Zebra Technologies Corporation (ZBRA) Earnings Call Transcripts

Zebra Technologies Corporation's Latest Earnings Call - September 9, 2026

In the third quarter of fiscal 2026, Zebra Technologies reported strong demand across its diverse portfolio, leading to an upward revision of its full-year guidance. Revenue and earnings were robust, with management raising its full-year revenue guidance by 3 points, reflecting strong underlying demand despite supply constraints. The company is optimistic about its growth trajectory, particularly in AI-enabled solutions, which are expected to drive future profitability and market share gains.

Reported metrics

Guidance from management

Zebra expects to continue navigating supply constraints while capitalizing on strong demand, with guidance reflecting a high-end growth potential of 7% for the full year. Management is optimistic about maintaining profitability improvements in the coming quarters.

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 raised concerns about the long-term role of handheld devices in increasingly automated warehouses, questioning whether demand for these products might decline. Additionally, there were inquiries about the competitive landscape and how Zebra plans to maintain its market position amid changes in ownership among competitors.

Main topics on the call

• Revenue Guidance Increase — Zebra raised its full-year revenue guidance by 3 points, indicating strong demand and effective management of supply constraints. CFO Nathan Winters stated, "we feel good about the underlying performance of the business,...
• AI-Enabled Solutions Momentum — Management expressed excitement about the adoption of AI-enabled products, noting that customers are increasingly opting for premium devices with embedded AI capabilities. Winters remarked, "we're really encouraged by th...
• Capital Deployment Strategy — Zebra continues to focus on organic investments, allocating over 9% of sales to R&D while balancing M&A activities. Winters mentioned, "we really like the 2 acquisitions over the last year," indicating a strategic approa...
• Challenges in Supply Chain — Management acknowledged ongoing supply chain challenges, particularly with memory components, but noted improvements in securing capacity. Winters stated, "we're on track to fully mitigate the memory headwind from a doll...

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.

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

Industry

Electronic Equipment, Instruments and Components

Calls on record

76

First call

February 13, 2020

Most recent

September 9, 2026

Reporting cadence

quarterly