| MSI |
Report |
2Q26 non-GAAP EPS |
BEAT |
pred ~$3.93 vs. cons $3.85 |
MEDIUM |
| MSI |
Report |
2Q26 revenue |
BEAT |
pred ~$3.05B vs. cons $3.00B |
MEDIUM |
| MSI |
Report |
2Q26 Software & Services revenue |
BEAT |
pred ~$1.33B vs. cons $1.31B |
LOW |
| MSI |
Guide |
FY26 non-GAAP EPS |
LOWER |
guide ~$16.93 vs. cons $17.02 (FY26) |
MEDIUM |
| MSI |
Guide |
FY26 revenue |
UNCHANGED |
guide ~$12.80B vs. cons $12.84B (FY26) |
MEDIUM |
| MSI |
Guide |
FY26 Silvus revenue |
BETTER |
guide ~$775M vs. cons $750M (FY26) |
MEDIUM |
| MSI |
Guide |
FY26 operating cash flow |
UNCHANGED |
guide ~$3.00B vs. cons $3.02B (FY26) |
LOW |
| MSI |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| MSI |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
A ~$3.93 vs. $3.85 Q2 EPS beat and ~$3.05B vs. $3.00B revenue beat are likely outweighed by FY26 EPS guide of ~$16.93 vs. $17.02 consensus: a modest Silvus increase does not fully offset implied second-half core-margin and interest-cost pressure, driving out-period estimate reductions from day-1 ~-2.5% toward day-5 ~-4.5%. |
MEDIUM |