Motorola Solutions stock: record orders lift 2026 outlook

Published on 11/12/2026 at 16:45 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Motorola Solutions stock follows record orders and a higher 2026 outlook. The company sees continued demand across its safety and security portfolio.

Backlog and outlook strengthen visibility

Record third-quarter orders lifted Motorola Solutions' backlog to 16.6 billion US dollars.
Management raised its 2026 revenue, non-GAAP earnings and operating cash flow outlook.
Higher memory costs, tariffs and supply-chain uncertainty remain relevant risks for future margins.

Motorola Solutions, US6200763075, Illustration mit AI erstellt.

Motorola Solutions reported strong third-quarter demand on November 4, 2026, and raised its full-year outlook again. The company's official earnings release said sales increased 12 percent year over year to 3.4 billion US dollars.

Motorola Solutions stock traded at 484.80 euros on Lang & Schwarz at 16:36 CET on Thursday, November 12, 2026. That was 1.1053 percent above the 479.50 euros quoted in the previous ad-hoc-news.de report at 13:14 CET the same day, clearing the threshold for a new market update.

Record orders lift backlog

Record third-quarter orders across all three technologies lifted ending backlog to 16.6 billion US dollars, up 14 percent, or 2.1 billion US dollars, from a year earlier. Products and Systems Integration backlog rose by 635 million US dollars, while Software and Services backlog increased by 1.4 billion US dollars.

The quarter brought double-digit growth in both operating segments. Products and Systems Integration sales rose 12 percent, while Software and Services sales increased 13 percent, supported by Mission Critical Networks, Command Center and Video.

Higher targets meet supply risks

Management now expects 2026 revenue of 13.050 billion US dollars, compared with the previous forecast of 12.975 billion US dollars. The non-GAAP earnings outlook increased to 17.94 to 17.99 US dollars per share from 17.62 to 17.72 US dollars, while operating cash flow expectations rose to 3.050 billion US dollars.

For the fourth quarter, the company expects revenue growth of approximately 13 percent year over year and non-GAAP earnings of 5.47 to 5.52 US dollars per share. Investors should weigh the adjusted targets against GAAP effects: GAAP operating margin fell to 23.0 percent from 25.6 percent, primarily because of a higher contingent earnout linked to Silvus, while non-GAAP operating margin rose to 32.5 percent from 30.5 percent.

Higher memory costs, tariffs and supply-chain uncertainty could pressure execution and margins. Motorola Solutions also expects inventory to remain elevated as it works to protect supply.

US equities provide the broader market setting for Motorola Solutions stock; see current S&P 500 market reports.

More earnings updates and company developments are available in more news and analyses on Motorola Solutions stock.