earnings
confidence high
sentiment positive
materiality 0.80
Zebra Q3 net sales +5.2% to $1.32B; non-GAAP EPS $3.88, up 11.2%
ZEBRA TECHNOLOGIES CORP
2025-Q3 EPS
reported $6.78
vs consensus $3.83
▲ beat
(+77.2%)
- Net sales $1,320M (+5.2% YoY); GAAP net income $101M ($1.97 diluted EPS), down 25.4%.
- Non-GAAP diluted EPS $3.88 (+11.2% YoY); adjusted EBITDA $285M (21.6% margin), +6.3%.
- AIT segment organic sales +10.6% YoY; EVM +2.0%; total organic growth 4.8%.
- Q4 guidance: sales growth 8%-11% YoY, adjusted EBITDA margin ~22%, non-GAAP EPS $4.20-$4.40.
- Full-year free cash flow >$800M; committed to $500M share repurchases over next 12 months.