MSI
Market read
The latest filing evidence is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 14 directly disclosed connections are confirming.
Invalidation: The isolated read changes if MSI's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 14 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying adverse evidence was identified; that is not proof there is no downside.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Interest Expense, net Six Months Ended (In millions) July 4, 2026 June 28, 2025 Interest expense, net $ (208) $ (106) The $102 million increase in Interest expense, net in the first half of 2026 compared to the first half of 2025 was primarily driven by highe…”10-Q · Aug 5, 2026 ↗
“As of July 4, 2026, as a result of this civil litigation and 2020 bankruptcy proceedings by Hytera America, Inc.”10-Q · Aug 5, 2026 ↗
“The primary drivers of this increase in gross margin as a percentage of net sales were: • a 2.0% increase in gross margin as a percentage of net sales in the Software and Services segment, inclusive of acquisitions, primarily driven by higher sales, including…”10-Q · Aug 5, 2026 ↗
“30 Research and Development ("R&D") Expenditures Three Months Ended (In millions) April 4, 2026 March 29, 2025 % Change R&D expenditures from Products and Systems Integration $ 152 $ 142 7 % R&D expenditures from Software and Services 100 91 10 % R&D expendit…”10-Q · May 7, 2026 ↗
Valuation discipline
Price/sales 6.7× · EV/sales 7.4×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for MSI. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-05 against the comparable filing from 2025-08-07.
Capital and cash conversion
Inventory growth exceeded revenue growth and inventory intensity increased.
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
“The increase in Operating earnings was due to: • a $90 million increase in the Products and Systems Integration segment, primarily driven by higher sales, including favorable mix, IEEPA tariff refunds, improved operating leverage, and a gain on the Hytera litigation partially offset by higher employee incentive costs, including share-based compensation, an increase in intangible amortization expense, higher expenses associated with acquired businesses, higher direct material costs, and a contingent earnout charge related to the Silvus acquisition; and • a $27 million increase in the Software and Services segment, primarily driven by higher sales, including favorable mix, partially offset by...”
“The increase in Operating earnings was due to: • a $109 million increase in the Software and Services segment, primarily driven by higher sales, including favorable mix, and improved operating leverage, partially offset by higher employee incentive costs, including share-based compensation, and higher expenses associated with acquired businesses; partially offset by • a $49 million decrease in the Products and Systems Integration segment, primarily driven by an increase in intangible amortization expense, a contingent earnout charge related to the Silvus acquisition, higher expenses associated with acquired businesses, and higher direct material costs, partially offset by higher sales, IEEP...”
“The primary drivers of this increase in gross margin as a percentage of net sales were: • a 3.0% increase in gross margin as a percentage of net sales in the Products and Systems Integration segment, inclusive of acquisitions, primarily driven by higher sales, including favorable mix, and IEEPA tariff refunds partially offset by higher direct material costs; and • a 1.5% increase in gross margin as a percentage of net sales in the Software and Services segment, inclusive of acquisitions, primarily driven by higher sales, including favorable mix.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Our major competitors within our MCN, Video and Command Center technologies include the following companies: Technology Competitor MCN Airbus, BK Technologies, DTC, Doodle Labs, Hytera, iCOM, JVCKenwood Corporation, L3Harris Technologies, Persistent Systems,…”
“Our major competitors within our MCN, Video and Command Center technologies include the following companies: Technology Competitor MCN Airbus, BK Technologies, DTC, Doodle Labs, Hytera, iCOM, JVCKenwood Corporation, L3Harris Technologies, Persistent Systems,…”
Depended on by
“Consumers can bring their own devices or purchase or finance a variety of phones (new or certified pre-owned) directly from us, including Apple, Samsung, and Motorola devices.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 11 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
MSI is currently a Follower in the organic co-movement group Diversified Service Stocks. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.