ZEBRA TECHNOLOGIES CORP is expected to release its Q3 2026 10-Q filing in the upcoming earnings season. Last quarter: Zebra Technologies delivered strong Q2 2026 revenue growth of 14.3% to $1.495B, but net income was nearly flat at $135M (-0.7% YoY) as higher debt and financing costs offset operational gains, while a significant $300M share buyback drove cash down 87% to $114M.
Drawn from management commentary in the Q2 2026 10-Q:
Zebra Technologies grew revenue 14.3% year-over-year to $1.495B in Q2 2026, up from $1.308B in Q2 2025, reflecting a meaningful recovery in demand for its enterprise mobile computing, data capture, and printing solutions after a prior-year inventory correction cycle.
Gross profit rose 15.0% to $742M, with gross margin improving modestly to 49.6% from 49.3% in the prior year, suggesting Zebra maintained pricing discipline and managed cost of revenue (up 13.6% to $753M) effectively relative to revenue growth.
Operating income grew 10.3% to $215M, but operating margin contracted slightly to 14.4% from 14.9%, as R&D spending increased 9.3% to $165M, reflecting continued investment in next-generation enterprise technology platforms.
Revenue
$1.5B
++14.30% YoY
EPS (Basic)
$2.74
++3.79% YoY
Gross Margin
49.6%
++0.32% YoY
Operating Income
$215M
++10.26% YoY
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