Zebra Technologies CorporationZBRA
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Beats Q2 estimates and raises full-year 2026 outlook, indicating strong financial performance.
Impact on stocks 1
Robotics & Physical AI
Zebra Technologies CorporationZebra Technologies reported second-quarter 2026 adjusted earnings of $6.35 per share, beating the Zacks Consensus Estimate of $4.35 by 46%, with revenues of $1.56 billion surpassing expectations by 3.9%. The company raised its full-year 2026 outlook, now expecting adjusted earnings of $20.75-$21.25 per share and net sales growth of 14-16% year over year. For the third quarter, Zebra projects net sales growth of 17-20% and adjusted EPS of $4.70-$4.90. The earnings beat was driven by broad-based growth, with the Connected Frontline segment (part of the two-segment structure) up 25.9% to $903 million, and Asset Visibility & Automation up 13.5% to $654 million. Shares have fallen 4.9% since the report, underperforming the S&P 500, but analyst estimates have trended upward, and Zebra holds a Zacks Rank #1 (Strong Buy).
Zebra Technologies CorporationBeats Q2 estimates and raises full-year 2026 outlook, indicating strong financial performance.