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NASDAQ · US · Communication Equipment

ZBRA Zebra Technologies

Warehouse robotics and scanning

Uptrend Trading above its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$388.4
+0.50% today
1W
+3.4%
1M
+5.0%
3M
+36.6%
YTD
+60.0%
1Y
+25.8%
Off 52w high
−0.7%
Next earnings (est.): 2026-11-03
Market cap$18.28B
P/E (trailing)35.4Forward 17.3
EV / sales3.6×EV/EBITDA 17.7×
Revenue (TTM)$5.85BGrowth 20.4% y/y
Margins49.6%gross · op 21.3%
Free cash flow$577MCash $157M · debt $2.96B
Analyst target$414.9+6.8% upside · 15 analysts · buy
Riskβ 1.58Short 4.1% of float

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

ZBRA · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-04EarningsBeat / raise

    Reported EPS 6.35 vs 4.38 expected (+45.1% surprise).

  2. 7
    2026-05-12EarningsBeat / raise

    Reported EPS 4.75 vs 4.25 expected (+11.9% surprise).

  3. 6
    2026-02-12EarningsMiss / cut

    Reported EPS 4.33 vs 4.33 expected (-0.1% surprise).

  4. 5
    2025-10-28EarningsBeat / raise

    Reported EPS 3.88 vs 3.75 expected (+3.4% surprise).

  5. 4
    2025-08-05EarningsBeat / raise

    Reported EPS 3.61 vs 3.33 expected (+8.4% surprise).

  6. 3
    2025-04-29EarningsBeat / raise

    Reported EPS 4.02 vs 3.63 expected (+10.8% surprise).

  7. 2
    2025-02-13EarningsBeat / raise

    Reported EPS 4 vs 3.94 expected (+1.5% surprise).

  8. 1
    2024-10-29EarningsBeat / raise

    Reported EPS 3.49 vs 3.22 expected (+8.4% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-044.386.35+45.1%
2026-05-124.254.75+11.9%
2026-02-124.334.33−0.1%
2025-10-283.753.88+3.4%
2025-08-053.333.61+8.4%
2025-04-293.634.02+10.8%
2025-02-133.944.0+1.5%
2024-10-293.223.49+8.4%
2024-07-302.813.18+13.3%
2024-04-302.432.84+16.9%
2024-02-151.641.71+4.2%
2023-10-310.840.87+4.1%
2023-08-013.283.29+0.3%
2023-05-023.913.94+0.7%
2023-02-164.594.75+3.5%
2022-11-014.544.12−9.2%
2022-08-024.24.61+9.8%
2022-05-033.874.01+3.5%
2022-02-104.44.54+3.1%
2021-11-024.054.55+12.2%
2021-08-034.124.57+10.9%
2021-05-044.44.79+8.9%
2021-02-113.84.46+17.4%
2020-11-032.813.27+16.3%

About Zebra Technologies

Website ↗

Zebra Technologies Corporation, together with its subsidiaries, operates in the automatic identification and data capture solutions industry worldwide. It operates in two segments, Connected Frontline, and Asset Visibility and Automation. The company designs, manufactures, and sells printers that produce labels, wristbands, tickets, receipts, and plastic cards; dye-sublimination thermal card printers that produce images, which are used for personal identification, access control, and financial transactions; radio frequency identification device (RFID) printers that encode data into passive RFID transponders; accessories and options for printers, including carrying cases, vehicle mounts, and battery chargers; stock and customized thermal labels, receipts, ribbons, plastic cards, and RFID tags for printers; and electronic sensors and temperature-monitoring labels. It also provides various …

10,700 employees · Lincolnshire, United States

Reshoring and labour scarcity push automation spend. Integrators and controls vendors are the existing, profitable expression of physical AI.

Controls→Cells→Integration→Factory

What would prove us wrong. Weakens if industrial orders fall for multiple quarters despite reshoring announcements.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
ROK
Rockwell Automation
Industrial automation and controls $431.6+1.29%−0.6%+12.0%
EMR
Emerson Electric
Process automation and controls $162.2+0.41%+2.5%+23.6%
SIE.DE
Siemens
Factory automation and industrial software €261.4+1.79%−6.1%+11.6%
ABBN.SW
ABB
Electrification, drives and robotics CHF 69.68+2.80%−13.1%+19.4%
SYM
Symbotic
Warehouse robotics systems $38.79−1.25%−10.8%−34.8%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.