Zebra Technologies Reports Q4 2025 Financial Highlights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
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Should l Buy ZBRA?
Source: Newsfilter
- Sales Growth: Zebra Technologies reported net sales of $1.475 billion in Q4 2025, reflecting a year-over-year increase of 10.6%, indicating sustained demand for its digital and automated workflow solutions despite profitability pressures.
- Net Income Decline: The company posted a net income of $70 million, or $1.39 per diluted share, in Q4, representing a 57.1% decline year-over-year, primarily due to $76 million in exit and restructuring charges impacting profitability.
- Adjusted EBITDA Increase: Adjusted EBITDA rose by 10.5% to $326 million, maintaining an EBITDA margin of 22.1%, which suggests effective cost management in operations despite high operating expenses.
- Shareholder Return Commitment: The Board approved an additional $1 billion stock repurchase authorization, reinforcing the company's commitment to shareholder returns, with projected sales growth of 9% to 13% in 2026, reflecting confidence in future growth.
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Analyst Views on ZBRA
Wall Street analysts forecast ZBRA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ZBRA is 363.80 USD with a low forecast of 291.00 USD and a high forecast of 415.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
4 Buy
3 Hold
0 Sell
Moderate Buy
Current: 256.570
Low
291.00
Averages
363.80
High
415.00
Current: 256.570
Low
291.00
Averages
363.80
High
415.00
About ZBRA
Zebra Technologies Corporation is engaged in the Automatic Identification and Data Capture (AIDC) industry. The Company helps organizations monitor, anticipate, and accelerate workflows by empowering their frontline and ensuring that everyone and everything is visible, connected and fully optimized. Its portfolio includes hardware, software, and services. It operates through two segments: Asset Intelligence & Tracking (AIT) and Enterprise Visibility & Mobility (EVM). The AIT segment is engaged in barcode printing and asset tracking technologies. Its product lines include barcode and card printers, radio frequency identification devices (RFID) and real-time location systems (RTLS) offerings, and supplies, including temperature-monitoring labels, and services. The EVM segment is engaged in automatic information and data capture solutions. Its product lines include mobile computing, data capture, fixed industrial scanning and machine vision, services, and workflow optimization solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Zebra Technologies Set to Announce Q4 Earnings
- Earnings Announcement Schedule: Zebra Technologies is set to announce its Q4 earnings on Thursday, February 12, before market open, with a consensus EPS estimate of $4.33, reflecting an 8.3% year-over-year growth, indicating sustained profitability.
- Revenue Expectations: Analysts project Q4 revenue to reach $1.47 billion, representing a 10.2% year-over-year increase, which underscores the company's strong performance in market demand and product sales.
- Historical Performance Review: Over the past two years, Zebra Technologies has beaten EPS estimates 100% of the time and has exceeded revenue estimates 88% of the time, demonstrating its stable financial performance and market confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and two downward adjustments, while revenue estimates have experienced two upward revisions with no downward changes, indicating a cautiously optimistic market outlook for Zebra's future performance.
See More
S&P 500 Futures Rise in Pre-Market Trading; Icon PLC and Baxter International Underperform
- Cognex Corp. Performance: Cognex Corp. (CGNX) saw a significant increase of 23.4% in pre-market trading.
- Zebra Technologies Corp. Performance: Zebra Technologies Corp. Cl A (ZBRA) experienced a rise of 11.3% in pre-market trading.
See More
Zebra Technologies Q4 Earnings Beat Expectations
- Earnings Highlights: Zebra Technologies reported a Q4 non-GAAP EPS of $4.33, meeting expectations, with revenue of $1.48 billion reflecting a 10.6% year-over-year increase, surpassing estimates by $10 million, indicating robust market performance.
- EBITDA Growth: Adjusted EBITDA rose 10.5% year-over-year to $326 million, showcasing the company's ongoing improvements in cost control and operational efficiency, which further enhances its profitability.
- Share Repurchase Program: The company has repurchased $303 million worth of shares as part of its previously announced $500 million 12-month buyback commitment, demonstrating management's confidence in future growth and commitment to shareholder returns.
- Future Outlook: For Q1 2026, sales growth is expected to range between 11% and 15%, with adjusted EBITDA margins projected between 21% and 22%, reflecting positive impacts from acquisitions and foreign currency translation, thereby solidifying its market position.
See More
Zebra Technologies Reports Decline in Q4 Earnings
- Earnings Decline: Zebra Technologies reported a net income of $70 million for Q4, translating to $1.39 per share, a significant drop from last year's $163 million and $3.14 per share, indicating profitability challenges that may affect investor confidence.
- Adjusted Earnings Performance: Excluding items, adjusted earnings stood at $219 million or $4.33 per share, reflecting a decline from last year but demonstrating resilience in core operations, potentially laying the groundwork for future recovery.
- Revenue Growth: The company achieved a 10.6% year-over-year revenue increase to $1.475 billion, up from $1.334 billion last year, suggesting strong market demand that could support future growth prospects.
- Future Guidance: Zebra provided Q1 EPS guidance of $4.05 to $4.35, with revenue growth expectations between 11% and 15%, indicating cautious optimism from management regarding future performance, which may attract investor interest.
See More
Zebra Technologies Reports Q4 2025 Financial Highlights
- Sales Growth: Zebra Technologies reported net sales of $1.475 billion in Q4 2025, reflecting a year-over-year increase of 10.6%, indicating sustained demand for its digital and automated workflow solutions despite profitability pressures.
- Net Income Decline: The company posted a net income of $70 million, or $1.39 per diluted share, in Q4, representing a 57.1% decline year-over-year, primarily due to $76 million in exit and restructuring charges impacting profitability.
- Adjusted EBITDA Increase: Adjusted EBITDA rose by 10.5% to $326 million, maintaining an EBITDA margin of 22.1%, which suggests effective cost management in operations despite high operating expenses.
- Shareholder Return Commitment: The Board approved an additional $1 billion stock repurchase authorization, reinforcing the company's commitment to shareholder returns, with projected sales growth of 9% to 13% in 2026, reflecting confidence in future growth.
See More
Stocks Close Steady Following Robust Jobs Data
Market Movement: The S&P 500 attempted to reach the 7,000 mark during trading.
End of Day Status: Despite the early gains, the index closed the day at its starting point.
See More
Zebra Technologies Set to Announce Q4 Earnings
- Earnings Announcement Schedule: Zebra Technologies is set to announce its Q4 earnings on Thursday, February 12, before market open, with a consensus EPS estimate of $4.33, reflecting an 8.3% year-over-year growth, indicating sustained profitability.
- Revenue Expectations: Analysts project Q4 revenue to reach $1.47 billion, representing a 10.2% year-over-year increase, which underscores the company's strong performance in market demand and product sales.
- Historical Performance Review: Over the past two years, Zebra Technologies has beaten EPS estimates 100% of the time and has exceeded revenue estimates 88% of the time, demonstrating its stable financial performance and market confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and two downward adjustments, while revenue estimates have experienced two upward revisions with no downward changes, indicating a cautiously optimistic market outlook for Zebra's future performance.
See More
S&P 500 Futures Rise in Pre-Market Trading; Icon PLC and Baxter International Underperform
- Cognex Corp. Performance: Cognex Corp. (CGNX) saw a significant increase of 23.4% in pre-market trading.
- Zebra Technologies Corp. Performance: Zebra Technologies Corp. Cl A (ZBRA) experienced a rise of 11.3% in pre-market trading.
See More
Zebra Technologies Q4 Earnings Beat Expectations
- Earnings Highlights: Zebra Technologies reported a Q4 non-GAAP EPS of $4.33, meeting expectations, with revenue of $1.48 billion reflecting a 10.6% year-over-year increase, surpassing estimates by $10 million, indicating robust market performance.
- EBITDA Growth: Adjusted EBITDA rose 10.5% year-over-year to $326 million, showcasing the company's ongoing improvements in cost control and operational efficiency, which further enhances its profitability.
- Share Repurchase Program: The company has repurchased $303 million worth of shares as part of its previously announced $500 million 12-month buyback commitment, demonstrating management's confidence in future growth and commitment to shareholder returns.
- Future Outlook: For Q1 2026, sales growth is expected to range between 11% and 15%, with adjusted EBITDA margins projected between 21% and 22%, reflecting positive impacts from acquisitions and foreign currency translation, thereby solidifying its market position.
See More
Zebra Technologies Reports Decline in Q4 Earnings
- Earnings Decline: Zebra Technologies reported a net income of $70 million for Q4, translating to $1.39 per share, a significant drop from last year's $163 million and $3.14 per share, indicating profitability challenges that may affect investor confidence.
- Adjusted Earnings Performance: Excluding items, adjusted earnings stood at $219 million or $4.33 per share, reflecting a decline from last year but demonstrating resilience in core operations, potentially laying the groundwork for future recovery.
- Revenue Growth: The company achieved a 10.6% year-over-year revenue increase to $1.475 billion, up from $1.334 billion last year, suggesting strong market demand that could support future growth prospects.
- Future Guidance: Zebra provided Q1 EPS guidance of $4.05 to $4.35, with revenue growth expectations between 11% and 15%, indicating cautious optimism from management regarding future performance, which may attract investor interest.
See More
Zebra Technologies Reports Q4 2025 Financial Highlights
- Sales Growth: Zebra Technologies reported net sales of $1.475 billion in Q4 2025, reflecting a year-over-year increase of 10.6%, indicating sustained demand for its digital and automated workflow solutions despite profitability pressures.
- Net Income Decline: The company posted a net income of $70 million, or $1.39 per diluted share, in Q4, representing a 57.1% decline year-over-year, primarily due to $76 million in exit and restructuring charges impacting profitability.
- Adjusted EBITDA Increase: Adjusted EBITDA rose by 10.5% to $326 million, maintaining an EBITDA margin of 22.1%, which suggests effective cost management in operations despite high operating expenses.
- Shareholder Return Commitment: The Board approved an additional $1 billion stock repurchase authorization, reinforcing the company's commitment to shareholder returns, with projected sales growth of 9% to 13% in 2026, reflecting confidence in future growth.
See More
Stocks Close Steady Following Robust Jobs Data
Market Movement: The S&P 500 attempted to reach the 7,000 mark during trading.
End of Day Status: Despite the early gains, the index closed the day at its starting point.
See More
