Motorola Solutions announced an upward revision to its full-year revenue forecast, saying robust demand for public safety communications equipment and software underpins the move. The company, known for radio communication systems, 911 emergency call handling software, and body-worn cameras commonly used by law enforcement, also pointed to the D-Fend acquisition as an extension of its capabilities into counter-drone solutions.
Management now expects annual revenue of about $12.98 billion, up from its prior guidance of $12.8 billion. Analysts had been modeling revenue of $12.8 billion, according to LSEG data.
Quarterly results and near-term outlook
For the third quarter, Motorola forecasts revenue growth of roughly 8% and adjusted earnings per share in a range of $4.39 to $4.44. That EPS outlook sits close to analysts' consensus of $4.41 per share.
Looking back at the second quarter, which ended July 4, the company reported revenue of $3.13 billion, topping market expectations of $3.0 billion. The quarter's results were helped by tariff refunds totaling $60 million, equivalent to $0.25 per share.
At the close of the quarter Motorola reported a record backlog of $15.6 billion, a figure the company highlighted as evidence of sustained demand for its offerings.
Revised full-year profit guidance
Motorola also raised its annual adjusted earnings guidance to a range of $17.62 to $17.72 per share, up from the previous range of $16.87 to $16.99. The updated midpoint is above analysts' average estimate of $16.98 per share.
The company framed these adjustments as reflecting resilient demand from U.S. public safety agencies and the expanded product scope following recent acquisitions.
Note: The company attributes part of the quarter's outperformance to tariff refunds and emphasizes a stronger backlog as a buffer for future revenue recognition.