| MSI |
Report |
Net sales |
BEAT |
pred ~$3.035B vs. cons $3.001B |
MEDIUM |
| MSI |
Report |
Adj. diluted EPS |
BEAT |
pred ~$3.90 vs. cons $3.85 |
MEDIUM |
| MSI |
Report |
LMR revenue |
MISS |
pred ~$2.120B vs. cons $2.144B |
MEDIUM |
| MSI |
Guide |
Q3 revenue |
UNCHANGED |
guide ~$3.32B vs. cons $3.320B |
LOW |
| MSI |
Guide |
FY26 revenue |
UNCHANGED |
guide ~$12.8B vs. cons $12.806B |
MEDIUM |
| MSI |
Guide |
FY26 adj. EPS |
UNCHANGED |
guide ~$16.93 vs. cons $16.93 |
MEDIUM |
| MSI |
Guide |
H2 growth / margin commentary |
UNCHANGED |
reaffirm H2 9%-10% organic growth and ~100 bps margin expansion vs. UNVERIFIED |
LOW |
| MSI |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
LOW |
| MSI |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit Q4 cut drives revisions lower |
LOW |