ZBRA · Zebra Technologies Corp
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 4, 2026TL;DR. Zebra delivered record Q2 results with sales of $1,557M and non-GAAP EPS of $6.35, and raised its full-year 2026 sales growth outlook to 14–16% (up three points at the midpoint), though guidance reflects an ongoing memory supply/cost headwind of ~$120M and Q3 EBITDA margin steps down to ~22%.
- + Q2 sales grew 20.4% to a record $1,557M with 9.2% organic growth and non-GAAP EPS up 75.9% to $6.35.
- + Raised full-year 2026 sales growth outlook to 14–16% (three-point increase at the midpoint), with adjusted EBITDA margin now 23.5–24.0% and non-GAAP EPS of $20.75–$21.25.
- + Strong broad-based demand across regions and end markets, with healthcare the highest growth vertical and double-digit growth in retail, manufacturing, and healthcare.
- − Q3 guidance implies a margin step-down, with adjusted EBITDA margin of approximately 22% (down from Q2's 27.7%) driven by removal of the $73M IEEPA tariff recovery and a step-up in memory costs.
- − Management stated unconstrained demand would take results to the high end of the outlook range, indicating the midpoint guide is deliberately supply-constrained.
- − EMEA growth lagged other regions at 7% and continued softness in the Middle East was cited due to geopolitical challenges.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Communication Equipment — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ZBRA
this stock
Zebra Technologies Corp
|
$17.47B | +53.7% | +8.3% | 33.8 | 3.9% |
|
CSCO
Cisco Systems, Inc.
|
$427.06B | +39.7% | +2.8% | 32.5 | 1.5% |
|
LITE
Lumentum Holdings Inc.
|
$84.47B | +163.5% | +24.6% | — | 7.3% |
|
HPE
Hewlett Packard Enterprise Co
|
$83.55B | +166.0% | +13.8% | 32.4 | 4.2% |
|
MSI
Motorola Solutions, Inc.
|
$75.61B | +16.3% | +5.7% | 36.0 | 1.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ZBRA | +0.6% | +8.6% | +67.4% | +5.6% | +53.7% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | +1.3% | +8.5% | +55.2% | +6.2% | +41.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.