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Motorola Solutions, Inc.
MSI · NYSETechnology
The economic chain
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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
Inputs &electronicscells, sensors, siliconComponents &subsystemsengines, optics, linksCloud &computethe digital backbonePlatforms &devicesintegrated hardware + sof…Product linesweapons, drones, evidence…Launch & spaceservicesorbit delivery, constella…Customers &demandgovernment, military, com…CMPChips, batteries & electronicsSANMSanminaQCOMQualcommNXPNXP SemiconductorsMSFTMicrosoftAMZNAmazonMSIMotorola SolutionsAVGAvigilonAXONAxon EnterpriseHYTHyteraSLVSilvus TechnologiesCCCommand Center softwareDEVRadios, cameras & devicesAIRAirwave SolutionsPSPolice, fire & EMS agenciesUSGUS Federal governmentINTLInternational governmentsENTCommercial & enterprise
Company details
Market cap
$70B
P/E ratio
31×
Div yield
1.0%
EPS (TTM)
$12.75
Profit margin
18%
Rev. growth
+8%
Revenue
$11.7B
Free cash flow
$2.5B
In plain English
Motorola Solutions is the backbone of public-safety communications — it makes the mission-critical two-way radios (APX, TETRA), Avigilon video cameras and access control that police, fire and 911 centers run on, then locks agencies into recurring command-center software and services. Roughly 59% of its ~$11.7B revenue is hardware and systems integration, 41% higher-margin software and services, and it sits on a record ~$15.7B backlog.
In simple terms
What Motorola Solutions, Inc. really sells
Motorola Solutions is the backbone of public-safety communications — it makes the mission-critical two-way radios (APX, TETRA), Avigilon video cameras and access control that police, fire and 911 centers run on, then locks agencies into recurring command-center software and services. Roughly 59% of its ~$11.7B revenue is hardware and systems integration, 41% higher-margin software and services, and it sits on a record ~$15.7B backlog.
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Risk read
Moderate
SteadierMore speculative
Why this rating?