Zebra Technologies Corporation · ZBRA · Next earnings

Zebra Technologies Corporation reports Thursday, Feb 11, 2027

ZBRA reports before market open with consensus EPS at $5.25 and revenue at $1.64B. Last quarter: Zebra raises FY2026 outlook as AI-enabled hardware demand grows, with memory costs a key watchpoint

Reports Before market open98 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $5.25 Calendar consensus
Consensus revenue $1.64B Calendar consensus
Report date Feb 11, 2027 Thursday, date estimated
Session Before market open 98 days away

Where ZBRA left off: FY2026 Q3

Full report

Zebra raises FY2026 outlook as AI-enabled hardware demand grows, with memory costs a key watchpoint

EPS surprise +1.2% Reported $4.95 vs $4.89
Revenue surprise +2.8% Reported $1.61B vs $1.57B
Stock move -8.8% Event window
Subsequent drift 0.0% Up to 20 sessions

Raised: FY2026 sales growth outlook to about 17%, EBITDA margin target about 23.5%, and EPS guidance above $21. The prior quarter's full-year sales-growth outlook was 14–16%.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Memory component costs remain elevated and supply may be constrained.
  • Pricing actions may not fully offset cost increases or could pressure customer demand.
  • Analysts sought more detail on Asset Visibility & Automation performance and margins, Photoneo integration, and machine-vision share.
  • The timing and conversion of the multiyear pipeline leave 2027 growth visibility uncertain; demand may vary across end markets.

Questions analysts left open

  • Magnitude and timing of memory-cost impacts and pricing offsets.
  • Asset Visibility & Automation performance and margin contribution.
  • Photoneo integration progress and machine-vision market-share gains.
  • R&D spending, around 9% of revenue, and its implications for innovation.
  • Visibility into 2027 growth and pipeline execution.

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Recent ZBRA quarters

All ZBRA earnings
-8.8%FY2026 Q3+26.5%FY2026 Q2+11.4%FY2026 Q1+8.6%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.