Zebra Technologies Corporation (ZBRA) Earnings Call Transcripts
Zebra Technologies Corporation's Latest Earnings Call - September 9, 2026
In the third quarter of fiscal year 2026, Zebra Technologies Corporation reported strong demand across its diverse portfolio, driven by advancements in AI and automation technologies. The company raised its full-year guidance by 3 points, reflecting a positive outlook on underlying demand despite ongoing supply constraints. Revenue and earnings metrics were not explicitly stated in the call, but management highlighted a robust pipeline and backlog, indicating continued growth momentum.
Reported metrics
| Metric | Value |
|---|---|
| R&D Investment | 9% |
| Cash Flow | $1 billion |
| Memory Price Realization | $90 million |
| Mobile Computers Revenue Share | 10% to 15% |
Guidance from management
Zebra raised its full-year guidance by 3 points, reflecting strong demand and improved visibility into supply constraints. Management is optimistic about achieving mid-20s EBITDA margins in the long term.
What management said
Yes. I think just a few takeaways from what we're seeing as a business. One, we continue to believe we're at the center of some long-term durable growth trends and then ultimately reside in our customers needed to digitize and automate their environments. We see as a secular tailwind for the business. And our broad portfolio allows us to really take advantage of the AI opportunity in front of us and deliver those cap...
What analysts pressed on
Analysts expressed concerns regarding the competitive landscape and the potential impact of automation on handheld device demand. There were questions about how Zebra plans to maintain its market position amidst increasing automation in warehouses.
Main topics on the call
- Guidance Increase — Zebra raised its full-year guidance by 3 points, reflecting strong Q2 results and improved visibility into memory availability. Management noted, "we feel good about the underlying performance of the business" and highli...
- AI and Automation Opportunities — Management expressed excitement about the long-term tailwinds from AI and intelligent automation, stating, "we're really excited about the opportunity that presents for us over the next couple of years." This indicates a...
- Capital Deployment Strategy — Zebra's capital deployment strategy remains consistent, focusing on organic investments and M&A. The CFO mentioned, "Just over 9% of our sales in R&D from an organic investment to continue to again accelerate our market ...
- Market Demand and Pricing Power — Management noted strong demand in retail and e-commerce, with double-digit growth in Q2. They stated, "customers are continuing to invest despite what you see in terms of narrative around the state of the consumer," sugg...
Read the full Zebra Technologies Corporation transcript (September 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Zebra Technologies Corporation
Zebra Technologies Corporation (ZBRA) is a publicly listed company in the Electronic Equipment, Instruments and Components industry, within the Information Technology sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 76 calls on record spanning February 13, 2020 to September 9, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 76 Zebra Technologies Corporation earnings call transcripts on record, spanning February 13, 2020 to September 9, 2026. Based on this history, Zebra Technologies Corporation reports quarterly. The most recent call on file is dated September 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ZBRA
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Information Technology
- Calls on record
- 76
- First call
- February 13, 2020
- Most recent
- September 9, 2026
- Reporting cadence
- quarterly