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Dec 31, 2025
Motorola Q4 2025 Earnings Report
Motorola reported double-digit revenue growth in the fourth quarter with strong margin expansion and record backlog.
Key Takeaways
Motorola Solutions delivered Q4 2025 revenue of 3380000000, up 12% year over year, with GAAP EPS of 3.86 and non-GAAP EPS of 4.59. Operating income reached 944000000, and the company ended the year with record backlog of 15700000000.
Revenue increased 12% year over year to 3380000000.
GAAP operating margin expanded to 27.9%.
Non-GAAP EPS grew 14% to 4.59.
Record ending backlog reached 15700000000.
Revenue by Segment
Forward Guidance
Motorola expects continued growth in 2026 with mid-single-digit revenue expansion in Q1 and strong full-year outlook.
Positive Outlook
- Q1 2026 revenue growth expected between 6% and 7%.
- Q1 non-GAAP EPS guidance of 3.20 to 3.25.
- Full-year 2026 revenue expected at approximately 12700000000.
- Full-year 2026 non-GAAP EPS guidance of 16.70 to 16.85.
- Strong backlog supports revenue visibility.
Challenges Ahead
- Higher tariffs impacted margins in Q4.
- Exposure to global trade volatility.
- Higher effective tax rate year over year.
- Increased interest expense compared to prior year.
- Ongoing supply chain and geopolitical uncertainties.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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