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Zebra Technologies
Zebra Technologies (ZBRA) investor relations material
Zebra Technologies Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Fourth quarter results exceeded outlook, with Q4 2025 net sales of $1,475 million, up 10.6% year-over-year, and 2.5% organic net sales growth, driven by strong execution and demand, especially in Asia-Pacific and Latin America.
Adjusted EBITDA margin was 22.1% in Q4 2025, with non-GAAP diluted EPS up 8.3% to $4.33.
Full-year 2025 sales grew 8.3% to $5,396 million, with over 6% sales growth and 17% non-GAAP EPS growth, generating $831 million in free cash flow.
Portfolio expanded through Elo Touch and Photoneo acquisitions, while exiting robotics to focus on higher-growth areas like RFID, machine vision, and AI-powered solutions.
Nearly $600 million returned to shareholders via repurchases, with an additional $1 billion buyback authorization.
Financial highlights
Q4 2025 sales reached $1,475 million, up 10.6% year-over-year (2.5% organic), with adjusted EBITDA of $326 million and margin of 22.1%.
Adjusted gross margin for Q4 2025 was 48.2%, down 50 bps year-over-year due to lower services and software margins.
Full-year free cash flow was $831 million, with a 102% conversion rate.
Asia-Pacific sales grew 13%, Latin America 8%, EMEA 4%, while North America declined 1%.
Q4 2025 net income was $70 million, down 57.1% year-over-year, while non-GAAP net income rose 5.3% to $219 million.
Outlook and guidance
Q1 2026 sales growth guidance is 11%-15%, with about 10 points from acquisitions and FX.
Q1 2026 adjusted EBITDA margin expected at 21%-22%; non-GAAP EPS between $4.05-$4.35.
Full-year 2026 sales growth expected at 9%-13%, with 7 points from acquisitions and FX.
Full-year 2026 adjusted EBITDA margin expected at ~22%; non-GAAP EPS between $17.70-$18.30; free cash flow at least $900 million.
Capital expenditures for FY 2026 expected at $85M-$95M; depreciation and amortization guidance at $75M-$85M and $145M-$155M, respectively.
Explain 4Q25 GAAP vs. Non-GAAP EPS divergence
Assess organic growth contribution to 2026 sales outlook
Evaluate capital allocation strategy given debt and M&A
Memory cost mitigation strategy details
AI's role in driving device upgrade cycle?
Large project refresh cycle assumptions for '26
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Next Zebra Technologies earnings date
Citi's Global Industrial Tech & Mobility Conference 202617 Feb, 2026
Zebra Technologies
Next Zebra Technologies earnings date
Citi's Global Industrial Tech & Mobility Conference 202617 Feb, 2026
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Frequently asked questions
Zebra Technologies Corporation, provides enterprise asset intelligence solutions in the automatic identification and data capture solutions industry. The company manufactures handheld computers, mobile computers, printers, bar code scanners, and RFID readers. It offers capture devices such as closed-loop UHF RFID readers that read both EPCglobal Gen 2 (ISO18000-6C) and Gen 1 tags; short range EZRadio Wireless products; ultra-wide band (UWB) RFID readers for accessing both Gen 2 and Gen 1 tags; long range UWB RFID reader that reads both Type 4 and Type 5 UWB tags operating at 123KHz to 868MHz frequency bands; panel mount terminals; datalink USB adapters; and wireless portable printers. Zebra Technologies Corporation is based in Lincolnshire, Illinois.
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