Axon Enterprise Outpaces Chipotle Mexican Grill in Revenue Growth Momentum

Motorola Solutions is scaling its recently acquired Silvus Technologies and D-Fend Solutions operations while executing across its mission-critical networks, command center software and video security businesses, Chief Operating Officer Jack Molloy said at a Truist conference. Silvus, acquired in August 2025, is expected to generate about $850 million in 2026 sales based on current capacity, with a new production line added in Culver City, California, and a Salt Lake City facility expected to begin contributing in the first quarter of 2027. Motorola Solutions also recently completed its acquisition of D-Fend Solutions, a cyber-based counter-drone vendor that was the only cyber-mitigation counter-unmanned aircraft system vendor selected in a U.S. Department of Homeland Security counter-drone grant program totaling $1.5 billion. The company reported record second-quarter orders and double-digit order growth in the first half of the year, and has guided for double-digit product growth in the second half, with 2026 expectations of 10% to 11% growth in mission-critical networks, about 11% in video security and about 15% in command center software. Molloy said rising DRAM and flash-memory prices have most affected the video business, prompting three substantial video price increases, while the company has maintained comparable gross margins and delivered 170 basis points of operating-margin expansion this year.

CACI International announced a one-year plus four option periods US$1.50 billion-ceiling Apollo award to support U.S. Central Command, alongside being selected by Vantor to provide optical imaging payloads for its planned Vantor Pulse satellite fleet. The Apollo award strengthens near-term revenue visibility and fits a pattern of federal customers consolidating critical work with fewer providers on large, multi-year frameworks, though it does not remove risks around federal budget volatility and contract timing. CACI's narrative projects $12.2 billion revenue and $727.8 million earnings by 2029, requiring 8.3% yearly revenue growth and a roughly $192 million earnings increase from $535.8 million today. Some of the most optimistic analysts already expected CACI to reach about US$12.7 billion of revenue and US$862 million of earnings before this news. The company's forecasts yield a $724.50 fair value, a 16% upside to its current price.