Latest Earnings Results: Q2 '26
Estimated EPS
$4.36
Reported EPS
$6.35
Surprise
+45.5%
Estimated Rev
$1.5B
Reported Rev
$1.56B
Surprise
+3.99%
• Reported GAAP EPS of $4.89 up 122.27% YoY • Reported revenue of $1.56B up 20.42% YoY • Zebra Technologies expects full year sales growth between 14% and 16% compared to the prior year, with adjusted EBITDA margin between 23.5% and 24.0% and non-GAAP EPS of $20.75 to $21.25.
Bullish Takeaway
Zebra Technologies delivered record quarterly performance with strong net sales growth and expanded margins, while management raised the full year outlook due to broad demand momentum and improved supply productivity.
Bearish Takeaway
Zebra Technologies faces material risks from potential supply chain constraints, significant total debt levels, and the inherent challenges associated with successfully integrating acquisitions into the existing business model and operations.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $4.84 | -- | -- | N/A |
Q2 '26 | $4.36 | $6.35 | 45.50% | BEAT |
Q1 '26 | $4.25 | $4.75 | 11.87% | BEAT |
Q4 '25 | $4.35 | $4.33 | -0.36% | MISSED |
Q3 '25 | $3.75 | $3.88 | 3.55% | BEAT |