earnings
confidence high
sentiment neutral
materiality 0.75
Zebra Q4 sales up 10.6% to $1.48B; GAAP EPS $1.39 (-56%); board adds $1B buyback
ZEBRA TECHNOLOGIES CORP
2025-FY EPS
reported $8.18
vs consensus $4.42
▲ beat
(+85.2%)
- Q4 net sales $1.48B (+10.6% YoY); GAAP diluted EPS $1.39 (-55.7% YoY) due to $76M restructuring/exit charges.
- Non-GAAP diluted EPS $4.33 (+8.3% YoY); Adjusted EBITDA $326M (+10.5% YoY) with margin 22.1%.
- Full-year 2025 net sales $5.40B (+8.3%); Non-GAAP EPS $15.84 (+17.2%); free cash flow $831M.
- Q1 2026 guidance: sales growth 11-15%, Non-GAAP EPS $4.05-$4.35; FY2026: Non-GAAP EPS $17.70-$18.30, FCF ≥$900M.
- Board approved additional $1B share repurchase; total remaining authorization >$1.1B; $587M repurchased in FY2025.