B | 7,526,227 |
| GEODE CAPITAL MANAGEMENT, LLC | $1.8B | 4,098,328 |
| FMR LLC | $1.5B | 3,459,366 |
| RAYMOND JAMES FINANCIAL INC | $1.5B | 3,363,408 |
| AMERIPRISE FINANCIAL INC | $1.1B | 2,611,124 |
| GOLDMAN SACHS GROUP INC | $1.1B | 2,572,029 |
| ALLIANCEBERNSTEIN L.P. | $1.1B | 2,794,638 |
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Popular Research
Is MSI a good stock to buy?
13F Pro's AI-powered analysis of Motorola Solutions, Inc. (MSI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for MSI are available on the MSI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own MSI?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling MSI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Motorola Solutions, Inc.'s investment landscape.