Motorola Solutions Q3 Profit Falls 9%; Raises FY26 Outlook

What happened

Motorola Solutions reported third-quarter profit down 9% year over year as higher operating costs offset 12% revenue growth to $3.376 billion. Adjusted earnings rose, and the company raised its 2026 revenue forecast to approximately $13.05 billion and its adjusted earnings-per-share forecast to $17.94–$17.99.

Confirmed

Global impact / market context

The results show that sales growth did not translate into higher reported profit because operating costs rose. The higher full-year outlook signals management expects stronger revenue and adjusted earnings, but continued cost pressure could limit how much growth reaches shareholders as profit.

Analyst inference

Both business segments grew: Products and Systems Integration sales rose 12%, while Software and Services sales increased 13%. This broad growth supports the raised forecast, while the gap between rising revenue and falling reported profit makes cost control important to the outlook.

Analyst inference

What to watch

1. Check whether fourth-quarter revenue growth reaches the company’s expected 13%, and whether adjusted earnings per share land within its $5.47–$5.52 forecast. Confirmed
2. Look for further updates to the 2026 revenue and adjusted earnings forecasts; they will indicate whether the stronger outlook is sustained beyond the current guidance. Analyst inference
3. Watch for evidence that operating costs are easing or rising further, since costs offset revenue growth and affected third-quarter reported profit. Analyst inference

Evidence

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