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Apr 03, 2021

Motorola Q1 2021 Earnings Report

Motorola Solutions reported strong Q1 2021 results, with increased full-year revenue and EPS guidance.

Key Takeaways

Motorola Solutions reported an outstanding first quarter with record revenue, operating earnings, cash flow, and backlog. Sales were up 7% year-over-year, driven by growth in both North America and International markets. The company also raised its full-year revenue and EPS guidance.

Sales increased by 7% to $1.8 billion compared to the previous year.

Software and Services segment sales grew by 15% with expanded operating margins.

GAAP earnings per share (EPS) reached $1.41.

Backlog increased by 8% to $11.3 billion year-over-year.

Total Revenue
$1.77B
Previous year: $1.66B
+7.1%
EPS
$1.87
Previous year: $1.49
+25.5%
Backlog
$11.3B
Previous year: $10.4B
+8.7%
Operating Margin
16.8%
Previous year: 15.6%
+7.7%
Effective Tax Rate
15.1%
Previous year: 12%
+25.8%
Gross Profit
$860M
Previous year: $787M
+9.3%
Cash and Equivalents
$1.32B
Previous year: $1.67B
-21.1%
Free Cash Flow
$318M
Previous year: $260M
+22.3%
Total Assets
$10.4B
Previous year: $10.7B
-2.7%

Motorola

Motorola

Motorola Revenue by Segment

Forward Guidance

Motorola Solutions expects revenue growth of 19% to 20% for the second quarter of 2021, with non-GAAP earnings per share in the range of $1.90 to $1.95. For the full year 2021, the company now expects revenue growth of 8% to 9% and non-GAAP earnings per share in the range of $8.70 to $8.80.

Positive Outlook

  • Revenue growth of 19% to 20% is expected for Q2 2021.
  • Non-GAAP EPS is projected to be between $1.90 and $1.95 for Q2 2021.
  • Full-year revenue growth is now expected to be 8% to 9%.
  • Full-year non-GAAP EPS is projected to be between $8.70 and $8.80.
  • Guidance assumes current foreign exchange rates and approximately 173 million fully diluted shares.

Challenges Ahead

  • Guidance is based on current foreign exchange rates.
  • Assumes approximately 173 million fully diluted shares.
  • Effective tax rate of 23% to 24% is assumed for Q2 2021.
  • Effective tax rate of 22.5% to 23% is assumed for the full year.
  • Reconciliation to the most comparable GAAP financial metric is not available without unreasonable effort.

Revenue & Expenses

Visualization of income flow from segment revenue to net income