MSI · Earnings call · 2026Q2T · Full report
Trade Policy and Tariffs
Motorola Solutions, Inc. · 2026-08-05 · Importance 50 · Surprise 42 · In source text
Motorola Solutions recorded a $60 million benefit from IEEPA tariff refunds in the second quarter, contributing $0.25 to non-GAAP EPS. Management now expects the full-year tariff impact to be neutral because the refunds offset the $60 million of tariff headwinds previously planned for 2026. The improved tariff outlook is expected to offset higher memory costs and support comparable full-year gross margins.
Key facts
- They now expect the tariff impact to be neutral for the full year as IEEPA refunds recorded in Q2 offset the $60 million in tariff headwinds planned for the year.
- The quarter included a $60 million benefit from IEEPA tariff refunds recorded during Q2.
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | positive | realized | +1.9% | They now expect the tariff impact to be neutral for the full year as IEEPA refunds recorded in Q2 offset the $60 million in tariff… |