ZBRA Q3 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025

Earnings

Zebra Technologies posted a clean beat across both top and bottom lines in the third quarter of fiscal 2025, with non-GAAP diluted EPS of $3.88 clearing the $3.75 consensus estimate by 3.40% and revenue of $1.32 billion edging past expectations by 0.… Read more Zebra Technologies posted a clean beat across both top and bottom lines in the third quarter of fiscal 2025, with non-GAAP diluted EPS of $3.88 clearing the $3.75 consensus estimate by 3.40% and revenue of $1.32 billion edging past expectations by 0.26% on 5.2% year-over-year growth. The standout driver was the Asset Intelligence and Tracking segment, which delivered 11.0% reported sales growth to $455.00 million, providing meaningful lift to overall results even as the larger Enterprise Visibility and Mobility segment contributed a steadier 2.4% gain to $865.00 million. Despite the revenue momentum, GAAP net income pulled back to $101.00 million from $137.00 million a year ago, weighed down by stock-based compensation that doubled to $48.00 million and a sharp rise in income tax expense. Looking ahead, management guided Q4 sales growth of 8% to 11% and non-GAAP EPS of $4.20 to $4.40, while committing to $500.00 million in share repurchases over the next twelve months, signaling confidence in the company's demand trajectory despite ongoing tariff headwinds of approximately $6.00 million.