MSI expands its counter-drone footprint with a $1.5B D-Fend deal, adding EnforceAir and widening its public-safety security reach.
MS International (LSE: MSI), the UK defence systems manufacturer, saw its shares rise over 10%, or 150p, to 1,565p on Thursday after its US subsidiary won a three-year contract from the US Navy. The contract, awarded through Naval Sea Systems Command (NAVSEA), is the first multi-year agreement secured by MSI-Defence Systems US with the US Navy.
Motorola Solutions NYSE: MSI is focused on executing across its mission-critical networks, command center software and video security businesses while scaling its recently acquired Silvus Technologies and D-Fend Solutions operations, Chief Operating Officer Jack Molloy said at a Truist conference.
Motorola Solutions NYSE: MSI is seeing continued strength in state and local public-safety budgets and good traction on the federal side, according to Executive Vice President and Chief Technology Officer Mahesh Saptharishi.
Motorola Solutions, Inc. (MSI) Presents at Piper Sandler 5th Annual Growth Frontiers Conference Transcript
MSI lands a $139 million Louisiana public safety contract, expanding its integrated video, software and communications platform.
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MSI powers communications and AI-enabled security across 46 venues at the 2026 Central American and Caribbean Games.
MSI's $1.5B D-Fend buyout adds counter-drone technology and could expand its security reach, with earnings benefits expected from 2027.
MSI's $1.5B D-Fend deal adds counter-drone technology and a broad customer base, creating new airspace security and cross-selling opportunities.
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Motorola (MSI) possesses solid growth attributes, which could help it handily outperform the market.