Motorola Solutions, Inc.

NYSE:MSI 株式レポート

時価総額:US$66.5b

Motorola Solutions 過去の業績

過去 基準チェック /26

Motorola Solutionsは、平均年間14%の収益成長を遂げていますが、 Communications業界の収益は、年間 減少しています。収益は、平均年間0.9% 8.8%収益成長率で 成長しています。 Motorola Solutionsの自己資本利益率は81.8%であり、純利益率は17.6%です。

主要情報

13.97%

収益成長率

14.32%

EPS成長率

Communications 業界の成長31.77%
収益成長率8.82%
株主資本利益率81.78%
ネット・マージン17.61%
前回の決算情報04 Apr 2026

最近の業績更新

Recent updates

Seeking Alpha Jun 02

Motorola Solutions: Another M&A Deal As Appeal Is Improving

Summary Motorola Solutions continues robust M&A activity, including the $1.5B D-Fend Solutions acquisition, enhancing its growth profile in counter-drone technology. Motorola Solutions reported strong Q1 momentum: 7% sales growth, 6% EPS growth, and an 11% year-over-year backlog increase to $15.7B. Despite raised 2024 guidance and a multiple compression to 24x earnings, valuation remains elevated versus historical growth and margin trends. While M&A and operational execution are positive, current expectations and premium multiples limit immediate investment appeal. Read the full article on Seeking Alpha
分析記事 Feb 16

Analysts Have Made A Financial Statement On Motorola Solutions, Inc.'s (NYSE:MSI) Annual Report

It's been a good week for Motorola Solutions, Inc. ( NYSE:MSI ) shareholders, because the company has just released its...
ナラティブの更新 Feb 05

MSI: Public Safety AI Suites Will Support Future Upside Into 2026

Analysts have kept their fair value estimate for Motorola Solutions steady at $487.90, with only small tweaks to assumptions such as the discount rate, revenue growth, profit margin and future P/E informing this unchanged target. What's in the News Launch of Assist Suites, a role-based AI portfolio for public safety that pulls together 911 audio, video, radio transcripts and other data to support faster response, officer safety and more accurate reporting across dispatchers and field officers (Product-Related Announcement).
ナラティブの更新 Jan 22

MSI: Government Deal Delays Will Support Future Upside Into 2026

Narrative Update Analysts have trimmed their price target on Motorola Solutions to US$495 from US$509, citing a Q3 beat, steady fiscal 2025 sales guidance, and potential upside from government shutdown related deal slippage into fiscal 2026. Analyst Commentary Recent research reflects a mix of confidence in Motorola Solutions' execution and some recalibration of expectations after the latest update.
ナラティブの更新 Jan 06

MSI: Government Deal Delays Will Support Future Recurring Revenue Upside

Analysts have nudged their fair value estimate for Motorola Solutions slightly lower, to about $488 from roughly $494, as modest tweaks to discount rate and growth assumptions follow recent price target cuts that still factor in potential upside from government shutdown related deal timing. Analyst Commentary Recent commentary around Motorola Solutions reflects a mix of confidence in the business outlook and caution around valuation and deal timing.
ナラティブの更新 Dec 15

MSI: Recurring Revenue Mix Will Drive Upside Despite Recent Price Target Trims

Analysts have trimmed their price target on Motorola Solutions by approximately $5 to about $494 per share. The revision reflects slightly higher discount rate assumptions and modest pressure on long term margins, while analysts remain encouraged by resilient revenue growth, recurring revenue mix, and potential upside from deferred government deals in 2026.
ナラティブの更新 Nov 30

MSI: Fiscal 2025 Sales Stability And Recurring Revenue Will Drive Future Upside

Analysts have modestly lowered their price target on Motorola Solutions to $495 from $509, citing solid sales guidance but noting short-term booking slowdowns and persisting deal delays. Analyst Commentary Analyst sentiment toward Motorola Solutions remains mixed, reflecting both optimism about the company’s ongoing performance and caution regarding near-term challenges.
ナラティブの更新 Nov 16

MSI: Fiscal 2025 Guidance And Recurring Revenue Will Drive Long-Term Upside

Analysts have slightly increased their price target for Motorola Solutions by less than $1 to approximately $498. They cite solid fundamentals, resilient government and recurring revenues, while also factoring in deal timing and valuation concerns.
ナラティブの更新 Nov 01

MSI: Recurring Revenue And Government Contracts Will Drive Performance Amid Uncertainty

The consensus analyst price target for Motorola Solutions has decreased slightly, dropping from approximately $504 to $498. Analysts cite resilient fundamentals but flag near-term uncertainties such as deal timing and caution around elevated valuation levels.
ナラティブの更新 Sep 04

Integrated Communications Will Transform Public Safety And Smart Cities

Despite near-term growth headwinds, analysts remain positive on Motorola Solutions’ long-term outlook and see current weakness as a potential buying opportunity, resulting in no change to the consensus price target of $503.75. Analyst Commentary Bullish analysts see the recent growth slowdown as creating an attractive entry point for investors.
分析記事 Jul 26

Motorola Solutions, Inc.'s (NYSE:MSI) Popularity With Investors Is Under Threat From Overpricing

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
分析記事 Jul 14

Should You Be Adding Motorola Solutions (NYSE:MSI) To Your Watchlist Today?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 Jun 20

Why Motorola Solutions, Inc. (NYSE:MSI) Could Be Worth Watching

Today we're going to take a look at the well-established Motorola Solutions, Inc. ( NYSE:MSI ). The company's stock saw...
Seeking Alpha Feb 19

Motorola Solutions Will Benefit From Margin Increases And Focus On Crime Safety In U.S.

Summary Motorola posted $10.8B in annual revenue, growing at 8.4%, driven by a 10% increase in products and systems. Management reaffirmed the 2025 growth outlook of 5.5%, with a favorable environment due to U.S. security emphasis. I expect GAAP operating margins to converge at 27% by 2027 and keep expanding as customers move to the cloud. My updated DCF valuation for MSI is $350 per share or $60B. With an 8% annual return, I expect the fundamentals to converge to current price levels within 3 years. Read the full article on Seeking Alpha
Seeking Alpha Feb 11

Motorola Solutions: Product Shifts And Increasing Global Urbanization Will Accelerate Growth

Summary Motorola Solutions has shown impressive growth, with a 45% increase in the past year and a stable 5-year CAGR of 38%, driven by its essential security and communication products. The company's products, including land mobile radio systems, video security, and command centers, are vital for safety, ensuring continued demand and revenue stability. MSI's reputable brand and long-term, multi-year agreements with key partners have led to significant revenue growth, outperforming competitors like Juniper Networks. Expansion into cloud and AI-powered solutions, such as VaaS and AI analytics, positions Motorola for future growth, attracting more clients and ensuring recurring revenue. Steeping rates of urbanization and infrastructure development create a growing need for security services and solutions. Read the full article on Seeking Alpha

収支内訳

Motorola Solutions の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NYSE:MSI 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
04 Apr 2611,8682,0901,752989
31 Dec 2511,6822,1541,746970
27 Sep 2511,3132,1161,729946
28 Jun 2511,0932,1161,681944
29 Mar 2510,9562,0461,661932
31 Dec 2410,8171,5771,620917
28 Sep 2410,6551,5621,567889
29 Jun 2410,4211,4641,518869
30 Mar 2410,1961,3921,484866
31 Dec 239,9781,7091,462858
30 Sep 239,8361,7021,414842
01 Jul 239,6541,5171,406825
01 Apr 239,3911,3741,364801
31 Dec 229,1121,3631,327779
01 Oct 228,7251,1751,314766
02 Jul 228,4591,2031,286753
02 Apr 228,2901,2681,263742
31 Dec 218,1711,2451,230734
02 Oct 218,1241,2561,215726
03 Jul 217,8851,1541,186717
03 Apr 217,5329961,164698
31 Dec 207,4149491,212686
26 Sep 207,5177801,231687
27 Jun 207,6438421,281684
28 Mar 207,8859141,335693
31 Dec 197,8878681,325687
28 Sep 197,7651,0471,304670
29 Jun 197,6331,0271,268656
30 Mar 197,5321,0001,231647
31 Dec 187,3439661,179637
29 Sep 187,046-311,115627
30 Jun 186,830-661,057609
31 Mar 186,567-115994585
31 Dec 176,380-155979568
30 Sep 176,3066631,002555
01 Jul 176,1926441,001552
01 Apr 176,1266201,010553
31 Dec 166,038560999553
01 Oct 165,837594974563
02 Jul 165,727526986579
02 Apr 165,665570999596
31 Dec 155,6956401,021620
03 Oct 155,836-5631,051633
04 Jul 155,850-6221,079646

質の高い収益: MSIは 高品質の収益 を持っています。

利益率の向上: MSIの現在の純利益率 (17.6%)は、昨年(18.7%)よりも低くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: MSIの収益は過去 5 年間で年間14%増加しました。

成長の加速: MSIの過去 1 年間の収益成長率 ( 1.9% ) は、5 年間の平均 ( 年間14%を下回っています。

収益対業界: MSIの過去 1 年間の収益成長率 ( 1.9% ) Communications業界11.5%を上回りませんでした。


株主資本利益率

高いROE: MSIの 自己資本利益率 ( 81.78% ) は 抜群 ですが、負債レベルが高いためこの指標は歪んでいます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/18 21:28
終値2026/06/18 00:00
収益2026/04/04
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Motorola Solutions, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。42

アナリスト機関
Richard KramerArete Research Services LLP
James KelleherArgus Research Company
Timothy LongBarclays