ZBRA
Zebra Technologies Corporation261.17
-4.12-1.55%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
13.28BP/E (TTM)
26.33Basic EPS (TTM)
9.92Dividend Yield
0%Recent Filings
8-K
8-K
8-K
8-K
Zebra's Q3 sales rise 5.2%
Zebra Technologies posted Q3 2025 net sales of $1,320 million, up 5.2% year-over-year, fueled by 10.6% growth in its Asset Intelligence & Tracking segment while Enterprise Visibility & Mobility rose 2.0%. Adjusted EBITDA climbed to $285 million, or 21.6% margin, thanks to expense leverage despite tariff hits; non-GAAP EPS hit $3.88. The company eyes 8-11% Q4 sales growth, bolstered by acquisitions like Elo Touch Solutions. Strong cash flow enables $500 million in share repurchases over the next year.
10-Q
Q3 FY2025 results
Zebra Technologies posted solid Q3 results with net sales climbing 5.2% year-over-year to $1.32B, fueled by 11.0% growth in the AIT segment from stronger printing and RFID demand, while EVM edged up 2.4% on mobile computing gains but faced tariff headwinds. Gross margin dipped to 48.0% from 48.8%, reflecting tariff impacts net of mitigation, yet operating income held at $183M despite higher expenses from share-based comp. Net income fell to $101M or $1.97 diluted EPS, pressured by a 36.5% tax rate from new U.S. legislation on foreign earnings, while YTD figures show 7.5% sales growth to $3.92B and $6.78 EPS on 51.4M diluted shares. Cash swelled to $1.05B with $560M operating cash flow, supporting $62M for the February Photoneo acquisition—adding $34M goodwill and 7-year intangibles—and $284M share repurchases; total debt stayed at $2.18B with $1.49B revolver availability and covenant compliance. Sales surged 23.5% in Asia-Pacific. Still, intensifying competition could squeeze margins further.
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