earnings
confidence high
sentiment positive
materiality 0.85
Zebra Q2 net sales up 20.4% to $1.56B; raises full-year EPS guidance to $20.75-$21.25
ZEBRA TECHNOLOGIES CORP
- Net sales $1,557M (+20.4% YoY); net income $233M, diluted EPS $4.85.
- Non-GAAP diluted EPS $6.35 (+75.9% YoY); adjusted EBITDA $431M, margin 27.7%.
- Recorded IEEPA tariff recoveries of $73M; $14M received in Q2.
- Share repurchases of $268M in Q2, $568M in H1 2026.
- Full-year 2026 guidance raised: sales growth 14-16%, non-GAAP EPS $20.75-$21.25, FCF >$1B.