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Zebra Technologies
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Enterprise asset tracking and labeling solutions
Zebra Technologies
Work Here?
Enterprise asset tracking and labeling solutions
Overview
Zebra Technologies makes data capture and asset-tracking solutions for businesses. Its products include barcode printers, labels, mobile computers, scanners, and RFID systems that work with software to collect and share data about where assets and inventory are located and in what condition. The company combines hardware and software, often expanding through acquisitions such as Motorola Solutions’ Enterprise business to offer an integrated portfolio for asset intelligence. Its goal is to give organizations real-time visibility into their assets and operations to improve efficiency and service.
About Zebra Technologies
Industries
Data & Analytics
Hardware
Industrial & Manufacturing
Enterprise Software
Company Size
10,001+
Company Stage
IPO
Headquarters
Lincolnshire, Illinois
Founded
1969
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Simplify's Take
What believers are saying
- August 4, 2026 Q2 revenue hit $1.56 billion, up 20.4% year over year.
- Management raised 2026 sales growth to 14%-16% and free cash flow above $1 billion.
- Machine vision, RFID, and healthcare mobile devices are growing fastest across Zebra's end markets.
What critics are saying
- Memory shortages add $120 million fiscal 2026 costs and cap Q3 shipments.
- Q2 margins included $73 million tariff recovery; that windfall vanishes next quarter.
- If DRAM stays tight into 2027, AI cloud buyers crowd out Zebra's hardware supply.
What makes Zebra Technologies unique
- Zebra owns frontline workflow hardware, software, RFID, machine vision, and device management.
- August 2026 Nucleus unifies DNA software into one fleet-management platform.
- Elo and Photoneo expand Zebra from scanners into self-service and vision automation.
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Funding
Total Funding
$2.5B
Above
Industry Average
Funded Over
2 Rounds
Benefits
Hybrid Work Options
Stock Price
Growth & Insights and Company News
6 month growth
↑ 10%1 year growth
↑ 11%2 year growth
↑ 11%Zebra Technologies reported adjusted earnings of $6.35 per share, nearly 46% above Wall Street's $4.36 forecast. Revenue reached $1.56 billion, exceeding expectations by roughly $60 million. Shares soared more than 26%, pushing the stock near its 52-week high and market value above $17 billion. The technology company, known for barcode scanners and label printers, is benefiting as companies invest heavily in warehouse automation and inventory tracking. Second-quarter revenue rose 20.4% year-over-year, with organic revenue climbing 9.2%. Healthcare emerged as the fastest-growing end market, driven by hospitals equipping caregivers with enterprise-grade mobile devices. Manufacturing also posted double-digit growth. Management raised its full-year projection, though memory component shortages continue limiting supply.
Zebra Technologies reported record quarterly results in Q2 2026, driven by broad-based growth across retail, manufacturing, and healthcare segments. The company raised its full-year sales growth outlook to 14%-16%, up from previous guidance. Strong performance was attributed to successful execution in securing memory supply and pricing strategies to offset a $120 million component cost headwind. The retail segment benefited from e-commerce fulfillment trends, whilst healthcare achieved record growth from enterprise mobile solutions for caregivers. The Elo Touch acquisition is delivering strong returns, with management identifying $10 million in synergies. AI-powered solutions are now central to the company's value proposition, enhancing frontline worker productivity. Zebra expects full-year free cash flow of at least $1 billion. The company repurchased $568 million in shares during the first half, demonstrating confidence in long-term value despite market volatility.
Zebra Technologies reported record second-quarter 2026 results, with revenue climbing 20.4% year-over-year to $1.56 billion. Both business segments showed growth: Connected Frontline revenue rose to $903 million from $717 million, whilst Asset Visibility & Automation increased to $654 million from $576 million. Profitability improved significantly. Gross margin expanded to 53.0% from 47.6%, and adjusted EBITDA grew 61.4% to $431 million. Non-GAAP earnings per share reached $6.35, up 75.9%. The company raised its full-year 2026 outlook, expecting continued sales growth and over $1 billion in free cash flow. Zebra repurchased $268 million of stock during the quarter and $568 million in the first half of 2026.
Zebra Technologies reported strong second-quarter results for 2026, with revenue of $1.56 billion, up 20.4% year on year and beating analyst estimates by 3.9%. The enterprise data capture company's adjusted earnings per share of $6.35 surpassed expectations by 45.1%. The company's third-quarter revenue guidance of $1.56 billion came in 4.1% above analyst forecasts. Management raised full-year adjusted EPS guidance to $21 at the midpoint, a 13.5% increase. Operating margin improved to 20.6%, up from 14.2% in the same quarter last year. Free cash flow margin rose to 12.7% from 10.1%. Following the announcement, Zebra's stock jumped 11.9%. Chief executive Bill Burns attributed the record results to broad-based demand and strong supplier relationships.
Zebra Technologies reported Q1 revenues of $1.50 billion, up 14.3% year on year, exceeding analyst expectations by 1.1%. The barcode scanner and data capture technology provider also beat earnings per share estimates. CEO Bill Burns attributed the strong results to "the durability of demand for our innovative technology, with organic growth across our segments and regions, led by strength in our manufacturing end market." Despite delivering the weakest guidance update amongst the eight specialised technology stocks tracked, Zebra's shares have risen 23.9% since the earnings report and currently trade at $268.74. The specialised technology sector overall reported a strong Q1, with revenues beating consensus estimates by 4.2%. However, share prices have declined 3.1% on average since the latest earnings results.
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About Zebra Technologies
Industries
Data & Analytics
Hardware
Industrial & Manufacturing
Enterprise Software
Company Size
10,001+
Company Stage
IPO
Headquarters
Lincolnshire, Illinois
Founded
1969
Zebra Technologies is Hiring for 120 Jobs on Simplify!
Find jobs on Simplify and start your career today