Motorola Solutions: Relationships, LTS Contracts And Predictable Refresh Cycles To Drive Growth

Aristotle Capital Management77 FollowersFollow5ShareSavePlay(5min)CommentsSummaryMotorola Solutions generates approximately three-quarters of its revenue from its legacy LMR business, which includes radio devices, network infrastructure and related services.As software and services become a larger portion of the mix, we expect operating margins and FREE cash flow to improve over our investment horizon.Continued mix shift toward higher-margin software, video and recurring services revenue should expand firmwide operating margins.Integration and commercialization of Silvus Technologies expands Motorola's capabilities in high-bandwidth, infrastructure-independent communications and increases its exposure to defense and unmanned systems markets. jetcityimage/iStock Editorial via Getty Images The following segment was excerpted from the Aristotle Capital's Value Equity WM Composite Portfolio Q1 2026 Commentary. Headquartered in Chicago, Illinois, Motorola Solutions (MSI) is a global leader in mission-critical communications and securityThis article was written byAristotle Capital Management77 FollowersFollowAristotle Capital Management is an independent/employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. Note: This account is not managed or monitored by Aristotle Capital Management, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Aristotle Capital Management's official channels.