Earnings ·
Zebra Technologies Corporation reported second quarter 2026 results with net sales of $1,557 million, a 20.4%…
ZBRAZebra Technologies Corp
Zebra Technologies Corporation reported second quarter 2026 results with net sales of $1,557 million, a 20.4% year-over-year increase, driven by broad-based demand across its Connected Frontline and Asset Visibility & Automation segments. Net income rose to $233 million ($4.85 diluted EPS), while Non-GAAP diluted EPS reached $6.35. The company recorded $73 million in IEEPA tariff recoveries, contributing to a gross margin expansion to 53.0%. Management raised full-year guidance, expecting sales growth of 14% to 16%, an Adjusted EBITDA margin of 23.5% to 24.0%, and Non-GAAP EPS between $20.75 and $21.25. The company also repurchased $268 million in shares during the quarter, bringing first-half buybacks to $568 million. Zebra Technologies provides hardware, software, and services for asset tracking, workflow automation, and frontline AI solutions across retail, manufacturing, healthcare, and logistics industries.