Zebra Technologies Corporation, alongside its affiliated entities, delivers enterprise asset intelligence solutions globally within the automatic identification and data capture (AIDC) sector. ...
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Est. EPS $4.88 · Revenue $1.57B · 10 analysts
Est. EPS $21.12 · Revenue $6.22B · 10 analysts
Est. EPS $5.15 · Revenue $1.60B · 10 analysts
Est. EPS $5.16 · Revenue $1.57B · 4 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $5.4B | +8.3% | +4.1% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $419.0M | -20.6% | +72.6% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +45.9% | -5.2% | +6.8% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +14.8% | -0.5% | +43.4% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +7.8% | -26.7% | +65.7% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $831.0M | -12.9% | +21.5% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +15.4% | -19.6% | +16.6% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 78.5% | +19.2% | +5.0% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.97x | -32.3% | -46.4% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $8.5B | +6.7% | +3.7% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 8.18 vs 15.83 | -48.3% | 4.60 vs 4.88 | -5.7% |
| Revenue Surprise | $5.4B vs $5.4B | +0.2% | $1.6B vs $1.6B | -0.6% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Connly Linda | director | Class A Common Stock | D | 500 | $377.68 |
| Aug 7, 2026 | Cho Michael | officer: Chief Strategy Officer | Class A Common Stock | D | 3,500 | $375.20 |
| Aug 3, 2026 | Luff Loizides Melissa | officer: Chief People Officer | Class A Common Stock | D | 46 | $291.64 |
| May 26, 2026 | Luff Loizides Melissa | officer: Chief People Officer | Class A Common Stock | D | 500 | $253.95 |
| May 19, 2026 | Dhanasekaran Satish | director | Class A Common Stock | A | 951 | $247.15 |
Operator: Good day, and welcome to the Second Quarter 2026 Zebra Technologies Earnings Conference Call. [Operator Instructions] Please note this event is being recorded. I would now like to turn the conference over to Mike Steele, Vice President of Investor Relations. Please go ahead. Michael Steele: Good morning, and welcome to Zebra's second quarter earnings conference call. This presentation is being simulcast on our website at investors.zebra.com and will be archived there for at least 1 year. Our forward-looking statements are based on current expectations and assumptions and are subject to risks and uncertainties. Actual results could differ materially, and we refer you to the risk factors discussed in our SEC filings. During this call, we will reference non-GAAP financial measures as we describe business performance with reconciliations shown at the end of the slide presentation and in our earnings press release. Throughout this presentation, unless otherwise indicated, our references to sales performance are year-on-year on a constant currency basis and exclude results from business acquisitions and dispositions for 12 months. This presentation will include prepared remarks from Bill Burns, our Chief Executive Officer; and Nathan Winters, our Chief Financial Officer. Bill will begin with perspectives on our second quarter results, our value proposition and strategic priorities. Nathan will then provide additional detail on our financial results and discuss our outlook, followed by Bill's closing remarks. Then Bill and Nathan will take your questions. Now let's turn to Slide 3 as I hand it over to Bill. William Burns: Thank you, Mike. Good morning, everyone, and thank you for joining us. There are 3 key points I'd like to focus on today. First, our team executed well, driving record results with broad-based growth and significantly increased profitability. This strong performance, together with the continued momentum we are seeing across our business, supports our meaningful raise to the full year outlook. Second, our results reflect Zebra's unique value proposition. Customers are investing to digitize and automate frontline operations and our integrated portfolio is central to their progress. Zebra's AI-powered solutions are helping customers globally to improve outcomes to enhance productivity, visibility and real-time decision-making. Third, we are executing on our clear strategy to create long-term shareholder value by driving sustainable growth, building on our industry leadership and track record of innovation and enhancing our financial strength and flexibility. With that, let's turn to our second quarter results. Turning to Slide 4. We delivered results exceeding our outlook driven by our team's execution and positive demand trends across our portfolio. We had strong performance across all segments and regions with double-digit growth in our retail, manufacturing and healthcare end markets. Elo Touch contributed strong profitable …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
William J. Burns | Chief Executive Officer & Director | USD 2,890,087 | Male | 1967 | Active |
Richard Edward Hudson | Chief Revenue Officer | USD 1,547,940 | Male | 1968 | Active |
Nathan Andrew Winters | Chief Financial Officer | USD 1,423,533 | Male | 1980 | Active |
Cristen L. Kogl | Chief Legal Officer, General Counsel & Corporate Secretary | USD 1,278,147 | Female | 1966 | Active |
Jeffrey F. Schmitz | Senior Vice President | USD 1,120,597 | Male | 1964 | Active |
Therese Van Ryne | Senior Director of External Communications | — | Female | — | Active |
Colleen O'Sullivan | Senior Vice President & Chief Accounting Officer | — | Female | 1967 | Active |
Tom Bianculli | Chief Technology Officer | — | Male | — | Active |
Matt Ausman | Chief Information Officer | — | Male | — | Active |
Michael A. Steele | Vice President of Investor Relations | — | Male | 1973 | Active |
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