Munger Mode rating: 4 out of 5 — Buy. Our own rating from the research report below, on business quality first: moat durability and management, with price separating the top three.
Written in the voice and through the lens of Warren Buffett and Charlie Munger. Sources: MSI Form 10-Q for the quarter ended July 4, 2026, Q2 2026 earnings release (August 5, 2026), prior filings, and current market data. We have spent our lives looking for businesses that sell something the customer cannot afford to have fail, purchased with someone else's money, on contracts that renew for decades. Motorola Solutions is such a business. It is the plumbing of American public safety: when a police officer keys a radio, when a 911 call center answers, when a city needs eyes on a stadium, the odds are overwhelming that Motorola equipment or software sits in the middle of it. That is a franchise in the truest sense — mission-critical, deeply embedded, and paid for by taxpayers who do not comparison-shop on price when lives are on the line.
Recent filings analysed: FWP (2026-08-06), 10-Q (2026-08-05), 8-K (2026-08-05), 8-K (2026-05-20).
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