Motorola Solutions, Inc. (MSI)

Over the past six months, Motorola Solutions' stock (MSI) has experienced some fluctuations. As of June 6, 2025, MSI slipped 18.1% from its 52-week high. Over the past three months, the stock declined 2.3%, underperforming the Technology Select Sector SPDR Fund (XLK). Year-to-date, MSI shares declined 10%, also underperforming XLK's gains. On May 1, 2025, Motorola Solutions reported its Q1 results, with adjusted EPS of $3.18 and revenue of $2.53 billion, surpassing forecasts, but the shares closed down more than 7% in the following trading session. In May 2025, Motorola Solutions announced its plan to acquire Silvus Technologies for $4.4 billion. In June 2025, Motorola Solutions unveiled its VESTA Hybrid platform for 911 call centers.

Motorola Solutions experiences typical order seasonality, particularly in North America. The company's backlog was sequentially down in Q1 2025, primarily driven by North American order seasonality and revenue recognition for certain projects. Demand for its products and services can fluctuate by quarter, with Q1 often seeing a sequential decline in backlog following stronger order periods.

Motorola Solutions, Inc. is an American technology company specializing in safety and security products and services. Headquartered in Chicago, Illinois, it operates within the Technology sector, focusing on Telecommunications Equipment and Radio and Television Broadcasting and Communications Equipment industries. The company's core business revolves around mission-critical communications, video security, and command center technologies, serving public safety agencies and enterprises globally. Its major product categories include Critical Communications (LMR devices and networks), Video Security & Access Control (high-definition cameras, AI-powered analytics, and access control systems), and Command Center Technologies (public safety software). The company also provides managed services and support through a global network of operations centers.

Motorola Solutions has a significant global presence, operating across the Americas, Europe, the Middle East, Asia-Pacific, and Africa. The company serves customers in over 100 countries and in every state in the United States. Recent expansions include a new Research and Development Centre in Cork, Ireland, and an Innovation and Training Center in Dubai, United Arab Emirates. Approximately 70% of its total revenue is generated in the United States.

Motorola Solutions maintains a trusted reputation in the public safety and enterprise security sectors due to its focus on innovation and customer loyalty. Its solutions are recognized for their durability and real-time performance. Motorola Solutions was named the Official Safety Technology Supplier of the 2025 and 2027 Ryder Cup, integrating its technology for the global sporting event. The company has also established new innovation and training centers in Dubai and Cork, Ireland, demonstrating its commitment to regional development, customer support, and fostering innovation.

Motorola Solutions' ownership is heavily concentrated among institutional investors. Major institutional owners include Vanguard Group Inc., BlackRock Inc., Capital World Investors, State Street Corp, and Geode Capital Management, LLC. Valueact Holdings LP is the largest individual shareholder, owning 17.36% of the company.