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Zebra Tech (ZBRA)
NASDAQ:ZBRA
Earnings Data
Report Date
May 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
4.25Last Year’s EPS
4.02Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a largely positive tone: the company beat Q4 outlook, delivered solid top-line and EPS growth, generated strong free cash flow, executed strategic acquisitions (Elo, Fotoneo), and outlined clear growth drivers (RFID, machine vision, Frontline AI). Key near-term negatives include modest gross margin compression, elevated repair costs affecting services/software margins, one-time restructuring charges of $76M tied to the robotics exit, and a potential ~2-point gross margin headwind from memory costs and supply dynamics beginning in Q2 — although management provided mitigation plans and baked these into guidance. Given the magnitude of cash generation, share repurchases, portfolio expansion, and guidance that explicitly anticipates and plans to offset headwinds, the positives materially outweigh the risks discussed on the call.Company Guidance
Quarterly Revenue Growth (Q4)
Q4 sales of approximately $1.5B, up 10.6% year-over-year (2.5% organic), driven by strength across most categories and exceeding outlook.
Profitability and EPS
Fourth quarter adjusted EBITDA margin of 22.1% and non-GAAP diluted EPS of $4.33, an 8% increase year-over-year and above the high end of guidance.
Full-Year Financial Results
Fiscal 2025 delivered >6% sales growth in line with long-term expectations, 17% non-GAAP EPS growth, and free cash flow of $831M (102% conversion).
Strong Cash Generation and Capital Return
Generated >$800M free cash flow for the year; repurchased ~$587M of stock for the full year (>$300M in Q4). Board expanded buyback authorization by $1.0B (total available ~$1.1B after $100M YTD repurchases).
Regional Performance
Broad regional strength: Asia Pacific sales +13% (led by Japan and India), Latin America +8% (double-digit in Mexico), EMEA +4% (Northern Europe, Germany); North America -1% (cycling large prior-year orders).
Strategic M&A and Product Portfolio Expansion
Closed Elo Touch and Fotoneo acquisitions to expand connected frontline and 3D machine vision capabilities; Elo contributed meaningfully to growth and early synergy progress was noted.
Product & Market Momentum (RFID, Machine Vision, AI)
High double-digit growth expected in RFID for 2026 with expanded RFID-enabled mobile computers; machine vision showed sequential growth and is expected to return to growth in 2026; launched Frontline AI Suite (Enablers, Blueprints, Zebra Companion) with paid pilots and scaled deployments planned.
Balance Sheet Strength
Year-end cash of $125M, modest net leverage (~2x), and $1.2B credit capacity, supporting acquisitions, investments, and aggressive share repurchase plans (target ~50% of FY FCF).
ZBRA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ZBRA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $252.50 | $274.15 | +8.58% |
Oct 28, 2025 | $310.57 | $274.31 | -11.68% |
Aug 05, 2025 | $341.36 | $302.60 | -11.35% |
Apr 29, 2025 | $243.49 | $256.05 | +5.16% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Zebra Tech (ZBRA) report earnings?
Zebra Tech (ZBRA) is schdueled to report earning on May 12, 2026, Before Open (Confirmed).
What is Zebra Tech (ZBRA) earnings time?
Zebra Tech (ZBRA) earnings time is at May 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ZBRA EPS forecast?
ZBRA EPS forecast for the fiscal quarter 2026 (Q1) is 4.25.
