ZBRA
FY2026 Q1 · Calendar Q2 2026
Zebra Technologies Corporation
Zebra Technologies entered FY2026 with stronger-than-expected demand across RFID, machine vision, and AI-enabled solutions, producing a 14% revenue increase and a 90-basis-point EBITDA margin expansion to 23.2%. Management raised full-year guidance on both the top and bottom lines, expressed confidence in offsetting memory cost pressures through pricing and supply actions with line-of-sight to memory supply through 2027, and accelerated share repurchases to $500 million year-to-date. The Elo Touch acquisition is contributing mid-single-digit growth, while investments in the Frontline AI Suite and next-generation RFID-enabled hardware position Zebra to capitalize on enterprise automation trends.
EPS surprise+12.8%
Market move+11.4%
