Zebra Technologies Corporation

NasdaqGS:ZBRA 주식 리포트

시가총액: US$11.8b

Zebra Technologies 과거 순이익 실적

과거 기준 점검 1/6

Zebra Technologies의 수입은 연평균 -13.1%의 비율로 감소해 온 반면, Electronic 산업은 수입이 연평균 3.7% 증가했습니다. 매출은 연평균 1.4%의 비율로 감소해 왔습니다. Zebra Technologies의 자기자본이익률은 12%이고 순이익률은 7.5%입니다.

핵심 정보

-13.06%

순이익 성장률

-11.80%

주당순이익(EPS) 성장률

Electronic 산업 성장률15.34%
매출 성장률-1.42%
자기자본이익률12.05%
순이익률7.49%
다음 순이익 업데이트04 Aug 2026

최근 과거 실적 업데이트

Recent updates

Seeking Alpha 14h

Zebra Technologies Sees Growth Tailwinds Driven By Industrial Reshoring

Summary Zebra Technologies (ZBRA) is upgraded to Strong Buy with a $419/share target, reflecting robust automation demand and favorable reindustrialization trends. ZBRA’s machine vision and scanning solutions are realizing double-digit growth, positioning the company as a key beneficiary of $1.66T in US manufacturing reshoring. Strategic partnership with Skild AI and accelerated share repurchases underpin a bullish outlook, with operational leverage driving margin expansion. Trading at 11.47x EV/aEBITDA, ZBRA offers attractive upside as automation and human-machine integration gain momentum through the decade. Read the full article on Seeking Alpha
내러티브 업데이트 May 03

ZBRA: 2026 Guidance And Portfolio Reshaping Will Support Margin Recovery

Analysts have trimmed the Zebra Technologies price target by about $8, reflecting slightly lower fair value and revenue growth assumptions, a modestly higher discount rate, and a somewhat lower future P/E multiple despite broadly mixed recent research updates. Analyst Commentary Recent research on Zebra Technologies has been split, with some firms increasing targets while others are trimming them.
내러티브 업데이트 Apr 17

ZBRA: 2026 Automation Refocus And Buybacks Will Reset Risk Reward

The analyst price target for Zebra Technologies has been reduced by $18. Analysts attribute the change to updated assumptions around discount rates, future P/E multiples and Street research that includes both upward and downward revisions following recent quarterly updates.
내러티브 업데이트 Apr 03

ZBRA: Industrial Automation And AI Adoption Will Support 2026 Margin Recovery

Zebra Technologies' updated analyst price target edges lower to $333 from $336 as analysts balance recent target cuts and raises, along with expectations that small tweaks to fair value, discount rate, revenue growth, profit margin and future P/E better reflect the current research mix. Analyst Commentary Recent research on Zebra Technologies reflects a mix of optimism and caution, with several firms adjusting price targets up and down as they reassess fair value, growth assumptions and execution risks around the company’s outlook.
내러티브 업데이트 Mar 20

ZBRA: 2026 Automation Tailwinds And Buybacks Will Reshape Risk Reward

Zebra Technologies' analyst fair value estimate has shifted from $263.00 to $292.02, as analysts adjust their targets after recent research pointed to a 2026 growth reacceleration and sector tailwinds in areas like data centers, factory and warehouse automation, and semiconductors. Analyst Commentary Recent Street research on Zebra Technologies shows a mix of optimism around the 2026 outlook and caution around nearer term execution and growth visibility.
내러티브 업데이트 Mar 05

ZBRA: Industrial Automation And AI Adoption Will Support Post 2025 Margin Recovery

The updated analyst price target for Zebra Technologies moves slightly lower to $336, as analysts balance modest tweaks to growth, margin and P/E assumptions with mixed recent Street targets that range from $323 to $368. Analyst Commentary Recent research on Zebra Technologies presents a split picture, with some firms lifting price targets and others trimming them.
내러티브 업데이트 Feb 18

ZBRA: Automation And AI Solutions Will Support Future Upside

The updated analyst price target for Zebra Technologies reflects a small downward adjustment in fair value to about $398, along with slightly lower assumptions for revenue growth, profit margins, and future P/E, as analysts weigh mixed target moves from firms that are raising and lowering their views on the stock. Analyst Commentary Recent Street research on Zebra Technologies reflects a mix of higher and lower price targets, but the bullish commentators are emphasizing the long term story, particularly the company’s role in industrial technology and automation end markets.
분석 기사 Feb 15

Earnings Miss: Zebra Technologies Corporation Missed EPS By 19% And Analysts Are Revising Their Forecasts

It's been a good week for Zebra Technologies Corporation ( NASDAQ:ZBRA ) shareholders, because the company has just...
내러티브 업데이트 Feb 04

ZBRA: Automation And Data Center Demand Will Support Future Upside

Zebra Technologies' fair value estimate has shifted from US$421.00 to US$400.00 as analysts factor in updated assumptions on revenue growth, profit margins and future P/E, in the context of Street research that includes a higher US$368 price target from Barclays for the broader industrial technology and distribution outlook. Analyst Commentary Bullish analysts are highlighting Zebra Technologies as a key beneficiary of themes tied to industrial technology and distribution, with attention on areas such as data centers, factory and warehouse automation, electronics, test and measurement, and semiconductors.
내러티브 업데이트 Jan 21

ZBRA: Industrial Automation Tailwinds Will Support Post 2025 Margin Recovery

Narrative Update Analysts have modestly trimmed their blended price target on Zebra Technologies to about US$339 from roughly US$358, reflecting slightly lower fair value and P/E assumptions, even as they cite mixed signals around growth and margins following recent research updates from firms covering industrial technology and automation end markets. Analyst Commentary Recent research paints a mixed picture on Zebra Technologies, with some analysts lifting targets while others trim expectations following Q3 results and Q4 guidance.
분석 기사 Jan 07

Zebra Technologies (NASDAQ:ZBRA) May Have Issues Allocating Its Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
내러티브 업데이트 Jan 07

ZBRA: Data Center Demand And Buybacks Will Support Future Upside

Our fair value estimate for Zebra Technologies has been raised from $410 to $421 as analysts adjust their targets following Q3 results, factoring in updated views on organic growth trends, Q4 guidance, and forward P/E assumptions reflected in recent price target revisions from Truist, Barclays, and Citi. Analyst Commentary Street research around the Q3 print shows a mix of caution and optimism, with price targets shifting but ratings generally holding steady.
내러티브 업데이트 Dec 18

ZBRA: Tariff Headwinds Will Ease After 2025 Supporting Margin Recovery

Analysts have modestly lowered their average price target on Zebra Technologies, trimming expectations by a few dollars per share to reflect concerns about slowing organic growth and a cautious extrapolation of the latest Q4 guidance into the medium term. Analyst Commentary Recent Street research on Zebra Technologies reflects a mixed but generally constructive stance, with pricing adjustments fine tuning expectations rather than signaling a wholesale change in the underlying thesis.
내러티브 업데이트 Dec 04

ZBRA: Margin Pressures From Tariffs Will Ease After 2025 Supporting Profitability

Analysts have modestly reduced their price target on Zebra Technologies by about $19 per share, reflecting concerns over decelerating organic growth and cautious extrapolation of softer Q4 guidance into the medium term. Analyst Commentary Recent research notes present a mixed but generally balanced view of Zebra Technologies, with analysts updating price targets and recommendations in response to Q3 performance, tariff dynamics, and forward guidance.
분석 기사 Nov 21

What You Can Learn From Zebra Technologies Corporation's (NASDAQ:ZBRA) P/E After Its 25% Share Price Crash

The Zebra Technologies Corporation ( NASDAQ:ZBRA ) share price has fared very poorly over the last month, falling by a...
내러티브 업데이트 Nov 20

ZBRA: Margin Pressures From Tariffs Will Ease After 2025 For Expanding Profitability

Analysts have slightly adjusted their price targets for Zebra Technologies, with the average target moving modestly lower. Concerns about decelerating organic growth and cautious Q4 guidance have offset more favorable long-term expectations.
내러티브 업데이트 Nov 06

ZBRA: Margin Pressures From Tariffs Will Ease After 2025 For Expanding Profitability

Zebra Technologies' average analyst price target has decreased by approximately $14 to $358, as analysts express concerns about slowing organic growth and more cautious forward guidance. Analyst Commentary Analyst reactions to Zebra Technologies' latest performance and guidance reflect a mix of optimism and caution.
내러티브 업데이트 Oct 22

Analysts Adjust Zebra Technologies Forecasts Amid Improving Growth Outlook and Strategic Initiatives

Zebra Technologies' fair value estimate has been raised slightly from $369.60 to $372.33, as analysts cite improved revenue growth expectations, resilient profit margins, and constructive updates on tariff headwinds and recent acquisitions as key factors behind the upward price target revisions. Analyst Commentary Recent Street research highlights a balanced yet nuanced analyst perspective on Zebra Technologies, with adjustments to price targets and ratings reflecting changing expectations on growth, profitability, and industry pressures.
내러티브 업데이트 Oct 08

Digital Transformation And Automation Will Shape Global Industrial Supply Chains

The average analyst price target for Zebra Technologies has increased by approximately $5 to $369.60. Analysts are highlighting improved margin assumptions, resilient performance despite tariff headwinds, and an upgraded outlook following recent sector and company updates.
분석 기사 Sep 06

Zebra Technologies Corporation (NASDAQ:ZBRA) Not Flying Under The Radar

With a price-to-earnings (or "P/E") ratio of 29.1x Zebra Technologies Corporation ( NASDAQ:ZBRA ) may be sending very...
내러티브 업데이트 Sep 04

Digital Transformation And Automation Will Shape Global Industrial Supply Chains

Despite stronger Q2 results and raised guidance driven by upward earnings revisions and sector optimism, analysts cite ongoing near-term pressures from mobile compute cycles and European weakness, resulting in the consensus price target for Zebra Technologies remaining unchanged at $364.67. Analyst Commentary Q2 earnings and FY guidance exceeded expectations, reflecting stronger operational performance.
분석 기사 Aug 05

Is Zebra Technologies (NASDAQ:ZBRA) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Jun 22

Is There An Opportunity With Zebra Technologies Corporation's (NASDAQ:ZBRA) 25% Undervaluation?

Key Insights The projected fair value for Zebra Technologies is US$391 based on 2 Stage Free Cash Flow to Equity...
분석 기사 May 26

Is Now An Opportune Moment To Examine Zebra Technologies Corporation (NASDAQ:ZBRA)?

Let's talk about the popular Zebra Technologies Corporation ( NASDAQ:ZBRA ). The company's shares received a lot of...
Seeking Alpha Apr 16

Zebra Technologies: Great Business, Mediocre Growth

Summary Zebra has shown improving profitability and capital efficiency, with a strategic pivot towards higher-margin, recurring-revenue solutions, despite modest historical revenue growth. The company operates in high-growth sectors like automation, IoT, and enterprise mobility but has struggled with revenue growth due to legacy product dependence and external challenges. Zebra's consistent gross margin performance and disciplined cost control support its ability to sustain or expand profitability, positioning it well for future profit growth. Current valuation offers limited margin of safety, but potential upside exists if Zebra accelerates revenue growth or benefits from a lower cost of capital. Read the full article on Seeking Alpha
Seeking Alpha Feb 03

Zebra Technologies: The Impact Of Inventory Reductions

Summary I'm cautious about Zebra Technologies Corporation's valuation at 22x forward free cash flow, given its erratic growth patterns. I appreciate Zebra's operational improvements and AI-powered software launch but remain skeptical about sustainable growth. I'm wary of the one-off working capital changes driving much of the 2024 cash flow gains. I acknowledge the upside potential of ZBRA shares if interest rates decline or Zebra makes a transformative acquisition. Read the full article on Seeking Alpha
Seeking Alpha Nov 22

Zebra Technologies Q3: Broad Demand Recovery

Summary Zebra Technologies Corporation shows strong growth with a 31.3% revenue increase and 141.4% adjusted EBITDA growth, driven by digitalization and automation trends. Asset Intelligence & Tracking and Enterprise Visibility & Mobility segments see significant demand recovery, especially from omnichannel and e-commerce initiatives. Management guides for 28%-31% revenue growth in Q4, projecting $850 million in free cash flow for FY24, highlighting strong end-market recovery. Despite challenges in China, Zebra maintains a robust balance sheet for M&A and share repurchase, reiterating a “Buy” rating with a $450 target price. Read the full article on Seeking Alpha

매출 및 비용 세부 내역

Zebra Technologies가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:ZBRA 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
04 Apr 265,5834181,130607
31 Dec 255,3964191,086593
27 Sep 255,2555121,060579
28 Jun 255,1905481,037574
29 Mar 255,1145491,024576
31 Dec 244,981528981563
28 Sep 244,656382937541
29 Jun 244,357230916527
30 Mar 244,354261884511
31 Dec 234,584296915519
30 Sep 235,078465943545
01 Jul 235,500650958561
01 Apr 235,754408991579
31 Dec 225,781463982570
01 Oct 225,745468986573
02 Jul 225,803497978571
02 Apr 225,712814970564
31 Dec 215,627837935567
02 Oct 215,468845907559
03 Jul 215,164762864531
03 Apr 214,743643807488
31 Dec 204,448504787453
26 Sep 204,332474778434
27 Jun 204,330494790431
28 Mar 204,471518824441
31 Dec 194,485544826447
28 Sep 194,430490828450
29 Jun 194,392481821453
30 Mar 194,307427805454
31 Dec 184,218421798444
29 Sep 184,107310786421
30 Jun 183,950171775404
31 Mar 183,834118756394
31 Dec 173,72217749389
30 Sep 173,63830739383
01 Jul 173,607-41741383
01 Apr 173,590-103748379
31 Dec 163,574-137751376
01 Oct 163,583-181769382
02 Jul 163,595-127770386
02 Apr 163,606-159776391
31 Dec 153,650-158777394
03 Oct 153,490-183734375
04 Jul 152,877-139608300

양질의 수익: ZBRA는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: ZBRA의 현재 순 이익률 (7.5%)은 지난해 (10.7%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: ZBRA의 수익은 지난 5년 동안 연평균 13.1% 감소했습니다.

성장 가속화: ZBRA은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: ZBRA은 지난 1년 동안 수익이 감소(-23.9%)하여 Electronic 업계 평균(12.5%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: ZBRA의 자본 수익률(12%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/14 03:58
종가2026/05/14 00:00
수익2026/04/04
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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분석가 소스

Zebra Technologies Corporation는 39명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Robert MasonBaird
Quinn FredricksonBaird
Timothy LongBarclays