Zebra Technologies Corporation · ZBRA · Next earnings

Zebra Technologies Corporation reports Tuesday, Nov 3, 2026

ZBRA reports before market open with consensus EPS at $4.88 and revenue at $1.57B. Last quarter: Zebra Technologies Beats Q1 Estimates, Raises Full-Year Outlook on RFID and AI Demand

Reports Before market open44 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $4.88 Calendar consensus
Consensus revenue $1.57B Calendar consensus
Report date Nov 3, 2026 Tuesday, date estimated
Session Before market open 44 days away

Where ZBRA left off: FY2026 Q1

Full report

Zebra Technologies Beats Q1 Estimates, Raises Full-Year Outlook on RFID and AI Demand

EPS surprise +12.8% Reported $4.75 vs $4.21
Revenue surprise +1.1% Reported $1.50B vs $1.48B
Stock move +11.4% Event window
Subsequent drift -10.3% Up to 20 sessions

Full-year sales growth outlook raised from 9-13% to 10-14%. Full-year EPS guidance introduced at $18.30-$18.70. Q1 EBITDA margin of 23.2% exceeded the prior ~22% full-year target. Guidance sentiment shifted from maintained to raised.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Memory component pricing volatility and supply constraints could pressure margins despite mitigation efforts.
  • Tariff and trade policy changes (IEEPA, Section 122, Section 232) introduce cost and demand uncertainty.
  • Competitive pressure in enterprise mobility and IoT markets may constrain pricing power.
  • Execution risk on large-deal pipeline and integration of recent acquisitions (Elo, Photoneo).
  • Sequential EBITDA margin pressure in Q2 as flagged by analysts.

Questions analysts left open

  • Memory price assumptions and supply clarity for the remainder of the year.
  • Sequential EBITDA margin pressure in Q2.
  • Impact of recent and future tariff regimes on costs and demand.
  • Synergy realization timeline for the Elo acquisition.
  • Effect of freight cost increases on margins.

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Recent ZBRA quarters

All ZBRA earnings
+11.4%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

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.