Motorola Solutions, Inc. MSI
Revenue Intelligence Report • 70 quarters of SEC filing data • Updated 2026-03-15
Motorola Solutions, Inc. has a forecasted full-year revenue of $12B, a +2.7% year-over-year change, based on 70 quarters of SEC filing data. Key revenue drivers include R&D ($11.55 per $1) and SG&A ($10.14 per $1). The ARDL model achieves strong accuracy at 3.3% MAPE.
Investment Thesis
The econometric model achieves strong accuracy (3.3% MAPE), suggesting Motorola Solutions, Inc.'s revenue trajectory is well-characterized by its spending patterns. Every $1 of R&D investment is associated with $11.55 of revenue, indicating efficient capital deployment in innovation. Each $1 of SG&A spending generates $10.14 in revenue, reflecting strong commercial efficiency.
Revenue Forecast
Quarterly Detail
| Quarter | Model Forecast | Actual | 95% Range | YoY Growth | Status |
|---|---|---|---|---|---|
| Q4 2025 | $3.0B | $3.4B | $2.9B – $3.2B | +0.9% | ✗ Outside range |
| Q1 2026 | $2.7B | $2.5B – $3.0B | +7.9% | ||
| Q2 2026 | $3.0B | $2.7B – $3.2B | +6.9% | ||
| Q3 2026 | $3.1B | $2.8B – $3.5B | +4.1% | ||
| Q4 2026 | $3.2B | $2.8B – $3.5B | -5.7% |
Seasonal Factors
| Fiscal Quarter | Seasonal Factor | vs Trend | Interpretation | Obs. |
|---|---|---|---|---|
| FQ1 (Sep–Nov) | 1.0049 | +0.5% | In line with trend | 17 |
| FQ2 (Dec–Feb) | 0.9929 | -0.7% | In line with trend | 17 |
| FQ3 (Mar–May) | 0.9898 | -1.0% | In line with trend | 16 |
| FQ4 (Jun–Aug) | 0.9985 | -0.2% | In line with trend | 16 |
How Spending Drives Revenue
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