Motorola Raises 2025 EPS Guidance After Q3 Beat

Motorola Solutions reported third-quarter adjusted EPS of $4.06, beating estimates of $3.85, and revenue of $3.01 billion, slightly above consensus. The company raised its full-year adjusted EPS guidance to $15.09–$15.15 (from $14.88–$14.98), reaffirmed roughly $11.65 billion in revenue, and issued Q4 EPS guidance of $4.30–$4.36. Management cited robust demand for public-safety and government safety/security solutions, a strong start to the Silvus Technologies acquisition, and government funding (including ARPA) as key growth drivers; software and services revenue rose about 11% and products/system integration about 6%. Motorola reported record operating cash flow and backlog but noted headwinds from increased tariffs and higher material costs. Despite the beat and raised guidance, the stock has underperformed year-to-date and analysts pointed to mixed EPS revisions, leaving near-term stock reaction dependent on management commentary and future estimate changes.