Motorola Solutions, Inc. provides public safety, government, defense, and enterprise security solutions in the United States, the United Kingdom, Canada, and internationally. It operates in two segments: Products and Systems Integration, and Software and Services. The Products and Systems Integration segment offers infrastructure, devices, accessories, and system integration for government, defense, public safety, and enterprise customers, including mission-critical networks, video security, and access control technologies. The Software and Services segment provides command center and unified communications applications, mobile video equipment, repair and technical support, and cybersecurity services. The company was formerly known as Motorola, Inc. and changed its name to Motorola Solutions, Inc. in January 2011. It was founded in 1928 and is headquartered in Chicago, Illinois.
Motorola's record Q2 and D-Fend deal lift growth outlook
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Record Q2 earnings beat and raised 2026 guidance Motorola reported Q2 revenue of $3.13 billion (up 13%) and adjusted EPS of $4.41, both well above forecasts. Management raised full-year revenue to ~$12.98 billion and EPS to $17.62–$17.72. The strong results and higher outlook signal accelerating demand, pushing the stock up 8%.
This is the core new event that directly drove the stock's jump and improves future earnings expectations.
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Record $15.6 billion backlog shows strong future demand Motorola's backlog hit a record $15.6 billion, up 11% from a year ago. A backlog is orders already booked but not yet delivered, so it gives clear visibility into future revenue. This supports the bullish case and reduces uncertainty about growth.
Backlog is a key forward-looking indicator that explains why investors are optimistic beyond the current quarter.
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D-Fend acquisition adds counter-drone technology Motorola agreed to buy D-Fend Solutions for $1.5 billion, gaining counter-drone tech used in airports, stadiums, and borders. This expands its public-safety portfolio and opens cross-selling opportunities. The deal is expected to close in the second half of 2026.
This is a new strategic acquisition that broadens Motorola's product offerings and potential revenue streams.
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Strong cash flow and shareholder returns Operating cash flow jumped to $469 million from $272 million, and free cash flow nearly doubled to $414 million. Motorola returned $527 million to shareholders via dividends and buybacks. Healthy cash generation supports future investments and shareholder value.
Cash flow strength underpins the company's ability to fund growth and return capital, reinforcing the positive investment case.
Q3 2026
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Motorola's record Q2 and D-Fend deal lift growth outlook
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Record Q2 earnings beat and raised 2026 guidance Motorola reported Q2 revenue of $3.13 billion (up 13%) and adjusted EPS of $4.41, both well above forecasts. Management raised full-year revenue to ~$12.98 billion and EPS to $17.62–$17.72. The strong results and higher outlook signal accelerating demand, pushing the stock up 8%.
This is the core new event that directly drove the stock's jump and improves future earnings expectations.
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Record $15.6 billion backlog shows strong future demand Motorola's backlog hit a record $15.6 billion, up 11% from a year ago. A backlog is orders already booked but not yet delivered, so it gives clear visibility into future revenue. This supports the bullish case and reduces uncertainty about growth.
Backlog is a key forward-looking indicator that explains why investors are optimistic beyond the current quarter.
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D-Fend acquisition adds counter-drone technology Motorola agreed to buy D-Fend Solutions for $1.5 billion, gaining counter-drone tech used in airports, stadiums, and borders. This expands its public-safety portfolio and opens cross-selling opportunities. The deal is expected to close in the second half of 2026.
This is a new strategic acquisition that broadens Motorola's product offerings and potential revenue streams.
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Strong cash flow and shareholder returns Operating cash flow jumped to $469 million from $272 million, and free cash flow nearly doubled to $414 million. Motorola returned $527 million to shareholders via dividends and buybacks. Healthy cash generation supports future investments and shareholder value.
Cash flow strength underpins the company's ability to fund growth and return capital, reinforcing the positive investment case.
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Smart City / Autonomous Infrastructure▲
Motorola Solutions Acquires AI Video Analytics Firm DeepNeuronic
Motorola Solutions has acquired DeepNeuronic, a Portuguese developer of AI video analytics, in a deal advised by Young America Capital. Motorola Solutions acquired 100% of DeepNeuronic's share capital, including its Brazilian subsidiary, with terms not disclosed. DeepNeuronic was founded in 2021 by Vasco Lopes and Bruno Degardin, who met at Portugal's University of Beira Interior and earned their PhDs there in artificial intelligence and computer vision. Its software reads live camera feeds and flags incidents as they happen, and is already used by highway operators, airports, manufacturers and retailers in Portugal and Brazil. Motorola Solutions will build the technology into Avigilon, its video security platform, which serves customers in more than 100 countries, and DeepNeuronic's 17-person team is joining Motorola Solutions and will stay in Covilhã. Ran Zfoni, Vice President and Head of Israel & Europe Tech at Young America Capital, advised DeepNeuronic's founders through the transaction, while Cuatrecasas served as legal counsel to DeepNeuronic with a team led by partner Vasco Bivar de Azevedo.
Smart City / Autonomous Infrastructure › Urban Public Safety & Surveillance ▲Capital
MSI · Capital · Positive Motorola Solutions acquired AI video analytics firm DeepNeuronic, an M&A deal to bolster its Avigilon video security platform.
DeepNeuronic · Capital · Positive DeepNeuronic was acquired 100% by Motorola Solutions, including its Brazilian subsidiary.
Avigilon · Technology · Positive DeepNeuronic's AI video analytics technology will be built into Motorola's Avigilon video security platform.
Motorola Solutions Adds $2 Billion to Share Buyback Program
Motorola Solutions announced on September 9 that its Board of Directors approved a $2 billion expansion of its share repurchase program, lifting the company's cumulative repurchase authorization since July 2011 to $20 billion. The increase builds on a previously authorized $18 billion buyback plan that had roughly $0.6 billion in remaining capacity at the end of Q2 2026, and the updated program carries no fixed expiration date. The company generated $469 million in operating cash flow in Q2 2026, up $197 million year over year, alongside $414 million in free cash flow, while revenue rose 13% to $3.1 billion and non-GAAP EPS grew 24% to $4.41. Motorola also agreed in Q2 2026 to acquire counter-drone technology firm D-Fend Solutions for $1.5 billion, adding integration expenses that could temporarily pressure profitability. Management retains flexibility to repurchase shares through open-market or privately negotiated transactions, though the buyback must compete with debt reduction, elevated memory and component costs, and acquisition integration.
MSI · Capital · Positive Board approved a $2 billion expansion of its share repurchase program, lifting cumulative authorization to $20 billion
D-Fend Solutions Ltd · Capital · Neutral Motorola agreed to acquire D-Fend Solutions for $1.5 billion, adding integration expenses that could pressure profitability
Motorola Solutions Backlog Hits Record $15.6 Billion, 2026 Outlook Raised
Motorola Solutions ended the second quarter of 2026 with a record backlog of $15.6 billion, up 11% year over year, and raised its full-year 2026 revenue outlook to approximately $12.975 billion from a previous projection of $12.8 billion. Within that total, Software and Services accounted for $11.8 billion of backlog, up $1.2 billion year over year on multiyear contracts across Mission Critical Networks, Video and Command Center, while Products & Systems Integration contributed $3.8 billion, up $329 million on strong demand for Mission Critical Networks and Video. Revenue rose 13% year over year to $3.13 billion, with double-digit growth in both operating segments, as strong LMR demand, accelerated quick-turn conversion and stronger-than-expected device shipments sped the conversion of orders into revenue. Keysight Technologies reported fiscal third-quarter orders up 56% year over year to $2.091 billion and revenue up 36% to $1.846 billion, while Cisco Systems closed fiscal 2026 with $9.3 billion in hyperscaler AI infrastructure orders, about 4.5 times fiscal 2025, and expects hyperscaler AI revenues of $7.5 billion in fiscal 2027. MSI shares trade at 24.48 forward earnings, below the industry average of 29.76, and carry a Zacks Rank #3 (Hold).
MSI · Capital · Positive Motorola Solutions raised its full-year 2026 revenue outlook to ~$12.975B from $12.8B.
MSI · Demand · Positive Motorola Solutions posted record $15.6B backlog, 13% revenue growth, and raised its 2026 revenue outlook on strong LMR demand and device shipments.
CSCO · Demand · Positive Cisco closed fiscal 2026 with $9.3B in hyperscaler AI infrastructure orders, about 4.5x fiscal 2025, and expects $7.5B in hyperscaler AI revenues in fiscal 2027.
KEYS · Demand · Positive Keysight reported fiscal Q3 orders up 56% year over year to $2.091B and revenue up 36% to $1.846B.
Fed Study Finds Only 14.8% of Firms Plan to Cut Prices After Tariff Refunds
A Federal Reserve Bank of Atlanta survey found that most U.S. companies are keeping their tariff refunds rather than passing them to consumers, with only 14.8% intending to lower prices and 17.2% planning consumer rebates. The U.S. Treasury had issued nearly $135 billion in tariff refunds by mid-September, out of $166 billion collected by U.S. Customs and Border Protection from 330,000 importers before the Supreme Court declared President Donald Trump's Liberation Day tariffs illegal. Walmart received a $2.9 billion refund, Apple $2.2 billion, Nike $986 million, Target $994 million, Home Depot $730 million, Amazon $600 million, General Motors $500 million, TJX $331 million, Lowe's $80 million and Motorola $60 million. The survey found 75.2% of companies plan to hold onto their refunds, with 52.5% planning to invest in research and development or capital projects, and the refunds represent an average 1.7% of annual revenues. Walmart has pledged to use its refund to cut prices, while FedEx set up a tariff refund portal for eligible customers and UPS is also offering refunds to customers. Consumers have launched class-action lawsuits against companies including Nike, and Sens. Elizabeth Warren and Bernie Sanders are pressing the Trump administration to include consumer relief and plan refunds if the court strikes down new tariffs, including up to 12.5% tariffs on imports from 86 countries and 50% tariffs on a variety of Canadian products.
Motorola Solutions Declares $1.21 Dividend, Extending Streak Since 2011
Motorola Solutions Inc announced a total dividend of $1.21 per share, with an ex-dividend date of 2026-09-16 and payment on 2026-10-15. The company has raised its dividend every year since 2011, a track record that earns it dividend achiever status. Its 12-month trailing dividend yield is 1.00% and its forward yield is 1.02%, while the ten-year annual dividends per share growth rate stands at 11.60%. As of 2026-06-30, the payout ratio is 0.29 and GuruFocus ranks profitability 9 out of 10. Revenue has grown about 9.30% per year on average, earnings per share about 14.10% per year, and five-year EBITDA 19.20%.
Motorola Solutions Wins $139 Million Louisiana Public Safety Contract
Motorola Solutions has secured a 10-year public safety contract in Louisiana valued at $139 million to modernize statewide public safety operations. The agreement covers mobile video, digital evidence management and command center technology, along with expansion and upgradation of the state's land mobile radio infrastructure, and will connect six state agencies to Motorola's integrated platform, including body cameras, in-car video and real-time situational awareness software. The win aligns with Motorola's broader strategy of expanding recurring software and services alongside mission-critical communications hardware; the company reported $3.13 billion in second-quarter 2026 revenues, up 13% year over year, with Software and Services revenue up 10% and Products and Systems Integration revenue up 15%, and ended the quarter with a record $15.6 billion backlog, up 11% year over year. In the broader public safety domain, Axon Enterprise's Connected Devices segment revenues rose 34.6% year over year in the second quarter of 2026, while NICE reported total revenue growth of 7.6% year over year and cloud revenue growth of 12.6% in the same period.
Motorola Solutions Boosts Share Repurchase Program by $2 Billion
Motorola Solutions has announced a $2 billion increase to its share repurchase program, raising the total authorization since July 2011 to $20 billion, with no expiration date. The company had approximately $0.6 billion remaining under its previously authorized $18 billion program at the end of the second quarter of 2026. Motorola Solutions may continue to repurchase shares in the open market or through privately negotiated transactions, depending on market conditions.
MSI · Capital · Positive Company announces $2 billion increase to share repurchase program, signaling confidence and returning capital to shareholders.
Motorola Solutions reported second quarter 2026 non-GAAP earnings of $4.41 per share, up 24% year over year, with revenue growing 13% and full-year guidance raised. Despite the strong results and the planned $1.5 billion acquisition of counter-drone specialist D-Fend Solutions, the stock has eased 0.9% over the past day and 3.7% over the past week, following a 6.8% one-month and 14.1% three-month gain. The company's three-year total shareholder return stands at 71.2%, while the five-year return is 104.6%, though the one-year return is slightly negative at 1.2%. The most followed narrative places Motorola Solutions' fair value at $521.82, above the last close of $468.05, suggesting a 10.3% undervaluation, but the current P/E of 36.3x exceeds both the US Communications industry average of 33.9x and a fair ratio of 27.6x. The company's shift toward software and recurring services, including command center and video solutions, is driving operating leverage and margin expansion, supported by strong hardware attachment rates and growing international SaaS deployments.
Motorola Solutions has completed its acquisition of counter-drone technology firm D-Fend Solutions for $1.5 billion. The deal adds D-Fend's radio-frequency cyber-takeover platform, which can identify and safely land unauthorized drones without jamming, to Motorola's public-safety ecosystem. Management expects the acquisition to be slightly accretive to earnings in 2027, citing D-Fend's existing profitability and growth profile. Motorola's second-quarter 2026 revenues rose 13% year over year to $3.1 billion, with free cash flow of $414 million and a record backlog of $15.6 billion.
Motorola Solutions and Safety Stocks Post Strong Q2 Results
Motorola Solutions and other safety and security services stocks reported a very strong second quarter, with group revenues beating analysts' consensus estimates by 3.6%. Motorola Solutions posted revenues of $3.13 billion, up 13.3% year on year, exceeding expectations by 4.4%, and raised its full-year guidance. GEO Group reported revenues of $732.1 million, up 15.1% year on year, while CoreCivic delivered the biggest beat with revenues of $684.9 million, up 27.3% year on year. Brink's revenues of $1.39 billion were in line with estimates, and MSA Safety posted revenues of $503.3 million, up 6.2% year on year. Share prices of the group have held steady, up 2.9% on average since the latest earnings results.
Motorola Solutions reported second quarter results that beat analyst expectations, with revenue of $3.13 billion versus estimates of $3.00 billion and adjusted EPS of $4.41 versus $3.85. The company raised its full-year revenue guidance to $12.98 billion at the midpoint from $12.8 billion and lifted adjusted EPS guidance to $17.67 at the midpoint, a 4.4% increase. During the earnings call, analysts focused on Silvus production capacity, fourth-quarter acceleration drivers, margin rebound in Products and Systems Integration, software subscription adoption for APX NEXT radios, and the duration of the D-Series upgrade cycle. Management highlighted expanded capacity in Los Angeles and a new Salt Lake City facility, strong demand visibility from double-digit orders growth, and annual recurring revenue from software subscriptions nearing $100 million.
Motorola Solutions raises 2026 outlook after record Q2 earnings
Motorola Solutions reported record second-quarter results, with revenue up 13% and non-GAAP EPS rising 24% to $4.41, and raised its full-year 2026 outlook to approximately $12.975 billion in revenue and $17.62 to $17.72 in non-GAAP EPS. Non-GAAP operating margin expanded to 32.9%, including a $60 million benefit from IEEPA refunds. Backlog reached a record $15.6 billion, and the company now expects its Silvus business to generate about $850 million in revenue for the year. Motorola also plans to close its $1.5 billion acquisition of counter-drone company D-Fend Solutions in the second half, funded partly with roughly $1 billion in new debt.
Motorola Solutions Stock Jumps 8% as Backlog Hits Record
Motorola Solutions shares surged about 8.2% after reporting record quarterly results and raising its full-year outlook. Revenue climbed 13% year over year to a record $3.1 billion, while adjusted earnings jumped 24% to $4.41 per share. The company's backlog reached a record $15.6 billion, up $1.5 billion from a year ago, and it agreed to acquire counter-drone specialist D-Fend Solutions for $1.5 billion. Operating cash flow surged to $469 million from $272 million a year earlier, and free cash flow nearly doubled to $414 million. Motorola also returned $527 million to shareholders through dividends and buybacks.
Software and Tech Weakness Pressures Stocks Despite Positive Economic Data
U.S. stock indices are mixed as weakness in software and technology stocks offsets positive economic data and strong earnings from some companies. The S&P 500 is up 0.17%, the Dow is down 0.03%, and the Nasdaq 100 is down 0.30%. Datadog plunged 15% after reporting Q2 adjusted gross margin below consensus, while AppLovin fell 19% on a revenue miss. Memory chipmakers declined after SanDisk forecast weaker-than-expected Q1 revenue. Gains were supported by better-than-expected weekly jobless claims, Q2 nonfarm productivity, and unit labor costs, along with strong results from Motorola Solutions, IonQ, Paycom Software, Ormat, and Parker-Hannifin. A Financial Times report that Fed Chair Warsh is willing to raise rates in September if inflation firms added pressure.
Motorola Solutions Q2 Earnings Top Estimates on Strong Demand and Record Backlog
Motorola Solutions reported second-quarter 2026 non-GAAP earnings of $4.41 per share, up 24% year over year and beating the Zacks Consensus Estimate of $3.86 by 14.25%. Revenue increased 13% to $3.13 billion, exceeding the consensus estimate of $3 billion, driven by broad-based growth across both operating segments and all three technologies. Products and Systems Integration revenue rose 15% to $1.91 billion, while Software and Services revenue grew 10% to $1.23 billion. Non-GAAP operating margin expanded 330 basis points to 32.9%, aided by a $60 million IEEPA tariff refund. Backlog reached a record second-quarter high of $15.6 billion, up 11% year over year. The company raised its full-year 2026 revenue guidance to approximately $12.98 billion and non-GAAP earnings per share to between $17.62 and $17.72.
Brady Leads Safety and Security Services Stocks with Strong Q1 Earnings Beat
Brady reported first-quarter revenues of $435.2 million, up 13.8% year on year and exceeding analysts' expectations by 7.2%, making it the top performer among six safety and security services stocks tracked. The company also delivered an impressive beat of analysts' full-year EPS guidance estimates, driven by strong organic sales growth globally and new product launches. MSA Safety posted revenues of $463.6 million, up 10% year on year and beating estimates by 2.7%, while Motorola Solutions reported $2.71 billion in revenues, up 7.4% year on year and exceeding estimates by 0.6%. GEO Group achieved the highest full-year guidance raise among its peers with revenues of $705.2 million, up 16.6% year on year, and Brink's reported $1.38 billion in revenues, up 10.3% year on year. As a group, the six companies beat revenue consensus estimates by 2.5% and saw their share prices rise 27.5% on average since reporting.
BRC · Capital · Positive Brady reported Q1 revenues up 13.8%, beating estimates by 7.2%, and delivered an impressive EPS beat, making it the top performer.
GEO · Capital · Positive GEO Group achieved the highest full-year guidance raise among peers with revenues up 16.6% year on year.
MSA · Capital · Positive MSA Safety posted revenues up 10% year on year, beating estimates by 2.7%.
MSI · Capital · Positive Motorola Solutions reported revenues up 7.4% year on year, exceeding estimates by 0.6%.
BCO · Capital · Positive Brink's reported strong Q1 revenue growth of 10.3% and beat estimates, contributing to sector-wide positive sentiment.
Motorola Solutions Faces Valuation Test Ahead of Q2 2026 Results
Motorola Solutions is drawing fresh attention ahead of its second quarter 2026 results, with investors focused on demand trends in land mobile radio, video security, and mission-critical communications software. The stock has posted a 9.29% one-month return and a 107.62% five-year total shareholder return, closing recently at $440.31. A widely followed narrative points to a fair value near $506.55, implying the shares are about 13.1% undervalued, driven by a shift toward software and recurring services that supports operating leverage and net margin expansion. However, a discounted cash flow model from Simply Wall St estimates fair value at $382.56, suggesting the stock is overvalued, while risks include heavy reliance on government budgets and rising competition in public safety and cloud video.
MSI · Capital · Neutral Article discusses valuation models (fair value estimates) and upcoming Q2 results, but presents conflicting signals (undervalued vs overvalued) and no concrete news.
NYSE Wired Brings AI Leaders to Silicon Valley for Third Annual Event
The New York Stock Exchange announced that its Third Annual NYSE Wired Silicon Valley Robotics and AI Infrastructure Leaders event begins this evening in Menlo Park, California. The pre-market update also noted that BRINC Founder and CEO Blake Resnick will join NYSE Live to discuss the tech public safety startup's latest milestone after it raised $125 million in new funding. Motorola Solutions led the latest round, with Figma CEO Dylan Field participating, and Sam Altman is among notable backers. Approximately two-thirds of traders expect interest rates to hold steady when the Fed announces its decision on Wednesday, while ICE Brent Crude Oil slid below $90 a barrel after a pause in fighting over the weekend. EagleRock celebrated its IPO at the opening bell, and Third Coast Bancshares marked its NYSE listing at the closing bell.
Qualcomm, Motorola Solutions, and InterDigital Prepare to Report Quarterly Earnings
Qualcomm, Motorola Solutions, and InterDigital are set to report quarterly results in the coming days amid accelerated 5G deployments and rising demand for advanced networking equipment. Qualcomm reports fiscal third-quarter results on July 29, with consensus revenue of $9.71 billion and earnings of $2.22 per share, both down from the prior year, and an Earnings ESP of -0.58% that does not predict a beat. Motorola Solutions reports second-quarter results on August 5, with consensus revenue of $3 billion and earnings of $3.86 per share, both up year over year, and an Earnings ESP of +0.52%. InterDigital reports second-quarter results on July 30, with consensus revenue of $144 million and earnings of $1.60 per share, both sharply lower, and an Earnings ESP of 0.00%.
Motorola Solutions Shows Potential for Another Earnings Beat
Motorola Solutions has a strong track record of surpassing earnings estimates and may be poised to do so again. The company posted an average earnings surprise of 4.48% over the past two quarters, beating the Zacks Consensus Estimate by 3.69% last quarter with earnings of $3.37 per share and by 5.28% in the prior quarter with $4.59 per share. Analysts have been raising estimates, giving Motorola a positive Earnings ESP of +0.52% and a Zacks Rank #1, or Strong Buy, a combination that historically produces a positive surprise nearly 70% of the time.
Motorola Solutions earns industry-first NFPA 1930 certification for APX NEXT XN fire radio
Motorola Solutions announced that its APX NEXT XN P25 smart radio and XVN500 remote speaker microphone are the first in the industry to achieve the National Fire Protection Association's NFPA 1930 certification, the highest standard for ruggedization and safety protocols. The certification involved exposure to a 10-second direct flame, heat testing to 500 degrees Fahrenheit, and drop testing from 9.8 feet, overseen by the Safety Equipment Institute. The latest APX NEXT XN model also adds low earth orbit satellite connectivity to its existing land mobile radio and broadband capabilities, extending coverage to half a million square miles of the U.S. that are unreachable by land-based cellular towers. New voice-enabled applications include SmartQuery for accessing agency policies and SmartTranslate for voice-to-voice translation. The radio is already in use by over 1,200 firefighters across 64 stations in DuPage County, Illinois.
StockStory Highlights TransUnion and Motorola Solutions as Resilient Services Stocks, Flags ScanSource as a Sell
StockStory identifies two business services stocks worth attention and one facing challenges. TransUnion, with a $15.4 billion market cap, is noted for 11.6% annual revenue growth over five years and a strong free cash flow margin of 10.1%. Motorola Solutions, valued at $68.61 billion, shows 9.5% annual revenue growth and a robust free cash flow margin of 19.2%. In contrast, ScanSource, with a $1.11 billion market cap, is flagged for a 4.9% annual sales decline over two years and a poor free cash flow margin of 3.4%.
Carl Icahn Accused BlackRock of Protecting Bad CEOs, Citing $9 Billion Motorola Loss
Activist investor Carl Icahn criticized BlackRock and CEO Larry Fink at a 2015 conference, accusing the firm of using its $4.8 trillion in assets to shield underperforming corporate management from shareholder accountability. Icahn pointed to Motorola Solutions, which he said lost $9 billion in value before activists intervened, and claimed BlackRock refused to support his campaign to overhaul the company. He argued that Fink's annual letters to CEOs served as a sales pitch encouraging debt and acquisitions that benefited BlackRock's assets under management while protecting entrenched executives. Icahn called BlackRock's voting practices very dangerous for U.S. capital markets, though he emphasized personal respect for Fink. The dispute dated back to Icahn's 2007–2008 activist campaign at Motorola, where he sought governance changes and later pushed for a split that led to Google's $12.5 billion acquisition of Motorola Mobility in 2011.
StockStory Highlights Jabil, Motorola Solutions, and EQT as Large-Cap Stocks with Long-Term Potential
StockStory identified Jabil, Motorola Solutions, and EQT as three large-cap stocks with attractive long-term potential. Jabil, with a market cap of $39.76 billion, reported $33.59 billion in revenue and an 18.4% annual earnings per share growth over five years, alongside a 34.7% return on capital. Motorola Solutions, valued at $68.12 billion, achieved 9.5% annual revenue growth over five years and a 19.2% free cash flow margin. EQT, the largest U.S. natural gas producer by daily volume with a $32.02 billion market cap, posted 15.4% annual revenue growth over ten years and expanded its EBITDA margin by 27 percentage points over five years.
Safety and Security Services Stocks Post Strong Q1 with CoreCivic Leading Revenue Growth
Safety and security services stocks delivered a very strong first quarter, with the six companies tracked by StockStory beating revenue estimates by 2.5% on average and next-quarter revenue guidance coming in line. CoreCivic reported revenues of $614.7 million, up 25.8% year on year and exceeding expectations by 1.9%, making it the fastest-growing company in the group. Brady posted the biggest analyst estimate beat with revenues of $435.2 million, up 13.8% and surpassing forecasts by 7.2%. GEO Group recorded the highest full-year guidance raise among its peers, with revenues of $705.2 million, up 16.6% and beating estimates by 1.8%. Motorola Solutions, the weakest performer relative to estimates, reported revenues of $2.71 billion, up 7.4% and exceeding expectations by 0.6%, while Brink's revenues came in at $1.38 billion, up 10.3% and beating by 0.9%. Since reporting, CoreCivic shares are up 33.2%, GEO Group up 58.2%, Brady up 17.6%, Brink's down 2.1%, and Motorola Solutions down 7.3%.
CXW · Capital · Positive CoreCivic reported revenues up 25.8% year on year, exceeding expectations by 1.9%, and shares up 33.2% since reporting.
BRC · Capital · Positive Brady posted biggest analyst estimate beat with revenues up 13.8% and surpassing forecasts by 7.2%.
GEO · Capital · Positive GEO Group recorded highest full-year guidance raise among peers, revenues up 16.6% and beating estimates by 1.8%.
BCO · Capital · Neutral Brink's revenues beat estimates by 0.9% but shares down 2.1% since reporting; no specific driver mentioned.
MSI · Capital · Neutral Motorola Solutions reported revenues up 7.4% and beat estimates by 0.6% but shares down 7.3% since reporting; weakest performer relative to estimates.
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